Conviction
Sarah Guo's AI-only early-stage firm
VC
Seed/Series A
📍 San Francisco, CA
Founded 2022
AUM
$500M
as of 2026-Q1
SMALL
Conviction was founded in 2022 by Sarah Guo (formerly Greylock). One of the first dedicated AI-application-layer funds — solo-GP at launch, now with a small team.
Notable Partners
Sarah GuoPranav Reddy
Notable Portfolio
mistral-aicognition-labs
VCAI SpecialistSolo GP
Investor data reflects publicly disclosed AUM, fund sizes, and portfolio holdings as of 2026-Q1. Refreshed periodically.