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. ✨
Illustration by Nicholas Konrad
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Jacomo Corbo (EU, 2023): Co-Founder & Co-CEO at PhysicsX.
Featured by Specter on: 2023 - Week 8.
Advantage on Latest Funding Round: 285 Days.
Description: PhysicsX is a developer of AI and simulation engineering technologies to reinvent the design and operation of machines and products.
Prev. Experience: Partner @ McKinsey & Company, Chief Scientist, Co-Founder @ QuantumBlack, Chief Race Strategist @ Alpine.
Total Funding: $32M / $32M Latest Series A Round in 11/2023.
Notable Investors: General Catalyst, Henry Kravis, NGP Energy Capital Management, Radius Capital, Standard Investments.
👻 Opportunity:
David Avakian (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 48.
Prev. Experience: Engineering Manager @ Meta, Director @ BlackRock, Lead Data Scientist @ JPMorgan Chase, Senior Software Engineer / Tech Lead (NLP, ML) @ Bloomberg LP, Bioinformatics Software Engineer @ The National Institutes of Health.
🎱 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:
Oxford Quantum Circuits (EU, 2023) - Featured by Specter on: 2022 - Week 2.
Advantage on Latest Funding Round: 691 Days.
Description: Oxford Quantum Circuits develops quantum computers designed for breakthrough discoveries.
Total Funding: $146.4M / $100M Latest Series B Round in 11/2023.
Notable Investors: Lansdowne Partners, Oxford Investment Consultants LLP, Oxford Science Enterprises, SBI Investment, UTEC - The University of Tokyo Edge Capital Partners, Parkwalk Advisors, British Patient Capital, HiJoJo Partners, Quantum Exponential.
👻 Opportunity:
Christopher Newton (US, 2023): Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 48.
Prev. Experience: Senior Director of Launch and Infrastructure @ Relativity Space, Manager of Launch Operations @ Virgin Orbit, Senior Launch Engineer @ SpaceX, Product Development Engineer @ Spinal Elements, Co-Founder & VP R&D Engineering @ Epiphany Solar Water Systems.
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:
Planet Farms (EU, 2023) - Specter Rank: 10247 📈
Description: Planet Farms is vertical farming company.
Total Funding: €54.1M / €36.6M Latest Funding Round in 11/2023.
Notable Investors: SACE, UniCredit Group, Red Circle Investment.
6 Months Growth: Web: +993.27%; Team: +24.19%; Social: +12.10%.
👻 Opportunity:
Landing AI (US, 2023) - Specter Rank: 888 📈
Description: Landing AI is a software platform that makes computer vision easy for a wide range of applications across all industries.
Total Funding: Undisclosed / $57M Latest Series A Round in 11/2021.
Notable Investors: Insight Partners, Intel Capital, McRock Capital, Walsin Lihwa, Taiwania Capital Management Corporation, DRIVE Catalyst, Canada Pension Plan Investment Board, AI Fund, Samsung Catalyst Fund, Samsung Electronics, Lenovo.
6 Months Growth: Web: -14.3%; Team: +9.3%; Social: +15.41%.
