
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.
30% of their portfolio is in AI. Average disclosed round size is $60.6M (across 52 rounds with reported amounts).
Portfolio
54
Fund Size
$230M
Top Stage
Series A
Last 12 Mo
15
Team
Portfolio Breakdown
Stage Distribution
Sector Distribution
Investment Activity
DealsAvg Round Size
Portfolio
64 investments
| Company | Round | Amount | Date |
|---|---|---|---|
| Series B | $113M | Jul 2026 | |
| Series A | $80M | Apr 2026 | |
| Series D | — | Mar 2026 | |
| LLatent Health | Series A | — | Mar 2026 |
| OOnyx Security | Unknown | $40M | Mar 2026 |
| Series A | $50M | Feb 2026 | |
| Seed | $13.5M | Feb 2026 | |
| Series B | $69M | Jan 2026 | |
| Series B | $113M | Jan 2026 | |
| Series A | $55M | Jan 2026 | |
| Seed | $95M | Jan 2026 | |
| Series A | $21M | Jan 2026 | |
| MMonogram AI | Seed | $40M | Jan 2026 |
| Growth | $160M | Dec 2025 | |
| Series A | $35M | Nov 2025 | |
| Series A | $17.5M | Aug 2025 | |
| Series A | $30M | Aug 2025 | |
| Series E | $300M | Jun 2025 | |
| Seed | $4.5M | Apr 2025 | |
| Seed | $15M | Mar 2025 | |
| Seed | $6M | Feb 2025 | |
| Series C | — | Jan 2025 | |
| Seed | $9.3M | Jan 2025 | |
| Unknown | $30M | Jan 2025 | |
| Unknown | $4.6M | Jan 2025 |
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Top Co-Investors
General Catalyst8 shared
Sequoia Capital7 shared
SV Angel6 shared
Y Combinator6 shared
Kleiner Perkins5 shared
Evantic5 shared
BoxGroup5 shared
Spark Capital5 shared
Coatue Management LLC4 shared
Andreessen Horowitz4 shared
Greylock Partners4 shared
Notion Capital4 shared
Index Ventures4 shared
BOND4 shared
Thrive Capital4 shared
First Round Capital4 shared
Felicis4 shared
Databricks Ventures4 shared
Wing Venture Capital4 shared
CapitalG4 shared
Last updated: 8 September 2026