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iñaki berenguer

T2 · manager / operator

Academic-turned-founder (PhD Information Theory, Cambridge/MIT/Princeton; MBA MIT). Built 6 companies, 3 significant exits. Active angel (>100 investments, 30 in Spain) with 140x Flywire winner. Now runs Lifex fund investing at AI x Health intersection. Splits time Madrid/New York. Philosophy: catch innovation waves early (social 2006, SaaS 2010, insurtech 2015, AI data center 2020, AI apps 2024).

8 calls·8 names·100% bull·last heard 6 months ago·SeedRocket TV
track recordleaderboard →
hit rate
100%
avg alpha
+34.7pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+34.7pp vs SPY
$FLYWFlywireposition

Berenguer's 140x Flywire winner: cross-border payments for education/healthcare

Invested at $5M valuation in 2010, held through 2022 IPO at $4B. Flywire dominates vertical-specific cross-border payments (education, healthcare) with massive TAM and sticky network effects.

SeedRocket TV2026-02→
2ndhigh conviction
$MITOMitoposition

Mito raises from Lightspeed for collaborative AI video platform targeting longer-form content

Video generation models (Sora, etc.) now reach quality/duration for 30s+ collaborative content. Market segmenting like social media did (FB/LinkedIn/Twitter). Mito builds multiplayer suite for films, music videos, docs — differentiated by product experience. Backed by Lightspeed (lead in Anthropic, Suno, Mistral) + Kibo, Cafan, Lifex, unicorn founders. Team includes ex-Cabify/Wise engineering lead.

SeedRocket TV2026-02→
3rdhigh conviction
$FUNCTION-HEALTHFunction Healthposition

Function Health: $400M ARR in 3 years via preventive biomarker testing + AI

Lifex portfolio company. Subscription model ($1K/yr) for quarterly blood/urine/imaging panels analyzed by AI to detect trends pre-symptom. 400K subscribers = ~$400M ARR. Thesis: frequent measurement + AI personalization shifts healthcare from reactive to preventive, massive TAM in US (80% willing to pay) vs Europe (10%).

