Conviction Partners

Conviction operates as a venture capital firm.

ActiveVenture Capital

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Updated: Jan 22, 2026 ·

Financial History

Total Raised

N/A

Valuation

N/A

Investments Made

Date	Company	Round	Lead Investor(s)	Co-Investor(s)
Oct 1, 2025	Harvey	$59.0M Series E	—	Afore Capital, Array Ventures, C2 Investment, Chingona Ventures, DST Global, Innovation Endeavors, Khosla Ventures, Kleiner Perkins, Open AI Startup Fund, Propeller VC, Saga, Sequoia Capital, Verified Capital, Balaji Srinivasan, Elad Gil, Jeff Bezos, Karim Atiyeh, Mei Z., Reshma Saujani, Scott Belsky
Sep 1, 2025	Phases	$500K Seed	—	Antler, Brand Foundry Ventures, Jenny Fielding, Scott Hartley, IrishAngels, Motivate Ventures, Pelion Venture Partners, Rev1 Ventures, Scale Asia Ventures, Uncork Capital, Y Combinator, Chris Smoak, Tom Blomfield
Sep 1, 2025	Baseten	$150.0M Series D	—	01 Advisors, Gautam Gupta, Kevin Hartz, Accel, Acrew Capital, Alt Capital, Andreessen Horowitz, Bain Capital Ventures, Bond, C2 Investment, DTCP, Forerunner Ventures, Gradient Ventures, Greylock, Sangeen Zeb, Infinite Capital, IVP, LGF, Liquid 2 Ventures, Pioneer Fund, Plaid, Predictive VC, Ribbit Capital, Sequoia Capital, Spark Capital, Jarrod Dicker, The General Partnership, Y Combinator, Aaron Levie, Charles Zedlewski, Cristina Cordova, DJ Patil, Dylan Field, Frederic Kerrest, Greg Brockman, Howie Liu, Matt Macinnis, Mike Vernal, Peter Reinhardt, Ron Pragides, Scott Belsky, Will Gaybrick, Zachary Sims
Sep 1, 2025	Periodic Labs	$300.0M Seed	—	Founders Fund, Innovation Endeavors, Kima Ventures, Paradigm, Pear VC, Stellar Capital, bill weathersby, Elad Gil, Florian Douetteau, John Collison, Karim Atiyeh, Mei Z., Tony Xu
Sep 1, 2025	Nixo	$500K Seed	—	Andreessen Horowitz, FINTOP Capital, Fort Ross Ventures, Y Combinator
Sep 1, 2025	Cognition	$400.0M Series C	—	Alkeon Capital, Founders Fund, Gaingels, Indeed.com, LGF, Otherwise Fund, Paradigm, Pear VC, Stellar Capital, bill weathersby, Elad Gil, John Collison, Karim Atiyeh, Konstantin von Unger, Tony Xu
Aug 1, 2025	Pylon	$31.0M Series B	—	Andreessen Horowitz, ARCH Venture Partners, Bain Capital Ventures, Better Tomorrow Ventures, Blackbird Ventures Australia, Conversion Capital, Daffy, Endure Capital, Fifth Wall, FINTOP Capital, Fort Ross Ventures, Founders Fund, F-Prime Capital Partners, FTAC Ventures, FTX Ventures, General Catalyst, Lux Capital, Mubadala, QED Investors, Ravelin Capital, The Hit Forge, Village Global, Y Combinator, Arash Ferdowsi, Balaji Srinivasan, Eoghan McCabe, Karim Atiyeh, Scott Belsky, Zak Kukoff
Aug 1, 2025	Sola	$18.0M Series A	—	AI4ALL, Andreessen Horowitz, Axiom Partners, Bessemer Venture Partners, FINTOP Capital, Lightspeed Venture Partners, Madrona Ventures, Glenn Solomon, Kazuma Ieiri, Radical Ventures, Social Starts, Y Combinator, Akshay Kothari, Allison Barr Allen, Amjad Masad, Balaji Srinivasan, Natalie Luu, Oliver Cameron
Jun 1, 2025	Emerald AI	$34.0M Seed	—	AI4ALL, Axiom Partners, Highbury Group, Kleiner Perkins, Madrona Ventures, Kazuma Ieiri, Plug & Play Ventures, Radical Ventures, Akshay Kothari, Amjad Masad, Oliver Cameron
