Conviction

San Francisco, Californiaconviction.com

Overview

Conviction Investment Partners is a venture capital firm that specializes in early-stage investments in AI-native "Software 3.0" companies.

Year Founded

2022

Portfolio Companies

101

Website

conviction.com

Investments

Conviction investments
Company	Date	Stage	Lead
Cognition AI	Mar 2025	Series B Extension	Co-investor
Thinking Machines Lab	Jul 2025	Seed	Co-investor
Baseten	Jun 2026	Series F	Lead
Reflection AI	Mar 2025	Series A	Co-investor
Mistral AI	Dec 2023	Series A	Co-investor

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Key People

Andrew Jenkins

Co-Founder & General Partner

Sarah Guo

Investor, Founder

Mike Vernal

Partner

Berenika van Hövell

Principal

Isabella Garcia-Camargo

Investor

Pranav Reddy

Founding Investor

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium

SeedSeries ASeries BGrowth

Portfolio analytics

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium

2021

2022

2023

2024

2025

2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Conviction based?

Conviction is headquartered in San Francisco, California, United States.

When was Conviction founded?

Conviction was founded in 2022.

How many portfolio companies does Conviction have?

Conviction has 101 portfolio companies in Caplight's dataset.

What are some companies in Conviction's portfolio?

Portfolio companies visible on Caplight include Cognition AI, Thinking Machines Lab, Baseten, Reflection AI, Mistral AI.

What was Conviction's most recent investment shown here?

Conviction's most recent investment in this portfolio sample was in Baseten in 2026.

What sectors does Conviction focus on?

Conviction focuses on Healthcare & Life Sciences, Consumer & Commerce, Healthcare & Life Sciences, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Crypto & Web3, Healthcare & Life Sciences, Enterprise Software, Real Estate & PropTech, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Healthcare & Life Sciences, Cybersecurity, Enterprise Software, Cybersecurity, Healthcare & Life Sciences, Healthcare & Life Sciences, Media, Entertainment & Gaming, Cybersecurity, Enterprise Software, Consumer & Commerce, Consumer & Commerce, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Consumer & Commerce, AI, Data & Cloud Infrastructure, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Consumer & Commerce, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech, Cybersecurity, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Energy & Sustainability, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, Cybersecurity, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Consumer & Commerce, Media, Entertainment & Gaming, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech, AI, Data & Cloud Infrastructure, FinTech, Enterprise Software, Media, Entertainment & Gaming, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Consumer & Commerce, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Frontier & Industrial Tech, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Media, Entertainment & Gaming, Real Estate & PropTech, Enterprise Software, Enterprise Software, Enterprise Software, Energy & Sustainability, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Media, Entertainment & Gaming, Consumer & Commerce, Enterprise Software, Enterprise Software, Frontier & Industrial Tech, Enterprise Software.

What company stages does Conviction focus on?

Conviction typically invests at the Early stage.

What is Conviction's AUM?

Conviction's assets under management are estimated between $250.0M and $500.0M.

Firmographic Details

HeadquartersSan Francisco, California

Year Founded2022

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