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. ✨
Taken by Emmanuel Monzon
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Andrew Huang (US, 2022): Founder at Conduit.
Featured by Specter on: 2022 - Week 15 as Stealth Signal.
Advantage on Latest Funding Round: 797 Days.
Description: Conduit is a platform for crypto native infrastructure.
Prev. Experience: Staff Infrastructure Engineer @ Wish, Software Engineer @ Quill, Software Engineering Intern @ Pinterest, Software Engineering Intern @ Twitter.
Total Funding: $44M / $37M Latest Series A on 06-2024.
Notable Investors: Ludwig Pettersson, Lakshman Sankar, Joshua Ma, Dan Romero, Guillaume Poncin, Paradigm, Robert Miller, Haun Ventures, Coinbase Ventures, Robot Ventures, Bankless Ventures, Credibly Neutral.
👻 Opportunity:
Eric Friedman (US, 2024): Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 18.
Prev. Experience: Co-Founder and CTO @ Fitbit, Inc., Engineer Manager @ CNET, Co-Founder @ Wind-Up Labs, Inc., Software Engineer @ Epesi Technologies.
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:
SDF (US, 2022) - Featured by Specter on: 2023 - Week 35.
Advantage on Latest Funding Round: 309 Days.
Description: SDF is a compiler and build system that leverages static analysis to comprehensively examine SQL code at a warehouse scale.
Total Funding: $9M / $9M Latest Seed on 06-2024.
Notable Investors: Andreessen Horowitz, Founders' Co-op, Metavets, Microsoft, RTP Global, Two Sigma.
👻 Opportunity:
Infrastack AI (US, 2023) - Featured by Specter on: 2024 - Week 24.
Description: InfraStack AI is a Co-Pilot that integrates LLMs to provide real-time insights and analytics, enhancing the observability and performance of applications.
Total Funding: Undisclosed Amount.
Notable Investors: Nvidia, Microsoft.
Signal: Increased VC Interest in 07/2024.
🍒 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:
Function Health (US, 2022) - Specter Rank: 4124📈
Description: Function Health offers a data-informed digital health system built around routine whole-body lab testings of the user.
Total Funding: $56M / $53M Latest Series A on 06-2024.
Notable Investors: Pari Passu Venture Partners, Joel Embiid, Zac Efron, Andreessen Horowitz, K5 Ventures, Colin Kaepernick, Ara Katz, Pedro Pascal, Harpreet Rai, 53 Stations, Ariel Emanuel, Blake Griffin, G9 Ventures, Matt Damon, Draft Ventures, Wisdom VC, Casey Means, Jimmy Rollins, Embiid Ventures, Harvey Spevak, Kevin Hart, Jay Shetty, Spacecadet Ventures, Wisdom Ventures.
6 Months Growth: Web: 391.32%; Team: 65.0%; Social: 58.0%.
👻 Opportunity:
Consensus (US, 2020) - Specter Rank: 427📈
Description: Consensus uses language models to surface and synthesize answers from scientific research. Their mission is to make the world's expert knowledge consumable by all.
Total Funding: $4.2M / $3M Latest Seed on 04-2023.
Notable Investors: Winklevoss Capital, Permit Ventures, Sam Parr, Joe Speiser, Billy Draper, Half Court Ventures, Umami Capital, Alumni Ventures, Draper Associates, Nomad Capital, Kevin Carter, Brian Pokorny, Night Capital, Mike R. Walsh, Bettor Capital, Peter Jennings.
6 Months Growth: Web: 178.85%; Team: 91.67%; Social: 12.5%.
