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. ✨
Acrylic on Canvas by Rob Finch
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Josh Twist (US, 2021): Founder & CEO at Zuplo.
Featured by Specter on: 2021 - Week 28.
Advantage on Latest Funding Round: 846 Days.
Description: Zuplo is a programmable API gateway.
Prev. Experience: Product Lead @ Stripe, Head of Product @ Facebook, Microsoft, Edenbrook, Gold Medal Travel Group International, HRM Software Ltd.
Total Funding: $9M / $9M Latest Seed Round in 11/2023.
Notable Investors: Boldstart Ventures, Trilogy Equity Partners, Dimitri Sirota, Guy Podjarny, Eugenio Pace.
👻 Opportunity:
Hendrik Dahlkamp (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 45.
Prev. Experience: Machine Learning Manager @ Apple, Co-founder and CTO @ Lighthouse AI (acquired by Apple), Google, Co-Founder @ Numovis Inc (acquired by Google), Co-Founder @ Vutool, Startup, STZ Schul-Technologie-Zentrum e.V.
🎱 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:
Flip AI (US, 2021) - Featured by Specter on: 2023 - Week 17.
Advantage on Latest Funding Round: 196 Days.
Description: Flip AI is a proprietary language model trained specifically for DevOps.
Total Funding: $6.5M / $6.5M Latest Seed Round in 11/2023.
Notable Investors: Factory, GTM Capital, Morgan Stanley Next Level Fund.
👻 Opportunity:
Lilac AI (US, 2023): Featured by Specter on: 2023 - Week 45.
Description: Lilac AI allows to analyze, structure, and clean unstructured data with AI
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.
🪄 Predicted:
Koyeb (EU, 2020) - Specter Rank: 1,191 📈
Description: Koyeb is a serverless company that offers a developer-friendly serverless platform to deploy apps globally.
Total Funding: $8.6M / €6.6M Latest Seed Round in 11/2023.
Notable Investors: Serena, Zachary Smith, Amirhossein Malekzadeh, Justin Ziegler, Udi Nachmany, Samsung NEXT, Alexis Le-Quoc, Raise Phiture philanthropical fund, Robin Vasan, Marc Jalabert.
3 Months Growth: Web: 22%; Team: +25%; Social: +14%.
👻 Opportunity:
Roboflow (US, 2019) - Specter Rank: 406 📈
Description: Roboflow enables teams to build computer vision models faster and more accurately.
Total Funding: $22.2M / $20M Latest Series A Round in 09/2021.
Notable Investors: Craft Ventures, Lachy Groom, Y Combinator, Max Altman, Sam Altman, DJ Patil, Mike Maples Jr, Harry Hurst, Quiet Capital, Joe Morrissey, Cassidy Williams, Greg Brockman.
6 Months Growth: Web: +44%; Team: 59%; Social: +80%.
