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. Weโ€™ll work hard to bring you actionable insights into whatโ€™s happening in todayโ€™s markets while celebrating data-driven wins and predictions. โœจ


Iโ€™ll accompany you NO.3 by Zhiyong Jing

๐Ÿ”ฎ Talents of the Week

Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.

๐Ÿช„ Predicted:

Idan Vlodinger (US, 2022): Co-Founder at Statement.

Featured by Specter on: 2022 - Week 38.

Advantage on Latest Funding Round: 391 Days.

Description: Statement is building the Future of financial data connectivity.

Prev. Experience: Mastercard, Amazon, Cyber NYC Inventors to Founders Initiative, run by Columbia Technology Ventures, Alegra Boutique Hotel, EY.

Total Funding: $12M / $12M Latest Seed Round in 10/2023.

Notable Investors: Glilot Capital Partners, Titan Capital, Citibank, Mensch Capital Partners, Operator Partners.


๐Ÿ‘ป Opportunity:

Erez Rusovsky (US, 2023): Co-Founder at Stealth Startup

Featured by Specter on: 2023 - Week 42.

Prev. Experience: CloudBees, CEO and Co-Founder @Rollout.io (acquired by CloudBees), CEO and Co-Founder @DoAlbums, Intel.


๐ŸŽฑ Strategic Intelligence

Inspired by Michael Lewisโ€™ 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.

๐Ÿช„ Predicted:

Censys (US, 2017) - Featured by Specter on: 2023 - Week 6.

Advantage on Latest Funding Round: 260 Days.

Description: Censys Attack Surface Management provides the industry-best, and most actionable security assessment of your external-facing assets.

Total Funding: $128.1M / $50M Latest Series C Round in 10/2023.

Notable Investors: Decibel Partners, Google Ventures, Greylock, Intel Capital, Silicon Valley Bank, SVB Capital, Four Rivers Partners, Ascension Ventures.


๐Ÿ‘ป Opportunity:

Leap AI (US, 2023): Featured by Specter on: 2023 - Week 42.

Description: Leap is enabling developers to add AI to their apps easily.

Notable Investors: Founders.

Signal: Increased VC Interest in 10/2023.


๐Ÿ’ 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.

๐Ÿช„ Predicted:

Adlumin, Inc (US, 2016) - Specter Rank: 5,639 ๐Ÿ“ˆ

Description: Adlumin provides an enterprise-grade security operations platform that keeps mid-market organizations secure.

Total Funding: $128.9M / Latest $70M Series B Round in 10/2023.

Notable Investors: SYN Ventures, First In Ventures, Leawood Venture Capital, Washington Harbour Partners, BankTech Ventures, Independent Community Bankers of America.

3 Months Growth: Web: 32%; Team: +3%; Social: +33%.


๐Ÿ‘ป Opportunity:

Rosebud AI (US, 2019) - Specter Rank: 5,335 ๐Ÿ“ˆ

Description: Rosebud is building the AI Roblox, making it dramatically more accessible for a community to create and enjoy the games of their dreams.

Total Funding: $8.8M / Latest $6.6M Latest Seed Round in 01/2022.

Notable Investors: Foothill Ventures, Y Combinator, Khosla Ventures, Jeff Dean, Adam Dโ€™Angelo, Andrej Karpathy, Ilya Sutskever, Lux Capital, Amplify Partners, David Carrico.

6 Months Growth: Web: +2,023%; Team: 9%; Social: +79%.