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. ✨
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🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Michael Lin (US, 2022): Co-Founder at Intrinsic.
Featured by Specter on: 2023 - Week 6.
Advantage on Latest Funding Round: 315 Days.
Description: Intrinsic is a software company that provides safety tools and API.
Prev. Experience: Discord, Apple.
Total Funding: $3.6M / $3.1M Latest Seed Round on 12/2023.
Notable Investors: Y Combinator, 645 Ventures, Okta, Urban Innovation Fund.
👻 Opportunity:
Greg Greiner (US, 2023): Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 51.
Prev. Experience: Bolt, Uber, Co-Founder @Bob's Watches. Innovation Endeavors, Visually, StartX.
🎱 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:
Addressable (EU, 2022) - Featured by Specter on: 2022 - Week 49.
Advantage on Latest Funding Round: 378 Days.
Description: Addressable is a provider of a web3 marketing platform designed to generate revenue from marketing campaigns.
Total Funding: $21M / $13.5M Latest Seed Round in 12/2023.
Notable Investors: BITKRAFT Ventures, Fabric Ventures, Viola Ventures, North Island Ventures, Karatage, Mensch Capital Partners.
👻 Opportunity:
Bitdrift (US, 2023) - Featured by Specter on: 2023 - Week 51.
Description: Bitdrift provides real-time observability into mobile experiences, without breaking the bank.
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:
Guardz (EU, 2022) - Specter Rank: 2,328 📈
Description: Guardz is the developer of a cybersecurity technology aimed at giving real-time protection.
Total Funding: $28M / $18M Latest Series A Round in 12/2023.
Notable Investors: Glilot Capital Partners, Hanaco Venture Capital, ClearSky, iAngels, George Kaiser Family Foundation, Cyverse Capital.
6 Months Growth: Web: +243%; Team: +41%; Social: +88%.
👻 Opportunity:
Depot (US, 2022) - Specter Rank: 206 📈
Description: Depot is a cloud-based Docker image development service that provides managed persistent cache and native multi-architecture compatibility.
Total Funding: $1.8M / $1.8M Latest Seed Round 07/2023.
Notable Investors: Kima Ventures, Pioneer Fund, Y Combinator, Travis McPeak, Jonathan Cran, Tokyo Black, Solomon Hykes, Ben Porterfield.
6 Months Growth: Web: 47%; Team: +117%; Social: +76%.
