Conviction Partners
Conviction Partners is a venture capital firm investing in AI-native "Software 3.0" companies at early stages.
About
Conviction Partners is a venture capital firm purpose-built to serve AI-Native "Software 3.0" companies. Founded in 2022 by Sarah Guo, the firm believes in the transformative power of AI models into products that will transform entire industries. They partner with technical founders, providing checks ranging from $1,000,000 to $25,000,000, often as the first institutional investor.
Key facts
- Website
- conviction.com
- Type
- VC
- Headquarters
- San Francisco, United States
- Funds raised
- $331M
- Portfolio companies
- 28
- Stages
- Pre-SeedSeedSeries A
- Cheque size
- $4M to $385M
- Sector focus
- AIEnterprise SoftwareMachine Learning InfrastructureSoftware Infrastructure
Recent investments
| Date | Company | Round | Amount |
|---|---|---|---|
| 29 Oct 2026 | Serval | Series C | $150M |
| 22 Oct 2026 | Warp Sciences | Series A | $215M |
| 28 Aug 2026 | Retro | Series A | $21M |
| 3 Aug 2026 | Valar Atomics | Equity Round | $1.0B |
| 29 Jul 2026 | Onyx Security | Series B | $113M |
| 18 Jun 2026 | Baseten | Funding Round | $1.5B |
| 13 May 2026 | Fractile | Series B | $220M |
| 30 Mar 2026 | Mistral | debt financing | $830M |
| 30 Mar 2026 | Latent Technology | Series A | $80M |
| 12 Mar 2026 | Sunday | Series B | $165M |
Conviction Partners scores 60. Does yours?
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Frequently asked
What companies has Conviction Partners invested in?
Conviction Partners has invested in Serval, Warp Sciences, Retro, Valar Atomics, Onyx Security and 23 more.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for Conviction Partners


