Conviction

Purpose-built for AI-native 'Software 3.0' companies, on the view that the translation of powerful models into products that reshape industries is still at a very early stage. Writes $1–25M cheques, frequently as first institutional investor.

$230M (Fund II, 2025) AUM 64/100 Power Score™ 2022 Founded San Francisco, CA
AI
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Key Partners & Leadership

Founder & Managing Partner
General Partner

Firm Timeline

2022
Conviction launched by Sarah Guo with a $101M debut fund.
2025
Fund II closed at $230M; Mike Vernal joined as General Partner.