Conviction Partners is an AI-native venture capital firm founded by Sarah Guo in 2022. Based in San Francisco, the firm invests in early-stage AI-native 'Software 3.0' companies from pre-seed through Series A.
Average disclosed round size is $99.3M (across 88 rounds with reported amounts).
Portfolio
70
Fund Size
$230M
Top Stage
Seed
Last 12 Mo
15
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
102 investments
| Company | Round | Amount | Date |
|---|---|---|---|
 Fractile | Series B | $220M | Sep 2026 |
| LLone Palm Labs | Series A | $21M | Aug 2026 |
 Onyx | Series B | $113M | Jul 2026 |
 Enigma | Unknown | $71M | Jul 2026 |
 Baseten | Series B | $1.5B | Jun 2026 |
 Latent Health | Series A | — | Apr 2026 |
 Valar | Seed | $1B | Apr 2026 |
 Harvey | Series D | — | Mar 2026 |
 RunSybil | Unknown | $40M | Mar 2026 |
| OOnyx Security | Unknown | $40M | Mar 2026 |
 Sunday Robotics | Series B | $165M | Mar 2026 |
 Rowspace | Series A | $50M | Feb 2026 |
 Phylo | Seed | $13.5M | Feb 2026 |
 Listen Labs | Series B | $69M | Jan 2026 |
 Onyx | Series B | $113M | Jan 2026 |
 Town | Series A | $55M | Jan 2026 |
 Collate | Seed | $95M | Jan 2026 |
 Retro | Series A | $21M | Jan 2026 |
| RunSybil | Unknown | $40M | Jan 2026 |
| Baseten | Series E | $300M | Jan 2026 |
 Monogram AI | Seed | $40M | Jan 2026 |
| PPrimero | Seed | $12M | Jan 2026 |
 Keenable | Seed | $26M | Jan 2026 |
| LLone Palm Labs | Series A | $21M | Jan 2026 |
 Primero AI | Seed | $12M | Jan 2026 |
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Top Co-Investors
Sequoia Capital17 shared
Greylock Partners12 shared
Spark Capital11 shared
01A11 shared
Andreessen Horowitz9 shared
General Catalyst9 shared
SV Angel9 shared
BoxGroup9 shared
Kleiner Perkins8 shared
BOND8 shared
CapitalG8 shared
Scribble Ventures8 shared
Coatue Management LLC7 shared
Battery Ventures7 shared
Thrive Capital7 shared
8VC6 shared
Felicis6 shared
Y Combinator6 shared
Databricks Ventures6 shared
GG16 shared
Last updated: 20 October 2026