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.


JAKE WOOD-EVANS The Holy Family under the Apple-Tree, after Rubens

🔮 Talents of the Week

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

🪄 Predicted:

Niki Parmar (US, 2023): Co-Founder at Essential AI.

Featured by Specter on: 2023 - Week 04 as Stealth Signal.

Advantage on Latest Funding Round: 320 Days.

Description: Essential AI aims to build software for enterprises to use large language models.

Prev. Experience: Co-Founder and CTO @ Adept, Staff Research Scientist @ Google Brain, Software Engineer III @ Google Research, Software Development Engineer Intern @ Amazon.

Total Funding: $101M / $56.5M Latest Series A Round on 12/2023.

Notable Investors: Google, NVIDIA, Thrive Capital, March Capital, Elad Gill, KB Investment, AMD, Alloy Fund, Greylock, Franklin Venture Partners.


👻 Opportunity:

Han Shu (US, 2023): Co-Founder at Stealth Startup.

Featured by Specter on: 2023 - Week 49.

Prev. Experience: Data Science Machine Learning Lead, Consumer & Merchant @ Doordash, Data Science Lead, Growth & Traffic Platform @ Airbnb, Co Founder @ Wyth, Inc. (Acquired by Airbnb), Principal Scientist and Co-Founder @ Vlingo (Acquired by Nuance).


🎱 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:

Leonardo AI (APAC, 2022) - Featured by Specter on: 2023 - Week 10.

Advantage on Latest Funding Round: 279 Days.

Description: Leonardo AI is a generative AI platform for content creation, offering features like the Alchemy Refiner and an image generator app.

Total Funding: $31M / $31M Latest Series A Round in 12/2023.

Notable Investors: Blackbird Group, Samsung NEXT, Side Stage Ventures, Smash Capital, Gaorong Capital, TIRTA Ventures.


👻 Opportunity:

Poe (US, 2022) - Featured by Specter on: 2023 - Week 49.

Description: Poe is a multi-AI chatbot aggregator for accessing multiple competing large language models (LLMs).

Signal: Increased VC Interest in 12/2023.


🍒 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:

ARTBIO (US, 2021) - Specter Rank: 2,568 📈

Description: ARTBIO is a clinical-stage radiopharmaceutical biotechnology business that is working to create a new class of alpha radioligand medicines.

Total Funding: $113M / $90M Series A Round in 12/2023.

Notable Investors: F-Prime Capital, Omega Funds, Third Rock Ventures.

3 Months Growth: Web: +196.1%; Team: +38.1%; Social: +66.02%.


👻 Opportunity:

Metaphor (US, 2021) - Specter Rank: 195 📈

Description: Metaphor is utilizing AI to completely revamp online search.

Total Funding: Undisclosed / Undisclosed Last Round in 09/2021.

Notable Investors: Y Combinator, Helium-3 Ventures, Pioneer Fund, Lombardstreet Ventures, Atypical Ventures, FAST — by GETTYLAB.

6 Months Growth: Web: 110.36%; Team: +200%; Social: +75%.