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 golden retriever at the museum By @tommosserdesign
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Hahnbee Lee (US, 2021): Co-Founder @ Mintlify.
Featured by Specter on: 2021 - Week 49.
Advantage on Latest Funding Round: 1006 Days.
Description: Mintlify simplifies software documentation creation, maintenance, and publishing, enabling developers to focus on core work.
Previous Experience: Technical Product Manager @ Cornell Design & Tech Initiative, Software Engineer @ Duolingo, Software Engineer @ Tribe Community Platform, Co-Founder @ pe•ple, Software Engineer @ Cornell Rocketry Team, Software Engineer @ Vera.Zone, Software Engineer @ GoodStuff, Software Engineer @ Leidos, Research Assistant @ Scriyb LLC.
Total Funding: $21.7M / $18.5M Latest Series A on 09-2024.
Notable Investors: Andreessen Horowitz, Bain Capital, Y Combinator.
👻 Opportunity:
David Singleton (US, 2024): Founder @ Stealth Startup.
Featured by Specter on: 2024 - Week 35.
Previous Experience: Chief Technology Officer @ Stripe, VP Engineering @ Google, Engineering Director @ Google, Engineering Manager @ Google, Technical Lead / Manager @ Google, Software Engineer @ Google, Senior Technical Consultant @ Symbian.
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:
Thatch (US, 2021) - Featured by Specter on: 2023 - Week 51.
Advantage on Latest Funding Round: 267 Days.
Description: Thatch helps startups provide great healthcare to their teams.
Total Funding: $44M / $38M Latest Series A on 09-2024.
Notable Investors: Andreessen Horowitz, Avid Ventures, General Catalyst, Index Ventures, SemperVirens Venture Capital, The General Partnership, BrightEdge Fund, Not Boring Capital, Google Ventures, Quiet Capital, Lux Capital, Axial.
👻 Opportunity:
Phoebe AI (EU, 2023) - Featured by Specter on: 2024 - Week 31.
Description: Phoebe AI offers AI-powered security solutions to protect your business.
Total Funding: N/A.
Notable Investors: N/A.
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:
Cortex (US, 2019) - Specter Rank: 📈
Description: Cortex offers an internal developer portal (IDP) to improve service quality and velocity.
Total Funding: $112.65M / $60M Latest Series C on 09-2024.
Notable Investors: Alpha Square Group, Sequoia Capital, Scale Venture Partners, IVP, Y Combinator, Cross Creek, WiL (World Innovation Lab), Patrick Collison, John Collison, Alexandr Wang, Tiger Global Management, Gokul Rajaram, Peter McKay, Mathilde Collin, Angel Collective Opportunity Fund.
6 Months Growth: Web: 72.6%; Team: 17.7%; Social: 9.6%.
👻 Opportunity:
Particular Audience (APAC, 2017) - Specter Rank: 561 📈
Description: Particular Audience offers an AI-powered retail media platform designed to unlock new revenue through search, recommendations, and competitor price beat for eCommerce.
Total Funding: $9.02M / Undisclosed Latest Debt Financing on 10-2023.
Notable Investors: Lucas London, OneVentures, Carthona Capital, The Sypkes Group, Five V Capital, EVP, James Taylor.
6 Months Growth: Web: 536.8%; Team: 23.22%; Social: 6.5%.
