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. ✨
Crypto War by Gal Yosef
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Roshan Patel (US, 2020): Co-founder & CEO at Walnut.
Featured by Specter on: 2021 - Week 01.
Advantage on Latest Funding Round: 490 Days.
Description: Walnut is a lending platform that focuses on covering healthcare bills with no fees.
Prev. Experience: On Deck, H/L Ventures, Space Capital, Trillium Management, LLC, Cranbrook Capital, UBS, George Washington University Biophysics Laboratory.
Total Funding: $125.4M / $110M Latest Series A in 05/2022.
Notable Investors: Afore Capital, Goodwater Capital, AngelList, Banana Capital, Muse Capital, Weekend Fund, Gradient Ventures, 2048 Ventures, Clear Haven Capital Management, CityRock Venture Partners.
👻 Opportunity:
Richard Moss (US, 2022): Founder at Stealth Startup.
Featured by Specter on: 2022 - Week 19.
Description: Building Something New in Web3.
Prev. Experience: Google, Amazon, Nomura.
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:
STEPN (APAC, 2021) - Featured by Specter on: 2021 - Week 44.
Advantage on Latest Funding Round: 155 Days.
Description: STEPN is an Australia-based startup that offers a blockchain-based fitness app.
Latest Funding in 04/2022.
Notable Investors: Binance Labs, Corner Capital Management, Folius Ventures, Sequoia Capital India, Zhen Cao, Solana Ventures, Alameda Research, 6th Man Ventures, Sfermion, Santigo Roel Santos, Lemniscap.
👻 Opportunity:
Socket (US, 2020) - Featured by Specter on: 2022 - Week 18.
Description: Socket is a cybersecurity platform that protects companies from software supply chain attacks.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 05-2022 from 👉 Andreessen Horowitz, Sequoia Capital, Gartner, Coatue Management, Amplify Partners, Costanoa Ventures, Decibel VC, Bitwise.
🍒 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:
Lumos (US, 2020) - Specter Rank: 2002 📈
Description: Lumos is an employee identity platform that amplifies every person's and every organisation's security, productivity, and collaboration.
Total Funding: $30M / Latest $30M Venture Round in 05/2022.
Notable Investors: Andreessen Horowitz, Gaingels, Neo, Phil Venables, Greg Brockman, Lachy Groom.
6 Months Growth: Team: +83%; Web: +604%; Social: +136%.
👻 Opportunity:
Charles (EU, 2019) - Specter Rank: 1463 📈
Description: Charles develops software that helps companies integrate their existing e-commerce and chatbot tools into one interface.
Total Funding: €7.4M / Latest €6.4M Seed Round in 04/2021.
Notable Investors: Accel, HV Capital, Tarek Muller, Alexander Graf, Venista Ventures.
6 Months Growth: Team: +64%; Web: +208%; Social: +90%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. 👇
