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.
32% of their portfolio is in AI. Deal activity increased 31% year-over-year (17 deals in the last 12 months). Average disclosed round size is $97.9M (across 87 rounds with reported amounts).
Portfolio
70
Fund Size
$230M
Top Stage
Seed
Last 12 Mo
17
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
101 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 |
 Baseten | Series B | $1.5B | Jun 2026 |
 Latent Health | Series A | $80M | Apr 2026 |
 Valar | Seed | $1B | Apr 2026 |
 Harvey | Series D | — | Mar 2026 |
| Latent Health | Series A | — | 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 Capital16 shared
Greylock Partners12 shared
Spark Capital12 shared
01A11 shared
General Catalyst10 shared
Andreessen Horowitz9 shared
SV Angel9 shared
BoxGroup9 shared
BOND8 shared
CapitalG8 shared
Scribble Ventures8 shared
Kleiner Perkins7 shared
Battery Ventures7 shared
Y Combinator7 shared
Coatue Management LLC6 shared
8VC6 shared
Thrive Capital6 shared
Felicis6 shared
Databricks Ventures6 shared
GG16 shared
Last updated: 7 October 2026