jesús monleón

T3 · host / generalist

Host of SeedRocket's For Founders podcast; runs Go Trendier (a secondhand fashion marketplace) and For Founders; actively applies AI learnings from guests to his own companies.

8 calls·7 names·100% bull·last heard 2 months ago·SeedRocket TV
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
1sthigh conviction
$ENBATEnbatposition

For Founders backs Enbat treasury software at 30M SAFE despite missing CTO

Overruled initial anti-thesis (no CTO, high valuation, treasury software vs competitors) because of exceptional founding team (ex-investment bankers); now best portfolio candidate for fund returner.

2ndhigh conviction
$COBEECobeeposition

For Founders exits Cobee at 27x MOIC with partial sales

Exited position achieving 27x multiple through partial sales, validating early conviction in benefits platform.

3rdhigh conviction
$GO-TRENDIERGo Trendierposition

Fashion marketplace processes 200k+ monthly transactions, building AI marketing brain

Go Trendier operates a peer-to-peer fashion marketplace with 200k+ monthly transactions and 50k+ daily listings; the founder is consolidating all data into an AI layer to automate daily marketing decisions, anomaly detection, and budget allocation — aiming for a fully autonomous marketing organization.

8 total
$GO-TRENDIER
Go Trendier
HIGHjesús monleón·SeedRocket TV·9 months ago· position
Fashion marketplace processes 200k+ monthly transactions, building AI marketing brain
Go Trendier operates a peer-to-peer fashion marketplace with 200k+ monthly transactions and 50k+ daily listings; the founder is consolidating all data into an AI layer to automate daily marketing decisions, anomaly detection, and budget allocation — aiming for a fully autonomous marketing organization.
"En Go Trender... hacemos más de 200,000 transacciones al mes... más de 50.000 productos al día... lo que estoy intentando meter todos los datos en en cloud, en inteligencia artifi…"
54:14
$INDEXA-CAPITAL
Indexa Capital
MEDjesús monleón·SeedRocket TV·9 months ago· position
Indexa used as core long-term passive allocation in post-exit portfolio
Jesús allocates long-term bucket to Indexa's robo-advised funds, believing time in market beats timing; he combines this with medium-term real estate flipping (12% target) and short-term cash for opportunistic deployment.
"Yo soy de la misma, yo lo hago con indexa, claro. Si está guay, pero claro, hay el factor de que... nunca se habla que realmente para poder invertir cómodo hay un factor que es el…"
38:24
$INDEXA-CAPITAL
Indexa Capital
HIGHjesús monleón·SeedRocket TV·10 months ago· position
Monleón holds significant liquid portfolio in Indexa, advocates barbell strategy: 70-90% indexed, rest alternatives
Low-cost indexing beats active management in public markets; 70-90% of portfolio should be in broad indices (S&P 500), with alternatives for alpha. Tax efficiency and incentive alignment favor passive approach.
"yo que defiendo indexa, obviamente y además por eso soy inversor allí y cliente y tengo una parte relevante de inversiones líquidas en indexa... el 80% o el 90% o el 70% de la del…"
29:55
$STEAMFIELD
Steamfield
MEDjesús monleón·SeedRocket TV·7 months ago· position
SeedRocket investor backs Steamfield hair regrowth cap with FDA pathway
Electromagnetic stimulation technology adapted from bone regeneration/NASA research, clinically validated, pursuing FDA clearance, with distribution through dermatologists and hair transplant clinics in Turkey.
"Esperemos porque también soy inversor, así que [risas] en ella estamos. ... yo creo que va a ser muy grande la compañía."
11:37
$KIDA
Kida
MEDjesús monleón·SeedRocket TV·2 months ago· position
Home care platform becoming European category leader with €60M raised
Kida's trained caregiver marketplace has achieved product-market fit in Spain, attracting specialized health funds and Sabadell, and is profiling as the European winner in tech-enabled home care.
"Bueno, nosotros estamos en en KIDA, por ejemplo, que que es una empresa que ya ha levantado como 60 millones, que al final es es Igels de Me has preguntado Igel. Sí. E que no sé s…"
47:26
$ENBAT
Enbat
HIGHjesús monleón·SeedRocket TV·3 months ago· position
For Founders backs Enbat treasury software at 30M SAFE despite missing CTO
Overruled initial anti-thesis (no CTO, high valuation, treasury software vs competitors) because of exceptional founding team (ex-investment bankers); now best portfolio candidate for fund returner.
"Ahora la que tenemos en cartera que así mejor pinta tiene... es Enbat... 30 millones en un SAFE... software de tesorería... no tenían CTO... anti-invertir... pero el equipo es bue…"
34:00
$COBEE
Cobee
HIGHjesús monleón·SeedRocket TV·3 months ago· position
For Founders exits Cobee at 27x MOIC with partial sales
Exited position achieving 27x multiple through partial sales, validating early conviction in benefits platform.
"Te diría que ahora mismo Cobee y vendido... 27 veces, sí. Y eso que hicimos ventas parciales."
26:22
$HOLDED
Holded
MEDjesús monleón·SeedRocket TV·3 months ago· position
For Founders compounds Holded from 40k first check to 2M total investment
Followed-on from 40k initial ticket to 2M total across fund life, demonstrating conviction-building strategy in accounting software.
"Holded... era un vehículo muy pequeño que el primer ticket fue de 40.000... el último no recuerdo, pero fue como en total habíamos invertido 2 millones de euros."
8:33