Sarah Guo
Founder & General Partner · Conviction
Quick profile
Purpose-built for AI-native 'Software 3.0' companies. Often the first investor. Concentrated portfolio, few bets, deep commitment. Gravitates to technical teams building with velocity and pragmatism. Favours practical AI infrastructure over flashy consumer demos. Argues that when code is cheap, judgment becomes the work.
Full thesis
Purpose-built for AI-native 'Software 3.0' companies. Often the first investor. Concentrated portfolio, few bets, deep commitment. Gravitates to technical teams building with velocity and pragmatism. Favours practical AI infrastructure over flashy consumer demos. Argues that when code is cheap, judgment becomes the work.
Technically rigorous, calm, unimpressed by hype. Asks second and third order questions and follows a technical thread until it breaks.
Fund facts
How to win Sarah Guo
AI prep brief from persona data + real pitch history · first section free
How to win Sarah Guo
AI prep brief from persona data + real pitch history · first section free
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