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:
Jacob Hurd (Beehiv) (US, 2021): Co-founder at beehiiv.
Featured by Specter on: 2021 - Week 42.
Advantage on Latest Funding Round: 608 Days.
Description: beehiiv is a newsletter platform built by newsletter people.
Prev. Experience: N2 Publishing, Software Engineer @ Morning Brew.
Total Funding: $16.7M / €12.5M Latest Series A Round in 06/2023.
Notable Investors: Creator Ventures, Lightspeed Venture Partners, Blue Wire Capital, Contrarian Thinking, Social Leverage.
👻 Opportunity:
Henry Liu (US, 2023): Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 25.
Prev. Experience: Merrill Lynch, Co-Founder @ InciteBot, Co-Founder @ Cloud Nine Media (Acquired by Boingo Wireless), Director @ Boingo Wireless, Zenefits, Social Capital LP, CTO & Co-founder @ Glide (Acquired by Compass), Vice President Of Engineering @ Compass.
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:
Warp (US, 2020) - Featured by Specter on: 2022 - Week 48.
Advantage on Latest Funding Round: 208 Days.
Description: Warp is a blazingly fast, Rust-based terminal that makes you and your team more productive at coding and DevOps.
Total Funding: $73M / $50M Latest Series B Round in 06/2023.
Notable Investors: Sequoia Capital, BoxGroup, Marc Benioff, Jeff Weiner, Tobi Lutke, Dylan Field, Neo, Sam Altman, Google Ventures, Mischief, Elad Gil, Contrary.
👻 Opportunity:
bitdrift (US, 2023) - Featured by Specter on: 2023 - Week 25.
Description: bitdrift is a platform that transforms existing an observability stack into a dynamic real-time observability mesh.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 06/2023.
🍒 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:
MosaicML (US, 2021) (Acquired by Databricks)- Specter Rank: 08 📈
Description: Mosaic is improving the efficiency of neutral network training with algorithmic methods that deliver speed, boost quality and reduce cost.
Total Funding: $1.3B Latest Acquisition in 06/2023 by Databricks, $64M / $27M Venture Round in 01/2023.
Notable Investors: Frontline Ventures, Samsung NEXT, Lux Capital, Correlation Ventures, Playground Global, The E14 Fund, Future Ventures, AME Cloud Ventures, DCVC.
6 Months Growth: Web: +76%; Team: +33%; Social: +215%.
👻 Opportunity:
Deno (US, 2019) - Specter Rank: 62 📈
Description: Deno is a secure runtime for JavaScript and TypeScript.
Total Funding: $25.9M / $21M Latest Series A Round in 06/2021.
Notable Investors: Rauch Capital, Mozilla, Long Journey Ventures, Four Rivers Group, Shasta Ventures, Insight Partners, Sequoia Capital.
3 Months Growth: Web: +181%; Team: +14%; Social: +71%.
