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·
←

roei samuel

T2 · manager / operator

Founder and CEO of Connectd, a fractional work platform reaching 17M ARR. Previously founded and sold a content creation technology company to Gfinity at age 26. Active angel investor and venture scout for Hat.

4 calls·4 names·75% bull·last heard 5 months ago·Scaling Europe
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
$CONNECTDConnectdposition

Connectd CEO sees fractional work platform reaching 17k professionals by year-end on AI-driven restructuring tailwinds

AI-led restructuring at large enterprises is creating massive demand for fractional specialists, and Connectd's cross-border network effects position it to become the category leader for revolving teams of specialists guiding automation.

Scaling Europe2026-04episode →
2ndmedium conviction
$MARKET-AIMarket AIposition

Connectd CEO invests in Market AI, backing exited founder Sammy at pre-seed

Pre-seed investing is entirely about backing known founders with proven track records, and Market AI's founder Sammy is an exited founder in Roei's network.

Scaling Europe2026-04episode →
3rdmedium conviction
$GREEN-WEAVERGreen Weaverposition

Connectd CEO invests in Green Weaver, backing exited founder Arnie at pre-seed

Pre-seed investing is entirely about backing known founders with proven track records, and Green Weaver's founder Arnie is an exited founder in Roei's network.

Scaling Europe2026-04episode →

most discussed · click a bar to filter

  • $CONNECTD
  • $MARKET-AI
  • $HAT
  • $GREEN-WEAVER

recurring themes

  • AI Talent & Labor Market1
  • SaaS Business Models1
  • Venture Capital1
4 total
$CONNECTD
Connectd
HIGHroei samuel·Scaling Europe·5 months ago·Connectd is one of the fastest growing companies in Europe with 17m ARR: Roei Samuel, CEO, Connectd· position
Connectd CEO sees fractional work platform reaching 17k professionals by year-end on AI-driven restructuring tailwinds
AI-led restructuring at large enterprises is creating massive demand for fractional specialists, and Connectd's cross-border network effects position it to become the category leader for revolving teams of specialists guiding automation.
"Two weeks ago, can you guess which company our biggest source of inbound inquiries is from? ... Glock. And the week before was Amazon. Right? It's an interesting proxy of AI-led r…"
20:03
$MARKET-AI
Market AI
MEDroei samuel·Scaling Europe·5 months ago·Connectd is one of the fastest growing companies in Europe with 17m ARR: Roei Samuel, CEO, Connectd· position
Connectd CEO invests in Market AI, backing exited founder Sammy at pre-seed
Pre-seed investing is entirely about backing known founders with proven track records, and Market AI's founder Sammy is an exited founder in Roei's network.
"I just invested in Green Weaver, founded by Arnie who's an amazing guy. I've just invested in Market AI, Sammy again, you know, sort of exited founder. So, when you build up a net…"
7:33
$HAT
Hat
LOWroei samuel·Scaling Europe·5 months ago·Connectd is one of the fastest growing companies in Europe with 17m ARR: Roei Samuel, CEO, Connectd· position
Connectd CEO joins Hat as operating partner to scout venture deals
Roei serves as operating partner for Hat, leveraging his founder experience to scout and evaluate portfolio opportunities.
"I'm also doing venture scouting as well right now. So, I'm operating partner for Hat, so looking at their portfolio and what they're doing."
9:07
$GREEN-WEAVER
Green Weaver
MEDroei samuel·Scaling Europe·5 months ago·Connectd is one of the fastest growing companies in Europe with 17m ARR: Roei Samuel, CEO, Connectd· position
Connectd CEO invests in Green Weaver, backing exited founder Arnie at pre-seed
Pre-seed investing is entirely about backing known founders with proven track records, and Green Weaver's founder Arnie is an exited founder in Roei's network.
"I just invested in Green Weaver, founded by Arnie who's an amazing guy. I've just invested in Market AI, Sammy again, you know, sort of exited founder. So, when you build up a net…"
7:33
8
AI Talent & Labor Markettailwind
AI restructuring drives 50% portfolio careers by 2030, creating fractional specialist demand
AI-led layoffs at major tech companies like Glock and Amazon are pushing professionals toward fractional careers, with OECD projecting 50% portfolio careers by 2030, creating a massive market for platforms connecting specialists with companies needing guidance over automation.
7
SaaS Business Modelstailwind
Cross-border network effects solve marketplace cold-start problem for fractional work platform
Connectd's marketplace benefits from cross-border network effects where supply (fractionals) in one geography can immediately serve demand (startups) in new geographies, overcoming the typical cold-start problem when expanding to new cities.
7
Venture Capitaltailwind
Second-time founders have edge from brutal exit disclosure process revealing real risks
The exit disclosure process forces founders to confront every operational mistake and warranty risk, creating a knowledge advantage that makes second-time founders better at avoiding catastrophic risks and building scalable companies.