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