Jun 1, 2025	Pro Athlete Community (PAC)	$8.0M Series A	—	Cowboy Ventures, Greylock, GSV Acceleration, GSV Ventures, Salesforce Ventures, Greg Brockman
Jun 1, 2025	Harvey	$300.0M Series E	—	Accel, Afore Capital, Array Ventures, Better Capital, C2 Investment, Cedar Capital Group, Chingona Ventures, Coatue, Craft Ventures, DST Global, Founders Fund, Goat Capital, Greenoaks Capital, Hanabi Capital, Innovation Endeavors, Khosla Ventures, Kleiner Perkins, Matrix, Open AI Startup Fund, Outcast Ventures, Propeller VC, Saga, Sequoia Capital, Spark Capital, Verified Capital, Adam D'Angelo, Balaji Srinivasan, Bradley Horowitz, Charlie Cheever, Drew Houston, Elad Gil, Greg Brockman, Jeff Bezos, Karim Atiyeh, Mei Z., Mike Krieger, Reshma Saujani, Scott Belsky
May 1, 2025	Unblocked	$20.0M Series A	—	Gautam Gupta, Kevin Hartz, Accel, AI4ALL, Alkeon Capital, Alt Capital, Alumni Ventures, AME Cloud Ventures, Andreessen Horowitz, Axiom Partners, Bain Capital Ventures, Blockchange Ventures, Bond, Decibel Partners, DFJ, DTCP, Electric Capital, Expa, Forerunner Ventures, G2VP, General Catalyst, Greylock, Hanabi Capital, Hardware Club, Heretic Ventures, Innovation Endeavors, iNovia Capital, Intel Capital, InterWest, Madrona Ventures, Kazuma Ieiri, Operator Collective, Picus Capital, Radical Ventures, Ribbit Capital, Sequoia Capital, Sherpalo Ventures, Tribe Capital, Valar Ventures, Y Combinator, Aaron Levie, Akshay Kothari, Amjad Masad, Don MacAskill, Eric Futoran, Frederic Kerrest, Howie Liu, Matt Macinnis, Mike Abbott, Mike Vernal, Neha Narkhede, Nitay Joffe, Oliver Cameron, Quinn Slack, Ron Pragides, Stewart Butterfield, Tobias Lutke, Yan-David Erlich
May 1, 2025	Duna	$12.0M Seed	—	10100, AI4ALL, Axiom Partners, Draper Associates, E1 Ventures, First Round Capital, FORWARD.one, Gradient Ventures, Graduate Entrepreneur, Index Ventures, Madrona Ventures, Jonathan Golden, Next47, Kazuma Ieiri, OpenCapital.vc, Operator Collective, Radical Ventures, Runa Capital, Stash Ventures, Summit Partners, Y Combinator, Akshay Kothari, Alexandre Prot, Amjad Masad, Bastian Nominacher, Claire Hughes Johnson, Dharmesh Shah, Gloria Baeuerlein, Guillaume Princen, Hanno Renner, Jared Leto, Jean Charles Samuelian, Job Van Der Voort, Mathilde Collin, Michael Wax, Oliver Cameron, Sergei Anikin, Steve Anavi
Apr 1, 2025	Blooming Health	$26.0M Series A	—	Afore Capital, Antiportfolio Ventures, Array Ventures, C2 Investment, Chingona Ventures, Crossbeam Venture Partners, Esplanade HealthTech Ventures, Founders Fund, Insight Partners, Overlooked Ventures, Presight Capital, Propeller VC, Right Side Capital Management, Sequoia Capital, Social Capital, Stone Mountain Ventures, Vensana Capital, Evan Moore, Reshma Saujani
Apr 1, 2025	BRINC Drones	$75.0M Series B	—	AI Fund, Amplify Partners, Eclipse Ventures, First Round Capital, Flybridge, Hanabi Capital, Walden International, Bernard Arnault, Drew Houston, Peter Sonsini
Apr 1, 2025	Ropes	$3.0M Seed	—	Cowboy Ventures, Greylock, GSV Acceleration, GSV Ventures, Salesforce Ventures, Greg Brockman
