Specter Monitor #137 🏊‍♂️

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. ✨

A NEW POOL taken by Diana Cheren Nygren

🔮 Talents of the Week

Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.

🪄 Predicted:

Benedikt von Lewinski (EU, 2020): Co-founder & CCO at allO.

Featured by Specter on: 2022 - Week 48.

Advantage on Latest Funding Round: 593 Days.

Description: allO is an all-in-one restaurant management system.

Prev. Experience: Restaurant Partnership Team Lead - South Germany @ Wolt, Participant @ BERLIN STARTUP SCHOOL, Team Lead Sales & Key Account Management @ Liefery, Senior Business Development Manager @ Deliveroo.

Total Funding: $6.5M / $5M Latest Seed on 07-2024.

Notable Investors: 20Growth, 20Product, Claire Hughes Johnson, Daniel Khachab, Keen Venture Partners, Mario Götze, Martin Enderle, Navid Hadzaad, Pat Cummins, The Twenty Minute VC.

👻 Opportunity:

Evan Dudla (US, 2024): CTO & Co-founder at Agree.com.

Featured by Specter on: 2024 - Week 29.

Description: Agree is an app that helps users create, send, and receive online contracts and payments.

Prev. Experience: Infrastructure @ Brex, CTO & Co-founder @ Gather, SRE and Software Architect @ Eventbrite, Javascript Engineer @ Spotify; Founder/Creative Director @ Cofound Harlem, Co-founder (Acquired) @ nvite, CTO/Co-founder @ Let's Monitor, Front End Engineer (Acquired) @ Next Big Sound, Inc., Web-producer @ Rensselaer Polytechnic Institute, Web-Application Developer/Computer Systems Engineer @ The Warning Track.

Total Funding: N/A.

Notable Investors: N/A.

🎱 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:

Command Zero (US, 2021) - Featured by Specter on: 2023 - Week 12.

Advantage on Latest Funding Round: 484 Days.

Description: Command Zero is an autonomous and user-led cyber investigation platform built for Computer and Network Security.

Total Funding: $21M / $21M Latest Seed on 07-2024.

Notable Investors: Andreessen Horowitz, Insight Partners, Cisco Investments.

👻 Opportunity:

Krishna (Vasanth) Namasivayam (US, 2024): Founder at Stealth Startup.

Featured by Specter on: 2024 - Week 29.

Prev. Experience: Director of Product Management @ Dropbox, Product Mentor @ Clicked, Product Lead, Integrity @ Facebook, Management Consultant @ PwC, Product Lead @ NVIDIA, Senior Principal @ Cadence Design Systems, Founder @ Eighteen49, Product Manager (Customer Applications) @ Synopsys Inc, Product Manager @ IDT - Integrated Device Technology, Inc. (Acquired).

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.