Conviction Partners

Conviction Partners is a venture capital firm focused on early-stage investments in AI-Native, 'Software 3.0' companies. The firm partners with visionary founders to translate advanced AI models into transformative products across various industries. Conviction typically invests between $1 million and $25 million, often being the first investor in these startups.

The firm's investment strategy emphasizes a hands-on approach, leveraging a wide and deep network to support portfolio companies. Conviction's team comprises individuals with diverse expertise, including Sarah Guo, a former general partner at Greylock Partners, and Mike Vernal, a former partner at Sequoia Capital and VP for product and engineering at Facebook.

Since its inception in 2022, Conviction has raised two funds, with the second fund closing at $230 million in February 2025. The firm's portfolio includes companies such as Baseten, Cartesia, Cognition Labs, Culminate, Essential, Foundry, Harvey, HeyGen, Minion, Mistral, RunSybil, Seek, Sierra, and Sola. Conviction's approach combines financial backing with strategic guidance and operational support to enable portfolio companies to realize their growth potential.