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. ✨
Landscape with a Lemon Tree By Suren Nersisyan
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Ben Dixon (EU, 2021): Co-Founder & CTO at Sona.
Featured by Specter on: 2022 - Week 12.
Advantage on Latest Funding Round: 782 Days.
Description: Sona is a developer of a workforce management application for various industries.
Prev. Experience: Director @ Dxnx Ltd, Co-Founder & CTO @ Catapult, Founder @ Make It With Code, Co-Founder & CTO @ Style Gauge, Co-Founder & CTO @ InGuide.
Total Funding: $36.5M / $27.5M Latest Series A on 05-2024.
Notable Investors: Antler, Bag Ventures, Felicis, Gradient Ventures, Northzone, Speedinvest.
👻 Opportunity:
Edward Hu (US, 2024): Co-Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 14.
Prev. Experience: Researcher @ OpenAI, Researcher @ Microsoft, AI Resident @ Microsoft.
Total Funding: N/A.
Notable Investors: N/A.
*Please note: To preserve the exclusivity of our premium solutions, Talent Signals in this public newsletter are delayed by at least 1 month. Specter clients enjoy a six-month lead over any other database, gaining early access to thousands of new talent signals each week. Reach out today to secure your competitive advantage! ⚡
🎱 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:
Polymarket (US, 2020) - Featured by Specter on: 2023 - Week 49.
Advantage on Latest Funding Round: 158 days.
Description: Polymarket is the world's largest prediction market.
Total Funding: $74M / $45M Latest Series B on 05-2024.
Notable Investors: Founders Fund, Vitalik Buterin, Draper Associates, Naval Ravikant, General Catalyst.
👻 Opportunity:
Poolside (EU, 2023) - Featured by Specter on: 2024 - Week 18.
Description: Poolside is an artificial intelligence platform that offers foundation concepts and infrastructure. It aims to unlock humanity's potential by pursuing AGI for software creation.
Total Funding: $126M / $100M Latest Seed on 08-2023.
Notable Investors: Bpifrance, Rodolphe Saadé, Felicis, Redpoint, Frst, Xavier Niel, Motier Ventures, New Wave Ventures, Eduardo Ronzano, Abstraction Capital, Air Street Capital, Bain Capital Ventures, Erica Brescia, Jacob Effron.
Signal: Increased VC Interest in 05/2024.
🍒 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:
Wiz (EU, 2020) - Specter Rank: 1505📈
Description: Wiz is a cybersecurity company that allows companies to find security issues in public cloud infrastructure.
Total Funding: $1.9B / $1B Latest Series E on 05-2024.
Notable Investors: Insight Partners, Salesforce, Sequoia Capital, Index Ventures, Blackstone Group, Andreessen Horowitz, Lightspeed Venture Partners.
6 Months Growth: Web: -6.74%; Team: 27.58%; Social: 27.5%.
👻 Opportunity:
Qomodo (EU, 2023) - Specter Rank: 56,513📈
Description: Qomodo is an ''all-in-one'' payment methods aggregator, allowing physical commercial operators to safeguard and expand their cash flow and offer Buy Now Pay Later payments to customers.
Total Funding: $36.9M / $36.9M Latest Pre Seed on 11-2023.
Notable Investors: Ithaca Investments, Exor Ventures, Plug and Play, Notion Capital, Octopus Ventures, Fasanara Capital.
6 Months Growth: Web: 455.03%; Team: 48%; Social: 10.0%.