SeedRocket TV2026-02→

most discussed · click a bar to filter

recurring themes

8 total
$FLYW
···
Flywire
HIGHiñaki berenguer·SeedRocket TV·6 months ago· position
Berenguer's 140x Flywire winner: cross-border payments for education/healthcare
Invested at $5M valuation in 2010, held through 2022 IPO at $4B. Flywire dominates vertical-specific cross-border payments (education, healthcare) with massive TAM and sticky network effects.
"La que mejor me ha ido en múltiplo es Flywire, que esa yo invertí a 5 millones de valoración, ¿eh? Y aguantaste hasta la salida bolsa. Salida bolsa que la salida bolsa fue a 4 bil…"
5:59
$AVGO
···
Broadcom
MEDiñaki berenguer·SeedRocket TV·6 months ago
Broadcom >$1T as primary AI data center networking beneficiary (20% of GPU spend)
AI data centers spend ~20% of GPU budget on networking (interconnects, switches). Broadcom dominates merchant silicon for Ethernet switching and custom ASICs for hyperscalers. Direct beneficiary of scaling GPU clusters (100K-1M GPUs) where interconnect becomes primary bottleneck.
"el principal cuello de botella es la interconexión. Por eso hay empresas como Broadcomes que ahora vale más de un trillón... en un data center por cada 100 que te gastas en GPUs d…"
16:14
$MITO
Mito
HIGHiñaki berenguer·SeedRocket TV·6 months ago· position
Mito raises from Lightspeed for collaborative AI video platform targeting longer-form content
Video generation models (Sora, etc.) now reach quality/duration for 30s+ collaborative content. Market segmenting like social media did (FB/LinkedIn/Twitter). Mito builds multiplayer suite for films, music videos, docs — differentiated by product experience. Backed by Lightspeed (lead in Anthropic, Suno, Mistral) + Kibo, Cafan, Lifex, unicorn founders. Team includes ex-Cabify/Wise engineering lead.
"Mito es una plataforma colaborativa, eh, o sea, multiplayer en vez de single player, para que entre un grupo de personas se puedan crear películas, vídeos musicales, documentales,…"
25:59
$FUNCTION-HEALTH
Function Health
HIGHiñaki berenguer·SeedRocket TV·6 months ago· position
Function Health: $400M ARR in 3 years via preventive biomarker testing + AI
Lifex portfolio company. Subscription model ($1K/yr) for quarterly blood/urine/imaging panels analyzed by AI to detect trends pre-symptom. 400K subscribers = ~$400M ARR. Thesis: frequent measurement + AI personalization shifts healthcare from reactive to preventive, massive TAM in US (80% willing to pay) vs Europe (10%).
"La que mejor va es Function Health... Es una empresa que te ayuda a diagnosticarte enfermedades antes de que te pase algo y accionar sobre tu cuerpo antes de que tengas síntomas..…"
65:09
$IPRRONICS
Iprronics
HIGHiñaki berenguer·SeedRocket TV·6 months ago· position
Silicon photonics switches target GPU interconnect bottleneck in AI data centers
GPU clusters hit networking wall: 20% of data center capex is interconnect (Broadcom >$1T). Iprronics builds optical circuit switches that keep traffic in photonic domain, eliminating O-E-O conversion, solving attenuation at distance and enabling 800G-1.6T links. Raised $50M from Amadeus (Cambridge) and Triatomic (SV).
"Lo que hace esta empresa son los switches, o sea, como si fuera un router, que hay varias conexiones de de fibra óptica y si sin tener que convertir de fibra óptica a electrónica…"
13:33
$ISRG
···
Intuitive Surgical
LOWiñaki berenguer·SeedRocket TV·6 months ago
Intuitive Surgical ($200B) platform transitioning to AI autonomy — surgeon abundance thesis
Da Vinci robots ($200B market cap) currently surgeon-operated via joystick. Minimally invasive surgery generates video feed + instrument control — perfect training data for AI autonomy. Transition to AI-driven surgery creates 'infinite surgeons' behaving like world's best, solving global surgeon scarcity. Lifex invested in surgical robotics startups pursuing this.
"En España seguramente habéis oído hablar de los robots Da Vinci, que es unos robot, esto es una empresa que se llama Intuitive, 200 billion en Market Cap... Pues esto ahora mismo…"
49:04
$INFINITE-WATCH
Infinite Watch
HIGHiñaki berenguer·SeedRocket TV·6 months ago· position
Infinite Watch: AI supervising AI agents in call centers and web analytics
Enterprises replace human call-center agents with AI but then hire humans to monitor calls. Infinite Watch deploys AI supervisors that monitor 100% of AI-agent interactions (voice + web session replay) for compliance, quality, latency, UX issues. Early enterprise pilots in insurance (slow adoption but high value). Built by CoverWallet's top engineering team (CTO + VP Eng). Backed by Base10 (Yemi).
"Infinite Watch y es una herramienta de AI que monitoriza a la AI, ¿no? A nivel de analytics... las empresas están sustituyendo a humanos del call center por agentes de inteligenci…"
20:44
$CABIFY
Cabify
MEDiñaki berenguer·SeedRocket TV·6 months ago· position
Cabify: 14-year hold illustrates venture illiquidity despite LatAm leadership
Invested 2012 via friend-of-founder. Now ride-hailing leader across LatAm/Spain with ubiquitous brand presence. Multiple strong on paper but zero liquidity after 14 years — highlights structural venture illiquidity risk even for winners.
"Piensa en Cabify, por ejemplo, yo en Cabify invertí en 2012... han pasado ya eh 14 años... yo creo que es una muy buena empresa eh aquí en España, líder, o sea, da mucho orgullo c…"
7:55