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
๐ฎ Talents of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
๐ช Predicted: Alexander Sugakov (EU, 2024): CMO and Co-Founder at Donkit
Advantage on Latest Funding Round: 88 Days
Description: Donkit provides a tool to create AI employees that enhance team performance, integrating corporate data and providing intelligent search and writing assistance.
Prev. Experience: Alexander Sugakov previously worked as Head of Growth at Stellar Labs for over 5 years, where he managed analytics and solution consulting teams, executing growth strategies for major online retailers, banks, and telecommunications companies. Before that, he served as Conversion Rate Optimization manager at AvaTrade and eCommerce Analyst at Dynamic Yield. Sugakov has over 20 years of experience in eCommerce, including founding his own consulting business. He recently co-founded Donkit, an AI company focused on customer retention, where he serves as CMO and Co-Founder since September 2024.
Total Funding: $200K / $200K Latest Pre-Seed on 12-2024.
Notable Investors: Undisclosed angel investors.
๐ป Opportunity: Ishan Mukherjee (US, 2024): Co-Founder/CEO at Rox
Prev. Experience: Ishan Mukherjee co-founded Rox in February 2024, where he currently serves as Co-Founder and CEO. Previously, he was Chief Growth Officer at New Relic for 3 years, where he ran the self-serve business from 0 to $100M+. Mukherjee also co-founded Pixie, serving as Co-founder and CPO until its acquisition by New Relic in January 2021. His earlier roles include Product Lead for Siri Knowledge Graph at Apple and Product Lead at Lattice Data before its acquisition by Apple. Mukherjee holds an M.Eng. in Advanced Manufacturing and Design from MIT and studied Enterprise and Development at Harvard Kennedy School.
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: BlueQubit (US, 2022)
Advantage on Latest Funding Round: 666 Days
Description: BlueQubit is a quantum software platform that offers software library for enterprise, defense, and academic customers.
Total Funding: $10M / $10M Latest Seed on 12-2024.
Notable Investors: BigStory VC, Chaac Ventures, DEPO Ventures, Formula VC, Granatus Ventures, NKM Capital, Nyca Partners, Presto Ventures, Restive, Untapped Ventures, Gabriele Musella.
๐ป Opportunity: Friday (US, 2024)
Description: Friday is an AI assistant that manages your email so you never have to check it again.
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: Hamming AI (US, 2024)
3 Months Growth: Web: 101.5%; Team: 42.8%; Social: 73%
Description: Hamming AI is an experimentation platform that helps teams build reliable AI products.
Total Funding: $4.3M / $3.8M Latest Seed on 12-2024.
Notable Investors: 22 Ventures, AI Grant, Benjamin Bryant, carl cortright, Coalition Operators, Coughdrop Capital, Eduardo Ortiz de Lanzagorta Gonzalez, Eric Pollmann, Eva Zhang, Felicia Chen, Hexi Shaw, Hiten Shah, Humans ventures, Jake Lynch, Jake Peters, Joshua Goodfield, Kerry Wang, Kiran Lingam, Kulveer Taggar, Lawrence Lin Murata, Mark Wai, Max Kolysh, Michael Babineau, Michael Kuznetsov, Michael Stoppelman, Mischief, Nicholas Elledge, Nick Elledge, Noah Gale, Olive Tree Capital, Orange Collective, Pioneer Fund, Rahim Noorani, Ran Makavy, Raymond Chen, Richard Aberman, Rob Olsthoorn, Sisun Lee, Theodor Marcu, Tianwei Yue, Tony Dong, Transpose Platform Management, Umesh Khanna, Victor Zhang, Walter Chen, Wiktor Macura, Xiao Wei, Y Combinator, Yossi Eliyahu.
๐ป Opportunity: DBOS, Inc. (US, 2023)
6 Months Growth: Web: -72.3%; Team: 44.4%; Social: 37.5%
Description: DBOS provides a serverless computing platform to simplify cloud application development.
Total Funding: $8.5M / $8.5M Latest Seed on 03-2024.
Notable Investors: Engine Ventures, SineWave Ventures, Gutbrain Ventures, Construct Capital.
Thatโs all for this edition of Specter Monitor!
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