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carlos

T2 · manager / operator

Co-founder of Balance Phone, former product engineer at Philip Morris in Switzerland, studied engineering at Polytechnic University of Catalonia; partnered with childhood friend Albert to build a non-addictive smartphone.

6 calls·4 names·17% bull·last heard 8 days ago·Itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$KYRIBAKyriba

Kyriba positioned as Enbat's primary competitor with ~€500M revenue, PE-backed by Bridgepoint and General Atlantic

Kyriba, a French-origin treasury management platform that moved HQ to the US (now 60–70% of revenue), is the category leader but remains legacy; Enbat competes head-on in Spain and sees Kyriba absent in UK and rare in Germany.

Itnig2026-09episode →
2ndmedium conviction
$SAMAIPATASamaipata

Samaipata leads Enbat Series A, José del Barrio key advisor for hiring/firing decisions

Samaipata led Enbat's Series A in March 2023 and José del Barrio became a go-to advisor for critical people decisions; founders prioritize investor relationship quality over competitive fundraising.

Itnig2026-09episode →
3rdlow conviction
$KANTOXKantox

Kantox pivoted to large-cap FX risk management leaving mid-market gap

Kantox started as FX risk management but moved upmarket to multi-large cap segment, creating partnership opportunities for Enbat in mid-market treasury.

Itnig2026-09episode →

most discussed · click a bar to filter

  • $KANTOX
  • $KYRIBA
  • $GENERAL-CATALYST
  • $SAMAIPATA

recurring themes

  • Consumer AI1
6 total
$KANTOX
Kantox
LOWcarlos·Itnig·8 days ago·De banqueros de JP Morgan a levantar 50M€ sin saber programar | Embat
Kantox pivoted to large-cap FX risk management leaving mid-market gap
Kantox started as FX risk management but moved upmarket to multi-large cap segment, creating partnership opportunities for Enbat in mid-market treasury.
"Kantox acabó yendo multi-large cap porque porque al final son los que operan de verdad de manera proactiva el FX, ¿no? Cuando te vas a compañías de nuestro tamaño sí encuentras ou…"
13:16
$KYRIBA
Kyriba
MEDcarlos·Itnig·8 days ago·De banqueros de JP Morgan a levantar 50M€ sin saber programar | Embat
Kyriba positioned as Enbat's primary competitor with ~€500M revenue, PE-backed by Bridgepoint and General Atlantic
Kyriba, a French-origin treasury management platform that moved HQ to the US (now 60–70% of revenue), is the category leader but remains legacy; Enbat competes head-on in Spain and sees Kyriba absent in UK and rare in Germany.
"Enbat a día de hoy la mayor referencia es eh es probablemente Kiriva... es americana... francesa de origen francés... US es como el 70% de su negocio... creemos que aproximadament…"
5:26
$KANTOX
Kantox
LOWcarlos·Itnig·8 days ago·De banqueros de JP Morgan a levantar 50M€ sin saber programar | Embat
Kantox partners with Enbat on FX risk management for corporate treasury teams
Kantox specializes in active FX hedging for large corporates; Enbat refers clients with complex currency exposure to Kantox as a complementary solution.
"tipo Kantox, por ejemplo, que hacía, no? Que que gestiona este riesgo de visa... muchas veces cuando vemos un cliente que tiene problemática de tesorería y también tiene mucha com…"
12:36
$KYRIBA
Kyriba
MEDcarlos·Itnig·8 days ago·De banqueros de JP Morgan a levantar 50M€ sin saber programar | Embat
Kyriba positioned as Enbat's main competitor with ~€500M revenue, 70% US, PE-backed
Kyriba is the category leader in treasury management, moved HQ to US 7-8 years ago, generates ~€500M revenue with 60-70% from US, backed by Bridgepoint and General Atlantic, but Enbat sees opportunity in mid-market below Kyriba's large-corporate focus.
"Enbat a día de hoy la mayor referencia es eh es probablemente Kiriva. Eh, francesa de origen francés. Lo que se llevó el headquarter a a Estados Unidos hará hace 7 o 8 años. US es…"
5:27
$GENERAL-CATALYST
General Catalyst
LOWcarlos·Itnig·8 days ago·De banqueros de JP Morgan a levantar 50M€ sin saber programar | Embat
General Catalyst replaces Creandum on Enbat board in latest round
General Catalyst joined Enbat's cap table and board in the April 2024 round, replacing Creandum's Peter, signaling continued high-quality investor syndicate.
"Justo ahora lo hemos cambiado por General Catalyst, por... Ah, vale, vale, vale. Pero Peter e a nosotros vamos, a nosotros nos encanta tenerle."
70:30
$SAMAIPATA
Samaipata
MEDcarlos·Itnig·8 days ago·De banqueros de JP Morgan a levantar 50M€ sin saber programar | Embat
Samaipata leads Enbat Series A, José del Barrio key advisor for hiring/firing decisions
Samaipata led Enbat's Series A in March 2023 and José del Barrio became a go-to advisor for critical people decisions; founders prioritize investor relationship quality over competitive fundraising.
"José del barrio también de Sama y Patas son las personas que de los últimos años siempre hemos llamado para lo que sea, cuando tenemos un marrón de hiring, cuando tenemos un marró…"
70:40
7
Consumer AItailwind
Parental demand for safe first phones drives organic distribution via schools and clinics
Unexpected product-market fit emerged as a child's first phone, with UK's Smartphone Free Childhood association recommending Balance Phone, driving 50% of sales in the UK and creating a prescription channel through schools, psychologists, and parent associations that yields 90% organic acquisition and a defensible distribution moat.