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. Weโll work hard to bring you actionable insights into whatโs happening in todayโs markets while celebrating data-driven wins and predictions. โจ
Iโll accompany you NO.3 by Zhiyong Jing
๐ฎ Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
๐ช 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.
๐ป 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.
๐ฑ 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.
๐ช 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.
๐ป 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.
๐ 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.
๐ช Predicted:
Adlumin, Inc (US, 2016) - Specter Rank: 5,639 ๐
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%.
๐ป Opportunity:
Rosebud AI (US, 2019) - Specter Rank: 5,335 ๐
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 DโAngelo, Andrej Karpathy, Ilya Sutskever, Lux Capital, Amplify Partners, David Carrico.
6 Months Growth: Web: +2,023%; Team: 9%; Social: +79%.