/Investor DB

Conviction

Venture capitalActively deploying

San Francisco · Pre-Seed–Series B · 6 people tracked

Also known as CONVICTION PARTNERS, LLC

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Investment thesis

Conviction backs AI-native, 'Software 3.0' companies, believing the industry is very early in turning powerful AI models into products that transform industries. The firm invests early, frequently as the first investor, writing checks from $1M to $25M. It gravitates toward technical teams — engineers, researchers, product people, domain experts, and dropouts — that build with velocity and pragmatism. Conviction positions itself as hands-on with deep domain understanding and a broad network deployed on behalf of portfolio companies, aiming to help founders become their most ambitious selves.

Source: firm website, verified Sep 29, 2026.

Stage
Pre-Seed–Series B
Check
$1M – $25M
HQ
San Francisco, California, US
Leads rounds
Leads
Instruments
Equity · Grants
Founded
2022
Last 12 months
23 investments
AUM
$100M
VC funds
3
Tracked investments
63
Unicorns
10
Acquisitions
4

Team · 6 people

from public directories

Founder mafia

2 people who came through Conviction went on to found or lead other companies.

What they invest in

from 56 of 63 portfolio companies

AI & Machine Learning ×44Enterprise Software ×22SaaS ×15Developer Tools ×13Deep Tech ×10Cloud Computing ×7Data & Infrastructure ×7Consumer ×5

HQs:United States×42Mexico×2Argentina×1Canada×1Cyprus×1France×1

Who they back

founder profiles across 21 portfolio companies
5%
solo founders
1 of 21 mapped founding teams
29%
repeat founders
of 38 founders with career history
~3 yrs
old at investment
median across 9 dated deals

Founding team size:solo founder×12 founders×43 founders×84+ founders×8

Where their founders studiedfrom 34 founders with education data

Harvard University ×7Stanford University ×7Massachusetts Institute of Technology ×4University of Southern California ×4Carnegie Mellon University ×3École Polytechnique ×2Georgia Institute of Technology ×2The Harker School ×2

What their founders studiedfrom 34 founders with field-of-study data

Computer Science ×26Engineering ×9Mathematics & Statistics ×3

Where their founders worked beforefrom 38 founders with career history

Google ×9Coursera ×3Stanford University ×3Apple ×2Cybersecurity and Infrastructure Security Agency ×2Google Deepmind ×2Gumroad ×2Handshake ×2

Accelerator rootsportfolio companies that came through a program

Y Combinator ×2

11 founders hold a PhD · 2 hold an MBA (of 39 with degree data)

Investments · 63 tracked

founders shown can be your intro path

By year:2026 · 192025 · 122024 · 32023 · 52020 · 140 dated

Almatryalma.comin𝕏✓ verified

Alma is a modern immigration law firm serving both companies and individuals, where attorneys handle US visa and green card cases such as O-1, H-1B, and EB-2/EB-1 petitions.

AI & Machine LearningHR TechLegalTechSaaSPalo Alto, US

Shuo Chen(Founder)inAizada Marat(Co-founder)inAssel Tuleubayeva(Co-founder)in

Co-investorsBling CapitalMVP VenturesNew Enterprise Associates (NEA)NFXVillage GlobalMento vc+8 more

Flapping Airplanesflappingairplanes.com𝕏Jan 2026✓ verified

Flapping Airplanes is a foundational AI research lab working on the data efficiency problem, aiming to build models that reach human-level reasoning without training on vast amounts of data.

AI & Machine LearningDeep TechSan Francisco, US

ASHER SPECTOR(Executive Officer, Director)inBENJAMIN SPECTOR(Executive Officer, Director)Aidan Smith(Founder)inAsher Spector(Founder)Ben Spector(Founder)

Co-investorsGV (Google Ventures)Index VenturesSequoia CapitalArgoFundomoMenlo Ventures+2 more

HeyGenheygen.comin𝕏Nov 2023✓ verified

HeyGen is an AI video generation and dubbing platform that allows users to create and localize videos by writing scripts and selecting AI-generated voices, eliminating the need for cameras, actors, and traditional production resources.

AI & Machine LearningMarketing TechMedia & EntertainmentSaaSLos Angeles, US

Joshua Xu(Founder)inWayne Liang(Founder)Joshua Xu Wayne Liang(Founder)

BoardSarah Guo(Board member; founder of Conviction)in

Co-investorsBenchmarkThrive CapitalavraBond Capital ManagementDylan FieldElad Gil+4 more

Keenablekeenable.aiin✓ verified

Keenable provides web search infrastructure for AI labs, agents, and inference platforms, offering a large-scale index (100B+ documents) accessible through APIs.

