Specter Monitor is a data-driven newsletter for investors interested in learning about the latest market trends, signals, and opportunities. Our audience includes some of the most legendary VC investors in the world. We’ll work hard to bring you actionable insights into what’s happening in today’s markets while celebrating data-driven wins and predictions. ✨
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Gil Dolev (EU, 2022): Founder & CEO at Dream Security.
Featured by Specter on: 2022 - Week 43.
Advantage on Latest Funding Round: 397 Days.
Description: Dream Security is a software company that provides critical infrastructure solutions.
Prev. Experience: Founder & CEO (Acquired) @ Wayout Group, Senior Software Engineer @ Microsoft, Adallom.
Total Funding: $53.6M / $33.6M Latest Seed Round in 11/2023.
Notable Investors: Dovi Frances, Michael Eisenberg, Assaf Hefetz, Adi Shalev, Yevgeny Dibrov.
👻 Opportunity:
Masumi Reynders (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 47.
Prev. Experience: Senior Director, Advanced Technologies @ Meta, Director, Product Planning & Business Operations, Silicon @ Facebook, Director, Product Management, Silicon & TechEng @ Google, Motorola Mobility, a Google Company.
🎱 Strategic Intelligence
Inspired by Michael Lewis’ Moneyball: The Art of Winning an Unfair Game - Strategic Intelligence is a stealth engine that tracks online and social behaviour of corporate insiders and leading investors.
🪄 Predicted:
LucidLink (US, 2023) - Featured by Specter on: 2023 - Week 28.
Advantage on Latest Funding Round: 141 Days.
Description: LucidLink is a developer of a cloud-native file service that connects creative teams working on shared data sets.
Total Funding: $114.6M / $75M Latest Series C Round in 11/2023.
Notable Investors: Bain Capital Ventures, Baseline Ventures, Headline, S28 Capital, BrightCap Ventures, Adobe, Top Tier Capital Partners, Fathom Capital, Uncorrelated Ventures.
👻 Opportunity:
AtomicJar(US, 2023): Featured by Specter on: 2023 - Week 47.
Description: AtomicJar is an integration testing platform that enables developers to build databases and web frameworks more efficiently.
Signal: Increased VC Interest in 11/2023.
🍒 Cherry-Picked Companies
Specter tracks the alternative data performance of millions of companies and, on a monthly basis, flags the ones who are likely to increase in valuation.
🪄 Predicted:
Indy (EU, 2023) - Specter Rank: 8,864 📈
Description: Indy offers end-to-end and advanced AI-powered accounting software for freelancers and professionals.
Total Funding: €86M / €40M Latest Series C Round in 11/2023.
Notable Investors: Alven, BlackFin Capital Partners, IXO Private Equity, La Maison Partners, Singular.
3 Months Growth: Web: -8.03%; Team: +9.77%; Social: +5.76%.
👻 Opportunity:
Hebbia (US, 2023) - Specter Rank: 109 📈
Description: Hebbia develops AI productivity tools used to reinvent the search engine.
Total Funding: $31.1M / $30M Latest Series A Round in 06/2022.
Notable Investors: Index Ventures, Radical Ventures, Stanley Druckenmiller, Ram Shriram, Martin Chavez.
3 Months Growth: Web: +86.54%; Team: 39.13%; Social: +35.85%.
