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 🔮.
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Alon Nafta (US, 2022): CEO and Co-Founder at Foundational.
Featured by Specter on: 2022 - Week 32 in Stealth.
Advantage on Latest Funding Round: 592 Days.
Description: Foundational is a data management platform that helps developers understand the lineage and downstream impact of code changes.
Prev. Experience: Singular, SentinelOne, PrivateCore, Israel Defense Forces.
Total Funding: $8M / $8M Latest Seed in 03-2024.
Notable Investors: Asymmetric Capital Partners, Gradient Ventures, Viola Ventures.
👻 Opportunity:
Atish Das Sarma (US, 2024): Co-Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 12.
Prev. Experience: Patreon, Apple, Twitter, Co-Founder @DeepSie (acquired), eBay, Google, Co-Founder @Shout Velocity, Yahoo!, Microsoft.
🎱 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:
Loyal (US, 2019) - Featured by Specter on: 2023 - Week 17.
Advantage on Latest Funding Round: 329 Days.
Description: Loyal is a biotechnology company developing medicines to extend dog’s lifespans and maintain their quality of life.
Total Funding: $115M / $45M Latest Series B in 03-2024.
Notable Investors: Bain Capital Ventures, Bridge Bank, Khosla Ventures, BoxGroup, First Round Capital, Valor Equity Partners, The Todd & Rahul Angel Fund, Collaborative Fund, Quiet Capital, Ashley Mayer.
👻 Opportunity:
Maxim Edelman (US, 2024): CEO at Stealth Startup.
Featured by Specter on: 2024 - Week 12.
Prev. Experience: Google, Edelau, Yahoo!, Kiala, Arthur Andersen.
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:
Anima (US, 2021) - Specter Rank: 102📈
Description: Anima is a next-generation care enablement platform.
Total Funding: $14.6M / $12M Latest Series A in 03-2024.
Notable Investors: Molten Ventures, Hummingbird Ventures, Y Combinator, Amino Collective, Sidar Sahin.
6 Months Growth: Web: 156%; Team: 71%; Social: 66%.
👻 Opportunity:
CodiumAI (EU, 2022) - Specter Rank: 1,298📈
Description: CodiumAI combines the power of artificial and human intelligence to create a new code integrity paradigm.
Total Funding: $10.6M / $10.6M Latest Seed Round in 03-2023.
Notable Investors: TLV Partners, Vine Ventures, Intel Ignite.
6 Months Growth: Web: 177%; Team: 35%; Social: 219%.
