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. ✨
Quelle Basket By @rotganzen
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Kyle Galbraith (US, 2022): Co-Founder at Depot.
Featured by Specter on: 2022 - Week 19.
Advantage on Latest Funding Round: 838 Days.
Description: Depot is a cloud-based Docker image development service that provides managed persistent cache and native multi-architecture compatibility.
Previous Experience: Staff Platform Engineer @ Era Software, Staff Software Engineer @ Thorn, Software Engineering Manager @ Zapproved.
Total Funding: $5.9M / $4.1M Latest Seed on 08-2024.
Notable Investors: Aviso Ventures, Felicis, Tokyo Black, Y Combinator.
👻 Opportunity:
Ash Edwards (EU, 2024): Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 33.
Previous Experience: Tech Lead @ Palantir Technologies, Forward Deployed Engineer @ Palantir Technologies, Software Engineer @ Dapi, Co-Founder @ Jagged, Data Science Intern @ Mews, Software Engineer @ Endava.
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:
AstroForge (US, 2021) - Featured by Specter on: 2023 - Week 14.
Advantage on Latest Funding Round: 5 Days.
Description: AstroForge is an asteroid mining company that extracts gold and other minerals from asteroids.
Total Funding: $53M / $40M Latest Series A on 08-2024.
Notable Investors: 468 Capital, Caladan Capital, Day One Ventures, Initialized Capital, Jed McCaleb, Liquid 2 Ventures, Nova Threshold, Saturnin Pugnet, Seven Seven Six, Soma Capital, Uncorrelated Ventures, Y Combinator, Pioneer Fund, Vishal Rao, BBQ Capital, Wayfinder Ventures, Aera VC, Undeterred Capital, David Hodge, Earthrise Ventures.
👻 Opportunity:
Codemod (US, 2022) - Featured by Specter on: 2024 - Week 30.
Description: Codemod is an evolution platform that enables developers to automate tedious code transformations and dependency upgrades, mass refactoring and migration projects for codebases.
Total Funding: Undisclosed / Undisclosed Latest Seed on 07-2023.
Notable Investors: Elias Manousos, Quinn Slack, Adam Frankl, Matt Biilmann, Chris Bach, Martin Basiri, Peer Richelsen, Colin Sidoti, Isaac Evans, Babak Pahlavan, Ali Basiri, Vercel AI Accelerator.
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:
Eppo (US, 2021) - Specter Rank: 9,752 📈
Description: Eppo is an AB experimentation platform that enables companies to scale product-led growth strategies without scaling headcount.
Total Funding: $47.5M / $28M Latest Series B on 08-2024.
Notable Investors: Menlo Ventures, Amplify Partners, Innovation Endeavors, Icon Ventures.
6 Months Growth: Web: -7.8%; Team: 60.53%; Social: 15.9%.
👻 Opportunity:
Shortwave (US, 2020) - Specter Rank: 17,755 📈
Description: Shortwave is reinventing email to work smarter and faster.
Total Funding: $9M / $9M Latest Series A on 04-2020.
Notable Investors: Afore Capital, Aleem Mawani, Charles Hazard, Flybridge Capital Partners, Ilya Volodarsky, Lightspeed Venture Partners, Union Square Ventures, Immad Akhund, Oliver Cameron, Peter Reinhardt.
6 Months Growth: Web: 51.55%; Team: 0.0%; Social: 15.5%.
