# Conviction: portfolio, investments and team > Conviction is a vc firm based in United States. 15 investments on record, 12 in the last 12 months, latest Sept 2026. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/conviction-4 (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Conviction Last cheque observed Sep 2026; 15 cheques on record. Email VC firm Deploying now New fund $149M, Mar 2026 Website unconfirmed Seed Series A AI Software Follow Conviction and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fconviction-4) Deploying now **100%** of best year **12** **cheques in 12 months**, 15 on record Since the last cheque **52** days **00** hrs **00** min **00** sec Median round **$160M** Cheque size, as they say **$1.0M – $25M** Rounds led **1 of 15** Mostly in **United States, 85%** Pitch Conviction ## Conviction highlights - 01 12 cheques in the last 12 months - 02 Mostly Seed and Series B: 50% of its rounds - 03 Led 1 rounds ## What they do - **Type:** VC firm - **Cheque size:** $1.0M – $25M as they say - **Stages:** Seed Series A - **Sectors:** AI Software - **Based in:** San Francisco, United States - **Cold pitches:** Not accepted A website was listed for this organisation, but we could not confirm it belongs to the firm that wrote these cheques. Either the site never mentions them, or it turned out to be a different company sharing the name. We show neither it nor anything read from it. [Tell us the right one](https://millionrounds.com/corrections?slug=conviction-4). ## The record Every round we can evidence, newest first **15 appearances** - **2026** 11 rounds - **Sept** **[Primero](https://millionrounds.com/company/primero)** Seed · MX · Contxto **$12M** With 3 others - **Sept** **[Harvey](https://millionrounds.com/company/harvey)** Growth · US · TechCrunch **$550M** With 15 others - **Aug** **[Retro](https://millionrounds.com/company/retro)** Series A · US · TechCrunch **$21M** With 8 others - **Aug** **[Valar Atomics](https://millionrounds.com/company/valar-atomics)** Series B · US · TechCrunch **$1.0B** With 9 others - **Aug** **[Intelligence](https://millionrounds.com/company/intelligence)** Seed · TechCrunch **$7.9M** With 3 others - **Jun** **[Baseten](https://millionrounds.com/company/baseten)** Growth · US · Crunchbase News **$1.5B** *Led* - **May** **[Fractile](https://millionrounds.com/company/fractile)** Series B · GB · Ventureburn **$220M** With 9 others - **Mar** **[Harvey](https://millionrounds.com/company/harvey)** Growth · US · TechCrunch **$200M** With 7 others - **Mar** **[RunSybil](https://millionrounds.com/company/runsybil)** Seed · US · TechStartups **$40M** With 6 others - **Feb** **[Rowspace](https://millionrounds.com/company/rowspace)** Series A · US · TechStartups **$50M** With 5 others - **Jan** **[Listen Labs](https://millionrounds.com/company/listen-labs)** Series B · US · Ventureburn **$69M** With 4 others - **2025** 4 rounds - **Dec** **[Harvey](https://millionrounds.com/company/harvey)** Series F · TechCrunch **$160M** With 6 others - **Jun** **[Harvey AI](https://millionrounds.com/company/harvey-ai)** Series E · US · TechCrunch **$300M** With 5 others - **Apr** **[Thinking Machines Lab](https://millionrounds.com/company/thinking-machines-lab)** Seed · US · Crunchbase News **$2.0B** With 2 others - **Feb** **[Baseten](https://millionrounds.com/company/baseten)** Series C · US · TechStartups **$75M** With 6 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **2 named** MV **Mike Vernal** Managing Member of the General Partner i Filing they signed SG **Sarah Guo** Managing Member of the General Partner i Filing they signed We also hold **2** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$881M** gross assets of its funds Oct 2026 **Exempt** reporting adviser venture or small private funds - **Legal name:** Conviction Partners, LLC - **SEC number:** CRD 324113 ## What they claim to have backed From their own portfolio page (on their website) **21** of 23 we have independently watched raise [Baseten](https://millionrounds.com/company/baseten)[Cartesia](https://millionrounds.com/company/cartesia)[Cognition](https://millionrounds.com/company/cognition)[Commit](https://millionrounds.com/company/commit)[Corridor](https://millionrounds.com/company/corridor)[Distributed Spectrum](https://millionrounds.com/company/distributed-spectrum)[Embed](https://millionrounds.com/company/embed)[Harvey](https://millionrounds.com/company/harvey)[HeyGen](https://millionrounds.com/company/heygen)[Instinct](https://millionrounds.com/company/instinct)[Keenable](https://millionrounds.com/company/keenable)[Latent](https://millionrounds.com/company/latent)[Listen