Conviction — 2026 Investments
20 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)inBENJAMIN SPECTOR(Executive Officer, Director)Aidan Smith(Founder)inAsher Spector(Founder)Ben Spector(Founder)
Co-investorsGV (Google Ventures)Index VenturesSequoia CapitalArgoFundomoMenlo Ventures+2 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 VenturesSunflower Capital Management FundBoxGroupConstellationOptum Ventures+1 more
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
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
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+3 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-investorsFJ LabsNewtopia 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-investors01 AdvisorsAccelFactorial FundsFelicis VenturesGigascale CapitalInovia Capital+10 more
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
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
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
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(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
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
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
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
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
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
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
Workhelix provides enterprise leaders with real-time visibility into their AI adoption, quantifying time saved, mapping AI opportunities, and linking usage to business outcomes.
AI & Machine LearningEnterprise SoftwareSaaSBeaverton, US
Erik Brynjolfsson(Co-Founder & Co-Chairman of the Board)inAndrew McAfee(Co-Founder & Co-Chairman of the Board)inDaniel Rock(Founder)inShaun Johnson(Director)inJames Milin(Co-Founder and CEO)in
Co-investorsAI FundAIX VenturesBloomberg BetaFOW PartnersAccenture VenturesAdverb Ventures+17 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.






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