Conviction — 2026 Investments
14 investments dated 2026 · listed companies and verified rows first · show all
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)BENJAMIN SPECTOR(Executive Officer, Director)Aidan Smith(Founder)in
Co-investorsIndex VenturesArgoFundomoGV (Google Ventures)Menlo VenturesSequoia Capital+1 more
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
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 VenturesBoxGroupConstellationOptum Ventures
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(CEO and Co-Founder)inAmir Haghighat(CTO and Co-Founder)inPhil Howes(Co-Founder & Chief Scientist)inPankaj Gupta(Co-Founder)inPhilip Howes(Co-Founder and Chief Scientist)Danielle Herzberg(Executive Officer)
Co-investors01 AdvisorsAI FundAlpha PartnersAspire11Athletic VenturesBattery Ventures+23 more
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(Co-founder)inChristopher O'Donnell(Co-founder)in
Co-investorsInspired CapitalPermanent Capital VenturesPillar VCStage 2 CapitalGreenoaksSequoia Capital+1 more
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-investorsNewtopia VCIndex VenturesRibbit Capital
Fractile designs processors for AI acceleration, offering the next generation of computing hardware.
AI & Machine LearningDeep TechHardwareSemiconductorsBristol, GB
Walter Goodwin(Founder & CEO)in
Co-investorsAccelFactorial FundsFelicis VenturesGigascale CapitalInovia CapitalOxford Science Enterprises+3 more
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(Co-founder)inSri Somasundaram(Founder)inSriram Somasundaram(Co-founder)in
Co-investorsMcKesson VenturesSpark CapitalTRANSFORMATION CAPITALY CombinatorGeneral Catalyst
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
Nova provides software for deal management and data sharing in private markets, serving investors and financial professionals.
FintechSaaSDallas, US
Pradyuman Vig(Founder/CEO)in
Co-investorsCoinbase VenturesOyster VenturesY CombinatorAccelChemistryIndustrious Ventures+3 more
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)in
Co-investorsInflection.xyzScout VenturesScout VenturesY CombinatorBessemer Venture PartnersBoxGroup+1 more
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
Ari Herbert-Voss(Executive Officer, Director)inAriel Herbert-Voss(Founder)Vlad Ionescu(Founder)inBrian Byun(Director)
Co-investorsMenlo VenturesS32
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 VenturesAccelBasis Set VenturesPear VC
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)in
Co-investorsAndreessen HorowitzForerunner VenturesJetstreamMischiefPosition VenturesAlt Capital+6 more
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.








