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. ✨
Abandoned Offices by Chris Maggio
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Josh Tobin (US, 2020): Founder at Gantry.
Featured by Specter on: 2020 - Week 26.
Advantage on Latest Funding Round: 733 Days.
Description: Gantry provides users with full visibility into the state of their machine learning systems.
Prev. Experience: University of California, Full Stack Deep Learning, Open AI, Dorm Room Fund, McKinsey.
Total Funding: $28.3M / $23.9M Latest Series A in 06/2022.
Notable Investors: Amplify Partners, Coatue Management, Index Ventures, GTM Fund, Greg Brockman, Pieter Abbeel.
👻 Opportunity:
Petr Janda (EU, 2022): Founder at Synq (Stealth).
Featured by Specter on: 2022 - Week 15.
Prev. Experience: Pleo, Merlon.ai, GlobalWebIndex.
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:
Delphia (US, 2018) - Featured by Specter on: 2021 - Week 24.
Advantage on Latest Funding Round: 296 Days.
Description: Delphia allows people to invest their data alongside their money in order to improve their investment returns.
Total Funding: $79.5M / $60M Latest Series A in 06/2022.
Notable Investors: Multicoin Capital, Y Combinator, FTX Ventures, Ribbit Capital, Valor Equity Partners, FJ Labs, Lattice Ventures, Cumberland, Thomas Bailey, M13.
👻 Opportunity:
Nick Thomson (EU, 2022): Co-Founder at Stealth Payments Startup.
Featured by Specter on: 2022 - Week 23.
Prev. Experience: Banked, Checkout.com, Mobile Guardian, One Africa Media.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 06-2022.
🍒 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:
Defacto (EU, 2021) - Specter Rank: 7,364 📈
Description: Defacto is a Paris-based FinTech firm offering credit infrastructure using an API for small and medium companies.
Total Funding: $22M / Latest $15M Series A Round in 06/2022.
Notable Investors: Northzone, Global Founders Capital, Headline.
6 Months Growth: Web: +1,794%; Team: +80%; Social: +131%.
👻 Opportunity:
Userpilot (US, 2018) - Specter Rank: 233 📈
Description: Userpilot helps product teams deliver personalized in-app experiences to increase growth metrics at every stage of the user journey.
Total Funding: $1.1M / Latest $1.1M Seed Round in 10/2020.
Notable Investors: 500 Global
6 Months Growth: Web: 257%; Team: +22%; Social: +19%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. 👇
