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jeff horing

T2 · manager / operator

Jeff Horing founded Insight Partners in the mid-1990s after leaving Warburg Pincus; he built the firm into a $12B+ single-fund platform across venture, growth, and buyout stages, pioneering software-focused sourcing at scale and a 'one fund' strategy. He remains deeply involved in deal sourcing, portfolio management, and firm culture.

10 calls·10 names·90% bull·last heard 11 months ago·Invest Like The Best
track recordleaderboard →
hit rate
0%
avg alpha
-21.1pp
scored
1

top calls

highest conviction · one per company
1sthigh conviction
$WIZWizposition

Wiz is a flagship portfolio company backed at zero revenue, doubling net new bookings for six years

Wiz checked all five perfect investment criteria: big ROI, big ASP, fast time-to-value, great CEO and tech team; net new bookings doubled annually for six years creating massive compounding growth.

Invest Like The Best2025-09→
2ndhigh conviction
$MNDYMonday.composition

Early investor in Monday.com at $5M ARR, now a public company success

Monday was not the most obvious funded company but had the right metrics; Insight backed at ~$5M ARR and it grew into a large TAM supporting a major exit.

Invest Like The Best2025-09→
3rdmedium conviction
$ANTHROPICAnthropicposition

Insight backed Anthropic in recent large round via public strategy fund

Anthropic's CEO Dario Amodei is phenomenal with a defensible moat; revenue inflected dramatically with coding adoption in last four months, making it an interesting bet despite late entry.

Invest Like The Best2025-09→

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recurring themes

10 total
$ANTHROPIC
Anthropic
MEDjeff horing·Invest Like The Best·11 months ago· position
Insight backed Anthropic in recent large round via public strategy fund
Anthropic's CEO Dario Amodei is phenomenal with a defensible moat; revenue inflected dramatically with coding adoption in last four months, making it an interesting bet despite late entry.
"that's a little bit more driven from our public strategy just to be clear so it's not in the core fund that's a good example of one where had I heard the story two years ago I wou…"
55:55
$RIVIERA-PARTNERS
Riviera Partners
MEDjeff horing·Invest Like The Best·11 months ago· position
Insight bought large stake in Riviera Partners, top tech executive recruiting firm
Riviera is the largest tech recruiting firm for C-level/CTO/CPO talent; critical asset in AI age where talent is everything, supporting portfolio companies' hiring needs.
"We bought a pretty expensive uh large interest in Riviera Partners which is the largest tech recruiting firm for sea level or sort of CTO and CPO talent um which is you know they'…"
63:01
$WIZ
Wiz
HIGHjeff horing·Invest Like The Best·11 months ago· position
Wiz is a flagship portfolio company backed at zero revenue, doubling net new bookings for six years
Wiz checked all five perfect investment criteria: big ROI, big ASP, fast time-to-value, great CEO and tech team; net new bookings doubled annually for six years creating massive compounding growth.
"Take Whiz, which is obviously one of our favorite stories in life and great team and they've been able to double or more their net new bookings each year for six years. And just w…"
14:45
$ADBE
···
Adobe
MEDjeff horing·Invest Like The Best·11 months ago
Adobe can expand Photoshop market share from 3% to 20% via AI lowering learning curve
AI dramatically reduces user interface complexity, allowing Adobe to expand Photoshop's addressable market from 3% to 20% of humans by lowering the learning curve an order of magnitude.
"Adobe like how much better is Adobe that has a 3% market share of humans to Photoshop and now could expand it to 20% because the user interface and learning curve has gone down by…"
95:22
$DATABRICKS
Databricks
MEDjeff horing·Invest Like The Best·11 months ago· position
Insight invested in Databricks mega-round at massive private valuation
Databricks represents the new paradigm of companies staying private longer and raising IPO-plus rounds; Insight evaluates through forecast, likely exit value, and risk-adjusted venture returns.
"that data bricks is still a private company at this scale is sort of unheard of. Uh you could argue OpenAI is still a young company relatively speaking to the timing of its revenu…"
6:27
$S
···
SentinelOne
MEDjeff horing·Invest Like The Best·11 months ago· position
Early investor in SentinelOne at $4-5M ARR, now public
SentinelOne (referred to as Cena) was backed at $4-5M ARR and grew into a public company; exemplifies Insight's early-stage sourcing and scaling within one-fund strategy.
"Cena is another public one I'm involved with. It was sort of four or five million in size when we got there. So some of them just grow and have TAMs to support those exits."
55:18
$UBER
···
Uber
HIGHjeff horing·Invest Like The Best·11 months ago
Insight passed on Uber at attractive round, calls it a huge mistake
Insight evaluated Uber at a great round but partnership voted to pass; acknowledges it was a massive missed opportunity due to mandate limitations and West Coast bias.
"We looked at Uber at a really attractive round. We fought like hell as a partnership over it and we finally passed. Obviously, huge mistake, right? Like it was a great outcome."
81:45
$MSFT
···
Microsoft
MEDjeff horing·Invest Like The Best·11 months ago
Microsoft can enhance existing products with Copilot rather than rebuild from scratch
AI is a TAM expander for incumbents: Microsoft can make PowerPoint better with Copilot and expand addressable market, not just defend against disruption.
"Can I make PowerPoint the existing product way better with a co-pilot? Yeah, you probably can. And I think that's way more interesting or Adobe like how much better is Adobe that…"
95:10
$MNDY
···
Monday.com
HIGHjeff horing·Invest Like The Best·11 months ago· position
Early investor in Monday.com at $5M ARR, now a public company success
Monday was not the most obvious funded company but had the right metrics; Insight backed at ~$5M ARR and it grew into a large TAM supporting a major exit.
"Monday it was an interesting company but not the most obvious funded company. It was you know probably five million in size when we backed it and Cena is another public one I'm in…"
55:13
$VERITAS
Vertafore
MEDjeff horing·Invest Like The Best·11 months ago· position
Vertafore was Insight's first software buyout in 1999, now owned by Vista
Vertafore proved software companies with cash flow could be bought and levered; Insight high-fived at 2x leverage then, today it likely carries 9x leverage showing market evolution.
"the other was owned by a large insurance company um which is now called Veraphor, the software company that we bought. So it was the first that was the first buyout I'm aware of i…"
48:06