AI & Machine LearningData & InfrastructureDeep Tech

Andrey Styskin(Co-founder & CEO)Matthias Petri(Co-founder & Chief Scientist)

Co-investorsAccel

Lone Palm Labslonepalm.io𝕏Oct 2025✓ verified

Lone Palm Labs is a consumer technology company building social applications for friends and family.

ConsumerSocialSan Francisco, US

Nathan Sharp(Co-Founder & CEO)inRyan Olson(Co-Founder & CTO)

Co-investorsDylan FieldScribble VenturesThrive Capital

Nova AInovasoftware.ai✓ verified

Nova builds AI-powered documentation that creates a searchable record of software objects, dependencies, and actual usage, and lets users query it in plain language.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSBrookline, US

Emma Qian(Co-Founder & CEO)inRobert May(Executive Officer, Director)

Co-investorsAccelPosition VenturesBee Partners

Primeroprimero.cominSeed · Aug 2026 · $12M✓ verified

Primero connects legacy tools, records, spreadsheets, and internal APIs into a semantic layer and deploys AI agents and applications inside real business workflows, with an emphasis on auditability, data residency, and control.

AI & Machine LearningData & InfrastructureEnterprise SoftwareMexico City, MX

José Murillo(Co-CEO)inAndrés Rosales(Co-CEO)inSantiago Buenahora(CTO)in

Co-investorsGeneral Catalyst8VCDefinitionKaszek Ventures

Ridgedataridgedata.ai✓ verified

Ridge helps companies visualize and act on data through embedded analytics tools.

AI & Machine LearningData & InfrastructureSaaS

Ellie Fields(Founder)inJeff Heer(Founder)in

Co-investorsSequoia CapitalMadrona Venture Group

Sequence Holdingsseqholdings.comin✓ verified

Sequence Holdings is a permanent holding company that acquires, operates, and transforms businesses in the American service economy by embedding its own engineers and applying AI to core operations.

AI & Machine LearningEnterprise SoftwareNew York City, US

Alexander Rubin(Founder)in

Co-investors8VCAvenirDefinitionLux Capital

Trajectorytrajectory.aiin𝕏✓ verified

Trajectory builds a platform for continual learning that lets companies observe, direct, and deploy AI models that improve from real user behavior, with data governance controls and approval workflows before model updates reach production.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSan Francisco, US

Arjun Karanam(Founder)inMichael Elabd(Founder)inRonak Malde(Founder)in

Co-investorsAntiBoxGroupDesigner FundEssence Venture CapitalBessemer Venture PartnersExceptional Capital+2 more

Adaptive Innovationsadaptive.coin𝕏Jun 2026 · $50M

Adaptive is an AI-native healthcare provider that delivers home health services by combining artificial intelligence-driven operations with in-home clinicians to improve patient outcomes and reduce hospital readmissions.

AI & Machine LearningDigital HealthHealthtech

Ronak Massand(Founder)in

Co-investorsBain Capital VenturesFelicis VenturesSunflower Capital Management FundBoxGroupConstellationOptum Ventures+1 more

Applied Computeappliedcompute.comin𝕏Jun 2025

Applied Compute builds proprietary AI agents trained on enterprise-specific workflows and data that continuously improve through real-world usage.

AI & Machine LearningCloud ComputingDeep TechEnterprise SoftwareSan Francisco, US

Yash Patil(CEO)inRhythm Garg(Founder)inLinden Li(Founder)in

Co-investorsKleiner PerkinsNeoAbstract VenturesConversion CapitalLux CapitalNeo+9 more

Basetenbaseten.coin𝕏Jun 2026 · $1.5B

Baseten provides AI inference and infrastructure services that optimize model deployment, serving, and orchestration across the full stack.

AI & Machine LearningCloud ComputingDeveloper ToolsSan Francisco, US

Tuhin Srivastava(Founder)inAmir Haghighat(Founder)inPhil Howes(Founder)inPankaj Gupta(Founder)inDanielle Herzberg(Executive Officer)Dannie Herzberg(President (Go-to-Market & Operations))in

Co-investors01 AdvisorsAI FundAlpha PartnersAspire11Athletic VenturesBattery Ventures+31 more

Cartesiacartesia.aiin𝕏

Cartesia provides a text-to-speech API for developers, offering low-latency multilingual voice generation, voice cloning from short audio clips, and fine control over pitch, speed, and emotion.

