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. ✨
Failed Columnist By benzank
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Omer Goldberg (US, 2021): Founder & CEO at Chaos Labs.
Featured by Specter on: 2021 - Week 32.
Advantage on Latest Funding Round: 1104 Days.
Description: Chaos Labs is a cloud platform that allows teams to build high-fidelity agent and scenario-based simulations on mainnet forks.
Previous Experience: Tech Lead @ Instagram, Tech Lead @ Facebook.
Total Funding: $75M / $55M Latest Series A on 08-2024.
Notable Investors: Anatoly Yakovenko, Anton Katz, Bessemer Venture Partners, Coinbase, F-Prime Capital, Francesco Agosti, Galaxy Digital, General Catalyst, Haun Ventures, Kevin Weil, Lightspeed Venture Partners, Michael Shaulov, PayPal Ventures, Slow Ventures, The Spartan Group, Wintermute Ventures.
👻 Opportunity:
Michael Manapat (US, 2024): Co-Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 32.
Previous Experience: Chief Product and Technology Officer @ Notion, Head of Engineering @ Notion, Head of Applied Machine Learning @ Stripe, Software Engineer @ Google, Postdoctoral Fellow in Applied Mathematics @ Harvard University.
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:
Nunu AI (US, 2023) - Featured by Specter on: 2024 - Week 29.
Advantage on Latest Funding Round: 5 Days.
Description: Nunu AI is at the frontier of artificial intelligence in gaming, creating the first multi-modal AI agents designed to test and play any game.
Total Funding: $2M / $2M Latest Pre-Seed on 08-2024.
Notable Investors: A16Z GAMES, Speedrun, Boost VC, Y Combinator, Earthling VC, Wingman Campus Fund.
👻 Opportunity:
Invisibility (US, 2023) - Featured by Specter on: 2024 - Week 32.
Description: Invisibility is an AI lab building agentic systems trained to operate any machine like a human.
Total Funding: N/A.
Notable Investors: N/A.
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:
Encord (EU, 2020) - Specter Rank: 44,225 📈
Description: Encord is a machine learning company that offers tools and infrastructure to help clients get their models into production faster.
Total Funding: $50M / $30M Latest Series B on 08-2024.
Notable Investors: Y Combinator, Liquid 2 Ventures, Y Combinator Continuity Fund, Harvard Management Company, Crane Venture Partners, WndrCo, Des Traynor, CRV, Harpoon, Next47.
6 Months Growth: Web: 20.97%; Team: 17.54%; Social: 23.2%.
👻 Opportunity:
Metalware (US, 2023) - Specter Rank: 2,109,207 📈
Description: Metalware is building a copilot to automate low-level programming and bring-up embedded systems 10x faster.
Total Funding: $500K / $500K Latest Pre-Seed on 09-2023.
Notable Investors: Y Combinator.
6 Months Growth: Web: -92.5%; Team: 200.0%; Social: 109.1%.
