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:
Nick Frosst (CA, 2020): Co-Founder/CEO at Cohere.
Featured by Specter on: 2020 - Week 20.
Advantage on Latest Funding Round: 1034 Days.
Description: Cohere offers an API to add language processing to any system.
Prev. Experience: Google, University of Toronto, Tsotsos Computer Vision Lab, Amazon, Lavasoft.
Total Funding: $164.9M / Unknown Latest Venture Round in 03/2023.
Notable Investors: Tiger Global Management, Index Ventures, Salesforce Ventures, Section 32, Radical Ventures, Pieter Abbeel, Fei-Fei Li, Geoffrey Hinton, Raquel Urtasun.
👻 Opportunity:
Munjal Shah (US, 2023): CEO & Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 10.
Description: Startup based on the intersection of Generative AI + Healthcare.
Prev. Experience: CEO & Co-Founder @Health IQ, Charles River Ventures, Google, CEO & Co-Founder @Like.com (Acquired by Google), Co-Founder & CEO @Andale Inc (Acquired by Vendio and then Alibaba), Baan, Blaxxun, Agouron Pharmaceuticals.
Total Funding: N/A.
Notable Investors: N/A.
🎱 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:
Humane (US, 2017) - Featured by Specter on: 2022 - Week 43.
Advantage on Latest Funding Round: 134 Days.
Description: Humane is a platform that creates and sells consumer hardware, software, and services.
Total Funding: $230M / $100M Latest Series B Round in 03/2023.
Notable Investors: Kindred Ventures, Tiger Global Management, Lachy Groom, Sam Altman, Socium Ventures, Top Tier Capital Partners, HICO, Microsoft, Volvo Cars Tech Fund, Hudson Bay Capital Management, LG Technology Ventures.
👻 Opportunity:
Galileo AI (US, 2022) - Featured by Specter on: 2023 - Week 10.
Description: Galileo AI is generative AI for user interface design, empowering you to design beyond imagination with speed.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 03/2023.
🍒 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:
Vantage (US, 2020) - Specter Rank: 1,507 📈
Description: Vantage is a cloud cost management and optimization platform that allows developers to analyze, report on, and reduce cloud costs.
Total Funding: $25M / $21M Latest Series A Round in 03/2023.
Notable Investors: Scale Venture Partners, Andreessen Horowitz, Matthew Prince, Glenn Solomon, Justin Gage, Jacqueline De La Rosa, Mitch Wainer, Jeff Weinstein, Calvin French-Owen, Harpoon, Julia Lipton, Marc Bhargava, Brianne Kimmel, Stephanie Friedman, Moisey Uretsky, Ben Uretsky.
6 Months Growth: Web: +106%; Team: +72%; Social: +51%.
👻 Opportunity:
D-ID (EU, 2017) - Specter Rank: 15 📈
Description: D-ID is an information technology company that creates AI-based image-generating software.
Total Funding: $47.9M / $25M Latest Series B Round in 03/2022.
Notable Investors: Macquarie Capital, AXA Venture Partners, Pitango VC, OIF Ventures, Maverick Ventures, Marubeni, OurCrowd, Hyundai Motor Company.
3 Months Growth: Web: +2,271%; Team: +37%; Social: +155%.
