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:
Maciej Szpakowski (US, 2017): Co-Founder at Prophecy.io.
Featured by Specter on: 2020 - Week 16.
Advantage on Latest Funding Round: 1,273 Days.
Description: Prophecy is a self-service data transformation platform for the enterprise.
Prev. Experience: Co-Founder @Researchably, Software Engineer @Lumina Learning.
Total Funding: $73.5M / $35M Latest Series B Round in 10/2023.
Notable Investors: Insight Partners, SignalFire, JP Morgan, Dallas Venture Capital, Databricks Ventures, Singtel Innov8, Berkeley SkyDeck Fund, Dig Ventures.
👻 Opportunity:
Jonathan Stein (US, 2023): Founder at Stealth Startup
Featured by Specter on: 2023 - Week 41.
Prev. Experience: Founder and CEO @Betterment, Scout @Bessemer Venture Partners, Consultant @First Manhattan Consulting Group, Bio Labs Assistant @Harvard University, Harvard Student Agencies.
🎱 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:
Carefull (US, 2019) - Featured by Specter on: 2023 - Week 29.
Advantage on Latest Funding Round: 83 Days.
Description: Carefull builds digital services to protect and coordinate your loved ones’ daily money matters.
Total Funding: $19.7M / $16.5M Latest Series A Round in 10/2023.
Notable Investors: Fin Capital, MassChallenge, Bessemer Venture Partners, NextView Ventures, Montage Ventures, Fin Capital, TTV Capital, Alloy Labs, Commerce Ventures, Adam Nash, Max Simkoff, Springbank Collective.
👻 Opportunity:
Continua AI (US, 2023): Featured by Specter on: 2023 - Week 41.
Description: Continua is building products grounded in the fast-changing and vista-opening world of AI.
Signal: Increased VC Interest in 10/2023.
🍒 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:
Nirvana Insurance (US, 2021) - Specter Rank: 1,112 📈
Description: Nirvana Insurance provides commercial fleet insurance using telematics data to enhance safety, and reduce costs.
Total Funding: $82.2M / Latest $57M Series B Round in 10/2023.
Notable Investors: Lightspeed Venture Partners, General Catalyst, Valor Equity Partners, Fidji Simo, Spike Lipkin, Sam Hodges, Elad Gil.
6 Months Growth: Web: 419%; Team: +33%; Social: +79%.
👻 Opportunity:
Replo (YC S21) (US, 2021) - Specter Rank: 165 📈
Description: Replo is a visual CMS that enables building e-commerce development.
Total Funding: $4.2M / Latest $4.2M Latest Seed Round in 02/2023.
Notable Investors: La Famiglia, Infinity Ventures, Figma Ventures, Guillermo Rauch, Y Combinator.
6 Months Growth: Web: +293%; Team: 67%; Social: +122%.
