Specter Monitor #102 🌎

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. ✨

Left Turn At Mars - Limited Edition of 4/5 Photograph Photograph by Peter Horvath

🔮 Talents of the Week

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

🪄 Predicted:

Jordan Domash (US, 2023): Founder & CEO at Responsiv.

Featured by Specter on: 2023 - Week 17.

Advantage on Latest Funding Round: 201 Days.

Description: Responsiv is an AI assitant for in house legal teams.

Prev. Experience: GM @ Relativity, Senior Associate Consultant @ Bain & Company, Senior Manager @ Illinois Business Consulting University of Illinois

Total Funding: $3M / $3M Latest Seed Round in 11/2023.

Notable Investors: Greylock, Julius Genachowski, Permanent Capital, OnDean.

👻 Opportunity:

Brad Bao (US, 2021): Co-Founder at Pear.us.

Featured by Specter on: 2023 - Week 45.

Prev. Experience: Co-Founder And Chairman @ Lime, Kinzon Capital, VP business Development @ Tencent, Yahoo, NORICT Beijing, IBM, Kodak, FORMICA

🎱 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:

Pinecone (US, 2019) - Featured by Specter on: 2023 - Week 12.

Advantage on Latest Funding Round: 236 Days.

Description: Pinecone develops a vector database that makes it easy to connect company data with generative AI models.

Total Funding: $138M / Undisclosed Latest Secondary Market Round in 11/2023.

Notable Investors: Tiger Global Management, Wing Venture Capital, Menlo Ventures, Andreessen Horowitz, ICONIQ Growth, Wing Venture Capital, Sahin Boydas

👻 Opportunity:

Sakana AI (APAC, 2023): Featured by Specter on: 2023 - Week 45.

Description: Sakana AI creates a new kind of foundation model based on nature-inspired intelligence.

Signal: Increased VC Interest in 11/2023.

🍒 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.