Conviction | Activity | F4

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Team Portfolio Raise Champions Essays

F4/Conviction/Activity

Conviction Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Published a refreshed startup-ideas thesis covering AI infrastructure, robotics, healthcare, regulatory systems, enterprise tooling, and vertical AI opportunities.

Plausible Schemes

Added recently

6 investments

· MAR 2026 – MAY 2026

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Investment

Participated in Nova Intelligence's $31.5M Series A for agentic AI software that modernizes SAP systems.

Nova Intelligence

Nova Intelligence Conviction

fortune.comMAY 5, 2026

MAY 5, 2026

Investment

Participated in Harvey's $200M funding round, valuing the legal AI company at $11 billion.

Harvey

Harvey Conviction

harvey.aiMAR 25, 2026

MAR 25, 2026

Investment

Participated in Latent's $80M financing for clinical AI medication access workflows.

Latent Health

Latent Health Conviction

builtin.comMAR 18, 2026

MAR 18, 2026

Investment

Participated in RunSybil's $40M financing for an AI-native offensive security platform.

RunSybil

RunSybil Conviction

runsybil.comMAR 18, 2026

MAR 18, 2026

Investment

Participated in Sunday's $165M Series B to bring autonomous home robots into real-world deployment.

Sunday

Sunday Conviction

sunday.aiMAR 12, 2026

MAR 12, 2026

Investment

Backed Onyx Security's $40M launch financing for a secure AI control plane for enterprises.

Onyx Security

Onyx Security Conviction

onyx.securityMAR 12, 2026

MAR 12, 2026

Team Change

Hired Mike Vernal, former Sequoia partner, as General Partner.

Mike Vernal joined as General Partner

techcrunch.comJAN 31, 2025

JAN 31, 2025

New Fund

Closed Fund II with $230 million in capital commitments, more than doubling the debut fund.

Fund II

techcrunch.comJAN 31, 2025

JAN 31, 2025