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. ✨
Living Room by Six N. Five
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Tod Sacerdoti (US, 2019): CEO / Founder at Pipedream.
Featured by Specter on: 2020 - Week 21.
Advantage on Latest Funding Round: 726 Days.
Description: Pipedream is the integration platform built for developers.
Prev. Experience: Flex Capital, Yahoo, BrightRoll, Plaxo Inc., Robertson Stephens.
Total Funding: $20M / $20M Latest Series A in 05/2022.
Notable Investors: Felicis Ventures, CRV, World Innovation Lab (WIL), True Ventures.
👻 Opportunity:
Jean Meyer (US, 2022): Founder at Stealth Startup.
Featured by Specter on: 2022 - Week 19.
Description: Working on something new.
Prev. Experience: Revolut, Wanted, Once Dating, Context Lab, datemyschool, Elsevier, Bankexam, BNP Paribas, AXA Group Solutions.
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:
Moralis (EU, 2021) - Featured by Specter on: 2021 - Week 28.
Advantage on Latest Funding Round: 298 Days.
Description: Moralis is a web3 development platform for developers to build and launch apps, games, and NFTs cross-chain.
Total Funding: $53.4M / $40M Latest Series A in 05/2022.
Notable Investors: EQT Ventures, Coinbase Ventures, Dispersion Capital, Fabric Ventures.
Special Feature: Company Data Opportunity in Specter Monitor #17.
👻 Opportunity:
Michael Sayman (US, 2022): Founder at Stealth Startup.
Featured by Specter on: 2022 - Week 19.
Description: Building Something New.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 05-2022 from 👉 Andreessen Horowitz, Instagram, Rally Cap Ventures, GMO VenturePartners, 0BS, Foundation Capital, Monday VC, Jake Zeller, Awesome People Ventures, Play Ventures, Gambit Ventures, Booking.com, Pear VC, Deep Ventures, Combine, Speedinvest, Amex Ventures.
🍒 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:
Turquoise Health (US, 2020) - Specter Rank: 979 📈
Description: Turquoise Health is a health tech company that simplifies administration to reduce the expense and complexity of healthcare.
Total Funding: $25.3M / Latest $20M Series A Round in 05/2022.
Notable Investors: Andreessen Horowitz, BoxGroup, Bessemer Venture Partners, Tiger Global Management, Henry Ward, Klay Thompson, Megan Callahan, Jonathan Bush.
6 Months Growth: Team: +107%; Web: +462%; Social: +45%.
👻 Opportunity:
Secoda (YC S21) (CA, 2020) - Specter Rank: 829 📈
Description: Secoda is a collaborative workspace that enables data teams to share metadata, queries, charts, and documentation.
Total Funding: $2.3M / Latest CA$ 2.8M Seed Round in 12/2021.
Notable Investors: Soma Capital, Golden Ventures, Global Founders Capital, Y Combinator, Union Capital, Garage Capital, Craft Ventures.
6 Months Growth: Team: +20%; Web: +379%; Social: +81%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. 👇