AI & Machine LearningDeep TechDeveloper ToolsMedia & EntertainmentSaaSSan Francisco, US

Brandon Yang(Founder)inArjun Desai(Founder)inKaran Goel(Founder)inAlbert Gu(Founder)Chris Ré(Founder)Christopher Ré(Founder)

Co-investors515 VenturesavraCoho DeeptechDell Technologies CapitalGeneral CatalystHanabi Capital+11 more

Cognition AIcognition.aiin𝕏

Cognition develops Devin, an autonomous AI software engineer agent that plans, writes, tests, and deploys production code within existing development environments to augment human engineering teams.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSan Francisco, US

Scott Wu(Founder)inWalden Yan(Founder)inSteven Hao(Founder)in

Co-investors137 Ventures20VC8VCAbstract VenturesAlpha Wave GlobalAndreessen Horowitz+30 more

Collatecollate.comJan 2025

Collate builds AI-native software to automate documentation workflows across drug development and commercialization for life sciences companies.

AI & Machine LearningBiotechEnterprise SoftwareMedical Devices

Surbhi Sarna(CEO and Founder)inNate Smith(Founder)inJigish Patel(Founder)inAparna Elangovan(Head of AI)inSanchay Harneja(Head of Engineering)inSriharsha Chintalapani(Founder)

Co-investorsAstiaCRV (Charles River Ventures)First Round CapitalRedpoint VenturesVenrockEudemian Ventures+1 more

Corridorcorridor.devMar 2026

Corridor is a San Francisco security platform that embeds real-time vulnerability guardrails and automated PR review into AI coding workflows.

Jack Cable(Founder)inAshwin Ramaswami(Founder)in

Co-investorsCompanion M Gmb HFelicis VenturesSunflower Capital Management FundArtisanal VenturesLux CapitalSequoia Capital+2 more

Culminatesecurityculminatesecurity.com𝕏

Culminate Security developed an AI-powered security analyst that autonomously triages and investigates SOC alerts and SIEM signals, delivering evidence-based verdicts and remediation recommendations.

AI & Machine LearningCloud ComputingCybersecurity

Vera ChanRon FeldmanRex Guo

Day AIday.aiFeb 2026 · $20M

Day AI is an AI-native CRM that assembles and maintains customer records automatically from a company's communications, replacing manual data entry with generated, always-current context.

Michael Pici(Founder)inChristopher O'Donnell(Founder)inChristopher O'Donnell Michael Pici(Founder)

Co-investorsInspired CapitalPermanent Capital VenturesPillar VCPreston-Werner VenturesSequoia CapitalStage 2 Capital+2 more

dev/agentssdsa.aiNov 2024

SDSA develops a developer platform and UI patterns to enable agentic AI applications that can assist users in their daily software interactions through a reimagined privacy model.

AI & Machine LearningDeveloper Tools

David Singleton(Founder)Ficus Kirkpatrick(Founder)Hugo Barra(Founder)Nicholas Jitkoff(Founder)

Co-investorsActivant CapitalIndex VenturesSV AngelCapitalGKyber Knight Capital

Distributed Spectrum │ Homedistributedspectrum.comin𝕏

Distributed Spectrum builds software for radio spectrum management that combines machine learning, signal processing, and embedded systems.

AI & Machine LearningDeep TechHardwareNew York, US

Alex Wulff(Founder)Ben Harpe(Founder)inIsaac Struhl(Founder)in

Co-investorsFelicis VenturesShield CapitalXfund

Enigmaenigma.artSeed · Jul 2026 · $71M

Enigma provides a Web3-based ticketing and event management platform for artists and event organizers, using blockchain technology to ensure ticket authenticity and reduce fraud.

B2B MarketplacesCrypto & Web3Buenos Aires, AR

Co-investorsFJ LabsNewtopia VCIndex VenturesRibbit Capital

Enigmaenigma.inc𝕏

Enigma develops robotics foundation AI models, a hardware-agnostic abstraction layer, and user interfaces that let humans control and interact with robots.

AI & Machine LearningDeep TechRobotics

Gal Niv(Founder)Hicham Oudghiri(Founder)Jonathan Jacobi(Founder)Jonathan Jacobi Gal Niv(Founder)Marc DaCosta(Founder)

Co-investorsAntiIndex VenturesAmerican Express Ventures (Amex)Crosslink CapitalExpansion Venture CapitalInsight Partners+3 more

Essentialessential.aiin𝕏Oct 2023acquired by NVIDIA · Jun 2026

Essential AI builds an open platform for AI research and development, providing open models, tooling, and evaluation frameworks designed for global collaboration.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsSan Francisco, US

Ashish Vaswani(Founder)inNiki Parmar(Founder)inJames Montgomery(Director)

Co-investorsBlue Ivy VenturesMarch Capital PartnersAMD VenturesKB InvestmentNVIDIAThrive Capital

Fractilefractile.aiinMay 2026 · $220M

Fractile designs processors for AI acceleration, offering the next generation of computing hardware.

