Conviction
Status
ACTIVE
Global HQ
San Francisco, United States
Countries of investment
- United States
Investment stages
- Pre-Seed
- Seed
- Series A
Industries
- Artificial intelligence
- AI applications
- AI infrastructure
- Developer tools
- Enterprise software
- Cybersecurity
- Vertical software
About
Conviction is a San Francisco-based venture capital firm focused on AI-native companies. Their focus spans AI applications, infrastructure, developer tools, security and vertical software across the United States. The firm supports founders from pre-seed through Series A stages.
Conviction is a San Francisco-based venture capital firm focused on AI-native companies. Their focus spans AI applications, infrastructure, developer tools, security and vertical software across the United States. The firm supports founders from pre-seed through Series A stages.
Investment Thesis
Conviction is a pre-seed to Series A stage firm investing in AI-native software, backing founders building applications and infrastructure that take advantage of new AI capabilities. The firm differentiates itself through Sarah Guo's thesis-driven approach, built on a decade of infrastructure and security investing at Greylock, and its Conviction Embed pre-seed program.
Manager's Experience
Founded in 2022 by Sarah Guo, previously a General Partner at Greylock Partners for nearly a decade, where she invested in AI, infrastructure and security companies. Launched with a $101M debut fund and was later joined by Mike Vernal, former Sequoia partner and Facebook engineering VP. Runs Conviction Embed, a pre-seed program for AI founders.
Team
Sarah Guo - Founder & General Partner
Mike Vernal - General Partner
Pranav Reddy - Investor
Bella Garcia-Camargo - Investor
Portfolio
Baseten
Cartesia
Cognition
Corridor
Distributed Spectrum
Harvey
HeyGen
Instinct
Keenable
Latent
Listen Labs
Mistral
Onyx
OpenEvidence
RunSybil
Sierra
Sola
Sunday
Trajectory