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. ✨
Porsche 917 Artwork - Limited Edition of 5 by Pedro Fonseca
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Samuel K. Lam (US, 2021): Co-Founder and CTO @ PermitFlow.
Featured by Specter on: 2022 - Week 12.
Advantage on Latest Funding Round: 705 Days.
Description: PermitFlow is a construction permit application and management platform for developers and general contractors.
Prev. Experience: President & Co-Founder @ End to Cyberbullying Organization, Co-Founder @ NXTFactor, Software Engineer @ Uber, Software Development Engineer Intern @ Amazon, Member Board of Directors @ China Aids Fund.
Total Funding: $36.5M / $31M Latest Series A on 02-24.
Notable Investors: Altos Ventures, Felicis, Initialized Capital, Kleiner Perkins, Y Combinator, Foundamental, Davidovs Venture Collective, OpenDoor Venture Capital, Zillow, Procore, Thumbtack, PlanGrid, Mighty Buildings.
👻 Opportunity:
Umar Afridi (US, 2023): Founder and CEO @ Foundation Health.
Featured by Specter on: 2024 - Week 07.
Description: Foundation Health is an API-driven digital pharmacy, telehealth and diagnostic platform to quickly launch consumer centric experiences for your customers.
Prev. Experience: Co-founder and CEO @ Truepill (Acquired), Pharmacy Manager @ CVS Caremark Corporation.
🎱 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:
Glean (US, 2019) - Featured by Specter on: 2023 - Week 12.
Advantage on Latest Funding Round: 345 Days.
Description: Glean is a search engine that extracts data points and provides relevant search results from all the user's applications.
Total Funding: $355M / $200M Latest Series D on 02-24.
Notable Investors: Kleiner Perkins, Lightspeed Venture Partners, General Catalyst, Sequoia Capital, Slack Fund, Coatue, IVP, Adams Street Partners, ICONIQ Growth, Citi, Capital One Ventures, Workday Ventures, Databricks Ventures, Latitude Capital.
👻 Opportunity:
Vincent Durieux (US, 2023): Co-Founder and CEO @ Stealth Startup.
Featured by Specter on: 2024 - Week 07.
Prev. Experience: Head of Hardware @ Stripe, SVP @ Clover Network Inc., Sales Director @ ST Microelectronics, Sr. Procurement Manager @ HP.
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:
Geopura (EU, 2019) - Specter Rank: 2732📈
Description: GeoPura currently provides hydrogen power to Balfour Beatty, HS2, National Grid and the BBC among other sustainability-driven customers, replacing traditional diesel generators with its Hydrogen Power Unit (HPU) technology.
Total Funding: $114.6M / $71M Latest Venture Round on 02-24.
Notable Investors: Barclays, General Motors Ventures, Swen Capital Partners, Siemens Energy, Sustainable Impact Capital, UK Infrastructure Bank.
6 Months Growth: Web: 107.34%; Team: 60.47%; Social: 13.9%.
👻 Opportunity:
Pluto Biosciences (US, 2020) - Specter Rank: 104📈
Description: Pluto Biosciences is a B2B SaaS platform that empowers researchers to explore their data and make high-quality, meaningful discoveries in a fraction of the time.
Total Funding: $4.7M / $3.7M Latest Seed on 05-23.
Notable Investors: Silverton Partners, Christopher Glode.
6 Months Growth: Web: 97.87%; Team: 75.0%; Social: 11.4%.
