TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

jp haas

T2 · manager / operator

JP Haas is the co-founder and CEO of Conduct, an enterprise software platform connecting business and IT to accelerate system evolution. He previously worked at Palantir and is building a generational company from London with global ambition, recently raising a $60M Series A co-led by Index Ventures and Iconiq Capital with SAP as strategic investor.

4 calls·4 names·100% bull·last heard 3 months ago·Scaling Europe
track recordleaderboard →
hit rate
100%
avg alpha
+29.2pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+29.2pp vs SPY
$SAPSAP SE

SAP selects Conduct as preferred AI transformation partner and rolls out globally to all accounts

SAP validated Conduct through a rigorous technical deep-dive against all competitors, choosing it as one of very few AI partners alongside Anthropic; now pursuing endorsed app status with co-selling incentives that align SAP's global salesforce to distribute Conduct to every major enterprise account.

Scaling Europe2026-06episode →
2ndhigh conviction
$CONDUCTConductposition

Conduct raises $60M Series A led by Index and Iconiq with SAP as strategic investor

Conduct serves as connective tissue between business and IT, enabling enterprises to evolve complex multi-system operations faster; demonstrated 24-hour onboarding for a top global logistics company and secured global partnerships with BCG and SAP for distribution.

Scaling Europe2026-06episode →
3rdmedium conviction
$ICONIQ-CAPITALIconiq Capital

Iconiq Capital co-leads Conduct Series A; partner Seth's board seats at top European AI companies valued

Conduct selected Iconiq for partner Seth, who sits on boards of several of Europe's most successful AI companies, bringing relevant network and scaling expertise.

Scaling Europe2026-06episode →

most discussed · click a bar to filter

  • $CONDUCT
  • $ICONIQ-CAPITAL
  • $INDEX-VENTURES
  • $SAP

recurring themes

  • Enterprise Software2
  • AI Agents1
  • AI Economics & Business Models1
4 total
$CONDUCT
Conduct
HIGHjp haas·Scaling Europe·3 months ago·BREAKING: Conduct just raised $60m in a Series A: JP Haas, Co-Founder & CEO at Conduct· position
Conduct raises $60M Series A led by Index and Iconiq with SAP as strategic investor
Conduct serves as connective tissue between business and IT, enabling enterprises to evolve complex multi-system operations faster; demonstrated 24-hour onboarding for a top global logistics company and secured global partnerships with BCG and SAP for distribution.
"Conduct is the connective tissue between business and IT and the platform on which they collaborate to evolve their systems faster with the ultimate purpose of making these very,…"
2:58
$ICONIQ-CAPITAL
Iconiq Capital
MEDjp haas·Scaling Europe·3 months ago·BREAKING: Conduct just raised $60m in a Series A: JP Haas, Co-Founder & CEO at Conduct
Iconiq Capital co-leads Conduct Series A; partner Seth's board seats at top European AI companies valued
Conduct selected Iconiq for partner Seth, who sits on boards of several of Europe's most successful AI companies, bringing relevant network and scaling expertise.
"and with Seth who's now on the board of some of the some of the most successful AI companies in Europe, um, we thought that was that was such a boiler combination and we can't we…"
1:51
$INDEX-VENTURES
Index Ventures
MEDjp haas·Scaling Europe·3 months ago·BREAKING: Conduct just raised $60m in a Series A: JP Haas, Co-Founder & CEO at Conduct
Index Ventures co-leads Conduct Series A; partner Sahir's MongoDB operating experience valued
Conduct chose Index for the individual partner Sahir, who scaled MongoDB as an operator, providing relevant experience for building a generational enterprise software company globally.
"we really double down on who are not just the funds and both of them, you know, Index and Iconic are great in their own ways, but also really the individuals and we that was alway…"
1:51
$SAP
···
SAP SE
HIGHjp haas·Scaling Europe·3 months ago·BREAKING: Conduct just raised $60m in a Series A: JP Haas, Co-Founder & CEO at Conduct
SAP selects Conduct as preferred AI transformation partner and rolls out globally to all accounts
SAP validated Conduct through a rigorous technical deep-dive against all competitors, choosing it as one of very few AI partners alongside Anthropic; now pursuing endorsed app status with co-selling incentives that align SAP's global salesforce to distribute Conduct to every major enterprise account.
"It is a very cool thing to see that SAP as, you know, the most important enterprise software company in the world is saying what these guys are building is really, really relevant…"
4:41
8
Enterprise Softwaretailwind
Core ERP systems like SAP will not be disrupted by AI due to decade-long migration cycles
JP argues the thesis that AI will replace enterprise software is 'BS' because Fortune 50 companies cannot sign off on migrating core operations to 'vibe coded' ERP systems; migrations take 10+ years, so AI innovation will happen on top of existing systems, not replace them.
8
AI Agentstailwind
Agentic enterprise future requires agents operating on legacy systems with full context access
Enterprises believe the future is agents interacting with and on top of legacy systems, needing deterministic process context from enterprise systems plus tacit knowledge from employees; Conduct is building the platform layer that captures this context to enable the agentic enterprise.
7
AI Economics & Business Modelstailwind
System integrators must partner with AI tool providers to automate low-value work and shift to high-margin transformation
Accenture, EY, PwC face existential questions about relevance in the AI age; Conduct positions itself as a critical building block for these partners, enabling them to automate non-core implementation work and focus on high-value architectural and business transformation projects at higher margins and velocity.
7
Enterprise Softwaretailwind
Strategic partnerships with incumbents like SAP and BCG act as massive distribution accelerants for AI startups
SAP's global distribution across every major enterprise account, combined with a rigorous technical vetting process and co-selling endorsed app model, creates a flywheel where SAP's salesforce is equally incentivized to sell Conduct; BCG partnership similarly pulls Conduct into SAP accounts, unlocking multiples of revenue within months.