AI & Machine LearningDeep TechHardwareSemiconductorsBristol, GB

Walter Goodwin(Founder & CEO)in

Co-investors01 AdvisorsAccelFactorial FundsFelicis VenturesGigascale CapitalInovia Capital+9 more

Harveyharvey.aiin𝕏Jun 2025

Harvey provides domain-specific AI products for legal and professional services firms, enabling contract analysis, due diligence, compliance, and litigation tasks.

AI & Machine LearningEnterprise SoftwareLegalTechSan Francisco, US

Winston Weinberg(Founder)inGabe Pereyra(Founder)inGabriel Pereyra(Founder)inWinston Weinberg Gabriel Pereyra(Founder)

Co-investorsAndreessen HorowitzKleiner PerkinsOpenAI Startup FundArtisanal VenturesCaesar VenturesCoatue Management+28 more

Hazyhazy-ai.comMar 2023 · $9M

Hazy provides a data-sharing platform with built-in GDPR-compliant legal agreements, access controls, and audit logs to help businesses share customer data responsibly.

AI & Machine LearningCybersecurityData & Infrastructure

Harry Keen(Founder)inJames Arthur(Founder)Luke Robinson(Founder)

Co-investorsAlbionVCM12 (Microsoft's Venture Fund)Metis VenturesNeva Sgr.Notion CapitalUCL Technology Fund+5 more

humans&humansand.ai𝕏Jan 2026

humans& is a frontier AI lab focused on building human-centric AI systems that prioritize people and their relationships, emphasizing innovations in reinforcement learning, memory, and user understanding to create AI that strengthens organizations and communities.

AI & Machine LearningEnterprise SoftwareSaaSEl Segundo, US

Eric Zelikman(Founder)inNoah Goodman(Founder)inGeorges Harik(Founder)Alaarif Nooruldeen(Executive Officer, Director)Andi Peng(Founder)Ray Ramadorai(Founder)

Co-investorsGV (Google Ventures)S32SV AngelNVIDIAA.Capital VenturesAlumni Ventures+19 more

Ideogramideogram.aiinAug 2023

Toronto-based generative AI company building text-to-image models known for accurate in-image text rendering.

Toronto, CA

William Chan(Founder)inMohammad Norouzi(Founder)inChitwan Saharia(Founder)Jonathan Ho(Founder)

Co-investorsAIX VenturesAndreessen HorowitzIndex VenturesPear VCRedpoint VenturesTwo Small Fish Ventures+12 more

Instinctinstinct.com

Instinct is an AI personal assistant that connects to a user's email, messaging, screen, audio, and location, and operates a phone and computer the way people do, communicating via text or call.

AI & Machine LearningConsumerSan Francisco, US

Noah Shinn(Founder)Ashwin Datta(Founder)in

Co-investorsGreenoaksKleiner PerkinsSequoia CapitalBenchmarkCoatue ManagementIndex Ventures

Latentlatenthealth.cominSeed · Apr 2026 · $80M

Latent builds software to optimize the prescription fulfillment process for health systems, enabling faster access to medications for patients.

AI & Machine LearningDigital HealthEnterprise SoftwareHealthtechInsurTechSan Francisco, US

Rishabh Jain(Founder)inSri Somasundaram(Founder)inRish Jain(Founder)Sriram Somasundaram(Founder)

Co-investorsavraGeneral CatalystMcKesson VenturesSpark CapitalTRANSFORMATION CAPITALY Combinator+4 more

Listen Labslistenlabs.aiin𝕏

Listen Labs offers an AI-moderated video interview platform that recruits and interviews verified customers in parallel, then synthesizes the findings into memos, slides, and highlight reels.

AI & Machine LearningFintechMarketing TechSaaSSan Francisco, US

Alfred Wahlforss(Founder)inFlorian Juengermann(Founder)in

Co-investorsavraFlorent Venture PartnersSequoia CapitalTCP CapitalZ-FellowsMenlo Ventures+2 more

Mexicometlife.com.mxin𝕏Aug 2026 · $12M

MetLife México is the local operation of the insurance company, offering life and health insurance products to individuals and families in Mexico through a network of agents.

FintechInsurTech

Co-investorsMetLife Investment Management8VCDefinitionGeneral Catalyst

Mistral AImistral.aiin𝕏Dec 2023

Mistral builds and open-sources frontier AI models, developer tools, and applications for organizations in finance, manufacturing, defense, energy, and the public sector to solve complex problems.

AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise SoftwareParis, FR

Arthur Mensch(Founder)inGuillaume Lample(Founder)inTimothee Lacroix(Co-founder and CTO)inTimothée Lacroix(Founder)

Co-investors83NorthAndreessen HorowitzBalderton CapitalCisco InvestmentsElad GilEuropean Investment Fund+46 more

Mithrilmithril.aiin𝕏

Mithril provides cloud compute infrastructure for AI developers, aiming to make compute resources more accessible and efficient without requiring teams to handle capacity planning.

AI & Machine LearningCloud ComputingData & InfrastructurePalo Alto, US

Jared Quincy Davis(Founder)in

Co-investorsavraMulticoin CapitalRedpoint VenturesSequoia CapitalLaude VenturesLightspeed Venture Partners

Novanova.aiMay 2026 · $31.5MAcquired

Nova provides sales pipeline management software that uses AI to recommend prioritized actions for sellers and tracks customer flow and revenue across the sales organization.

AI & Machine LearningEnterprise SoftwareSales TechSan Francisco, US

Will Dinkel(Founder)inBryan Pirtle(Founder)in

Co-investorsY CombinatorAccelChemistry

Novanovahq.comin𝕏May 2026 · $31.5MAcquired

Nova provides software for deal management and data sharing in private markets, serving investors and financial professionals.

FintechSaaSDallas, US

Pradyuman Vig(CEO)inBryan Pirtle(Founder)inWill Dinkel(Founder)inIan MacalinaoJeffrey Tong(Advisor)inKate Mellinger(Head of Revenue)

Co-investorsBusiness Growth FundCoinbase VenturesGV (Google Ventures)Terrence YangUtopian VenturesY Combinator+15 more

Onyxonyx.securityin

Onyx builds a secure AI control plane that lets enterprise security, governance, and infrastructure teams oversee, secure, and measure the use of autonomous AI agents across their systems.

AI & Machine LearningCybersecurityEnterprise SoftwareAstoria, US

Gil Elbaz(Founder)inMaxim Bar Kogan(Founder)inShachak Zicher(Founder)

Co-investorsBessemer Venture PartnersSunflower Capital Management FundCyberstartsFirstMark CapitalG SquaredTCV

Onyxonyx-robotics.comin

Onyx provides an AI agent and CLI that runs parallel agent teams against a company's existing codebase to automatically discover and test code improvements for hardware and robotics systems.

AI & Machine LearningDeveloper ToolsRobotics

Co-investorsSancus VenturesBessemer Venture PartnersCyberstartsFirstMark CapitalG SquaredTCV

Open Evidenceopenevidence.comJul 2025

AI company developing a medical search engine used by physicians for clinical decision support.

Daniel Nadler(Founder)inZachary Ziegler(Founder)Daniel Nadler Zachary Ziegler(Founder)Zack Ziegler(Founder)

Co-investorsAlkeon InnovationAmity VenturesAndreessen HorowitzBas1s VenturesBond Capital ManagementBreyer Capital+26 more

Parallax Worldsparallaxworlds.cominNov 2025

Parallax Worlds provides AI-powered robots for factory floors, combining 3D digital twin technology with robot training to enable production-ready deployment in two weeks.

Advanced ManufacturingAI & Machine LearningRobotics

Tanmay Agarwal(Founder)inAumkar Renavikar(Founder)

Co-investorsGaingelsKakao VenturesLightscape PartnersPear VCStartXBoost VC+4 more

Phylophylo.bioin𝕏Feb 2026

Phylo is an applied research lab studying agentic AI to accelerate biomedical discoveries for scientists.

AI & Machine LearningBiotechDeep TechSaaSStanford, US

Kexin Huang(Founder)in

Co-investorsAndreessen HorowitzEnsemble LabsFifty YearsHAWKTAILSilicon GardensVectro Fund+4 more

Prescience, Inc.getprescience.comin𝕏Seed

Prescience is a financial technology platform providing health benefits administration, care navigation, and HSA management services for employers and their members.

Enterprise SoftwareFintechHealthtechHR TechInsurTechSaaSBoston, US

Aditya Jain(President \u0026 COO)inRishab Jain(CEO)in

Co-investorsY CombinatorConstellationFelicis VenturesFounders FactoryGiant Ventures Global LlpGreycroft+6 more

Radicalradicalaero.comin𝕏May 2026

Radical Aero builds StratoSats, autonomous solar-powered aircraft that operate at 65,000 feet for extended periods to deliver persistent high-performance infrastructure.

