Specter Monitor #113 🔥

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. ✨

Space of the Winds by Nikolaus Weiler

New at Specter: Hot Signals 🔥

Dive into the future of investment insights with our latest feature: “Hot Signals.” Exclusive to Specter’s Strategic Signals, this powerful feature shines a light on the companies and talents capturing investor interest in real time. From a quick 30-day buzz to long-term trends over two years, “Hot Signals” provides a statistical lens on the market’s next big names and opportunities.

Why It Matters: “Hot Signals” cuts through the noise to reveal which companies are truly gaining traction, offering a predictive edge in identifying future fundraising activities and funding trends. This feature is your key to staying ahead, ensuring you’re always informed on where the market is moving next 🔥

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

🪄 Predicted:

Allen Kramer (US, 2023): Co-Founder, COO at Crux.

Featured by Specter on: 2023 - Week 16.

Advantage on Latest Funding Round: 285 Days.

Description: Crux is the ecosystem used by financial institutions, developers, and purchasers of tax credits to manage transferable tax credits.

Prev. Experience: Co-Founder @ Mobilize, Bain & Company, Special Projects @ Hillary for America, Innovation @ Assured Labor, The Grameen Creative Lab.

Total Funding: $27M / $18.2 Latest Series A in 01-2024.

Notable Investors: Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture VC, Three Cairns Group.

👻 Opportunity:

Eric Schmidt (US, 2024): Founder at White Stork.

Featured by Specter on: 2024 - Week 03.

Description: White Stork is developing a mass-producible drone that uses artificial intelligence for visual targeting and can function in zero-comms environments

Prev. Experience: Founding Partner @ Innovation Endeavors, Co-Founder @ Schmidt Futures, Executive Chairman & Technical Advisor @ Alphabet Inc., CEO & Chairman @ Google.

🎱 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:

Codeium (US, 2021) - Featured by Specter on: 2023 - Week 39.

Advantage on Latest Funding Round: 123 Days.

Description: Codeium is a free unrestricted AI-powered programmer tool.

Total Funding: $65M / $65M Latest Series B in 01-2024.

Notable Investors: General Catalyst, Greenoaks, Kleiner Perkins.

👻 Opportunity:

Beehiiv (US, 2021) - Featured by Specter on: 2024 - Week 03.

Description: Beehiiv is a platform that enables creators to produce, monetize, and expand newsletters.

Total Funding: $16.6M / $12.5M Latest Series A in 06-2023.

Notable Investors: Jason Yanowitz, Elliot Tebele, Adventure Fund, Creator Collective Capital, Brian Morrissey, Blue Wire Capital, Michael Rabil, Spice Capital, Alex Lieberman, Ari Lewis, Ankur Nagpal, Anthony Zaccaria, Company Ventures, Hugo Amsellem, Paul Rabil, Codie Sanchez, Ben Kaplan, Creator Ventures, Contrarian Thinking, David Perell, Shaan Puri, Lightspeed Venture Partners, Spice Capital Partners, Thirty Five Ventures, Scott Galloway, Social Leverage, Litquidity Capital, Polaris Capital (New York).

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:

Bilt Rewards (US, 2021) - Specter Rank: 125📈

Description: Bilt Rewards offers a rewards program that allows renters to earn points on rent and create a path towards homeownership.

Total Funding: $413.3M / $200M Latest Venture Round in 01-2024.

Notable Investors: Kairos HQ, Mastercard, AvalonBay Communities, Starwood Hotels & Resorts, Jaws Ventures, The Moinian Group, Equity Residential, Blend, Blackstone Group, Wells Fargo, Rudin Ventures, Smash Capital, Prosus Ventures, Invitation Homes, Greystar, Left Lane Capital, Camber Creek, Fifth Wall, General Catalyst, Eldridge Industries.

6 Months Growth: Web: 31.09%; Team: 35.64%; Social: 13.1%.