Specter Monitor #25 🧭

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. ✨

Le Mans by Frank M. Orel

🔮 Talents of the Week

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

🪄 Predicted:

Rishen Kapoor (APAC, 2021): Co-founder & CEO at Toplyne.

Featured by Specter on: 2021 - Week 23.

Advantage on Latest Funding Round: 327 Days.

Description: Toplyne is a plug-and-play platform that enables sales teams at PLG (product-led growth) companies.

Prev. Experience: Sequoia Capital, Sellics, CleverTap, Pricebaba.com.

Total Funding: $17.5M / $15M Latest Series A in 05/2022.

Notable Investors: Tiger Global Management, Surge, Sequoia Capital India, Kunal Shah, Gaurav Munjal, Shashank Kumar, Harshil Mathur.

👻 Opportunity:

James Nicholson (EU, 2022): Founder at Stealth Startup.

Featured by Specter on: 2022 - Week 16.

Description: N/A.

Prev. Experience: Monzo Bank, Starling Bank, Hailo, RealVNC, Taptu.

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:

Secureframe (US, 2020) - Featured by Specter on: 2020 - Week 27.

Advantage on Latest Funding Round: 602 Days.

Description: Secureframe is a provider of security and compliance software services.

Total Funding: $78.5M / Latest $56M Series B in 02/2022.

Notable Investors: Gradient Ventures, Alumni Ventures, Gaingels, Contrary, Kleiner Perkins, Accomplice, Soma Capital, Optum Ventures, CABRA VC, Lorimer Ventures, Base10 Partners, Village Global, Backend Capital, BoxGroup, Liquid 2 Ventures.

👻 Opportunity:

Column (US, 2022) - Featured by Specter on: 2022 - Week 17.

Description: Column is the only nationally chartered bank built to enable developers and builders to create new financial products.

Total Funding: N/A.

Notable Investors: N/A.

Signal: Increased VC Interest in 04-2022 from 👉 Andreessen Horowitz, Y Combinator, Lightspeed VP, Battery Ventures, NEA, Square, Greylock, Visa, NextView Ventures, Unconventional Ventures, Genesis Block, Thrive Capital, Kapor Capital, Greycroft, Polaris Partners, Draper Associates, ConsenSys Labs, Silicon Valley Bank, 7 Gate Ventures, Graduate Fund, Worklife Ventures, Coatue, Jackson Square Ventures, Upfront Ventures, Better Tomorrow Ventures, Slow Ventures, Reciprocal Ventures, Morning Ventures, Thomvest, DCVC, IVP, Sound Ventures, + 10 other. 🤫

🍒 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.