Advanced ManufacturingDeep TechDefense TechHardwareSpace TechSeattle, US

James Thomas(Founder)inCyriel Notteboom(Founder)inSimone Jensen(Founder)

Co-investorsInflection.xyzScout VenturesScout VenturesY CombinatorAndreessen HorowitzBessemer Venture Partners+4 more

Rowspacerowspace.ai

San Francisco, US

Yibo Ling(Founder)Michael Manapat(Founder)

Co-investorsBasis Set VenturesSarah SmithThirdstream PartnersTwine VenturesEmergence Capital PartnersGradient Ventures+1 more

RunSybilrunsybil.comin𝕏Jan 2026

RunSybil provides AI-powered active defense and offensive security capabilities for enterprise security teams, automating hacker-level threat detection and response.

AI & Machine LearningCybersecuritySan Francisco, US

Ariel Herbert-Voss(Founder)inVlad Ionescu(Founder)inBrian Byun(Director)Ari Herbert-Voss(Founder)Vlad A. Ionescu(Founder)

Co-investorsMenlo VenturesS32

Semgrepsemgrep.devin𝕏Oct 2020

Semgrep develops a code scanning platform that detects security vulnerabilities and code issues across multiple programming languages, integrated with CI/CD tools like GitHub and GitLab.

CybersecurityDeveloper ToolsSan Francisco, US

Drew Dennison(Founder)inIsaac Evans(Founder)in

Co-investorsMenlo VenturesArtisanal VenturesBallistic VenturesBright Pixel CapitalFelicis VenturesHarpoon Ventures+8 more

Sierrasierra.aiin𝕏

Sierra builds AI agents that handle customer service for large companies — answering questions and completing transactions in a brand's own voice across chat, voice, email and messaging, in 59 languages.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

Bret Taylor(Founder)inClay Bavor(Founder)inTodd Schroeder(Executive Officer)Edward O'Connor(Executive Officer)RAYMOND TORRES(Executive Officer)Bret Taylor Clay Bavor(Founder)

Co-investorsComcast VenturesEverybody VenturesGV (Google Ventures)ICONIQKleiner PerkinsLightspeed Venture Partners+11 more

Solasola.aiin𝕏Series A

Sola develops process automation software that uses bots to handle repetitive tasks, allowing teams to focus on higher-value work.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSNew York City, US

Jessica Wu(Founder)inNeil Deshmukh(Founder)inBokang Sibolla(Founder)Rafic Melhem(Head of Engineering)Noah Patrick(Chief of Staff)Alex Kunze(Chief of Staff)

Co-investorsAndreessen HorowitzGlilot Capital PartnersPioneerY CombinatorGoodFin VenturesNew Era Capital Partners+3 more

Spurspurtest.comin𝕏Apr 2025 · $4.5M

Spur provides an AI-powered autonomous testing platform that automatically plans, executes, and reports software tests across web and mobile applications.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareNew York City, US

Sneha Sivakumar(CEO)inAnushka Nijhawan(CTO)inSneha Sivakumar Anushka Nijhawan(Founder)

Co-investorsFirst Round CapitalPear VCPredictive VCY CombinatorInsight PartnersLiquid Ventures+3 more

Stackblitzstackblitz.comin𝕏Jan 2025

StackBlitz provides a browser-based development environment for creating and launching web applications, with code execution happening entirely within the user's browser using WebAssembly technology.

Cloud ComputingDeveloper ToolsEnterprise SoftwareSan Francisco, US

Eric Simons(Founder)inAlbert Pai(Founder)inAlexander Berger(Chief Operating Officer)inBryan Adams(Vice President of Sales)inMitchell Wright(Head of Growth Marketing and Data)inHyllarie Colyer(Head of People)in

Co-investors515 VenturesEmergence Capital PartnersGreylock PartnersGV (Google Ventures)Insight PartnersMadrona Venture Group+5 more

Sundaysunday.games𝕏Series B · Mar 2026 · $165M

Sunday Games is a game development studio founded in 2014, known for casual mobile games and educational apps for children, and now focused on Supernova Shards, a sci-fi sandbox survival MMORPG with an open economy that lets players earn real money.

Crypto & Web3GamingErimi, CY

Sergey Kopov(Founder)in

Co-investorsChainfir CapitalBain Capital VenturesBenchmarkCoatue ManagementDST GlobalFidelity Investments+2 more

Sunday Roboticssunday.ai𝕏

Sunday builds household robots that learn from human demonstration to automate everyday tasks in real homes.

