Conviction

Name

Conviction

Legal name

Conviction Partners

Website

https://conviction.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Venture Capital

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Accelerators & Incubators (Investor-Operated) (FSANAAAM)

Keywords

• Venture capital
• AI startup investing
• Seed funding
• Startup accelerator
• Early-stage investment

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Venture Capital Returns: Conviction generates returns through equity investments in early-stage AI companies. The firm takes equity stakes (typically via SAFE notes) in portfolio companies and realizes returns through exits via IPOs, acquisitions, or secondary sales. Conviction also earns management fees and carry on their venture fund.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Conviction Partners is a venture capital firm that invests $1M to $25M in AI-Native, "Software 3.0" companies, often as the first institutional investor. Beyond capital, the firm operates the Embed accelerator program ($250K investment plus $1.2M+ in compute credits), the Commit fellowship for early-career AI talent, and Mixture of Experts (MoE) recruiting events to connect AI-native startups with top talent.

Product overview

Conviction is a venture firm purpose-built to serve AI-Native, 'Software 3.0' companies, partnering with the most important companies of tomorrow through $1 to $25M checks. The firm's offering consists of investment capital, the Embed accelerator program (which provides funding, compute credits, and network access), the Commit fellowship for early-career talent, and the Mixture of Experts recruiting events. Conviction's portfolio spans AI infrastructure (inference, security, control planes), foundation model companies, and vertical AI applications across healthcare, legal, robotics, and productivity.

Differentiator

Problem solved

Functional benefit

Brands

• Embed: A highly selective accelerator program for extraordinary early founding teams in AI-native startups, offering $250K investment, compute credits, and access to the Conviction network.
• Commit
• Mixture of Experts
• No Priors
• Good Company

Products and services

• Embed Highly selective accelerator program for early-stage AI-native founding teams. Each accepted company receives $250K SAFE investment plus $1.2M+ in cloud and compute credits, early access to Mistral models, and curated introductions to top-tier AI advisors and investors. Cohorts accept 10-12 companies.
• Commit Fellowship program for early-career AI builders that connects talent with breakout AI startups in Conviction's portfolio. Held in San Francisco, CA.
• Mixture of Experts (MoE) Bi-monthly recruiting event held at Conviction's San Francisco office that gathers top AI-native startups for pizza, drinks, demos, and networking, helping candidates connect with career-making AI startups.
• Direct Venture Investment Direct venture capital investments of $1M to $25M in AI-native startups, typically as the first institutional investor via SAFE notes or equity. Targets AI infrastructure, foundation model, and vertical AI application companies.

Quantifiable outcome

• 18 portfolio companies including multiple unicorns (Harvey $8B, HeyGen $500M+, Baseten $13B)
• +1 more outcomes

Named customers7 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered minor.

• OpenAIminorGTM or Marketing Partner · 1 January 2026Provides $500K+ in API credits as part of the Embed accelerator program benefits.
• AnthropicminorGTM or Marketing Partner · 1 January 2026Provides $500K+ in API credits as part of the Embed accelerator program benefits.
• BasetenminorGTM or Marketing Partner · 1 January 2026Provides $500K+ in inference credits as part of the Embed accelerator program benefits.
• PineconeminorGTM or Marketing Partner · 1 January 2026Provides vector database credits as part of the Embed accelerator program benefits.
• VercelminorGTM or Marketing Partner · 1 January 2026Provides hosting credits as part of the Embed accelerator program benefits.
• Weights & BiasesminorGTM or Marketing Partner · 1 January 2026Provides MLOps credits as part of the Embed accelerator program benefits.
• MistralminorGTM or Marketing Partner · 1 January 2026Provides early access to Mistral models for Embed portfolio companies.
• AWSminorGTM or Marketing Partner · 1 January 2026Provides $350K in cloud credits as part of the Embed accelerator program benefits.
• AzureminorGTM or Marketing Partner · 1 January 2026Provides $350K in cloud credits as part of the Embed accelerator program benefits.

Scale indicators14 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 8VC: Tech-forward early-stage VC with an AI-heavy portfolio. Co-led Worktrace AI's $9M seed with Conviction and pursues a similar founder-friendly, AI-native investment thesis.
• Spark Capital: Mid-to-late stage VC that has co-led major AI rounds with Conviction (Baseten $1.5B Series F, Latent $80M Series A). Comparable check size and AI-native focus, making Spark the most direct competitor peer.
• Felicis Ventures: Early-stage VC focused on ambitious founders building AI, infrastructure, and frontier tech. Co-led Corridor's Series A with Conviction and competes for the same AI-native Series A opportunities.
• Pear VC: Early-stage AI-focused VC that has co-invested with Conviction (e.g., Listen Labs) and runs its own AI founder community. Directly comparable in stage, check size, and AI-native thesis.
• Y Combinator: The dominant startup accelerator — Conviction's Embed program is structured similarly (cohort-based, $250K standard check, demo day) and several portfolio companies (Collate, Arcada Labs) have gone through YC. Closest direct competitor to Embed.

Broad incumbents

• Bessemer Venture Partners: Long-established venture firm with a deep AI/cloud portfolio; participated in Trajectory alongside Conviction and competes broadly for AI-native growth-stage opportunities.
• Khosla Ventures: Large early-stage VC with a strong AI-first thesis that has led rounds alongside Conviction (e.g., RunSybil). Competes directly for AI-native seed and Series A deals and is a natural reference point for Conviction's AI strategy.
• Altimeter Capital: Growth equity firm focused on technology companies; co-led Baseten's $1.5B Series F with Conviction. Comparable as a later-stage co-investor in Conviction's breakout AI companies.
• Sequoia Capital: Top-tier generalist VC with deep AI exposure (co-led Rowspace with Conviction). Comparable in writing early checks into AI-native founders and operating accelerator-like support programs; a natural peer for LP benchmarking.
• Andreessen Horowitz: One of the largest US venture firms with a prominent AI investment practice (a16z bio/health, infra, and AI apps). Frequently co-invests with Conviction (e.g., Phylo, Town) and competes for the same AI-native founders; a key incumbent peer for benchmarking.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/w_conviction
• LinkedInlinkedin.com/company/convictionvc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments67 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Conviction