Conviction
An early-stage venture fund founded in 2022 by former Greylock general partner Sarah Guo, headquartered on York Street in San Francisco's Mission District and focused on AI-native software companies.
Position in SVTR
Snapshot 2026-10-26- Investor SignalsTop 5%–
- Developer ToolsFactual ranking#10of 553–
44 confirmed deals in 24 months
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An early-stage venture fund founded in 2022 by former Greylock general partner Sarah Guo, headquartered on York Street in San Francisco's Mission District and focused on AI-native software companies. Its three funds total nearly $1 billion; it has backed 6 of the 21 AI-native companies valued above $10 billion, with investments including Baseten, Harvey, Sierra, Cognition, Mistral AI, and OpenEvidence. It runs the Embed early-stage program twice a year. Partners include Mike Vernal, a former Facebook executive and Sequoia partner.
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Capital graph
Portfolio· 16
Co-investor· 10
Investment team· 4
AI investments
| Watchtower Labs | Seed | $35M | 2026-10 |
| Scuba | Seed | 2026-10 | |
| Harvey | — | $550M | 2026-09 |