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$MNDY

Monday.com
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Monday.com is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 80%bear 0%neu 20%

signal summary

latest high-conviction thesis
Early investor in Monday.com at $5M ARR, now a public company success▾

Monday was not the most obvious funded company but had the right metrics; Insight backed at ~$5M ARR and it grew into a large TAM supporting a major exit.

jeff horingT1Invest Like The Best2025-09-16
confidence 88 / 100impact High
key themes
  • SaaS Business Models80%
  • AI Agents80%
  • AI Economics & Business Models60%
  • Sovereign AI40%
  • AI Applications40%

bull thesis · 4

85 / 100
  • •Klöckner: SaaS selloff overdone, Monday.com and ServiceNow are buying opportunities
  • •Monday.com trades at 3x revenue despite $1B+ ARR and founder-led execution
  • •Monday beat expectations and bounced — showing AI integration can re-accelerate SaaS

bear thesis · 0

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mentions · 5

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