AI & Machine LearningConsumerHardwareRoboticsSilicon Valley, US

Tony Zhao(Founder)inCheng Chi(Founder)inChristine de Wendel(Founder)Cindy Kua(Founder)Coulter Lewis(Founder)Joanne Ying Fei Kua(Founder)

Co-investorsBain Capital VenturesBullishCoatue ManagementScribble VenturesSunflower Capital Management FundTactile Ventures+8 more

Tomotomo.ai𝕏Jun 2026 · $5M

Tomo is a personal AI assistant accessible via text messaging that helps users achieve their goals through accountability, scheduling, and life organization.

AI & Machine LearningConsumerWellness & FitnessSan Francisco, US

Co-investorsBain Capital VenturesCollaborative FundAccelBasis Set VenturesPear VC

Towntown.comin𝕏Jun 2026 · $55M

Town offers AI-powered personal assistants ("Townies") that automate work tasks like email management, scheduling, research, and routine workflows for knowledge workers.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

Tony Vincent(Founder)inJean-Denis Greze(Founder)

Co-investorsAndreessen HorowitzFirst Round CapitalForerunner VenturesJetstreamMischiefPosition Ventures+10 more

Uplimituplimit.comin𝕏Jul 2024Acquired

Uplimit is an AI-native corporate learning system that delivers personalized instruction, practice, and feedback to a company's workforce, with tools to measure training outcomes.

AI & Machine LearningEdTechEnterprise SoftwareHR TechSan Francisco, US

Julia Stiglitz(Founder)inSourabh Bajaj(Founder)inJacob Samuelson(Founder)inJake Samuelson(Founder)

BoardReid Hoffman(Greylock Partner (board/investor representative))inSarah Guo(Investor (Greylock, later Conviction))in

Co-investorsCowboy VenturesGreylock PartnersGSV VenturesSalesforce VenturesTransLink CapitalGSV Acceleration+1 more

Valar Atomicsvalaratomics.comin𝕏

Valar Atomics is developing and scaling high-temperature gas nuclear reactors for grid-independent applications including hydrogen production, data center power, and clean hydrocarbon fuel production.

CleantechDeep TechEnergySan Rafael, US

Isaiah Taylor(Founder)in

Co-investorsAlleyCorpAlumni VenturesARA NEA Ventures (Brand: Dmz.Xyz)Balaji SrinivasanBalerion Space VenturesBVVC+23 more

Wabiwabi.buildinNov 2025 · $20MDefunct

Wabi provides a no-code platform for content creators and coaches in Latin America to build branded websites, manage online programs, and process payments in a single integrated system.

Creator EconomyEnterprise SoftwareSaaSSan Francisco, US

Gabriel Luque(Founder)inJavier Méndez(Founder)inEugenia Kuyda(Founder)inOscar Rojasin

Co-investorsArray Ventures Management LlcTriton PartnersY CombinatorAndreessen HorowitzCredo VenturesForerunner Ventures+1 more

Worktrace Aiworktrace.aiinOct 2025

Worktrace enables teams to build and deploy AI agents with zero setup required.

AI & Machine LearningEnterprise SoftwareSan Francisco, US

Deepak Vasisht(CEO, Co-founder)inAngela Jiang(President, Co-founder)in

Co-investors8VCIllinois VenturesGenius VenturesOpenAI Startup FundSequoia CapitalSV Angel+1 more

Y/nyn.appSeed

Y/n is a mobile app where users navigate interactive stories by playing a character whose text choices affect plot outcomes and character relationships, with access to millions of user-created stories spanning romance, mystery, and other genres.

ConsumerMedia & EntertainmentSan Francisco, US

Gabriel Birnbaum(Founder)inEric Meier(Founder)inArthur Xucram(Executive Assistant)

Co-investorsY CombinatorAgrolimen VenturesEight CapitalKleiner PerkinsSequoia CapitalXYZ Venture Capital

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Clay LabsNova Intelligence

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Exits · 4

4 acquisitions · showing 1

Essentialacq. by NVIDIA

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Conviction made?
Conviction has 63 tracked investments, 4 of which have exited, including 32 dated in the last 24 months.
What stage does Conviction invest at?
Conviction invests at the Pre-Seed, Seed, Series A, Series B stages.
What is Conviction's typical check size?
Conviction typically writes checks of $1M – $25M.
What sectors does Conviction focus on?
Conviction focuses on AI & Machine Learning.
Where is Conviction located?
Conviction is headquartered in San Francisco, US.
Does Conviction lead rounds?
Yes, Conviction leads investment rounds.
Who does Conviction co-invest with?
Conviction most often shares deals with Kleiner Perkins, Sequoia Capital, Andreessen Horowitz, among 156 tracked co-investors.

