Conviction

Sarah Guo's AI-only early-stage firm

VC Seed/Series A 📍 San Francisco, CA Founded 2022

AUM

$50B

as of 2026-10

LARGE

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.

Firm Profile

Firm Type

Subtype

Seed/Series A

Founded

2022

San Francisco, CA

Country

USA

Notable Partners

Sarah GuoPranav Reddy

Portfolio Companies (2)

mistral ai cognition labs

Investment Focus

Stages

Seed · Series A

Sectors

VCAI SpecialistSolo GP

Investor data reflects publicly disclosed AUM, fund sizes, and portfolio holdings as of 2026-10. Refreshed periodically.