Apr 1, 2025	Krea	$47.0M Series B	—	20VC, Abstract Ventures, Air Street Capital, Andreessen Horowitz, Ardent Venture Partners, Bain Capital Ventures, Cameron Ventures, Emergence Capital, Greycroft, Shift Left Ventures, Spark Capital, SV Angel, Walden International, Y Combinator, Amjad Masad, Haroon Mokhtarzada
Apr 1, 2025	Phonic	$4.0M Seed	—	AI4ALL, Axiom Partners, Lux Capital, Madrona Ventures, Kazuma Ieiri, Radical Ventures, Akshay Kothari, Amjad Masad, Oliver Cameron
Apr 1, 2025	Aurascape	$26.0M Series A	—	20VC, Air Street Capital, Bain Capital Ventures, Greycroft, Spark Capital, Walden International, Amjad Masad
Apr 1, 2025	Deep Infra	$18.0M Series A	—	Accel, AI4ALL, Axiom Partners, Coatue, Felicis Ventures, Flex Capital, Lightspeed India Partners, Madrona Ventures, Kazuma Ieiri, Shailendra Singh, Preston-Werner Ventures, Radical Ventures, SV Angel, Todd and Rahul's Angel Fund, Y Combinator, Akshay Kothari, Amjad Masad, Augusto Marietti, Ben Tossell, Christopher Golda, Georges Harik, Guillermo Rauch, James Hong, Kevin Weil, Oliver Cameron, Scott Belsky
Mar 1, 2025	BuildOps	$130.0M Series C	—	01 Advisors, 1984 Ventures, 8VC, Alumni Ventures, Bond, Gradient Ventures, Greylock, IVP, LGF, Liquid 2 Ventures, Meritech Capital Partners, Next47, Plaid, Spark Capital, Ameet Patel, Amit Agarwal, Charles Zedlewski, Cristina Cordova, DJ Patil, Dylan Field, Greg Brockman, Louis Lehot, Ron Pragides, Scott Belsky
Mar 1, 2025	Cognition	$300.0M Series B	—	Founders Fund, Paradigm, Pear VC, Stellar Capital, bill weathersby, Elad Gil, John Collison, Karim Atiyeh, Tony Xu
Mar 1, 2025	Yutori	$15.0M Seed	—	8VC, AAF Management Ltd., AI4ALL, AirAngels, Alt Capital, Amplify Partners, Artisanal Ventures, Awesome People Ventures, Axiom Partners, Balderton Capital, Benchmark, Citi Ventures, Earl Grey Capital, Felicis Ventures, First Round Capital, Founders Fund, Goat Capital, Gradient Ventures, Greylock, ICONIQ Capital, Insight Partners, LGF, Madrona Ventures, Not Boring Capital, Kazuma Ieiri, Radical Ventures, Redpoint Ventures, Reshape Ventures, Saga, Scribble Ventures, Summit Partners, Supercharge.vc, Theory Ventures, Unusual Ventures, Vibe Capital, Y Combinator, Akshay Kothari, Allison Pickens (Allison Pickens Ventures), Amjad Masad, Christian Reber, Dylan Field, Emil Michael, Gokul Rajaram, Guillermo Rauch, James Beshara, Jason Citron, Jason Gardner, Oliver Cameron, Ron Pragides, Sam Altman, Scott Belsky, Thomas Dohmke
Mar 1, 2025	Celestial AI	$260.0M Series C	—	AI Fund, Amplify Partners, Eclipse Ventures, First Round Capital, Walden International, Bernard Arnault, Drew Houston, Dylan Field
Feb 1, 2025	Workhelix	$15.0M Series A	—	Adverb Ventures, AI Fund, AirAngels, AIX Ventures, Alumni Ventures, Amplify Partners, AngelCube, ATX Venture Partners, Canaan Partners, CP Ventures, Eclipse Ventures, First Round Capital, Forerunner Ventures, Foundation Capital, General Catalyst, Greylock, Innovation Endeavors, Inspired Capital, Kleiner Perkins, Klossy, LGF, Offline Ventures, Otherwise Fund, Pantera Capital, Pioneer Fund, RevTech Ventures, Sound Ventures, Stage 2 Capital, Torch Capital, Upfront Ventures, Walden International, Bernard Arnault, Drew Houston, Dylan Field, Evan Williams, Jonathan Widawski, Kenneth Griffin, Marc Benioff, Marissa Mayer, Mathilde Collin, Shane Neman, Thomas Tull