Media · Podcasts & interviews

featuring the team

AI下一场战争,不是只拼模型 | AI竞争 | 算力独立 | 开放模型 | 机器人 | AI生物学 | Sarah Guo | Conviction | 大语言模型 | 人工智能投资

最佳拍档 · Sarah Guo

Why “the labs will build it” is the wrong startup fear | Sarah Guo (Conviction)

Rippling · Sarah Guo

State of Startups and AI 2025 - Sarah Guo, Conviction

AI Engineer · Sarah Guo

Ep. 7: Pranav Reddy, Conviction Partner

Delta Institute · Pranav Reddy

Investing with Conviction | Sarah Guo, Founder of Conviction | Ep. 5

Uncapped with Jack Altman · Sarah Guo

Images

Conviction photoConviction photo

Co-investors · 66

$100K – $50M
Andreessen Horowitz

Andreessen Horowitz (a16z) is a venture capital firm founded in 2009 by Marc Andreessen and Ben Horowitz, known for pioneering the platform model with a large team of operators supporting founders across stages.

$500K – $50M
Felicis Ventures

Felicis is a venture capital firm that backs early-stage founders, investing primarily at Seed and Series A across artificial intelligence, cybersecurity and defense, global resilience and energy, and health and bio.

$500K – $15M
Accel

Accel is a venture capital firm that partners with exceptional teams, positioning itself as a first partner to founders globally.

$500K – $100M
Index Ventures

Index Ventures is a venture capital firm that backs founders across industries and geographies, emphasizing the people behind ideas as much as the businesses themselves.

$540K – $10.8M
Pear VC

Pear VC is an early-stage venture firm that runs the Female Founders Circle, an 8-week community program in San Francisco for technical female and nonbinary founders building in AI.

$150K – $4M
Benchmark

Benchmark is a venture capital firm with offices in San Francisco and Woodside that invests in early-stage startups.

$100K – $15M
Bain Capital Ventures

BCV Labs is the platform and hands-on support arm of Bain Capital Ventures, providing portfolio founders with go-to-market strategy, brand development, hiring assistance, and customer introductions.

$1M – $100M
Menlo Ventures

Menlo Ventures is an early-stage venture capital firm backing transformative technology companies, with a strong current emphasis on artificial intelligence across enterprise, healthcare, and consumer markets.

$1M – $20M
Redpoint Ventures

Since 1999, Redpoint Ventures has partnered with visionary founders to create new markets and redefine existing ones. The firm invests early in startups building category-defining companies, from AI and infrastructure to security. Redpoint has backed hundreds of companies, including Netflix, Snowflake, Stripe, Ramp, Twilio, Ramp, and Hims, and today backs the next generation of AI leaders like OpenAI, Legora, Modal, Abridge and Physical Intelligence. Redpoint is based in San Francisco and has offices in New York City and Woodside. For more information visit: http://www.redpoint.com/

$100K – $10M
First Round Capital

First Round Capital is an early-stage venture firm partnering with founders at the very first stages of company creation, backing companies from angel through seed with hands-on support across GTM, recruiting, and operations.

$100K – $20M
Bond Capital Management

Bond is a venture capital fund spun out from Kleiner Perkins that combines Mary Meeker's famous multi-hundred-page "Trends" reports with late-stage investing, positioning itself as both a macro research house and capital provider for category-defining Internet and software businesses. The fund operates with a small, senior-heavy partnership that blends operators and growth investors, focusing on companies that have already proven product-market fit and helping them architect global expansion and IPO readiness.

$100K – $25M
▶54 more co-investors

Thrive CapitalKhosla VenturesInsight PartnersForerunner VenturesGreylock PartnersTiger Global ManagementPreston-Werner VenturesRadical VenturesFounders FundSpark CapitalGreycroftMadrona Venture Group01 AdvisorsHanabi CapitalSalesforce VenturesMulticoin CapitalIVP (Institutional Venture Partners)Battery VenturesGradient VenturesGSV AccelerationCyberstartsArray Ventures Management LlcCowboy VenturesCisco InvestmentsPropeller VCAI FundTRANSFORMATION CAPITALGSV VenturesUncork CapitalFoundation CapitalNorwest Venture PartnersGoat CapitalC2 InvestmentsPhysical IntelligenceLookout VenturesAmplify PartnersStride VCParadigmWingEclipse VenturesRenegade PartnersMosaic VenturesWalden InternationalAlvenPlaid1984 Ventures Management, LlcGreatPoint VenturesSyngenta Group VenturesChingona VenturesMatchstick VenturesEnergize CapitalAir Street CapitalBlossom CapitalGSR

Firms observed investing alongside Conviction, from public investor directories. Shared companies are the overlap with Conviction's recorded portfolio.

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