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nacho vilela

T2 · manager / operator

Spanish engineer turned Silicon Valley investor. Started with €1M fund in Spain (2011), moved to SF in 2013, built track record via AngelList/Forge secondaries and Workday Ventures partnership. Manages ~$70M across vehicles including Juniper (5x gross, 44% IRR), Almanac Evergreen, and opportunity SPVs. Specializes in late-stage secondary purchases in enterprise SaaS, cybersecurity, and defense tech. Four funds liquidated with 44%+ net IRR.

11 calls·11 names·100% bull·last heard 7 months ago·SeedRocket TV
track recordleaderboard →
hit rate
20%
avg alpha
-6.2pp
scored
5

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+44.1pp vs SPY
$OKTAOktaposition

Buys Okta secondary at $1B valuation, IPOs at $10B within 6 months

Workday passed on buying Okta but Vilela saw clear path to $5B+ valuation; bought secondary at last private round ($1B) and captured 10x at IPO six months later.

SeedRocket TV2026-01→
2ndhigh conviction
$CRWVCoreWeaveposition

SPV bought CoreWeave at $50/share pre-IPO; stock opened at $40, rallied to $160, sold at $120/$100

Employee liquidity need created entry at $50/share (below last private mark); IPO priced at $40 but fundamentals drove rally to $160; disciplined selling at $120 and $100 based on valuation model, not hype.

SeedRocket TV2026-01→
3rdhigh conviction
$NETSKOPENetskopeposition

Opportunity fund bought Netskope secondary at $9B vs $12B last round; IPO imminent

In 2022 correction, bought cybersecurity leader Netskope at 25% discount to last private round ($9B vs $12B) as sole buyer; company subsequently IPO'd, returning half the fund on this single position.

SeedRocket TV2026-01→

most discussed · click a bar to filter

recurring themes

11 total
$COINBASE
···
Coinbase
MEDnacho vilela·SeedRocket TV·7 months ago· position
Juniper fund bought Coinbase at $1B valuation; 40-50x potential if held
Early secondary access via AngelList/Forge allowed entry at $1B valuation; fund returned 5x gross in 4 years but would have been 40-50x if held through IPO.
"Coinbase, Robin Hood, todas a un billion... se no hubiese si hubiese mantenido las acciones hasta hoy, o sea, el retorno sería de 40 50 veces el fondo"
35:00
$CRWV
···
CoreWeave
HIGHnacho vilela·SeedRocket TV·7 months ago· position
SPV bought CoreWeave at $50/share pre-IPO; stock opened at $40, rallied to $160, sold at $120/$100
Employee liquidity need created entry at $50/share (below last private mark); IPO priced at $40 but fundamentals drove rally to $160; disciplined selling at $120 and $100 based on valuation model, not hype.
"este año hicimos un SPV en Corwid... invertimos, imagínate, a $50 por acción y de repente sale a bolsa a 40... siguientes resultados trimestrales, la acción se va a 70... se hace…"
45:00
$OKTA
···
Okta
HIGHnacho vilela·SeedRocket TV·7 months ago· position
Buys Okta secondary at $1B valuation, IPOs at $10B within 6 months
Workday passed on buying Okta but Vilela saw clear path to $5B+ valuation; bought secondary at last private round ($1B) and captured 10x at IPO six months later.
"luego hay otra empresa que habíamos visto con con Word que descartamos comprarla o invertir que se llamaba Octa, que es de cyb security... la última ronda era un billion. Digo, la…"
30:10
$NETSKOPE
Netskope
HIGHnacho vilela·SeedRocket TV·7 months ago· position
Opportunity fund bought Netskope secondary at $9B vs $12B last round; IPO imminent
In 2022 correction, bought cybersecurity leader Netskope at 25% discount to last private round ($9B vs $12B) as sole buyer; company subsequently IPO'd, returning half the fund on this single position.
"imagínate una empresa que ha salido a bolsa este año y se llama Netcope de ciberseguridad. Última ronda privada $. El mercado estaba eh 12... fui haciendo bits a nueve... ya ha sa…"
39:00
$99
99 (99 Taxis)
HIGHnacho vilela·SeedRocket TV·7 months ago· position
First unicorn exit: invested at $25M valuation, sold to Didi at $1B in 2 years
Brazilian ride-hailing leader 99 raised at $25M valuation in 2014; Didi acquired for $1B within two years, delivering ~40x return and validating Latin America thesis.
"el primer granatit que tuve era 99 Taxis, que era el US de Brasil e invertí en 2014... la compró por un billón, eh, Did... 25 millones de euros a 1 billion en 2 años"
12:00
$WDAY
···
Workday
HIGHnacho vilela·SeedRocket TV·7 months ago
Workday Ventures model: strategic corporate VC without exclusivity, generated outsized returns
Workday's $60B corporate VC succeeded by refusing exclusivity, focusing on strategic intelligence and M&A pipeline; Vilela sourced deals like 99 Taxis and Okta through this platform, proving model superiority over traditional restrictive CVCs.
"el corporate de allí no tiene nada que ver con el de aquí... la primera cosa clave es que no hay exclusividad... el objetivo número uno era estar viendo startups punteras... traer…"
22:00
$ABNB
···
Airbnb
HIGHnacho vilela·SeedRocket TV·7 months ago· position
Bought Airbnb secondary at $100, held through 50% drawdown, conviction validated
Purchased employee shares at $100 during 2021 peak; stock halved post-IPO but Vilela maintained position based on intrinsic value model, avoiding panic selling that plagued SPAC-lockup victims.
"comprar unas acciones de Derbnb a 100 la acción porque el mercado estaba bollante y tal y de repente año siguiente la acción vale 50... yo tengo mi playbook para las inversiones,…"
46:20
$HOOD
···
Robinhood
MEDnacho vilela·SeedRocket TV·7 months ago· position
Juniper fund bought Robinhood at $1B valuation; now $100B market cap
Same secondary strategy as Coinbase: bought at $1B private valuation via Forge; position would have compounded to 100x at current public market cap.
"Ren Hood está en 100 billion de market cap, invertimos a uno, todas así"
35:00
$SHIELD-AI
Shield AI
MEDnacho vilela·SeedRocket TV·7 months ago· position
New investment in Shield AI: defense drones with 25-year government contracts
Shield AI builds drone swarm coordination software for US DoD and NATO; locked in 25-year sole-source contracts providing revenue visibility rare in early-stage defense tech.
"ahora hemos invertido en una de tecnología militar un poco distinta que se llama Shieldi, que hace drones y software de coordinación de drones en zonas de combate y de defensa...…"
48:40
$STRIPE
Stripe
HIGHnacho vilela·SeedRocket TV·7 months ago· position
Vilela buys Stripe secondary at $6B via Forge, sells last block at 16x
Stripe was a clear compounder at $6B valuation with $500M+ revenue growing triple digits; bought employee secondaries via Forge Global and held through multiple up-rounds to $100B.
"la primera inversión que hago es Stripe y entonces veo Stripe, digo, tío, esto es Stripe, digo, esto es un cohete... a 6 million... el último bloque que vendí era 16x a a una empr…"
29:30