Conviction lists 19 companies; 13 more name Sarah Guo individually and are absent from its website

Asked (summary)

List all the companies Conviction has invested in, and separately all the startups Sarah Guo has personally invested in since founding Conviction that are not listed on the Conviction website.

As of 2026-09-20, Conviction’s official website publicly lists 19 portfolio companies — all 19 are captured here — and the page itself says these are examples, with others still in stealth. Separately, 13 startups funded after Conviction’s 2022 founding (screening cutoff 2022-09-30) name Sarah Guo individually in public financing records yet do not appear on the site; whether those checks were personal capital or fund capital is not publicly disclosed.

Two lists, one crucial gap in disclosure

Left: the 19 companies on conviction.com today. Right: a timeline of the 13 website-absent companies where public records name Sarah Guo individually. Hover any mark for detail.

Official website portfolio — listed on conviction.com Individually named, website-absent — multiple sources located Lower confidence — only one located source
Conviction’s page states the 19 names are companies “like the ones listed below”, with others in stealth — so absence from the site never proves absence from the portfolio. conviction.com
The largest website-absent round is Thinking Machines Lab’s reported $2 billion seed in June 2025, with Sarah Guo named among participants. cryptopolitan.com
12 of the 13 website-absent names have two or more independent sources; Didero (July 2024) rests on a single located source and is marked lower confidence. pitchbook.com
10 of the 13 website-absent investments are seed or earlier-stage rounds, matching an angel-style pattern; only LayerZero, Lamini and Brain Co are Series A or later. tracxn.com

All 32 companies

Both lists in one searchable table. “Sarah Guo individually named — personal-capital source not publicly confirmed” means public announcements name her, not that a personal check is proven.

CompanyListDateReported roundConfidenceSource

Method: 19 rows scraped from Conviction’s official portfolio page and 18 researched post-founding candidates screened as of 2026-09-20; candidates qualify only when Sarah Guo is individually named in public financing records, the company is absent from conviction.com, and the earliest located date falls after the 2022-09-30 cutoff — 13 qualify, and 5 candidates were removed as firm-attributed or website-listed. Dates are the earliest located public mention of each financing; “round” is the reported wording. The official list is single-sourced by design (it answers what the website itself lists); no authoritative universe exists for undisclosed or personal investments, so the second list is bounded by public disclosure. Founder names and full source-URL lists were cut for space and are available on the linked pages.

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