Specter Monitor #111 🐍

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. ✨

a hole in the arc of the night by Jeremy Olson

🔮 Talents of the Week

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

🪄 Predicted:

Philip Goffin (UK, 2021): CEO & Co Founder at Zilo Technology.

Featured by Specter on: 2022 - Week 47.

Advantage on Latest Funding Round: 411 Days.

Description: ZILO develops global transfer agency software that enables global asset and wealth management firms to replace legacy software and end-of-life systems.

Prev. Experience: Co-Founder @ Kana Earth, Co-Founder & Investor @ The Big Exchange, Founder and ex-Chairman of the Board @ Ziglu, Co-Founder @ Calastone, Head of New Technologies @ FNZ CHAIN, Co Founder @ Apply Financial (Acquired), President @ Get Sponge (Acquired), Founder and CEO @ FundWorks (Acquired).

Total Funding: $48.5M / $31.8M Latest Series A Round on 01/2024.

Notable Investors: Citi, Fidelity International Strategic Ventures, Portage Ventures, State Street Corporation.

👻 Opportunity:

Ofer Shacham (CA, 2023): Co-Founder at Stealth Startup.

Featured by Specter on: 2024 - Week 01.

Prev. Experience: VP @ Meta, Head of Silicon Design and Implementation, Consumer Hardware @ Google, Academic Staff / Researcher @ Stanford University, Founder and CEO @ Chip Genesis (Acquired), Co-founder @ CA$HSTREAM, ASIC Engineer @ NVIDIA.

🎱 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:

Nabla (US, 2018) - Featured by Specter on: 2023 - Week 23.

Advantage on Latest Funding Round: 217 Days.

Description: Nabla is the developer of Nabla Copilot, an ambient AI that generates clinical notes, reducing stress and improving patient care.

Total Funding: $44.6M / $24M Latest Venture Round in 01/2024.

Notable Investors: Cathay Innovation, ZEBOX Ventures, Julien Codorniou.

👻 Opportunity:

Argmax (US, 2023) - Featured by Specter on: 2024 - Week 01.

Description: Argmax designs, trains, compresses and deploys large neural nets in consumer applications on consumer hardware.

Total Funding: N/A.

Notable Investors: N/A.

Signal: Increased VC Interest in 01/2024.

🍒 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.