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.


Castle In The Sky by itskeanzz

🔮 Talents of the Week

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

🪄 Predicted:

Daniel J. Beutel (EU, 2020): Founder and CEO at Flower Labs.

Featured by Specter on: 2023 - Week 07.

Advantage on Latest Funding Round: 369 Days.

Description: Flower is a federated learning, analytics, and evaluation platform.

Prev. Experience: Head of AI @ XAIN AG, Engineering Manager @ Zattoo, Software Engineer Android @ Thalia Buch & Medien GmbH.

Total Funding: $23.6M / $20M Latest Series A on 02-2024.

Notable Investors: Betaworks, Clément Delangue, Factorial Capital, Felicis, First Spark Ventures, Mozilla Ventures, Pioneer Fund, Scott Chacon, Y Combinator.


👻 Opportunity:

Spiros Xanthos (US, 2024): Founder and CEO at Stealth Startup.

Featured by Specter on: 2024 - Week 06.

Prev. Experience: SVP @ Splunk, Founder and CEO @ Omnition (Acquired), Founder and CEO @ ezhome, Director of R&D @ VMware, CEO and Co-founder @ Pattern Insight (Acquired).


🎱 Strategic Signals

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:

Firefly Bio (US, 2023) - Featured by Specter on: 2023 - Week 40.

Advantage on Latest Funding Round: 136 Days.

Description: Firefly Bio specializes in Degrader Antibody Conjugates (DACs) which combine the unique strengths of ADCs with selective protein degraders.

Total Funding: $94M / $94M Latest Series A on 02-2024.

Notable Investors: Decheng Capital, Eli Lilly, MPM Capital, Versant Ventures.


👻 Opportunity:

Cartesia (US, 2023) - Featured by Specter on: 2024 - Week 06.

Description: Cartesia is building next-gen foundation models using new subquadratic architectures pioneered by our team at Stanford and CMU.

Total Funding: N/A.

Notable Investors: N/A.

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.

🪄 Predicted:

Lambda (US, 2012) - Specter Rank: 1916📈

Description: Lambda is a deep learning infrastructure company, that provides computation to simplify and accelerate the training and deployment of deep learning models.

Total Funding: $432.2M / $320M Latest Series C on 02-2024.

Notable Investors: Silicon Valley Bank, Invariantes Fund, Georges Harik, Gradient Ventures, Razer, Fernando Pontaza, Bloomberg Beta, 1517 Fund, Alpha Square Group, Garry Tan, Adam D’Angelo, Jeff Hammerbacher, Mercato Partners, Lukas Biewald, Crescent Cove Advisors, Greg Brockman, T. Rowe Price, B Capital, SK Telecom, US Innovative Technology Fund.

6 Months Growth: Web: -9.43%; Team: 17.65%; Social: 15.5%


👻 Opportunity:

Kula (US, 2021) - Specter Rank: 3158📈

Description: Kula is a recruitment automation platform built to enable hyper-growth companies to build massive talent pipelines on autopilot.

Total Funding: $14.7M / $12M Latest Seed on 08-2022.

Notable Investors: Together Fund, Square Peg Capital, Venture Highway, Peak XV Partners, iSeed, Global Founders Capital.

6 Months Growth: Web: 349.36%; Team: 21.28%; Social: 2.6%.