# Conviction

> Conviction is a VC fund in San Francisco backing Artificial Intelligence and Security. See 17 investments, check sizes, portfolio. Updated Aug 2026.

- Type: VC Fund
- Location: San Francisco, United States
- Total investments: 17
- Last investment: Jun 2026
- Lead investor: 24%
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/convictionvc/
- Website: https://www.conviction.com/

Conviction is a venture firm purpose-built to serve AI-Native, Software 3.0 companies.

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Artificial Intelligence | 3 | 18% |
| Security | 2 | 12% |
| Software | 2 | 12% |
| Information Technology | 2 | 12% |
| B2B | 1 | 6% |

10 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 3 | 18% |
| Series A | 3 | 18% |
| Series B | 1 | 6% |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Baseten | Baseten provides a platform for training, deploying, and serving artificial intelligence models in production environments. It supports open-source, fine-tuned, and custom models, converting them into API endpoints with capabilities such as autoscaling, observability, and optimized model serving. The platform manages infrastructure componentsincluding containerization, GPU scheduling across multiple cloud providers, and performance optimizations to support large-scale inference workloads. Baseten also offers preconfigured model APIs and deployment options that can run either on its managed cloud service or within a customer's own environment. Its tools are designed to help developers build, manage, and scale AI applications while maintaining flexibility in how models are hosted and executed. | $1.5B | Series F | Jun 22, 2026 |  |
| Adaptive Innovations | Adaptive Innovations is the AI-native healthcare provider rebuilding the way care is delivered in America, starting with home health. | $50M | Series A | Jun 02, 2026 |  |
| Trajectory | Trajectory is a research and product company developing a platform that enables continual learning for AI-powered products. | $15M | Seed | May 27, 2026 |  |
| Fractile | Fractile is building chips to run large language models two orders of magnitude faster. Existing hardware is good for training LLMs, but very poorly suited to subsequent inference of the trained model, which is increasingly the dominant workload. A network’s weights need to be moved onto a chip once per word generated, and this movement takes a fewhundred times longer than the subsequent computations themselves. Fractile’s revolutionary approach to fusing computation with memory eliminates this bottleneck, and can scale to allow running the world’s largest models at a global scale. | $220M | Series B | May 13, 2026 |  |
| Nova Intelligence | Nova Intelligence is the leading agentic AI platform for SAP teams. Our AI agents help enterprises document and understand custom code, reduce complexity by leveraging SAP standard whenever possible, and modernize and build new applications—all with Clean Core compliant, upgrade-safe principles. SAP teams using Nova double their productivity. Theteam behind Nova includes the co-inventor of SAP HANA, an AI researcher from Google DeepMind, and the former CIO of Cargill. The company is backed by SAP's investment arm and top Silicon Valley VCs. | $31.5M | Series A | May 05, 2026 |  |
| Corridor | Corridor provides a security platform that integrates directly with AI coding tools and developer workflows to guide secure code generation in real time. It reviews code and pull requests to identify vulnerabilities, enforce security guardrails, and deliver actionable remediation guidance at the source. The platform also offers visibility intoAI-generated code usage, policy compliance, and security events across engineering teams. | $25M | Series A | Mar 18, 2026 |  |
| RunSybil | RunSybil is an AI-driven offensive security platform that continuously evaluates applications and infrastructure for vulnerabilities. Leveraging cutting-edge AI techniques, it autonomously identifies and exploits real-world security flaws through sophisticated penetration testing. By automating hacker-like intuition, RunSybil delivers proactivedefense capabilities, empowering organizations to strengthen the security of modern applications. | $40M | Seed | Mar 18, 2026 |  |
| Latent | Latent is a creator of medical language models aimed at reducing healthcare operational costs. | $80M | Series A | Mar 18, 2026 |  |
| Rowspace | Rowspace provides an AI platform for financial institutions to make decisions using proprietary data. The platform focuses on organizing, processing, and analyzing internal datasets alongside market information. It applies artificial intelligence and machine learning techniques tailored to financial workflows. Rowspace supports use cases such asinvestment research, risk analysis, and product strategy. The company works with financial services firms that want to operationalize data for day-to-day and strategic decisions. | $50M | Series A | Feb 25, 2026 |  |
| Rowspace | Rowspace provides an AI platform for financial institutions to make decisions using proprietary data. The platform focuses on organizing, processing, and analyzing internal datasets alongside market information. It applies artificial intelligence and machine learning techniques tailored to financial workflows. Rowspace supports use cases such asinvestment research, risk analysis, and product strategy. The company works with financial services firms that want to operationalize data for day-to-day and strategic decisions. |  | Seed | Feb 25, 2026 |  |

10 of 17 investments shown.

## Co-investors
- [Accel](https://shizune.co/investors/profile/accel) — VC Fund, 4 deals together
- [IVP](https://shizune.co/investors/profile/institutional-venture-partners) — VC Fund, 4 deals together
- [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund, 4 deals together
- [Felicis](https://shizune.co/investors/profile/felicis-ventures) — VC Fund, 3 deals together
- [SV Angel](https://shizune.co/investors/profile/sv-angel) — VC Fund, 3 deals together
- [Anthology Fund](https://shizune.co/investors/profile/anthology-fund) — VC Fund, 2 deals together

## Similar investors

### Similar stage
- [Antler](https://shizune.co/investors/profile/antler-be9c) — VC Fund
- [Alumni Ventures](https://shizune.co/investors/profile/alumni-ventures-group) — VC Fund
- [Right Side Capital Management](https://shizune.co/investors/profile/right-side-capital-management) — VC Fund

## FAQ

### What does Conviction invest in?

Conviction invests primarily in Artificial Intelligence, Security and Software startups, most often at Seed and Series A stage. Most of the 17 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### When did Conviction last invest?

The most recent investment recorded for Conviction closed in Jun 2026. Shizune tracks 17 investments in total for this profile, including round sizes, stages and portfolio companies, all sourced from confirmed public funding rounds and refreshed monthly.

### Is Shizune's investor data accurate?

Yes — every stat on this profile is calculated from confirmed public funding rounds monitored across hundreds of sources since 2020. This profile was last refreshed in Aug 2026 and is updated monthly. Spotted something off? Use the “Suggest an edit” link near the top of the page.

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