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Portfolio

Conviction

A closer look at the companies associated with this firm. Verified team members can update the portfolio after signing in.

Portfolio

Conviction portfolio

This is the portfolio currently shown on the public firm page.

28 activeBack to firm page
MistralListed
No domain yetenterprise_software

Mistral AI is a pioneering French artificial intelligence startup focused on democratizing AI through open-source, efficient, and innovative AI models, products, and solutions.

BasetenListed
No domain yetdeveloper_tools_infra

Baseten is an AI infrastructure platform that provides the tooling, expertise, and hardware necessary to rapidly bring AI products to market. Their proprietary Inference Stack com…

CartesiaListed
No domain yetdeveloper_tools_infra

Cartesia is focused on building the next generation of AI, creating ubiquitous and interactive intelligence that operates seamlessly across devices. Their innovative approach incl…

CognitionListed
cognition.aienterprise_software

Cognition AI develops Devin, an AI software engineer, and partners with Infosys for deployment. It focuses on security, data privacy, and compliance.

EssentialListed
essential.aienterprise_software

Essential AI is focused on building open-source AI technologies, particularly large language models, to advance the field of artificial intelligence through collaboration and shar…

SierraListed
sierra.aienterprise_software

Sierra helps businesses build better, more human customer experiences with AI. By partnering with industry leaders, we’re transforming customer experiences, pushing the boundaries…

HeyGenListed
heygen.commedia_entertainment

HeyGen is an AI video generator that allows users to create stunning videos from text, images, or audio clips. It features lifelike avatars, voiceovers, translations, and customiz…

CorridorListed
corridor.devsecurity_cyber

Corridor provides AI-native code security solutions that proactively prevent vulnerabilities in software development by integrating with coding agents to guide secure coding pract…

CulminateListed
culminatesecurity.comsecurity_cyber

Culminate Security offers an AI SOC Analyst that enhances security operations by autonomously investigating alerts, providing quick and accurate investigation reports, and improvi…

Distributed SpectrumListed
distributedspectrum.comsecurity_cyber

Distributed Spectrum is building technology that enables the identification of critical radio signals across defense missions, utilizing AI to enhance electronic warfare capabilit…

Listen LabsListed
listenlabs.aienterprise_software

Listen Labs is an AI-first customer research platform that accelerates user interviews and delivers actionable insights quickly.

OpenEvidenceListed
openevidence.comhealthcare_digital

OpenEvidence is the leading medical information platform that serves as an AI copilot for doctors, helping them make high-stakes decisions at the point of care. It aggregates and…

MithrilListed
No domain yetdeveloper_tools_infra

Mithril is an AI omnicloud platform that aggregates and orchestrates multi-cloud GPUs, CPUs, and storage to provide compute resources for AI workloads.

SolaListed
sola-solutions.comenterprise_software

Sola is the AI-native platform redefining automation, enabling enterprises to automate workflows with intelligent agents beyond the limits of traditional RPA.

SundayListed
getsunday.comfood_beverage

Sunday offers custom lawn care and pest control plans tailored to individual yard needs, focusing on environmentally friendly practices.

Latent HealthListed
latenthealth.comhealthcare_digital

Latent is a purpose-built medication access platform designed for health systems, streamlining pharmacy prior authorizations and improving medication access for patients.

HarveyListed
harvey.aienterprise_software

Harvey provides a platform that leverages domain-specific AI to assist legal professionals in analyzing documents, drafting faster, and researching complex legal and regulatory qu…

Onyx SecurityListed
onyx.securitysecurity_cyber

Onyx is the secure control plane for AI agents and models, providing security, governance, and oversight to protect and optimize AI agent adoption across enterprises.

Nova IntelligenceListed
novaintelligence.aienterprise_software

Nova Intelligence offers AI consulting and automation solutions to help businesses streamline operations and achieve their goals. The company focuses on simplifying AI to amplify…

RunSybilListed
runsybil.comsecurity_cyber

RunSybil's mission is to automate hacker intuition. We offer active defense capabilities based on the state-of-the-art in AI and exploitation.

KeenableListed
No domain yetenterprise_software

Keenable is a research-driven AI infrastructure company focused on web search and knowledge access for large-scale AI applications. We build systems and new retrieval primitives t…

InstinctListed
No domain yetfood_beverage

Instinct is a rapidly growing, family-owned marketer and manufacturer of science-based 100% natural pet food for dogs and cats.

TrajectoryListed
No domain yetenterprise_software

Trajectory, Inc. is a relatively small IT services and consulting firm based in Marblehead, Massachusetts, focusing on the global book publishing market. The company develops anal…

EnigmaListed
enigma.comenterprise_software

Enigma provides comprehensive intelligence about the identity and financial health of small and medium businesses across the United States. By engineering better data from hundred…

FractileListed
fractile.aisemiconductors_hardware

Fractile is focused on building the next class of processors for AI acceleration, emphasizing collaboration across the full tech stack from circuit design to cloud inference.

Valar AtomicsListed
valaratomics.comenergy_power

Valar Atomics is scaling nuclear energy for heavy industrial power and clean hydrocarbon fuel production, focusing on grid-independent products such as hydrogen, data center power…

June AIListed
No domain yetenterprise_software

June AI is the world’s first AI-native System Integrator (SI), reinventing enterprise software implementation for the AI era. We empower Forward-Deployed Engineers (FDEs) and impl…

TomoListed
tomo.aiconsumer_apps_social

Tomo is a personal AI that lives in your texts. Once your Tomo learns your goals, it holds you accountable to them and organizes your life to make sure you achieve them. Whether y…