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 65 out of 1000 (a Good rating) as of October 2026, ranking #13,134 (top 5%) among 498,181 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 498 posts on the platform. The account has been mentioned by 63 accounts, with 121 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 342 founders, 94 angel investors, 49 influencers and 11 VCs. Among them are Andrew Kang, Raj, Tom Schmidt, Avichal Garg - Electric Capital, Ali Yahya and Matthew Graham.