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: Fastest Growing VR & AR Startups 🚀
With revenues set to hit $38.6 billion this year and aiming for $58.1 billion by 2028, the VR and AR sectors are on a fast ascent 📈
Inside the Report: Uncover 10 VR and AR firms driving innovation. From healthcare to retail, these companies are at the core of merging digital technologies with real-world applications 🛍️
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Juan Pablo Ortega (LATAM, 2022): Co-Founder @ Yuno.
Featured by Specter on: 2022 - Week 12.
Advantage on Latest Funding Round: 719 Days.
Description: Yuno enables any company to accept all the available payment methods and manage fraud through a single integration.
Prev. Experience: Board Member @ Viva Air, Co-Founder @ Rappi; Aviation Management Consultant@ Seabury Capital, Vice President @ Cornell Aviation Society, Senior Analyst @ Financial Management Group of Cornell.
Total Funding: $35M / $25M Latest Series A on 03-2024.
Notable Investors: Andreessen Horowitz, DST Global, Kaszek, Monashees, Tiger Global Management, Norte Ventures, Newtopia VC, Latitud, ONEVC, Mischief, Foreword Ventures, Ricardo Weder, Simon Borrero, 10K Ventures, Saurabh Gupta, Sujay Tyle, Opera Ventures, Web Summit Ventures, Sebastian Ruales, Nazca Capital, Gerry Giacoman Colyer, B2 Founders, Enrique Villamarin Lafaurie, Maria Echeverri Gomez, Bilbao Brothers.
👻 Opportunity:
Vivek Garg (US, 2024): Founder @ Stealth Startup.
Featured by Specter on: 2024 - Week 09.
Description: Building in the Gen AI SaaS Vertical.
Prev. Experience: VP of Engineering @ TaxBit, Director Of Engineering @ Facebook, Founder @ FindTime (a Microsoft Garage project), Co Founder @ RentFu LLC, Co Founder @ Kazoo Labs.
Total Funding: N/A.
Notable Investors: N/A.
🎱 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:
Nanonets (US, 2017) - Featured by Specter on: 2023 - Week 18.
Advantage on Latest Funding Round: 317 Days.
Description: NanoNets is machine learning API for developers which requires 1/10th of data and no machine learning expertise to train a model.
Total Funding: $40.5M / $29M Latest Series B on 03-2024.
Notable Investors: Accel, Ritesh Arora, FundersClub, Asha Jadeja, Rajaraman Santhanam, Ashton Kutcher, Ashish Gupta, Nakul Aggarwal, Amar Goel, Gautam Kumar, Sound Ventures, Khadim Batti, Mainspring Capital Partners, Y Combinator, Vetri Vellore, SVA, Elevation Capital, Lynett Capital, Krish Subramanian, Soma Capital, Varakumar Namburu, Avalon Ventures, Kushal Nahata, Duro Ventures.
👻 Opportunity:
Lepton AI (US, 2023) - Featured by Specter on: 2024 - Week 09.
Description: Lepton AI operates AI applications at scale within minutes, utilizing a cloud-native platform.
Total Funding: $11M / $11M Latest Seed on 05-2023.
Notable Investors: Fusion Fund, CRV.
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:
Defense Unicorns (US, 2021) - Specter Rank: 7113📈
Description: Defense Unicorns builds National Security capabilities using open source continuous delivery solutions for secure environments.
Total Funding: $35.5M / $35M Latest Series A on 03-2024.
Notable Investors: Ansa Capital, Sapphire Ventures.
6 Months Growth: Web: -40.05%; Team: 15.0%; Social: 8.8%.
👻 Opportunity:
Asimov (US, 2017) - Specter Rank: 56📈
Description: Asimov creates AI-driven tools for programming living cells.
Total Funding: $205M / $175M Latest Series B on 01-2023.
Notable Investors: AME Cloud Ventures, Andreessen Horowitz, Pillar VC, DCVC, Horizons Ventures, KdT Ventures, Fidelity, Casdin Capital, Canada Pension Plan Investment Board.
6 Months Growth: Web: 512.4%; Team: 19.35%; Social: 10.4%.
