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. Weโll work hard to bring you actionable insights into whatโs happening in todayโs markets while celebrating data-driven wins and predictions. โจ
Here are this week's predictions and actionable signals.
๐ฎ Talents of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
๐ช Predicted: Austin Hughes (US, 2023): Co-Founder at Unify
Advantage on Latest Funding Round: 572 Days
Prev. Experience: Austin held roles at Ramp as Senior Product Manager and Manager of Business Operations, driving growth initiatives. He also worked as an Investor at SoftBank Investment Advisers and started his career at Centerview Partners as an Investment Banking Analyst.
Description: Unify offers a performance management platform to support sales teams in daily operations.
Notable Investors: Thrive Capital, Abstract Ventures, Neo, OpenAI Startup Fund, 20SALES, Emergence Capital, AltCap
๐ป Opportunity: Edouard Nattรฉe (EU, 2024): CEO / Co-Founder at Stealth Startup
Prev. Experience: Edouard is an angel investor in several companies, including Estaly, Paradigme, Gama, and Stockly. Previously, Edouard was the Founder of Foxintelligence, leading the company to its acquisition by NielsenIQ in December 2021. Before that, he founded and was Managing Director at Westwing France. He began his career as a Consultant at Bain & Company.
๐ฑ Strategic Signals
Specter analyzes the online and social activity of leading investors and industry insiders to predict upcoming funding rounds and acquisitions.
๐ช Predicted: Alchemy (US, 2023)
Advantage on Latest Funding Round: 250 Days
Description: Alchemy creates and implements clinical pharmacy programs and deploys technology products that use the pharmacy.
Notable Investors: AlleyCorp, Andreessen Horowitz, Banc of California, Magic Johnson Enterprises, Sandberg Bernthal Venture Partners, Sheryl Sandberg, Springbank Collective, Twine Ventures, Elana Berkowitz.
๐ป Opportunity: Ahead Computing (US, 2024)
Description: AheadComputing is dedicated to designing, verifying, and licensing compelling RISC-V core IP. AheadComputing was founded by engineers with over 80 years of experience delivering some of the most popular microprocessors in the world.
๐ Cherry-Picked Companies
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
๐ช Predicted: Bridge (US, 2022)
6-Month Growth: Web 320%; Team: 189%, Social: 262%
Description: APIs that enable developers to move into, out of, and between any form of a dollar.
Notable Investors: Sequoia, Index Ventures, Ribbit Capital, Haun Ventures
๐ป Opportunity: Flux (US, 2019)
6-Month Growth: Web 194%; Team: 47%, Social: 11%
Description: Flux develops a collaborative, in-browser platform for electronic design and development.
Notable Investors: Lenny Rachitsky, Andy Szybalski, Brian Norgard, Anne Raimondi, Christopher Schaepe, Adam Lisagor, Seth Bannon, Drew Moxon, Alain Rossmann, Andrew Berman, Philipp Berner, 8VC, Outsiders Fund, Joanna Hoffman, Bain Capital Ventures, Tom Preston-Werner, Jonathan Ng, Liquid 2 Ventures, Studio Management