Specter Monitor #110 🛼

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. ✨

Nonsense in 3D N°101-110 by Roman Bratschi

🔮 Talents of the Week

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

🪄 Predicted:

Hazem Dawani (US, 2022): CEO & Co-Founder at Gigastar.

Featured by Specter on: 2022 - Week 16 in Stealth.

Advantage on Latest Funding Round: 616 Days.

Description: GigaStar is a developer of an online content creators marketplace.

Prev. Experience: CEO @ Predata (Acquired), CEO & CoFounder @ OptionsCity Software, Inc. (Acquired), Chicago Trading Company.

Total Funding: $11.1M / $3M Latest Seed Round on 12/2023.

Notable Investors: Tomsic Holdings, Belvedere Strategic Capital, Nameless Ventures, DV Chain.

👻 Opportunity:

Yingkai (Kevin) Xu (US, 2023): Co-Founder & CEO at Stealth Startup.

Featured by Specter on: 2023 - Week 52.

Prev. Experience: C0-Founder & CEO @ DeData (Acquired), Founder & CEO @ Onebit (Acquired), Co-Founder @ Jianwei Data (Acquired), Abakus Group, Credit Suisse.

🎱 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:

Equilibrium Energy (US, 2021) - Featured by Specter on: 2023 - Week 29.

Advantage on Latest Funding Round: 163 Days.

Description: Equilibrium Energy is a Climate Generation power company focused on creating and proliferating clean energy.

Total Funding: $71.7M / $38.7M Latest Venture Round in 12/2023.

Notable Investors: Breakthrough Energy Ventures, Global Founders Capital, NJP Ventures.

👻 Opportunity:

Superlist (EU, 2020) - Featured by Specter on: 2023 - Week 52.

Description: Superlist is a collaboration tool reimagining workplace productivity through technology.

Total Funding: €13.5M / €10M Latest Seed Round in 03/2022.

Notable Investors: EQT Ventures, Cherry Ventures, s16vc, Expedite Ventures.

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:

Lily AI (US, 2015) - Specter Rank: 2,729 📈

Description: Lily AI is the platform that bridges the gap between brand-speak and customer-speak to drive exponential growth for commerce companies.

Total Funding: $51.9M / $12.4M Latest Venture Round in 12/2023.

Notable Investors: Canaan Partners, Conductive Ventures, New Enterprise Associates, Sorenson Ventures, Unshackled Ventures, Fernbrook Capital Management LLC, Alumni Ventures, One Way Ventures.

6 Months Growth: Web: +42%; Team: +24%; Social: +22%.