Specter Monitor #112 🌞

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. ✨

INDIANOLA Painting by Chuck Hipsher

New at Specter: Import Lists 🚀

Say goodbye to the hassle of outdated company lists. Our new "Import List" feature simplifies how you manage company data for market research, investment tracking, and competitive analysis. Easy CSV uploads and seamless integration into your Specter account ensure your data is always current and insightful.

Why It Matters: No more manual updates or outdated information. With "Import List", your data stays current, enriched with the latest insights, saving you time and enhancing your strategy.

Explore this feature and see how it streamlines your data management. Need a hand getting started? We’re here to help.

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

🪄 Predicted:

Llion Jones (APAC, 2023): Co-Founder at Sakana AI.

Featured by Specter on: 2023 - Week 32 in Stealth.

Advantage on Latest Funding Round: 159 Days.

Description: Sakana AI creates a new foundation model based on nature-inspired intelligence.

Prev. Experience: Google, Youtube, Delcom.

Total Funding: $30M / $30M Latest Seed Round on 01/2024.

Notable Investors: 500 Global, Alexandr Wang, Basis Set Ventures, Clément Delangue, Geodesic Capital, Global Brain Corporation, JAFCO, Jeff Dean, July Fund, KDDI Open Innovation Fund, Khosla Ventures, Learn Capital, Lux Capital, Miyako Capital, NTT Group, Sony.

👻 Opportunity:

Stephen Lake (CA, 2024): Founder at Stealth Startup.

Featured by Specter on: 2024 - Week 03.

Prev. Experience: Creative Destruction Lab, Google, Co-founder & CEO @North (acquired), Communitech, Vector Institute, The Next 36, DLR - Deutsches Zentrum für Luft- und Raumfahrt, Institute für Robotik und Mechatronik, The Hospital for Sick Children, Sentinelle Medical, Canadian Space Agency | Agence spatiale canadienne, General Dynamics.

🎱 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:

Harbor Health (US, 2022) - Featured by Specter on: 2023 - Week 43.

Advantage on Latest Funding Round: 81 Days.

Description: Harbor Health is a multi-specialty clinic group that provides smarter health care using technology.

Total Funding: $125.5M / $95.5M Latest Series A Round in 01/2024.

Notable Investors: General Catalyst, 8VC, Alta Partners, Health2047 Capital Partners, Lemhi Ventures, Martin Ventures.

👻 Opportunity:

Ben Hylak (US, 2024): Founder at Stealth Startup.

Featured by Specter on: 2024 - Week 03.

Prev. Experience: Apple, Google, SpaceX, Worcester Polytechnic Institute, Robot Autonomy and Interactive Learning Lab, Arkieva.

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.

🪄 Predicted:

Electra (EU, 2021) - Specter Rank: 2,547 📈

Description: Electra is an electric vehicle charging company that specializes in deploying and operating charging points for electric vehicles.

Total Funding: €506M / €304M Latest Series B Round in 01/2024.

Notable Investors: 574 Invest, Bpifrance, Eurazeo, PGGM Investments, Rive Private Investment, Serena, Crédit Agricole du Morbihan, Crédit Agricole Du Nord Est, Eiffel Investment Group, Groupe Chopard.

6 Months Growth: Web: +128%; Team: +38%; Social: +32%.