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Endowment Eddie @endowment_eddie on x 4302 followers
Created: 2025-07-18 14:44:44 UTC
Omada ($OMDA) and Mountain ($MNTN) are key for the 🦄 bell curve.
- Trade at $1-2B cap/in line with IPO
- $170-225M rev, dece growth (28-38%)
Bar supposedly >$5B cap, at least $3-400 ARR to IPO.
More 🦄 look like OMDA or MNTN than Figma. CEOs/GPs should be keeping tabs.
XXXXX engagements
