LeadDesk as an investment

Proprius is indeed the only round-number match on the shareholder list. For now, I’m betting on some other >150K owner, because Proprius became a shareholder in October 2025 and added to their position in June 2026. In the meantime, since the SaaSpocalypse sentiment, quite a bit of info on AI development costs has come out.

My guess is that they wouldn’t have added to the position in June if the developments had given them serious reasons to reconsider the case. And so they wouldn’t now be suddenly dumping the entire position onto the market. Possible, of course, but I’d be surprised.

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