Specter Monitor #140 🏄‍♂️

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 Jerome BROUILLET / AFP

🔮 Talents of the Week

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

🪄 Predicted:

Douwe Kiela (US, 2023): CEO / Co-Founder at Contextual AI.

Featured by Specter on: 2023 - Week 02.

Advantage on Latest Funding Round: 572 Days.

Description: Contextual AI offers a pioneering approach to generative AI for the workplace.

Previous Experience: Adjunct Professor @ Stanford University, Head of Research @ Hugging Face, Research Scientist @ Facebook, Postdoctoral Researcher @ Facebook.

Total Funding: $100M / $80M, Latest Series A on 08-2024.

Notable Investors: Bain Capital Ventures, Bezos Expeditions, Conviction Partners, Greycroft, HSBC Ventures, Lightspeed Venture Partners, Lip-Bu Tan, NVentures, Recall Capital, Snowflake Ventures.

👻 Opportunity:

Alex Cohen (US, 2024): Co-Founder at Healthcare AI Startup.

Featured by Specter on: 2024 - Week 26.

Previous Experience: Advisor @ Carbon Health, Co-Founder @ Spendoso, Sr. Director of Product @ Carbon Health, Director of Product @ Carbon Health, Investor @ ACBM Fund, Co-Founder @ CommandDot, Sr. Director of Strategy @ Engine by MoneyLion, Co-Founder & CEO @ Birch Finance (Acquired).

Total Funding: N/A.

Notable Investors: Bling Capital, Max Ventures, 8VC.

🎱 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:

Axle Energy (US, 2023) - Featured by Specter on: 2024 - Week 04.

Advantage on Latest Funding Round: 33 Days.

Description: Axle's software dynamically gives flexibility to the electricity grid and adjusts energy usage to when it is cheapest and greenest.

Total Funding: $10.6M / $8.9M, Latest Seed on 08-2024.

Notable Investors: Accel, Amit Gudka, Eka Ventures, Hanno Renner, Nico Rosberg, Picus Capital, Sierra Peterson.

👻 Opportunity:

Nucleus (US, 2021) - Featured by Specter on: 2024 - Week 26.

Description: Nucleus combines genetic and non-genetic information and calculates the absolute risk scores for people for disease.

Total Funding: $17.5M / $14M, Latest Seed Round on 02-2023.

Notable Investors: Nicholas Donahue, Joshua Browder, FAST — by GETTYLAB, Adrian Aoun, Seven Seven Six, Cory Levy, Bluewatch Ventures, Shane Curran, Ankur Nagpal, Matteo Franceschetti, Packy McCormick, Alexandra Botez, Edward Lando, Night Ventures, Brandon White, Founders Fund, POMP, Quiet Capital, Terrance McArthur, Anthony Pompliano, SALT Fund, Patrick Hsu, Shrug Capital, Pareto Holdings, Adam Guild, Austen Allred, The Thiel Foundation, Browder Capital, Chris Zarou, Hugo Barra, Patrick Hsu, Brent Saunders.

Signal: Increased VC Interest in 08-2024.

🍒 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:

Halcyon.AI (US, 2017) - Specter Rank: 525 📈

Description: Halcyon develops tools to protect enterprise clients from ransomware.

Total Funding: $90M / Undisclosed Amount, Latest Venture Round on 07-2024.

Notable Investors: Bain Capital Ventures, SYN Ventures, Gula Tech Adventures, Corner Ventures, Founders Fund, Dell Technologies Capital, Cisco Investments.

6 Months Growth: Web: 1.02%; Team: 38.46%; Social: 27.0%.