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. ✨
Starbloom Trees by Simon Hintermann
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Jeremy Hermann (US, 2022): Co-Founder at Delphina.
Featured by Specter on: 2022 - Week 35 as Stealth Signal.
Advantage on Latest Funding Round: 468 Days.
Description: Delphina eliminates repetitive productionization tasks and speeds up data science teams' ability to automate hard routine tasks.
Prev. Experience: Sequoia Capital, Costanoa Ventures, Co-Founder @Tecton, Uber, Hearsay Systems, ZangZing, Symantec, Vontu, TIBCO
Total Funding: $7.5M / $7.5M Latest Seed Round on 12/2023.
Notable Investors: Costanoa Ventures, Radical Ventures, Fei-Fei Li.
Also featured as a Talent Opportunity in Specter Monitor #43
👻 Opportunity:
James Summerfield (EU, 2023): Co-Founder & CTO at Stealth Startup.
Featured by Specter on: 2023 - Week 50.
Prev. Experience: Stripe, Google, Rangespan (acquired by Google), Co-Founder @Quicksort (acquired), UBS.
🎱 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:
Lolli (US, 2018) - Featured by Specter on: 2022 - Week 48.
Advantage on Latest Funding Round: 379 Days.
Description: Lolli is a rewards app that allows users to earn Bitcoin when shopping online.
Total Funding: $28.3M / $8M Latest Series B Round in 12/2023.
Notable Investors: BITKRAFT Ventures, Acrew Capital, Pathfinder, Version One Ventures, Night Ventures, Serena Ventures, Logan Paul, Seven Seven Six, Company Ventures, MZ Web3 Fund, Bain Capital Ventures, Animal Capital.
👻 Opportunity:
Mahesh Sathiamoorthy (US, 2023): Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 50.
Prev. Experience: Google DeepMind, Google, Turn, Symantec, General Motors Research & Development, University of Southern California, Nanyang Technological University.
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:
Featureform (US, 2019) - Specter Rank: 7,826 📈
Description: Featureform specializes in developing an open-source virtual feature store.
Total Funding: $7.5M / $5.5M Latest Seed Round in 12/2023.
Notable Investors: GreatPoint Ventures, Zetta Venture Partners, Alumni Ventures, Tuesday Capital, Half Court Ventures, Berkeley SkyDeck Fund.
6 Months Growth: Web: +68%; Social: +339%.
👻 Opportunity:
Glide Apps (US, 2018) - Specter Rank: 112 📈
Description: Glide Apps can build powerful apps from spreadsheets without code, in minutes.
Total Funding: $23.8M / $20M Latest Series A Round 04/2022.
Notable Investors: Benchmark, First Round Capital, Y Combinator, SVA, Nat Friedman, First Round, Dylan Field, Idealab.
6 Months Growth: Web: 34%; Team: +26%; Social: +9%.
