# Conviction

> Conviction is a VC fund backing Artificial Intelligence and Software. See 52 investments, check sizes, portfolio and contact details. Updated Aug 2026.

- Type: VC Fund
- Location: San Francisco, United States
- Total investments: 52
- Last investment: Aug 2026
- Lead investor: 21%
- Last fund: Jan 2025
- Last updated: Aug 2026
- LinkedIn: https://www.linkedin.com/company/convictionvc/
- X (Twitter): https://twitter.com/w_conviction
- Website: https://conviction.com/

Conviction is a VC fund in San Francisco focused on Artificial Intelligence and Software. Conviction operates as a venture capital firm.

## Contacts

5 contacts available for Conviction. Shizune tracks 2 team members at Conviction. Sign up free to unlock them: https://app.shizune.co/sign-up/investor-profiles/find-team-emails/conviction-partners?utm_source=investor_profile

## Investment focus

### Industry

| Industry | Investments | Share |
| --- | --- | --- |
| Artificial Intelligence | 20 | 38% |
| Software | 8 | 15% |
| Information Technology | 6 | 12% |
| SaaS | 4 | 8% |
| Robotics | 4 | 8% |

47 industries tracked in total.

### Stage

| Stage | Investments | Share |
| --- | --- | --- |
| Seed | 16 | 31% |
| Series A | 11 | 21% |
| Series B | 6 | 12% |
| Series C | 2 | 4% |
| Series D | 2 | 4% |

11 stages tracked in total.

### Country

| Country | Investments | Share |
| --- | --- | --- |
| United States | 24 | 46% |
| Singapore | 1 | 2% |

## Team

| Name | Title | Investments | Profile |
| --- | --- | --- | --- |
| Sarah Guo-Grady | Founder and Investor | 60 | https://shizune.co/investors/profile/sarah-guo |
| Mike Vernal | Partner | 58 | https://shizune.co/investors/profile/mike-vernal |

## Investments

| Company | Description | Amount | Stage | Date | Website |
| --- | --- | --- | --- | --- | --- |
| Valar Atomics | Uses nuclear fission to create gas and oil from ambient air. | $1B | Series B | Aug 03, 2026 |  |
| Intelligence.AI | Intelligence.AI provides AI-driven recruiting software focused on hiring software developers. Its platform helps recruiters discover developers who are not visible through traditional sourcing channels. Intelligence.AI supports evaluating technical candidates without deep technical knowledge by validating skills beyond resumes. The software assistswith engaging candidates using personalized outreach and messaging. It is designed to help recruiting teams scale sourcing and screening while reducing manual effort. | $7.9M | Seed | Aug 03, 2026 |  |
| Intelligence.AI | Intelligence.AI provides AI-driven recruiting software focused on hiring software developers. Its platform helps recruiters discover developers who are not visible through traditional sourcing channels. Intelligence.AI supports evaluating technical candidates without deep technical knowledge by validating skills beyond resumes. The software assistswith engaging candidates using personalized outreach and messaging. It is designed to help recruiting teams scale sourcing and screening while reducing manual effort. | $7.9M | Seed | Aug 03, 2026 |  |
| Onyx Security | Onyx Security enables organizations via a holistic platform to adopt AI and AI agents with confidence - without compromising security. | $113M | Series B | Jul 29, 2026 |  |
| Enigma | Enigma develops artificial intelligence software and robotics technologies that enable intuitive interaction between humans and robotic systems. The company builds robotics foundation models, machine learning systems, and software infrastructure that support perception, planning, and autonomous task execution across a range of robotic platforms.Its technology includes hardware-agnostic software layers that allow AI models to operate across different robot types without requiring platform-specific development.Enigma also develops tools for human-robot interaction, simulation, and model training to improve robot adaptability and performance in dynamic environments. The company conducts research in physical AI, embodied intelligence, and robotics software to advance autonomous systems for industrial, commercial, and research applications. It collaborates with technology partners and research organizations to evaluate and expand the use of its AI models and robotics platform across multiple use cases. | $71M | Seed | Jul 27, 2026 |  |
| Town | Town is an financial services company that provides online tool to help the businesses to pay tax for convenient process. | $60.1M | Series A | Jun 03, 2026 |  |
| Harvey | Harvey is an artificial intelligence technology service provider. | $200M | Series G | Mar 25, 2026 |  |
| Onyx Security | Onyx Security enables organizations via a holistic platform to adopt AI and AI agents with confidence - without compromising security. | $35M | Series A | Mar 12, 2026 |  |
| Sunday | Sunday introduce Memo: a household robot capable of doing everyday chores. | $165M | Series B | Mar 12, 2026 |  |
| 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. | $300M | Series E | Jan 20, 2026 |  |

10 of 52 investments shown.

## Co-investors
- [Sequoia Capital](https://shizune.co/investors/profile/sequoia-capital) — VC Fund, 14 deals together
- [IVP](https://shizune.co/investors/profile/institutional-venture-partners) — VC Fund, 12 deals together
- [Andreessen Horowitz](https://shizune.co/investors/profile/andreessen-horowitz) — VC Fund, 7 deals together
- [Google Ventures](https://shizune.co/investors/profile/google-ventures) — VC Fund, 6 deals together
- [Greylock](https://shizune.co/investors/profile/greylock) — VC Fund, 6 deals together
- [Kleiner Perkins](https://shizune.co/investors/profile/kleiner-perkins-caufield-byers) — VC Fund, 6 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, Software and Information Technology startups, most often at Seed and Series A stage. Most of the 52 investments tracked by Shizune back companies in United States. The Investment Focus section breaks down every industry, stage and country in the portfolio.

### How do I contact Conviction?

Public channels for Conviction include LinkedIn, X (Twitter) and the website linked on this profile. For a verified work email and phone number, create a free Shizune account — contact data is searched across 20+ sources and validated before delivery, so your outreach lands in the right inbox.

### Who are the partners at Conviction?

The team at Conviction includes Sarah Guo-Grady (Founder and Investor) and Mike Vernal (Partner). The Team section lists each member with their title, investment count and links.

### 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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