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jesús monleón

T3 · host / generalist

Host of SeedRocket's 4Founders podcast; runs Go Trendier (a secondhand fashion marketplace) and 4Founders; actively applies AI learnings from guests to his own companies.

8 calls·7 names·100% bull·last heard 4 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

4Founders 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.

SeedRocket TV2026-05episode →
2ndhigh conviction
$COBEECobeeposition

4Founders exits Cobee at 27x MOIC with partial sales

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

SeedRocket TV2026-05episode →
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.

SeedRocket TV2025-11episode →

most discussed · click a bar to filter

  • $INDEXA-CAPITAL
  • $GO-TRENDIER
  • $STEAMFIELD
  • $KIDA
  • $ENBAT

recurring themes

  • Longevity & Aging1
  • Public Markets & Valuation1
  • Macro & Rates1
  • Housing1
  • Payments & Banking Infrastructure1
8 total
$GO-TRENDIER
Go Trendier
HIGHjesús monleón·SeedRocket TV·10 months ago·Vender tu startup: todo lo que aprendimos después del EXIT· 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·10 months ago·Vender tu startup: todo lo que aprendimos después del EXIT· 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·11 months ago·La fábrica de billonarios: Private Equity | Inteligencia artificial, REAL ESTATE... | TERTULIA #2· 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·9 months ago·How to reinvent yourself after losing your startup | The story of Pablo Villalba· 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·4 months ago·Health Expert: "AI already knows more than your doctor" - SeedRocket Roundtable· 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·4 months ago·How Investors Really Think (What They Never Say in Public) | Live Panel Discussion· position
4Founders 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·4 months ago·How Investors Really Think (What They Never Say in Public) | Live Panel Discussion· position
4Founders 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·4 months ago·How Investors Really Think (What They Never Say in Public) | Live Panel Discussion· position
4Founders 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
7
Longevity & Agingtailwind
Electromagnetic hair regrowth cap pursues FDA clearance via clinical validation
Steamfield adapts bone-regeneration electromagnetic technology (originally NASA-tested) for hair follicle stimulation, running clinical trials in Turkey's hair-transplant hub to secure FDA clearance and distribute through dermatologists.
7
Public Markets & Valuationtailwind
Barbell strategy: 70-90% low-cost indexing (Indexa) + alternatives for alpha; active management fails in public markets
In organized public markets, low-cost indexing (S&P 500) outperforms active management after fees. 70-90% of portfolio should be indexed; alternatives (PE, private credit) for the remainder. Tax efficiency and incentive alignment favor passive approach.
7
Macro & Ratesrisk
Benner 18/9-year cycles suggest market peak in 2024, downturn extending to 2032
Samuel Benner's 1875 cyclical model (18-year and 9-year waves) aligns with 1929, 2008, 2020 crises; current peak implies declining phase through 2032, prompting Jesús to hold cash for deployment and avoid long-duration venture lock-ups.
6
Housingheadwind
Spanish residential real estate faces regulatory overhang and peak-cycle valuation risk
Despite attractive cash-on-cash returns from rental yield and leverage, Spanish tenancy law uncertainty (squatter risk, rent controls) and macro peak indicators deter allocation; investors prefer flipping vehicles (12% IRR) or foreign markets over direct ownership.
6
Payments & Banking Infrastructuretailwind
Marketplace fraud sophistication drives demand for real-time verification and AI prevention
Organized fraud rings exploit logistics (weight manipulation), invoice interception (IBAN swapping), and return abuse (stone substitutions); Spanish banks only recently implemented payee verification (mid-2024), creating a lag that AI-native fraud stacks (Go Trendier, Vinted) are racing to close.