Specter Monitor #118 🪑

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. ✨

Voyages Immobiles 13 Painting By Fournié yannick

New at Specter: Awards 🏆

In our continuous quest to enrich Company Signals, we’re thrilled to share our latest enhancement at Specter: the "Awards" 🏆 , which is not just a new data point; it’s a new way to recognize and understand the companies leading innovation and excellence across industries.

We're now tracking prestigious awards including the Apple App Store Awards 🍏, Deloitte Technology Fast 50 🚀, EY World Entrepreneur Of The Year 🌍, Forbes Next Billion Dollar Startups 🦄, Product Hunt Golden Kitty, Inc. Magazine 5000, and many more.

These awards are benchmarks of success, marking a company's journey towards becoming a leader in its field.

This update is about bringing visibility to those making substantial impacts through innovation, growth, and customer satisfaction. It’s for the investors, the curious, and the innovators looking to align with the best.

As we continue to build and refine this feature, we are curious: What other awards do you think should be on our radar? 🤔

🔮 Talents of the Week

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

🪄 Predicted:

Ari Morcos (US, 2023): CEO & Co-Founder @ DatologyAI.

Featured by Specter on: 2022 - Week 38 in Stealth.

Advantage on Latest Funding Round: 154 Days.

Description: DatologyAI optimizes training efficiency, maximizes performance, and reduces compute costs.

Prev. Experience: Meta, Deepmind, Harvard University.

Total Funding: $11.7M / $11.7M Latest Seed Round in 02-2024.

Notable Investors: Amplify Partners, Radical Ventures, Ivan Zhang, Yann LeCun, Barry McCardel, Outset Capital, Aidan Gomez, Quiet Capital, Adam D’Angelo, Jascha Sohl-Dickstein.

👻 Opportunity:

Mike Chu (US, 2023): Founder and CEO @ Bunzi.

Featured by Specter on: 2024 - Week 09.

Description: Bunzi provides better energy predictions to improve the efficiency of the grid.

Prev. Experience: Stripe, Co-Founder @ByteGain (Acquired by Stripe), Google, Co-Founder @Zipdash (Acquired by Google)

🎱 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:

Fervo Energy (US, 2017) - Featured by Specter on: 2023 - Week 10.

Advantage on Latest Funding Round: 360 Days.

Description: Fervo Energy develops clean energy technology to generate carbon-free energy from geothermal systems.

Total Funding: $431M / $244M Latest Venture Round in 02-24.

Notable Investors: Capricorn Investment Group, Congruent Ventures, DCVC, Devon Energy Corporation, Elemental Excelerator, Galvanize Climate Solutions, Helmerich & Payne, Impact Science Ventures, John Arnold, Liberty Mutual Investments, Marunouchi Innovation Partners, Mercuria, Mitsubishi Heavy Industries // Canada Pension Plan Investment Board, Prelude Ventures, Liberty Oilfield Services, Grantham Foundation, Macquarie Group, Matthew Brown Companies, Echelon, Breakthrough Energy Ventures, 3x5 Partners.

👻 Opportunity:

Samaya AI (US, 2022) - Featured by Specter on: 2024 - Week 09.

Description: Samya AI is an AI-powered Knowledge Discovery Platform.

Total Funding: $250K / $250K Latest Round in 03-2023.

Notable Investors: Air Street Capital, AI Grant.

Signal: Increased VC Interest in 03-2024.

🍒 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:

Figure (US, 2022) - Specter Rank: 2,262 📈

Description: Figure Robotics is an AI robotics company building a multi-purpose humanoid form robot.

Total Funding: $754M / $675M Latest Series B Round in 02-2024.

Notable Investors: Boscolo Intervest, Bold Capital Partners, Microsoft, Amazon, Parkway Venture Capital, Intel Capital, OpenAI, Tamarack Global, Samsung Ventures, Explore Investments, LG Innotek, NVIDIA, Align Ventures, Aliya Capital Partners, ARK Venture Fund, Karman Ventures (fka Moving Capital), Till Reuter, Habitat Partners, BOLD Ventures, Shane Neman, Audeo Ventures, Codie Sanchez, FJ Labs, Big Sky Partners..

6 Months Growth: Web: 312%; Team: 60%; Social: 57%.