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Conviction

United States · Invests in US; Europe · Website

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🔒 $•• – $••
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Pre-SeedSeedSeries AB2B SaaSAI & Machine LearningDeveloper ToolsCybersecurityHealthcare & BiotechRoboticsDeveloper Tools & InfrastructureEnterprise SoftwareSecurity & CybersecurityHealthcare & Digital HealthRobotics & Automation

Thesis

We are extremely early in translating powerful AI models into products that transform industries. Startups have the speed and unruliness to build transformative AI-native companies; big companies are too slow. There has never been a better time to start a startup.

Likely not a fit for

No traditional consumer apps, hardware-only plays, or teams without technical depth

How they invest

Lead or follow
Usually leads
Typical decision
~2 weeks
Warm intro
Not required
Involvement
Takes a board seat
Fund status
Actively deploying
Assets under mgmt
$331M
Decision process
Partnership vote

Partners & team

5 contacts on file

MV

Mike Vernal

General PartnerGeneral Partner · Primary contact

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m•••@co•••.com

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CH

Christy Hogue

PartnerPartner

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c•••@co•••.com

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SG

Sarah Guo

General PartnerFounder & Managing Partner

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s•••@co•••.com

LinkedIn profile

X profile

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PR

Pranav Reddy

PartnerPartner

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p•••@co•••.com

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BG

Bella Garcia-Camargo

PartnerPartner

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b•••@co•••.com

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Portfolio

MistralEnterprise Software

Mistral AI is a pioneering French artificial intelligence startup focused on democratizing AI through open-source, efficient, and innovative AI models, products, and solutions.

BasetenDeveloper Tools Infra

Baseten is an AI infrastructure platform that provides the tooling, expertise, and hardware necessary to rapidly bring AI products to market. Their proprietary Inference Stack combines performance research with reliable infrastructure, ensuring global availability and high uptime.

CartesiaDeveloper Tools Infra

Cartesia is focused on building the next generation of AI, creating ubiquitous and interactive intelligence that operates seamlessly across devices. Their innovative approach includes the development of State Space Models (SSMs), which enhance the efficiency and quality of large-scale foundation models across various modalities including text, audio, video, and images.

CognitionEnterprise Software

Cognition AI develops Devin, an AI software engineer, and partners with Infosys for deployment. It focuses on security, data privacy, and compliance.

EssentialEnterprise Software

Essential AI is focused on building open-source AI technologies, particularly large language models, to advance the field of artificial intelligence through collaboration and shared knowledge.

SierraEnterprise Software

Sierra helps businesses build better, more human customer experiences with AI. By partnering with industry leaders, we’re transforming customer experiences, pushing the boundaries of applied AI, and delivering measurable business impact at scale.

HeyGenMedia Entertainment

HeyGen is an AI video generator that allows users to create stunning videos from text, images, or audio clips. It features lifelike avatars, voiceovers, translations, and customizable styles to match branding.

CorridorSecurity Cyber

Corridor provides AI-native code security solutions that proactively prevent vulnerabilities in software development by integrating with coding agents to guide secure coding practices.

CulminateSecurity Cyber

Culminate Security offers an AI SOC Analyst that enhances security operations by autonomously investigating alerts, providing quick and accurate investigation reports, and improving overall SOC efficiency.

Distributed SpectrumSecurity Cyber

Distributed Spectrum is building technology that enables the identification of critical radio signals across defense missions, utilizing AI to enhance electronic warfare capabilities.

Listen LabsEnterprise Software

Listen Labs is an AI-first customer research platform that accelerates user interviews and delivers actionable insights quickly.

OpenEvidenceHealthcare Digital

OpenEvidence is the leading medical information platform that serves as an AI copilot for doctors, helping them make high-stakes decisions at the point of care. It aggregates and synthesizes clinical findings and multimedia content from reputable medical journals and organizations.

Recent activity

Conviction in the news

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Research briefRead more
Conviction Partners Research Investment Thesis Conviction Partners is a venture capital firm purpose-built to serve AI-Native "Software 3.0" companies. Founded in 2022 by Sarah Guo (formerly GP at Greylock Partners), Conviction believes we are extremely early in the translation of powerful AI models into powerful products that transform entire industries. The firm partners with the most important …

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