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 on what’s happening in today’s markets, while celebrating data-driven wins and predictions. ✨
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Brandon Millman (US, 2021): Founder at Phantom
Featured by Specter on: 2021 - Week 13.
Strategic Intelligence Signal: Phantom - Featured by Specter on: 2021 - Week 27.
Advantage on Latest Funding Round: 303 Days.
Description: Phantom is a digital wallet reimagined for DeFi and NFTs.
Prev. Experience: 0x, Twitter, Zynga Mobile, Cisco Systems, Boston Scientific.
Total Funding: $118M / Latest $109M Series B in 1/2022.
Notable Investors: Paradigm, Andreessen Horowitz
👻 Opportunity:
Mario Gaw (APAC, 2021): Founder at Bananas (YC W22)
Featured by Specter on: 2022 - Week 04.
Description: Bananas delivers fresh groceries direct to home in 10 minutes and at supermarket prices.
Prev. Experience: Tiket.com, Cashbac, Dimo Pay Indonesia, KPMG.
Total Funding: N/A
Notable Investors: N/A
🎱 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:
Launch House (US, 2020) - Featured by Specter on: 2021-03-03.
Advantage on Latest Funding Round: 314 Days.
Description: Launch House is a community built to connect and support the world’s most ambitious entrepreneurs and creators.
Total Funding: $15M / Latest $12M Series A in 2/2022.
Notable Investors: Andreessen Horowitz, Graph Ventures, Day One Ventures, Flybridge.
👻 Opportunity:
Cheres (US, 2021) - Featured by Specter on: 2022-01-26.
Description: Cheres is a provider of a digital platform where users can see what their friends are investing in.
Total Funding: $20K.
Notable Investors: Techstars Los Angeles Accelerator.
Signal: Increased VC Interest in 01-2022.
🍒 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:
Lunchbox Technologies (US, 2019) - Specter Rank: 17,402 📈
Description: Lunchbox Technologies offers digital marketing and ordering solutions for brick and mortar restaurants.
Total Funding: $72.1M / Latest $50M Series B in 2/2022.
Notable Investors: Coatue, 645 Ventures, Primary Venture Partners, ANIMO Ventures, DoorDash.
6 Months Growth: Team: +47%; Web: +45%; Social: +1443%
👻 Opportunity:
Vendease (Africa, 2020) - (YC W21) - Specter Rank: 169 📈
Description: Vendease is a marketplace that lets restaurants in Africa order directly from farms and food manufacturers.
Total Funding: $3.3M / Latest $3.2M Seed Round on 2021-10-25.
Notable Investors: Hustle Fund, Global Founders Capital, MAGIC Fund.
6 Months Growth: Team: +97%; Web: +294%; Social: +1206%
That’s all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. 👇
