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Sarah Guo

Founder & Managing Partner
Investor Bay Area
| LinkedIn Twitter Website VCSheet
Background
  • Former General Partner at Greylock Partners — one of the most prestigious VC firms
  • Founded Conviction in 2022 specifically to focus on AI
  • Named to 2025 Midas Seed List of top investors
  • One of the most recognized voices in AI investing
  • Deeply connected in the AI founder ecosystem
Investment Focus
  • AI-native companies ("Software 3.0")
  • Frontier AI infrastructure and applications
  • Seed and Series A
  • High-conviction, concentrated bets
Notable Investments

Harvey ($3B valuation), Mistral ($6B valuation), Baseten ($825M valuation), Sierra ($4.5B valuation), and other AI-native companies.

AI Agent Relevance
  • Top-tier fit — Conviction is one of the most prominent AI-dedicated funds in the world
  • Her portfolio includes some of the biggest AI success stories (Harvey, Mistral, Sierra)
  • Former Greylock GP means she has deep networks across the entire VC ecosystem
  • Midas List recognition means she's a signal investor — getting Conviction on your cap table sends a strong message
  • $1M–$25M range can accommodate from seed to growth
  • NOTE: Higher-profile fund means more competitive to get into — strongest fit if you have significant traction or a differentiated technical approach
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