Investors / United States / Conviction
Conviction
Venture capital · San Francisco, CA, United States · North America
Conviction is a venture firm that partners with AI-native, "Software 3.0" companies. It invests early, often as the first investor, writing checks of $1 to $25M.
Invests inAI & Machine Learning
In its own wordsaisoftware 3.0early stagefoundation modelstechnical founders
Your fit with Conviction
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See how your round matches what it backs, point by point.
Or find every investor that fitsConviction lists 40 checked portfolio companies on its own site and is named in 46 funding rounds, 5 of them as lead. Its most frequent entry is Seed, 42% of the companies with a known first round. Its largest themes are AI & Machine Learning (40%), Cybersecurity (13%) and Enterprise Software (11%). 85% of its companies are based in United States. It invests most often alongside Sequoia Capital, Andreessen Horowitz and Y Combinator.
Counts come from funding rounds that name Conviction, complete from mid-2025: earlier rounds appear only when they were reported later. Round amounts and full round histories are on Fundup AI.
Entry stage
share of companies by the stage of its first roundShow as a table
| Value | |
|---|---|
| Pre-seed | 0% |
| Seed | 42% |
| Series A | 37% |
| Series B | 15% |
| Growth | 7% |
Activity by year
rounds it joined, last 10 yearsShow as a table
| Total | Rounds it led | |
|---|---|---|
| '17 | 0 | 0 |
| '18 | 0 | 0 |
| '19 | 0 | 0 |
| '20 | 0 | 0 |
| '21 | 0 | 0 |
| '22 | 0 | 0 |
| '23 | 1 | 0 |
| '24 | 1 | 0 |
| '25 | 11 | 0 |
| '26 | 33 | 5 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 77th | 40 companies |
| Recent activity | 99th | 33 rounds in 12 months |
| Early stage | 67th | 42% of entries at pre-seed or seed |
| Evidence | 52th | 0% of companies confirmed by a round |
| Sector focus | 74th | 40% in its largest sector |
| Reach | 84th | 6 countries |
Investment themes
share of its checked companiesThis firmAll checked companies
Show as a table
| This firm | All checked companies | |
|---|---|---|
| AI & Machine Learning | 40% | 18% |
| Cybersecurity | 13% | 4% |
| Enterprise Software | 11% | 8% |
| Healthcare & Biotech | 10% | 15% |
| Education | 6% | 7% |
| Robotics & Hardware | 6% | 1% |
| Industrial & Manufacturing | 3% | 7% |
| Space & Defense | 3% | 3% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| Sequoia Capital | 9 |
| Andreessen Horowitz | 7 |
| Y Combinator | 7 |
| Redpoint Ventures | 5 |
| Sunflower Capital | 5 |
| BoxGroup | 4 |
| General Catalyst | 4 |
| Gil & Co | 4 |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers40100%
- No longer answers00%
- Points to another company00%
- Parked or sold domain00%
A site that stops answering three checks in a row is counted as no longer answering; that is not proof of closure. A site that points to another company is often an acquisition.
Co-investor network
who it backs companies with, and who they back togetherCompare Conviction head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Recent portfolio activity
when companies last raised with Conviction| Date | Company | Stage |
|---|---|---|
| 12 Nov 2026 | Series A Led | |
| 29 Oct 2026 | Series C+ | |
| 22 Oct 2026 | Series A | |
| 21 Oct 2026 | Seed Led | |
| 17 Sept 2026 | Series A | |
| 9 Sept 2026 | Series C+ | |
| 25 Aug 2026 | Seed | |
| 25 Aug 2026 | Seed |
Round details for Conviction
Amounts, full round histories and every co-investor in Conviction's rounds are on Fundup AI. VCinfo covers investors and their portfolios.
Portfolio
40 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Adaptive Innovations is a healthcare provider that delivers care in patients' homes using artificial intelligence and clinicians | Healthcare & Biotech | Jun 2026Series A | Funding round | |
| Arnergy provides solar energy solutions for homes and businesses | EducationIndustrial & Manufacturing | Aug 2025Series A | Funding round | |
| Baseten brings inference, training, and execution together on one platform to power companies | AI & Machine LearningSpace & Defense | Sept 2025Series B · 2 rounds | Funding round | |
| Collate uses AI to create and streamline paperwork for diagnostic, medical device, and drug development companies—from concept to market. | Healthcare & Biotech | Jun 2026Series C+ | Funding round | |
| Corridor secures AI coding agents as they write code, enforces what's safe to ship, and scales with teams as agents take on more. | CybersecurityAI & Machine Learning | Mar 2026Series A | Funding round | |
| Day AI provides a context graph and agent control plane to upgrade go-to-market operations | AI & Machine LearningEnterprise Software | Jan 2026Series A | Funding round | |
| DesignArena provides a platform for users to create various digital content using AI models. | AI & Machine LearningMedia & Entertainment | Aug 2026Seed | Funding round | |
| Enigma builds robotic foundation models and interfaces to make robots intelligent and intuitive to use | Robotics & HardwareAI & Machine Learning | Jul 2026Seed | Funding round | |
| Fractile builds hardware to advance AI's underlying capabilities | AI & Machine LearningRobotics & Hardware | May 2026Series B | Funding round | |
| The company provides an AI data platform that helps AI understand and trust data | AI & Machine LearningEnterprise Software | Jan 2025Seed | Funding round | |
| Harvey develops AI software for legal and professional services | Legal & ComplianceAI & Machine Learning | Jun 2025Series C+ · 3 rounds | Funding round | |
| Huxe developed a personalized intelligence app that provided users with hyper-personalized modules and audio explanations | Media & EntertainmentAI & Machine Learning | Sept 2025Seed | Funding round | |
| The company evaluates model ability across various coding tasks and provides an overall view of coding performance | AI & Machine LearningEducation | Aug 2026Seed | Funding round | |
| Keenable.ai sells a web search API for AI agents with live prices and self-serve payment | AI & Machine LearningCybersecurity | Aug 2026Seed | Funding round | |
| Latent Health simplifies the journey to health, from identifying conditions to accessing care to the final day of treatment, using its enterprise pharmacy intelligence platform. | Healthcare & Biotech | Mar 2026Series A | Funding round | |
| Listen Labs conducts AI research for leading brands | AI & Machine LearningConsumer | Jan 2026Series B | Funding round | |
| Mithril provides a marketplace of GPU virtual machines with flexible pricing and reservation options | AI & Machine LearningCybersecurity | Mar 2024Series A | Funding round | |
| Monogram provides an AI service with a visual interface | AI & Machine Learning | Jun 2026Seed | Funding round | |
| Mount Thor provides AI execution environments on Apple hardware | AI & Machine LearningCybersecurity | Nov 2026Series A | Funding round | |
| Nova Intelligence provides a platform for enterprise systems, offering services such as system discovery, design, and deployment | Enterprise SoftwareSpace & Defense | May 2026Series A | Funding round |
About this data
site last read 5 Nov 2026- Site
- conviction.com
- Last read
- 5 Nov 2026
- Watching since
- 6 Nov 2026
- Rounds since
- 1 Jun 2023
- Companies checked
- 40
Rates come from what VCinfo has observed since observation_start. Firms tend to remove companies that closed, so early rates understate reality. A company leaving a portfolio page does not mean it closed or exited. An unreachable site means our checks failed, nothing more.
Get Conviction's profile as data
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