Specter Monitor #19 🔋

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 on what’s happening in today’s markets, while celebrating data-driven wins and predictions. ✨

New Deal by Prince Gyasi

🔮 Talents of the Week

Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.

🪄 Predicted:

Dileep Thazhmon (US, 2020): CEO & Co-Founder at Jeeves (YC S20).

Featured by Specter on: 2020 - Week 35.

Advantage on Latest Funding Round: 572 Days.

Description: Jeeves is a fintech company that focuses on expense management and payments.

Prev. Experience: Jeeng, Voyager Capital, PayPal, Deloitte, Independence Blue Cross, Sunoco Logistics.

Total Funding: $368M / Latest $180M Series C in 03/2022.

Notable Investors: Andreessen Horowitz, GIC, Gaingels, Tencent, Silicon Valley Bank, Clocktower Technology Ventures, CRV, Soros Fund Management, BlockFi, Y Combinator Continuity Fund, Unpopular Ventures.

👻 Opportunity:

Alain Hazout (EU, 2022): Founder at Stealth Startup.

Featured by Specter on: 2022 - Week 10.

Description: N/A.

Prev. Experience: PayFit, Waze, Twitter, Google, Orange.

Total Funding: N/A.

Notable Investors: N/A.

🎱 Strategic Intelligence

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:

Hasura (APAC, 2017) - Featured by Specter on: 2020 - Week 25.

Advantage on Latest Funding Round: 644 Days.

Description: Hasura is a software technology company that provides developer-focused tooling products.

Total Funding: $136.5M / Latest $100M Series C in 02/2022.

Notable Investors: STRIVE, Vertex Ventures, Lightspeed Venture Partners, Nexus Venture Partners, Greenoaks Capital, SAP.iO.

👻 Opportunity:

OurEye.ai (YC W22) (APAC, 2020) - Featured by Specter on: 2022 - Week 11.

Description: OurEye.ai offers video intelligence solutions for CCTV Intelligence.

Total Funding: $185K / Latest $150K Seed Round in 09/2020.

Notable Investors: Y Combinator, 100X.

Signal: Increased VC Interest in 03-2022.

🍒 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:

Bionic (US, 2019) - Specter Rank: 1281 📈

Description: Bionic is the leader in providing complete visibility of application architecture risk.

Total Funding: $82M / Latest $65M Series B in 03/2022.

Notable Investors: Battery Ventures, Insight Partners, Cyberstarts, Ariel Maislos.

6 Months Growth: Team: +68%; Web: +271%; Social: +121%.

👻 Opportunity:

Outlier (US, 2018) - Specter Rank: 413 📈

Description: Outlier is an online education platform that offers intro-level college courses online at a relatively affordable price.

Total Funding: $46M / Latest $30M Series B in 04/2021.

Notable Investors: GV, Arrive, Unusual Ventures, GSV Ventures, Gaingels, Harrison Metal, Tectonic Capital, Jackson Square Ventures, TenOneTen Ventures.

6 Months Growth: Team: +23%; Web: +134%; Social: +39%.