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. ✨
Terrafugia
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Sarah Wooders (US, 2024): Co-founder & CTO at Letta.
Featured by Specter on: 2024 - Week 27.
Advantage on Latest Funding Round: 82 Days.
Description: Letta specializes in memory management technology, enabling AI models to remember users and conversations.
Prev. Experience: PhD Student @ Berkeley RISE Lab, CEO & Co-founder @ Glisten.ai, Software Engineering Intern @ SingleStore, Extern (Performance Optimization) @ Quantlab Group, Undergraduate Researcher @ MIT Computer Science and Artificial Intelligence Laboratory (CSAIL), Software Engineering Intern @ Bloomberg, Research Intern @ Metropia, Inc., Software Development Intern @ MobLab.
Total Funding: $10M / $10M Latest Seed on 09-2024.
Notable Investors: Barry McCardel, Clément Delangue, Cristobal Valenzuela Barrera, Essence VC, Felicis, Jeff Dean, Jordan Tigani, Robert Nishihara, Sunflower Capital Partners, Tristan Handy.
👻 Opportunity:
Cosmin Nicolaescu (US, 2024): Founder at Stealth Startup.
Featured by Specter on: 2024 - Week 34.
Prev. Experience: Advisor @ Brex, Chief Technology Officer @ Brex, Global Engineering @ Stripe, Senior Software Design Engineer @ Microsoft, Software Development Engineer Intern @ Microsoft, Application Developer Intern @ Microsoft, Network Administrator @ Drexel 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:
Reflect Orbital (US, 2023): Featured by Specter on: 2024 - Week 17.
Advantage on Latest Funding Round: 33 Days.
Description: Reflect captures sunlight and brings it down to Earth using mirrors in space, powering lighting after the Sun has set.
Total Funding: $8.7M / $6.5M Latest Seed on 09-2024.
Notable Investors: Baiju Bhatt, Keenan Wyrobek, Keller Rinaudo Cliffton, Kevin Hartz, Nicholas Donahue, Sequoia Capital, Starship Ventures, Climate Capital.
👻 Opportunity:
Julius AI (US, 2022): Featured by Specter on: 2024 - Week 37.
Description: Julius AI develops a platform that analyzes data with computational AI.
Total Funding: $750K / $500K Latest None on 09-2022.
Notable Investors: Y Combinator, Horizon Venture Capital, Moth Fund, AI Grant.
Signal: Increased VC Interest in 10-2024.
🍒 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:
Atlys (US, 2020) - Specter Rank: 304 📈
Description: Atlys is a travel and visa application platform that makes obtaining travel visas easy.
Total Funding: $48.25M / $20M Latest Series B on 09-2024.
Notable Investors: Accel, Sequoia Capital, Andreessen Horowitz, Long Journey Ventures, MANTIS Venture Capital, South Park Commons, Ben Silbermann, Endeavor, Evan Sharp, Casey Winters, Elevation Capital, Peak XV Partners, DST Global, Headline.
6 Months Growth: Web: 8.65%; Team: 82.18%; Social: 73.1%.
👻 Opportunity:
Ownwell (US, 2020) - Specter Rank: 267 📈
Description: Ownwell is an online solution that helps people reduce real estate ownership costs by identifying overpaid property taxes and securing tax breaks.
Total Funding: $7.5M / $5.75M Latest Seed on 05-2022.
Notable Investors: Everywhere Ventures, Founder Collective, Wonder Ventures, Scott Banister, Long Journey Ventures, First Round Capital.
6 Months Growth: Web: 156.67%; Team: 24.24%; Social: 13.3%.
