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. ✨
How 212 Uses Specter for Data-Driven Investing
We spoke with Ozge on the investment team about how she and the team use Specter in their data-driven strategies. Read on to hear more about how they find the best local talent and diaspora founders using the platform.
🏆 New Awards on Specter:
🔮 Talents of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
🪄 Predicted: Amiram Shachar (US, 2022): Co-Founder & CEO at Upwind Security
Advantage on Latest Funding Round: 614 Days
Description: Upwind Security provides cybersecurity solutions to protect organizations from digital threats and vulnerabilities.
Prev. Experience: Amiram Shachar previously worked at NetApp as Vice President & General Manager of Spot by NetApp for 2 years after NetApp acquired his company. Shachar founded and served as CEO of Spot.io for 5 years, building cloud optimization technology. Before that, he was Director of Development Operations at Ybrant Digital and held a Team Leader position in the Israeli Defense Force's J6 & Cyber Defense Directorate. Shachar holds a Bachelor of Science in Computer Science from The College of Management Academic Studies.
Total Funding: $180M / $100M Latest Series A on 12-2024.
Notable Investors: Alta Park Capital, Cerca Partners, Craft Ventures, Cyberstarts, Greylock, Leaders Fund, Penny Jar Capital, Sheva Capital, TCV, Omri Casspi.
👻 Opportunity: Sriram Krishnan (EU, 2024): Founder at Stealth Startup
Prev. Experience: Sriram Krishnan previously worked at Andreessen Horowitz as a General Partner for 4 years, leading investments in AI, consumer, and crypto sectors. Before that, he held product roles at Twitter, Snap, and Facebook, where he built multiple billion-dollar businesses and scaled products to hundreds of millions of users. Krishnan also has experience as an investor and advisor to companies like Figma, Notion, and SpaceX. He co-hosts "The Aarthi and Sriram Show" podcast and holds a Bachelor of Technology in Information Technology from SRM Engineering College, Anna University.
🎱 Strategic Signals
Specter analyzes the online and social activity of leading investors and industry insiders to predict upcoming funding rounds and acquisitions.
🪄 Predicted: HappyRobot (US, 2022)
Advantage on Latest Funding Round: 125 Days
Description: HappyRobot assists users with various tasks through automated responses and actions.
Total Funding: $16.7M / $15.6M Latest Series A on 12-2024.
Notable Investors: Andreessen Horowitz, RyderVentures, Y Combinator, Array Ventures, Munich Innovation Ecosystem.
👻 Opportunity: Mainframe (US, 2024)
Description: Mainframe is building in generative computing, developing innovative solutions to advance artificial intelligence capabilities.
🍒 Cherry-Picked Companies
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
🪄 Predicted: Cake AI (US, 2022)
6 Months Growth: Web: -42.3%; Team: 41.6%; Social: 15.7%
Description: Cake provides AI Project Infrastructure for businesses to adopt cutting edge AI/ML technologies.
Total Funding: $13M / $13M Latest Seed on 12-2024.
Notable Investors: Correlation Ventures, Firestreak Ventures, Alumni Ventures, Friends & Family Capital, Primary Venture Partners, Gradient.
👻 Opportunity: LlamaIndex (US, 2023)
Dean BarrApplied AI Lead and Data Scientist
6 Months Growth: Web: -35.6%; Team: 14.2%; Social: 10.7%
Description: LlamaIndex is a simple, flexible data framework for connecting custom data sources to large language models.
Total Funding: $8.5M / $8.5M Latest Seed on 06-2023.
Notable Investors: Bob van Luijt, Mathilde Collin, Lenny Rachitsky, Henry Shi, Jack Altman, Greylock, Raquel Urtasun, Joey Gonzalez.
That’s all for this edition of Specter Monitor!
Stay tuned for the next updates and feel free to share with your friends.
