Specter Monitor #114 🧪

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. ✨

New from Specter: Startup Reports Series 🔍

We're kicking off with the biotech industry, where growth isn't just happening—it's booming. As of 2023, biotech's market value hit $1.55 trillion, and it's not slowing down 🧑‍🔬

Inside the Report: Discover the top 10 fastest-growing biotech companies making waves in the industry. These are the firms to watch, the ones driving progress and innovation forward 🔬

See the Top 10

🔮 Talents of the Week

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

🪄 Predicted:

Himanshu Shukla (US, 2020): Co-Founder, COO at LightBeam.ai.

Featured by Specter on: 2022 - Week 15.

Advantage on Latest Funding Round: 663 Days.

Description: LightBeam.ai employs a zero-trust data protection approach to streamline and unify data security, privacy, and AI governance.

Prev. Experience: Senior Technical Director-AIOPs @ Nutanix, Founder & CTO @ Parallocity, Software Engineer @ Ericsson, Software Engineer @ Cisco Systems.

Total Funding: $22.3M / $17.8M Latest Series A in 02-2024.

Notable Investors: Dropbox Ventures, Vertex Ventures US, Village Global, 8VC, Monta Vista Capital.

👻 Opportunity:

Abhijit Tamhane (US, 2024): Founder & CEO at Stealth Startup.

Featured by Specter on: 2024 - Week 05.

Prev. Experience: Director of Product @ Shopify, Head of Product for LinkedIn Profile @ LinkedIn, VP Product Management and Design @ HackerRank, Founder & CEO @ Iconictech.in Pvt Ltd, Senior Director of Product Management @ Target, Product Management, Director @ Salesforce, Principal Product Manager @ YouSendIt, Program Manager @ Microsoft, Computer Scientist @ Adobe Systems.

🎱 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:

Ambience Healthcare (US, 2020) - Featured by Specter on: 2023 - Week 10.

Advantage on Latest Funding Round: 338 Days.

Description: Ambience Healthcare’s mission is to supercharge healthcare providers with AI superpowers.

Total Funding: $106.3M / $70M Latest Series B in 02-2024.

Notable Investors: Andreessen Horowitz, OpenAI Startup Fund, Optum Ventures, Kleiner Perkins, AirTree Ventures, Human Capital, Optum Ventures, Anne Wojcicki, Martin Ventures, Jeff Dean, Richard Socher, Pieter Abbeel, OpenAI, Eren Bali, Jay Desai.

👻 Opportunity:

Erik Torenberg (US, 2024): Founder at Stealth Startup.

Featured by Specter on: 2024 - Week 05.

Prev. Experience: Founder @ Turpentine, Co-Founder and Partner @ Village Global, Founder, Chairman @ On Deck, Co-founder and Chairman @ Volt Capital, Community & Business @ Product Hunt, Co-Foudner, CEO @ rapt.fmrapt, Product Marketing @ Seelio.

Signal: Increased VC Interest in 02/2024.

🍒 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.