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. ✨
Porsche NY street Painting by Thomas Saliot
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Maija Itkonen (EU, 2022): CEO & Co-founder @ Onego Bio.
Featured by Specter on: 2022 - Week 09.
Advantage on Latest Funding Round: 768 Days.
Description: Onego Bio is a food-based biotechnology company that provides precision fermentation to manufacture real egg protein entirely animal-free.
Prev. Experience: Chief Innovation Officer @ Gold&Green Foods Ltd, Board Member @ Startup Foundation, VP of Design and Brand @ Powermat, CEO @ Powerkiss.
Total Funding: $54.9M / $29.3M Latest Series A Round in 04-2024.
Notable Investors: Business Finland, Tesi, Maki.vc, EIT Food, Agronomics, NordicNinja VC, Holdix Oy Ab, Turret Oy.
👻 Opportunity:
Stan Boland (EU, 2024): Founder @ Stealth Startup.
Featured by Specter on: 2024 - Week 06.
Description: Building in the Autonomous Driving Vertical.
Prev. Experience: CEO @ Five AI, Chairman @ NMI, CEO @ Neul, SVP Mobile Communications @ NVIDIA, President & CEO @ Icera Inc, Vice President @ Broadcom Corporation; President & CEO @ Element 14 Inc.
🎱 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:
Hailo (EU, 2017) - Featured by Specter on: 2022 - Week 36.
Advantage on Latest Funding Round: 573 Days.
Description: Hailo develops AI accelerators and vision processors specifically designed to enable advanced ML tasks on edge devices.
Total Funding: $343.9M / $120M Latest Series C Round in 04-2024.
Notable Investors: Alfred Akirov, Automotive Equipment (AEV), Comasco, DCLBA, Delek Motors, Gil Agmon, OurCrowd, Poalim Equity, Talcar Corp., Vasuki, Zohar Zisapel // NEC Corporation, EASME - EU Executive Agency for SMEs, Latitude, Glory Ventures, Carasso Motors, Changer Club, ABB Technology Ventures, Shlomo Group, Nextgear Ventures, Maniv Mobility, Astarc Ventures.
👻 Opportunity:
Proxima (US, 2021) - Featured by Specter on: 2024 - Week 13.
Description: Building interactive media for the next generation.
Total Funding: $1.6M / $1.6M Latest Pre Seed Round in 05-2023.
Notable Investors: Progression Fund, Maveron, Artichoke Capital, Valhalla Ventures, Konvoy Ventures, London Venture Partners, Z Venture Partners.
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:
Varda (US, 2020) - Specter Rank: 192 📈
Description: Varda is a space manufacturing startup that focuses on creating products in space for terrestrial applications.
Total Funding: $141M / $90M Latest Series B Round in 04-2024.
Notable Investors: CNM Ingenuity, Air Force Research Laboratory, Khosla Ventures, Founders Fund, Balius Partners, Ben Braverman, Bossanova Investimentos, Coughdrop Capital, Lux Capital, Fifty Years, General Catalyst, Caffeinated Capital, Terrance McArthur, Kyle Tibbitts, Explorer 1 Fund, Angel Collective Opportunity Fund, Sinai Capital Partners, Raymond Tonsing, Also Capital, Nitesh Banta, Justin Mateen, JAM Fund, Naval Ravikant, VU Venture Partners.
6 Months Growth: Web: -22.55%; Team: 3.23%; Social: 24.4%.
👻 Opportunity:
Hermeus (US, 2018) - Specter Rank: 205 📈
Description: Hermeus is developing Mach 5 aircraft to speed up the global transportation network.
Total Funding: $176M / $100M Latest Series B Round in 03-2022.
Notable Investors: U.S. Air Force, Canaan Partners, Revolution’s Rise of the Rest Seed Fund, Khosla Ventures, Keith Masback, Bling Capital, NASA, Rob Meyerson, Pallas Ventures, Founders Fund, RTX Ventures, Sam Altman, In-Q-Tel.
6 Months Growth: Web: 287.67%; Team: 32.14%; Social: 10.2%.
