Conviction Partners is an early-stage venture capital firm focused on AI-native "Software 3.0" companies, founded by Sarah Guo. Conviction's Twitter Score is 63 out of 1000 (a Good rating) as of September 2026, ranking #13,581 (top 5%) among 486,621 tracked accounts.
Conviction was founded by Sarah Guo in 2022 and launched with a $100M first fund. The firm writes checks ranging from $1M to $25M, investing across chips, data infrastructure, developer tools, research labs, and AI-native applications.
Conviction runs several programs alongside its core investment activity. These include the Embed grant program, the Commit fellowship, and two podcasts, No Priors and Good Company, each oriented toward founders and builders working at the frontier of AI. Conviction has published 463 posts on the platform. The account has been mentioned by 50 accounts, with 100 total mentions.
Conviction's portfolio includes Orchid - Have Healthy Babies, Baseten, Pika, HeyGen, Retro, Cartesia, Mithril and Harvey.
Who follows Conviction on X?
The accounts that follow Conviction include 323 founders, 91 angel investors, 46 influencers and 10 VCs. Among them are Andrew Kang, Raj, Tom Schmidt, Jason, Avichal Garg - Electric Capital and Ali Yahya.