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luis faus

T2 · manager / operator

Co-founded Ulex, a legal AI platform sold for over $1B; now invests in alternatives and real estate. Sees US tax advantages (1031 exchanges) as structural edge for real estate.

2 calls·2 names·50% bull·last heard 10 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
1stmedium conviction
$ULEXUlex

Faus sold legal AI unicorn Ulex for $1B+ but sees Legora raising at $1.8B after 12 months

Faus sold Ulex at a good price but acknowledges legal AI could reach $10-100B if generalist LLMs capture application layer; vertical specialists need proprietary data or distribution to survive OpenAI competition.

SeedRocket TV2025-10→
2ndmedium conviction
$US-RE-TAX-ADVANTAGEUS Real Estate Tax Structure

Faus highlights US 1031 exchange tax deferral as structural advantage making RE a distinct asset class

US tax code allows deferring capital gains by reinvesting in like-kind property within 6 months (1031 exchange), creating a structural advantage that makes real estate a distinct, tax-efficient asset class versus Spain/Europe.

SeedRocket TV2025-10→

most discussed · click a bar to filter

2 total
$ULEX
Ulex
MEDluis faus·SeedRocket TV·10 months ago
Faus sold legal AI unicorn Ulex for $1B+ but sees Legora raising at $1.8B after 12 months
Faus sold Ulex at a good price but acknowledges legal AI could reach $10-100B if generalist LLMs capture application layer; vertical specialists need proprietary data or distribution to survive OpenAI competition.
"Blex a lo mejor hemos vendido por One Billion, a lo mejor serían 10 billion en 24 y 100 billion en 36, porque al final la la IA se come la profesión, no se come la profesión legal…"
16:45
$US-RE-TAX-ADVANTAGE
US Real Estate Tax Structure
MEDluis faus·SeedRocket TV·10 months ago
Faus highlights US 1031 exchange tax deferral as structural advantage making RE a distinct asset class
US tax code allows deferring capital gains by reinvesting in like-kind property within 6 months (1031 exchange), creating a structural advantage that makes real estate a distinct, tax-efficient asset class versus Spain/Europe.
"en Estados Unidos, por ejemplo, hay incentivos para el inmobiliario que no existen aquí. tú compras un piso y si lo vendes y lo sustituyes por otro en 6 meses no pagas plusvalía,…"
51:30