Seed-stage VC, US
Conviction
Venture capital firm · San Francisco · Founded 2022
Quick read
Conviction (also known as Conviction Partners) is a seed-stage AI-focused VC firm founded in 2022 and headquartered in San Francisco. Sarah Guo launched it with a $101M debut fund after leaving Greylock, then closed Fund II at $230M. The firm backs AI-native and 'Software 3.0' companies at pre-seed and seed, with selective Series A follow-ons.
Key facts
- Founded
- 2022
- Founders
- Sarah Guo
- Employees
- 3
- Sectors
- ai, saas, devtools, security, enterprise
- Website
- conviction.com
Investment thesis
Conviction backs AI-native and 'Software 3.0' companies at pre-seed and seed, with a focus on founders building in AI infrastructure, AI applications, and software infrastructure. The firm intentionally stays small to act as a close partner to founders rather than a capital-at-scale deployer.
Recent activity
- May 2026investmentConviction Partners made its latest investment in Nova Intelligence, a software development applications company. pitchbook.com
- Feb 2026investmentConviction co-led a $50M seed and Series A round in Rowspace alongside Sequoia Capital and others. tracxn.com
- Feb 2026investmentConviction backed an AI scientist startup co-founded by a Stanford duo, alongside a16z, Menlo Ventures, and Zetta Venture Partners. tracxn.com
- Jan 2025leadershipMike Vernal, former Sequoia partner, joined Conviction as General Partner, expanding the firm from a solo-GP structure. f4.fund
- 2024fundraiseConviction closed Fund II with $230M in capital commitments, more than doubling its debut $101M fund. f4.fund
- 2024investmentConviction led Corridor's $5.4M seed round; Corridor builds AI-native product security tools and counts Cursor, Mercury, and GreyNoise among early customers. linkedin.com
Notable investments
- Nova IntelligenceSeedMay 2026pitchbook.com
- RowspaceSeed / Series AFeb 2026tracxn.com
- CorridorSeed2024linkedin.com
- HarveySeed2023crunchbase.com
- FractileUnknownMay 2026tracxn.com
Key people
Named individuals at the firm. We don't expose direct email or phone — use their LinkedIn for outreach.
- Sarah Guo · Founder & General Partner
Sources
Other VCs in United States
- Sequoia Capital · Generalist VC, Menlo Park·
- Andreessen Horowitz · Generalist VC, Menlo Park·
- Benchmark Capital · Early-stage VC, San Francisco·
- Founders Fund · Contrarian VC, San Francisco·
- Khosla Ventures · Multi-stage VC, Menlo Park·
- Greylock Partners · Early-stage VC, Menlo Park
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Frequently asked
What is Conviction?+
Conviction (also known as Conviction Partners) is a seed-stage AI-focused VC firm founded in 2022 and headquartered in San Francisco. Sarah Guo launched it with a $101M debut fund after leaving Greylock, then closed Fund II at $230M.
Where is Conviction headquartered?+
Conviction is headquartered in San Francisco, United States.
When was Conviction founded?+
Conviction was founded in 2022 by Sarah Guo.
What sectors does Conviction invest in?+
Conviction focuses on ai, saas, devtools, security, enterprise. They primarily invest in these sectors.
How do I prepare for a meeting with Conviction?+
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Try Brief →Generated by briefthecall.com from public web sources. Last updated June 5, 2026. Each claim is linked to its source above.
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