Conviction
Also known as Conviction Partners
Early-stage venture firm for AI-native software companies, founded by Sarah Guo in 2022.
- Conviction is a venture capital firm that invests in AI-native, "Software 3.0" companies.
- The firm's portfolio includes Baseten, Cartesia, Cognition, Harvey, HeyGen, Mistral and Sierra.
- The firm publishes the No Priors podcast.
Why it matters. For founders of early AI companies looking for investors or grant programs, and for anyone tracking where AI venture money goes.
- Founded
- 20222
- Founder
- Sarah Guo, formerly a general partner at Greylock2
- Check size
- $1M to $25M1
- First fund
- $101 million2
- Second fund
- $230 million, announced 31 Jan 20252
- General partner
- Mike Vernal, joined 2025 (formerly at Sequoia)2
- Programs
- Embed (grants for early-stage AI founders), Commit (fellowship for early-career AI builders)1
Links
Sources
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