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:
Vrajesh B. (US, 2020): Co-Founder & CEO at Operant.
Featured by Specter on: 2022 - Week 10.
Advantage on Latest Funding Round: 412 Days.
Description: Operant is the only runtime application protection platform for cloud-native environments.
Prev. Experience: Scaled Inference, Arm, Qualcomm, Apple Inc., Mindspeed Technologies.
Total Funding: $3M / $3M Latest Seed Round in 04/2023.
Notable Investors: Felicis.
👻 Opportunity:
Andrew Hoh (US, 2023): Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 17.
Prev. Experience: Meta, Airbnb, Microsoft.
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:
Weaviate (EU, 2019) - Featured by Specter on: 2023 - Week 04.
Advantage on Latest Funding Round: 85 Days.
Description: Weaviate builds, maintains, and commercializes the open-source vector database Weaviate.
Total Funding: $67.7M / $50M Latest Series B Round in 04/2023.
Notable Investors: Index Ventures, Cortical Ventures, New Enterprise Associates, Zetta Venture Partners, Battery Ventures, ING Ventures, GTMfund.
👻 Opportunity:
Joey Parsons (US, 2023): is Building Something New in Stealth.
Featured by Specter on: 2023 - Week 17.
Prev. Experience: Figma, Founder & CEO @effx, Flowmill, Kleiner Perkins, Airbnb, Tenor (formerly Riffsy, Inc), Shyp, Flipboard Inc., Klout, SugarCRM, Rackspace Managed Hosting, GlobalSCAPE.
Signal: Increased VC Interest in 04/2023.
🍒 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:
Pinecone (US, 2019) - Specter Rank: 1,653 📈
Description: Pinecone is a vector database that allows developers to include vector search in production applications.
Total Funding: $138M / $100M Latest Series B Round in 04/2023.
Notable Investors: Andreessen Horowitz, Menlo Ventures, Wing Venture Capital, ICONIQ Growth, Tiger Global Management.
3 Months Growth: Web: +232%; Team: +12%; Social: +82%.
👻 Opportunity:
Papercup (EU, 2017) - Specter Rank: 282 📈
Description: Papercup translates videos using AI by generating voices that sound like the original speaker.
Total Funding: $33.2M / $20M Latest Series A Round in 06/2022.
Notable Investors: Octopus Ventures, LocalGlobe, Sands Capital Ventures, BDMI, John Collison, Des Traynor, Entrepreneur First, GMG Ventures.
6 Months Growth: Web: +3,720%; Team: +15%; Social: +36%.
