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. ✨
Courtesy of the Solomon R. Guggenheim Foundation
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Rob Cheung (US, 2023): Co-founder at Substrate.
Featured by Specter on: 2023 - Week 45.
Advantage on Latest Funding Round: 229 Days.
Description: Elegant, performant APIs for ML.
Prev. Experience: Founder Fellow @ South Park Commons, CTO @ Smalltalk, Founding Engineer @ Substack, Founding Engineer @ Fin Assistant, Engineer - Android Lead @ Venmo, Intern @ National Center for Supercomputing Applications.
Total Funding: $8M / $8M Latest Seed on 06-2024.
Notable Investors: Craft Ventures, Guillermo Rauch, Immad Akhund, Lightspeed Venture Partners, South Park Commons, Will Gaybrick.
👻 Opportunity:
Maor Goldberg (US, 2024): Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 21.
Prev. Experience: Security Product Management VP @ Sysdig, Co-Founder @ Apolicy (Acquired by Sysdig), Business Development Director @ SailPoint, Co-Founder @ Whitebox Security (Acquired by SailPoint), Head of Security @ IDF - Mamram.
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:
Poolside (EU, 2023) - Featured by Specter on: 2024 - Week 15.
Advantage on Latest Funding Round: 64 Days.
Description: Poolside is an artificial intelligence platform that offers foundation concepts and infrastructure.
Total Funding: $526M / $400M Latest Private Equity on 06-2024.
Notable Investors: Bain Capital Ventures, DST Global, Eduardo Ronzano, New Wave Ventures, Rodolphe Saadé, Frst, Motier Ventures, Felicis, Bpifrance, Redpoint, Xavier Niel, Abstraction Capital, Air Street Capital.
👻 Opportunity:
Storia AI (US, 2022) - Featured by Specter on: 2024 - Week 24.
Description: Storia AI provides a creative assistant to facilitate quick and enjoyable video production.
Total Funding: $250K / $250K Latest Pre Seed Round on 04-2023.
Notable Investors: Madrona Venture Labs, Ovtr, AWS Startups, Shake and Bake Productions.
Signal: Increased VC Interest in 06/2024.
🍒 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:
GrayMatter Robotics (US, 2020) - Specter Rank: 10024📈
Description: GrayMatter Robotics creates AI-brains for robots to assist humans in tedious and ergonomically challenging tasks.
Total Funding: $70.4M / $45M Latest Series B on 06-2024.
Notable Investors: Wellington Management, Calibrate Ventures, Pathbreaker Ventures, OCA Ventures, Stage Venture Partners, Swift Ventures, Bow Capital, 3M New Ventures, B Capital, National Science Foundation.
6 Months Growth: Web: 9.54%; Team: 19.67%; Social: 19.8%..
👻 Opportunity:
Descope (US, 2022) - Specter Rank: 8715📈
Description: Descope enables any developer to create secure, frictionless authentication and user journeys.
Total Funding: $53M / $53M Latest Seed on 02-2023.
Notable Investors: Assaf Rappaport, Cerca Partners, TechAviv, Lightspeed Venture Partners, John W. Thompson, Silicon Valley CISO Investments, Dell Technologies Capital, GGV Capital, Bipul Sinha, J Ventures, Unusual Ventures, George Kurtz, Notable Capital.
6 Months Growth: Web: 24.62%; Team: 38.46%; Social: 22.6%.
