Specter Monitor #120 ✨

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 at Specter: Company Highlights ✨

Unlock the full spectrum of company intelligence with our newest addition: "Company Highlights." Born from your feedback, this feature transforms how you access and utilise Specter's wealth of data, from groundbreaking funding announcements to social media trends. Whether it's the latest awards or significant team expansions, "Company Highlights" delivers everything you need to know, right at your fingertips.

Why It Matters: With "Company Highlights," sift through the vast sea of data to pinpoint the most relevant, actionable insights. It's about getting a comprehensive view of a company's standing and momentum in an instant. This tool is your gateway to making faster, more informed decisions in an ever-evolving business landscape ✨.

🔮 Talents of the Week

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

🪄 Predicted:

Shreyas Kumar (US, 2021): Co-Founder/CTO @ FERMÀT.

Featured by Specter on: 2022 - Week 38.

Advantage on Latest Funding Round: 544 Days.

Description: Fermat Commerce develops an influencer-driven e-commerce platform.

Prev. Experience: LiveRamp, UCLA - Department of Applied Math, ParentEdge, HeyMath!, Prayag Consulting.

Total Funding: $29M / $17M Latest Series A on 03-2024.

Notable Investors: Bain Capital Ventures, Courtside Ventures, Greylock, QED Investors, Nadav Ben-Chanoch, Kaushik Subramanian, Pareto Holdings.

👻 Opportunity:

Michael Schrezenmaier (EU, 2024): Starting Something New in Stealth.

Featured by Specter on: 2024 - Week 11.

Prev. Experience: CEO Europe @SumUp, COO & Interim co-CEO @Pipedrive, COO & Managing Director @Spark Networks, Kuehne + Nagel, European Founders Fund, Morgan Stanley.

🎱 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:

Zephyr AI (US, 2020) - Featured by Specter on: 2023 - Week 25.

Advantage on Latest Funding Round: 266 Days.

Description: Zephyr AI is a healthcare technology company that reshapes traditional approaches to drug discovery and precision medicine.

Total Funding: $129.5M / $111M Latest Series A in 03-2024.

Notable Investors: Lerner Enterprises, M-Cor Holdings, Eli Lilly & Company Foundation, Revolution Growth, Jeff Skoll, EPIQ Capital Group, Allen Chao, BoxGroup, AME Cloud Ventures, MedStar Health.

👻 Opportunity:

Retell AI (US, 2023) - Featured by Specter on: 2024 - Week 11.

Description: Retell AI is a Conversational Voice API for LLM.

Total Funding: $500K / $500K Latest Pre Seed in 11-2023.

Notable Investors: Y Combinator.

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:

Empathy (US, 2020) - Specter Rank: 2,053📈

Description: Empathy is a platform for families to deal with the loss of their people. Empathy combines technology and human support to provide a digital companion application built to empower bereaved families.

Total Funding: $90M / $47M Latest Series B in 03-2024.

Notable Investors: General Catalyst; Ronald Cohen; Micha Kaufman; Shai Wininger; LocalGlobe; John Y. Kim; Entrée Capital; Primetime Partners; Aleph; Index Ventures; Sumitomo; Latitude; MassMutual; Allianz; Brewer Lane Ventures; New York Life Insurance; MetLife.

6 Months Growth: Web: 106.48%; Team: 14.42%; Social: 6.6%.