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 on what’s happening in today’s markets, while celebrating data-driven wins and predictions.
📣 Congratulations to our friends at Byte Trading, a crypto market maker specialised in derivatives, for their latest $7M seed funding round. Learn more about it here.
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Benoit Menardo (EU, 2020): Co-Founder at Payflow
Featured by Specter on: 2020 - Week 15.
Advantage on Latest Funding Round: 647 Days.
Description: Payflow is a fintech startup that allows employees to instantly access earned wages through a mobile app.
Prev. Experience: LANAI Partners, Bain & Company, Millennium Management.
Total Funding: $14.5M / Latest $9.1M Seed on Jan 17, 2022.
Notable Investors: Y Combinator, Wayra, Plug and Play Tech Center, Seaya Ventures, Force Over Mass Capital.
👻 Opportunity:
Nikita Bier (US, 2021): Founder at Stealth Startup
Featured by Specter on: 2021 - Week 47.
Prev. Experience: Facebook, tbh (acq. by Facebook), Outline.
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:
Softr (EU, 2019) - Featured by Specter on: 2021-09-17.
Advantage on Latest Funding Round: 124 Days.
Description: Softr is a no-code platform to build web apps and client portals from Airtable in minutes.
Total Funding: $15.7M / Latest Series A on 2022-01-18.
Notable Investors: FirstMark Capital, Scott Belsky, Atlantic Labs, Discovery Ventures.
👻 Opportunity:
Melon (EU, 2021) - Featured by Specter on: 2022-01-18.
Description: Melon is a social curation network that helps you save, organise and share content from social sources.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in January 2022.
🍒 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:
TRM Labs (US, 2017) - Specter Rank: 384 📈
Description: TRM Labs monitors digital asset transactions to protect financial institutions from risks like fraud and money laundering.
Total Funding: $79.9M / Latest Series B on 2021-12-07.
Notable Investors: Initialized Capital, Bessemer Venture Partners, Tiger Global Management, Jump Capital, DRW Venture Capital, Marshall Wace, Emilie Choi, Castle Island Ventures, B Capital Group, Cap Table Coalition.
6 Months Growth: Team: +115.38%; Web: +86.14%; Social: +1,893%
👻 Opportunity:
Fridge No More (US, 2020) - Specter Rank: 3 📈
Description: Fridge No More is an instant food deliverer that offers a 15-minute grocery delivery service.
Total Funding: $16.9M / Last Series A on 2021-03-16.
Notable Investors: Insight Partners, AltaIR Capital.
6 Months Growth: Team: +135%; Web: +496%; Social: +63%
That’s all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. 👇
