Conviction
Snapshot
- Founded: 2022 by Sarah Guo (ex-Greylock)
- HQ: SF
- Stage: Early-stage (seed → Series A)
- Thesis: AI-native applications and infrastructure
- Cap-table conflict status: Verified clean across all 8 Init Intelligence competitors as of 2026-05-05.
Lead deal partners
- Sarah Guo — Founder/Managing Partner. Hosts No Priors podcast (with Elad Gil; Gil is a Serval personal angel — soft-network proximity). Strong AI thesis franchise; backed Adept, Mistral early days, Glean.
Soft-network flag
Elad Gil (Guo’s No Priors co-host and frequent co-investor) is a personal angel in Serval — a soft-network proximity to note (also recorded under Lead deal partners above).