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Conviction portfolio

Conviction has 36 portfolio companies on record at Recent Funding, with 11 investments in the last 12 months.

Website: conviction.com.
X: @conviction.
Type: Venture capital.
Portfolio on Recent Funding: 36.
Deals, last 12 months: 11.
Rounds led: 1 of 16.
Capital in their rounds: $3.9B.
Latest deal: Watney · Sep 17, 2026.
About this page

It is a venture capital firm based in San Francisco, US, founded in 2022. It led 1 of the 16 rounds it joined. Its most recent investment on record is Watney's $80M Series A round in September 2026, alongside Abstract Ventures, Hummingbird VC, Grant Gordon and 3 others. By category, its portfolio leans toward AI agents (11) and Developer tools and cloud (7). It has co-invested with Sequoia, Greylock and IVP, most often Sequoia (6 rounds).

About Conviction

Firm type: Venture capital.
Headquarters: San Francisco, US.
Founded: 2022.
Stages: Pre-Seed, Seed, Series A, Series B.
Sectors: AI & Machine Learning.
Check size: $1M to $25M.
Leads rounds: Yes.
Portfolio companies: 26.
Exits: 2.
Rounds led: 7.

Funds raised

FundFund #SizeAnnounced
CConviction PartnersII$230M
Forbes
CConvictionIfirst fund$100M
sarahguo.com

What Conviction invests in

Conviction recent investments

CompanyRoundDateAlongside
WWatneySeries A · $80MAbstract Ventures, Hummingbird VC (lead), Grant Gordon +3
KKeenable AISeed · $26MAccel
IIntelligenceSeed · $7.9MA* Capital, Y Combinator, Index Ventures
VValar AtomicsSeries B+ · $1BHOF Capital, Dream Ventures, Apandion Capital +6
EEnigmaSeed · $71MRibbit Capital (lead), Index Ventures (lead)
BBasetenSeries B+ · $1.5B · leadVerified Capital, Altimeter Capital (lead), Wellington Management (lead) +9
AAdaptive InnovationsSeries A · $50MDorm Room Fund, BoxGroup, Sunflower Capital +5
HHarveySeries B+ · $200MCoatue, Evantic Capital, Kleiner Perkins +4

How Conviction invests

StageDealsCapital in rounds
Series B+ 10 63%$3.66B
Seed 3 19%$104.9M
Series A 3 19%$130M
YearDealsCapital in rounds
2025 6 38%$595M
2026 10 63%$3.3B

Conviction portfolio companies

CompanyRound with ConvictionTotal raisedLatest raise
WWatney
Robotics and hardware
 Series A · $80M$80MSep 17, 2026
Series A
KKeenable AI
AI agents
 Seed · $26M$26MAug 25, 2026
Seed
IIntelligence
Consumer and social
 Seed · $7.9M$7.9MAug 10, 2026
Seed
VValar Atomics
Climate and energy
 Series B+ · $1B$1.6BAug 3, 2026
Series B+
EEnigma
Robotics and hardware
 Seed · $71M$71MJul 31, 2026
Seed
BBaseten
AI infrastructure and compute
 Series B+ · $1.5B · lead$2.08BJun 22, 2026
Series B+
AAdaptive Innovations
Health and bio
 Series A · $50M$50MJun 2, 2026
Series A
HHarvey
AI agents
 Series B+ · $200M$1.15BSep 21, 2026
Series B+
LListen Labs
Data and analytics
 Series B+ · $69M$96MJan 16, 2026
Series B+
SSola
AI agents
 Series A$500KAug 18, 2025
Series A
OOpenEvidence
Foundation models and research
 Series B+ · $210M$985MSep 24, 2026
Series B+
SSunday
AI agents
 backer · source$200MMar 12, 2026
Series B+
TTown
AI agents
 backer · source$181MOct 19, 2026
Series B+
RRetro
Consumer and social
 backer · source$21MAug 28, 2026
Series A
RRowspace
HR and recruiting
 backer · source$50MFeb 26, 2026
round
TTrajectory
Education
 backer · source$100MNov 2, 2026
Series A
OOnyx Security
AI agents
 backer · source$113MJul 29, 2026
Series B+
CCartesia
AI agents
 backer · source$191MOct 28, 2025
Series B+
CCollate
Health and bio
 backer · source$125MJun 3, 2026
Series A
SStackBlitz
Developer tools and cloud
 backer · source$105MJan 22, 2025
Series B+
SSierra backer · source$1.58BMay 4, 2026
Series B+
TTinker
Developer tools and cloud
 backer · sourceundisclosed—
HHeyGen
Education
 backer · source$60MJun 20, 2024
Series A
CContextual AI backer · source$100MAug 1, 2024
Series A
AAdaptive Computer
AI agents
 backer · source$7MApr 22, 2025
Seed
AAlta
Commerce and retail
 backer · source$56MOct 22, 2026
Series A
DDay
Sales and marketing
 backer · source$20MFeb 2, 2026
Series A
PPika
Media and content
 backer · source$135MJun 5, 2024
Series B+
TThe Intelligence Company backer · sourceundisclosed—
OOrchid
Health and bio
 backer · sourceundisclosed—
MMithril
AI infrastructure and compute
 backer · sourceundisclosed—
LLatent
AI agents
 backer$80.5MApr 10, 2026
round
SScuba
AI agents
 backer$34MOct 14, 2026
Pre-seed
WWarp Sciences
Health and bio
 backer$215MOct 22, 2026
Series A
WWatchtower Labs
Defense and security
 backer$35MOct 21, 2026
Seed
SServal
AI agents
 backer$272MOct 29, 2026
Series B+

Most frequent co-investors

Similar investors

Investors whose portfolios on Recent Funding center on the same category (AI agents).

How this is counted

Firm profile: Fundraising Fox Open Dataset v2026-11, CC BY 4.0. Track-record counts are theirs, not Recent Funding's.

Venture funds Conviction raised, from the list of new VC funds compiled by Shai Goldman (Brex). Each size links to the article that states it, or to that list where no article was found. All new funds: new VC funds.

Share is of the 16 rounds on Recent Funding that name Conviction. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.

Portfolio companies are the companies on Recent Funding with a round that lists Conviction, which is a subset of its real portfolio. API: /api/v1/investors/conviction (get a free API key). More: the most active VC firms and new venture capital funds.

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