MONTY by March Capital

[Monty2026: The Next Big Thing: Private Company Highlights]

Wardah Inam (CEO, Overjet) in conversation with Quentin Hardy (Principal, LGTM Communication)

Inam explains how Overjet applies AI across the full dental treatment workflow — diagnosis, patient communication, insurance claims — for a half-trillion-dollar global market where treatment acceptance rates run as low as 50%, founded after she noticed wide diagnostic variation between dentists.

The operational case is stark: dentists spend 5+ hours a week documenting patient communications, hygienists spend 15+ minutes per patient on periodontal charting, and front-desk staff spend 20 hours a week verifying insurance — all of which Overjet automates or compresses, including a 3x cut in charting time. The company now serves thousands of practices and 60,000+ users, processes claims for 115 million+ insured members, and is eyeing expansion into adjacent outpatient verticals like veterinary and dermatology.

[Monty2026: The Next Big Thing: Private Company Highlights]

Pankaj Patel (Co-Founder & CEO, Nile) in conversation with Quentin Hardy (Principal, LGTM Communication Services)

Patel, a 22-year Cisco veteran, lays out Nile's cloud-native, zero-trust network-as-a-service platform designed to replace legacy enterprise LAN infrastructure with a fully autonomous, security-first architecture — citing a 2025 Google study tying 50% of zero-day vulnerabilities to legacy vendors, specifically Cisco and Fortinet.

Proof points include standing up an entire network for 200,000 daily visitors at a 2-million-square-foot Saudi Arabia conference with just 4 people in 3 days, a 4.9/5.0 Gartner Voice of Customer score, and land-and-expand accounts growing from $50K to $1.4M+ ACV. Nile has raised $300 million to date and is targeting 300–500% growth in ARR and TCV in 2025.

[Monty2026: The Next Big Thing: Private Company Highlights]

Vipul Ved Prakash (Co-Founder & CEO, Together.ai) in conversation with Sumant Mandal (Co-Founder & Managing Partner, March Capital)

Prakash, a former Apple engineer who worked on Face ID and Siri, argues that generative AI represents a new computational substrate, not just an advancement in language processing. He positions Together.ai as the cloud layer for the emerging AI workload era, running the top open-source models across modalities on Grace Blackwell rack-scale systems.

The conversation frames inference efficiency at scale as the defining competitive moat of the AI era, comparable to what AWS did for general-purpose cloud compute, with Together.ai serving both frontier labs and enterprises adapting models to proprietary data.

[Monty2026: The Next Big Thing: Private Company Highlights]

Ryan Meadows (Chief Revenue Officer, Lovable) in conversation with Seth Siegler (Chief Innovation Officer, eXp Realty)

Siegler explains how eXp Realty, a publicly traded brokerage with 83,000 agents across 29 countries and $4 billion in revenue, deployed Lovable's vibe-coding platform across its non-technical workforce to replace commercial SaaS products and ship custom internal software, governed by a small team of internally promoted "vibe coders."

The results include international operations NPS jumping from the 20s into the 80s, millions saved in SaaS spending, and internal tools built to replace products including Meta Workplace and Slack. CEO Glenn Sanford personally built 70% of the company's internal social network himself. The session closes with a larger idea: the next step is not incremental software replacement, but full organizational reinvention around fewer departments and fewer handoffs.

Chase Lochmiller (Co-Founder & CEO, Crusoe) in conversation with Emma Norchet (Partner, T. Rowe Price)

Lochmiller traces Crusoe's evolution from flare-gas-powered Bitcoin mining to a vertically integrated AI infrastructure provider, covering land and power development, data center construction, GPU cluster deployment, and managed inference. The company is building gigawatt-scale campuses for OpenAI and Oracle under the Stargate initiative.

The centerpiece is Crusoe's Abilene, Texas campus: 1.2 gigawatts of power capacity, equivalent to the city of Denver, financed as a $15 billion project with JP Morgan and Blue Owl. Crusoe won the original OpenAI contract against 32 competitors by delivering a 100-megawatt facility in 11 months versus a competing 2.5-year bid. Lochmiller argues that AI data centers sized for peak demand will eventually sell excess power back to the grid, even as U.S. data center electricity use is projected to triple by the end of the decade.