Financial History

Total Raised

N/A

Valuation

N/A

Leadership Team

Key people at Conviction Partners.

Sarah Guo

General Partner

Leadership Team

Key people at Conviction Partners.

Sarah Guo

General Partner

Deep Dive

High-Level Overview

Conviction Partners is a venture capital firm founded in 2022 and based in San Francisco, California, that focuses on early-stage investments in artificial intelligence (AI)-native and "Software 3.0" companies. Their mission centers on partnering with transformative technology startups that leverage AI to build powerful products across various industries. The firm typically invests with check sizes ranging from $1 million to $25 million and often acts as an early or first investor. Conviction Partners supports its portfolio companies not only with capital but also through a deep network and hands-on operational assistance, aiming to help founders scale rapidly and ambitiously[1][4][5][6].

Origin Story

Conviction Partners was established in 2022 by a team including Sarah Guo, a notable figure in AI-focused venture capital. The firm emerged from the recognition that the AI revolution—particularly the transition to "Software 3.0," where AI models become foundational to software products—is still in its infancy, presenting a unique opportunity to back early innovators. The founding partners brought together extensive experience in technology investing and a conviction that AI-native companies will reshape industries. Since inception, the firm has raised multiple funds, including a $350 million debut fund and a $230 million second fund, signaling strong investor confidence in their thesis[1][4][5][6].

Core Differentiators

AI-Native Focus: Conviction Partners is purpose-built to invest exclusively in AI-native and Software 3.0 startups, differentiating itself from generalist VCs.
Early-Stage Commitment: They prefer to invest early, often as the first institutional investor, enabling them to shape company trajectories from the start.
Deep Network and Operational Support: The firm leverages a wide and deep network of experts and provides hands-on support to founders, helping with product development, go-to-market strategies, and scaling.
Technical Team Orientation: They favor technical founders and teams who build with velocity and pragmatism, emphasizing engineering and research excellence.
Significant Capital Deployment: With funds in the hundreds of millions, they can support companies through multiple growth stages[1][4][5].

Role in the Broader Tech Landscape

Conviction Partners is riding the wave of the AI revolution, particularly the shift toward Software 3.0, where AI models underpin new software paradigms. The timing is critical as AI technologies like large language models and generative AI are rapidly maturing and being integrated into diverse sectors. Market forces such as increased AI adoption, enterprise digital transformation, and the demand for automation favor Conviction’s investment focus. By backing early-stage AI innovators, Conviction influences the broader ecosystem by accelerating the development and commercialization of AI-driven products, helping to define industry standards and competitive dynamics in this emerging era[1][4][5].

Quick Take & Future Outlook

Looking ahead, Conviction Partners is well-positioned to capitalize on the ongoing AI boom. Their focus on early-stage AI-native companies suggests they will continue to identify and support startups that could become category leaders in Software 3.0. Trends such as generative AI, AI-powered automation, and AI integration into enterprise workflows will likely shape their portfolio’s evolution. As AI technologies become more pervasive, Conviction’s influence may expand beyond funding to shaping best practices and innovation pathways in AI product development. Their ability to combine capital, network, and operational expertise will be key to sustaining their impact in the rapidly evolving tech landscape[1][4][5].

Sources

High-Level Overview

Origin Story

Core Differentiators

AI-Native Focus: Conviction Partners is purpose-built to invest exclusively in AI-native and Software 3.0 startups, differentiating itself from generalist VCs.
Early-Stage Commitment: They prefer to invest early, often as the first institutional investor, enabling them to shape company trajectories from the start.
Deep Network and Operational Support: The firm leverages a wide and deep network of experts and provides hands-on support to founders, helping with product development, go-to-market strategies, and scaling.
Technical Team Orientation: They favor technical founders and teams who build with velocity and pragmatism, emphasizing engineering and research excellence.
Significant Capital Deployment: With funds in the hundreds of millions, they can support companies through multiple growth stages[1][4][5].