Labs](https://millionrounds.com/company/listen-labs)[Mistral](https://millionrounds.com/company/mistral-ai)[Onyx](https://millionrounds.com/company/onyx)[Openevidence](https://millionrounds.com/company/openevidence)[RunSybil](https://millionrounds.com/company/runsybil)[Sierra](https://millionrounds.com/company/sierra)[Sola](https://millionrounds.com/company/sola)[Sunday](https://millionrounds.com/company/sunday)[Trajectory](https://millionrounds.com/company/trajectory) Chris Re Noah Shinn Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded. New fund on file **$149M** raised in Mar 2026 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Median round joined **$160M** the round, not its cheque Led 1 of 15 rounds **7%** - **Said size:** $1.0M – $25M - **Sole investor:** Never alone - **Last cheque:** Sept 2026 Rounds by stage said on their site - Seed said *4* - Series B *3* - Growth *3* - Series A said *2* - Series F *1* - Series C *1* Cheques by month Led Joined Dec 2023 Nov 2026 Often in the room with - [Sequoia Capital](https://millionrounds.com/fund/sequoia-capital) 7 - [Elad Gil](https://millionrounds.com/fund/elad-gil) 5 - [Andreessen Horowitz](https://millionrounds.com/fund/andreessen-horowitz) 4 - [Kleiner Perkins](https://millionrounds.com/fund/kleiner-perkins) 4 - [Coatue](https://millionrounds.com/fund/coatue-management) 3 - [Evantic](https://millionrounds.com/fund/evantic) 3 **Pitching Conviction?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Conviction. A count of rooms they were both in, not a relationship either has claimed. [**Sequoia Capital** VC firm **7** rounds together](https://millionrounds.com/fund/sequoia-capital)[**Elad Gil** VC firm **5** rounds together](https://millionrounds.com/fund/elad-gil)[**Andreessen Horowitz** VC firm **4** rounds together](https://millionrounds.com/fund/andreessen-horowitz)[**Kleiner Perkins** VC firm **4** rounds together](https://millionrounds.com/fund/kleiner-perkins)[**Coatue** VC firm **3** rounds together](https://millionrounds.com/fund/coatue-management)[**Evantic** VC firm **3** rounds together](https://millionrounds.com/fund/evantic)[**8VC** VC firm **2** rounds together](https://millionrounds.com/fund/8vc)[**BoxGroup** VC firm **2** rounds together](https://millionrounds.com/fund/boxgroup)[**EQT** Private equity **2** rounds together](https://millionrounds.com/fund/eqt)[**GIC** Private equity **2** rounds together](https://millionrounds.com/fund/gic)[**Greylock** VC firm **2** rounds together](https://millionrounds.com/fund/greylock-partners)[**IVP** VC firm **2** rounds together](https://millionrounds.com/fund/ivp) ## Recently backed The latest companies Conviction put money into. [**Harvey** $550M · Sept 2026](https://millionrounds.com/company/harvey)[**Valar Atomics** $1.0B · Aug 2026](https://millionrounds.com/company/valar-atomics)[**Intelligence** $7.9M · Aug 2026](https://millionrounds.com/company/intelligence)[**Baseten** $1.5B · Jun 2026](https://millionrounds.com/company/baseten)[**Fractile** $220M · May 2026](https://millionrounds.com/company/fractile)[**RunSybil** $40M · Mar 2026](https://millionrounds.com/company/runsybil) ## Quick answers about Conviction ### What does Conviction invest in? Conviction invests most often at Seed and Series B (50% of the rounds on record), in sectors such as AI and Software. ### How active is Conviction? 15 investments on record, 12 of them in the last 12 months, and it led 1. The most recent was in Sept 2026. ### What has Conviction invested in recently? Its most recent investments on record: Primero (Seed, Sept 2026), Harvey (Growth, Sept 2026) and Retro (Series A, Aug 2026). ### How big are Conviction's cheques? The median round it joins is $160M. It says it writes cheques of $1.0M to $25M. ### Does Conviction lead rounds? Sometimes: it led 1 of its 15 investments on record (7%). ### Where does Conviction invest? Most of the companies it backs are in the United States (85%), Mexico (8%) and the United Kingdom (8%). ### Is Conviction investing now? Yes: it is actively investing, with 12 investments in the last 12 months. ### Who does Conviction invest alongside? Most often Sequoia Capital (7 rounds together), Elad Gil (5 rounds together) and Andreessen Horowitz (4 rounds together). ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=conviction-4) · [Is this your firm? 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