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. ✨
New from Specter: The Hottest Startups of August 🔥
Each month, we use the 'Hot Signals' feature within Specter, to highlight the companies and talent attracting the most interest from VC firms.
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Ron Alfa (US, 2022): Co-Founder & CEO at NOETIK.
Featured by Specter on: 2023 - Week 37.
Advantage on Latest Funding Round: 355 Days.
Description: Noetik is an AI-native biotechnology company.
Previous Experience: SVP Head of Research (Acting CSO) @ Recursion, SVP Translational Medicine @ Recursion, Co-Founder @ The Alliance for Artificial Intelligence in Healthcare (AAIH), SVP Translational Discovery @ Recursion, VP Discovery & Product @ Recursion, Director Translational Biology @ Recursion.
Total Funding: $54M / $40M Latest Series A on 08-2024.
Notable Investors: 11.2 Capital, ApSTAT Technologies, Breakout Ventures, Catalio Capital Management, DCVC, EPIC Ventures, Intermountain Ventures, Khosla Ventures, Linearis Ventures, North South Ventures, Polaris Partners, Wittington Ventures, Zetta Venture Partners, Hummingbird Ventures, Chris Gibson, CJNV BioVentures, CJNV BioVentures, Viswa Colluru, Chau Khuong, Michael Secora.
👻 Opportunity:
Zay (Isaiah) Turner (US, 2024): Founder & CEO at Chance.
Featured by Specter on: 2024 - Week 34.
Previous Experience: Staff Software Engineer @ Discord, Founding Team @ NGL, Co-Founder @ Gas (Acquired), Co-Founder @ Poparazzi, Co-Founder & CTO @ Monkey App (Acquired), Founding Team @ SIMULATE, Software Engineer @ Self-employed.
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:
Aghanim (US, 2023) - Featured by Specter on: 2023 - Week 33.
Advantage on Latest Funding Round: 384 Days.
Description: E-commerce enablement platform for mobile games.
Total Funding: Undisclosed / Undisclosed Latest Seed on 08-2024.
Notable Investors: A16Z GAMES Speedrun, Bessemer Venture Partners, Point72 Ventures, QED Investors.
👻 Opportunity:
Snow Leopard (US, 2023) - Featured by Specter on: 2024 - Week 32.
Description: Snow Leopard provides an app development platform designed for generative AI apps with a focus on data privacy, reliability, and ease-of use.
Total Funding: $647K / $647K Latest Debt Financing Round on 10-2023.
Notable Investors: Monica Sarbu (Operator Collective).
Signal: Increased VC Interest in 09-2024.
🍒 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:
Magic (US, 2022) - Specter Rank: 17,566 📈
Description: Magic is an AI coding startup that enables developers to work with AI to find code for building apps.
Total Funding: $465.1M / $320M Latest Venture Round on 08-2024.
Notable Investors: Elad Gil, CapitalG, NFDG Ventures, Sahin Boydas, Nat Friedman, Florian Huber, 10x Founders, Arthur Breitman, Klaudius Kalcher, Mehdi Ghissassi, Noam Brown, Daniel W Dippold, Fredrik Hjelm, Roland Boubela, Bryan Pellegrino, Xavier Sarras, Adam Jafer, Amplify Partners, Atlassian Ventures, Jane Street Capital, Sequoia Capital, Eric Schmidt, Daniel Gross.
6 Months Growth: Web: -5.76%; Team: 41.67%; Social: 40.6%.
👻 Opportunity:
ToolJet (US, 2021) - Specter Rank: 1,088 📈
Description: ToolJet is an open-source low-code framework used to build and deploy custom internal tools.
Total Funding: $6.2M / Undisclosed Latest Venture Round on 07-2023.
Notable Investors: Sony Joy, Abhi Kumar, Alan Rutledge, Mohammed Hisamuddin, Nexus Venture Partners, Better Capital, Ratio Ventures, Nicolas Dessaigne, January Capital, M12 - Microsoft's Venture Fund, GitHub.
6 Months Growth: Web: 125.12%; Team: 26.83%; Social: 58.7%.
