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: Product Reviews ⭐
We’re thrilled to introduce a new feature to Specter: Product Reviews. It's crafted to give you the insights you need about companies quickly and without fuss, focusing on their products' quality and overall reputation from a customer perspective.
Understanding the importance of comprehensive information, Specter now aggregates reviews from the leading product and software review platforms. This ensures you receive unparalleled coverage across a broad spectrum of industries, whether you're interested in business-to-business (B2B) or business-to-consumer (B2C) perspectives.
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Alan Cowen (US, 2022): CEO and Chief Scientist at Hume AI.
Featured by Specter on: 2023 - Week 40.
Advantage on Latest Funding Round: 172 Days.
Description: Hume AI offers an AI toolkit to measure, understand, and improve how technology affects human emotion.
Prev. Experience: Google, University of California, Berkeley, Facebook, BlackThorn Therapeutics, Halo Neuroscience, Yale University, Advanced Telecommunications Research Institute International.
Total Funding: $67.7M / $50M Latest Series B Round in 03-2024.
Notable Investors: Comcast Ventures, Daniel Gross, EQT Ventures, LG Technology Ventures, Metaplanet, Nat Friedman, Northwell Holdings, Union Square Ventures, Aegis Ventures, Evan Sharp.
👻 Opportunity:
Benjamin Stein (US, 2024): Co-Founder / CEO at Stealth Startup.
Featured by Specter on: 2024 - Week 13.
Prev. Experience: Co-Founder / Chief Product & Technology Officer @QuitCarbon, Chief Product Officer @Arcadia, Twilio Inc., Co-Founder / Chief Product & Technology Officer @Mobile Commons (acquired), ShadowTV, Bloomberg, Cornell University.
🎱 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:
Celestial AI (US, 2020) - Featured by Specter on: 2022 - Week 47.
Advantage on Latest Funding Round: 491 Days.
Description: Celestial AI develops an optical interconnect technology platform for data center and AI computing solutions.
Total Funding: $338.8M / $175M Latest Series C in 03-2024.
Notable Investors: AMD Ventures, Engine Ventures, IAG Capital Partners, Koch Disruptive Technologies, M Ventures, Porsche Automobil Holding, Samsung Catalyst Fund, Smart Global Holdings, Temasek Holdings, Tyche Partners, US Innovative Technology Fund, Xora Innovation, Fitz Gate Ventures, imec.xpand, innospace-masters.
👻 Opportunity:
Maisa (EU, 2023) - Featured by Specter on: 2024 - Week 12.
Description: Maisa develops an AI-powered knowledge processing platform that abstracts the complexities of advanced AI architectures, providing a simple API for business task execution and decision-making support.
Signal: Increased VC Interest in 04-2024.
🍒 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:
Viam (US, 2020) - Specter Rank: 233 📈
Description: Viam is a robotics company that lets users build, monitor, and manage their smart machines via cloud-based management.
Total Funding: $87M / $45M Latest Series B in 03-2024.
Notable Investors: Union Square Ventures, Battery Ventures, Tiger Global Management, 12 West Capital, Schox Venture Capital.
6 Months Growth: Web: -75.97%; Team: 7.96%; Social: 9.9%.
👻 Opportunity:
Daedalus (EU, 2019) - Specter Rank: 159 📈
Description: Daedalus builds software-defined factories to produce parts for companies in the semiconductor, aerospace, medical, energy, defense, and more.
Total Funding: $41M / $20.9M Latest Series A in 02-2024.
Notable Investors: Y Combinator, First Momentum Ventures, Khosla Ventures, Addition, ABACON CAPITAL, LEA Partners, NGP Capital.
6 Months Growth: Web: 385.68%; Team: 10.87%; Social: 24.1%.
