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. Weโll work hard to bring you actionable insights on whatโs happening in todayโs markets, while celebrating data-driven wins and predictions. โจ
#81 Invisible House by Logan Paul
๐ฎ Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
๐ช Predicted:
Jack Miller (US, 2022): Founder at bttn.
Featured by Specter on: 2021 - Week 16.
Advantage on Latest Funding Round: 417 Days.
Description: bttn. offers subscription-based ordering on direct-from-manufacturer medical supplies.
Prev. Experience: NetApp, ListenFirst Media.
Total Funding: $26.5 / $20M Latest Series A in 06/2022.
Notable Investors: Tiger Global Management, FUSE, Divergent Investments, Amol Deshpande, Patrick Spaulding Ryan.
๐ป Opportunity:
Derrick Ko (US, 2022): Building something new.
Featured by Specter on: 2022 - Week 25.
Prev. Experience: Spin (Co-Founder), Lyft, Kicksend, Pivotal Labs, Startup Roots Singapore, iSyndica, Yum.sg, Microsoft, Hewlett-Packard.
Total Funding: N/A.
Notable Investors: N/A.
๐ฑ Strategic Intelligence
Inspired by Michael Lewisโ 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.
๐ช Predicted:
Vanta (US, 2017) - Featured by Specter on: 2020 - Week 42.
Advantage on Latest Funding Round: 594 Days (Also predicted Series A in 05/21).
Description: Vanta is an automated security monitoring platform that helps companies get SOC 2, HIPAA, or ISO 27001 certified quickly.
Total Funding: $163M / $110M Latest Series B in 06/2022.
Notable Investors: Craft Ventures, Y Combinator, Sequoia Capital, LAUNCH Fund, GTMFund, Positive Sum, Terrence Rohan, Chloe Sladden, Jeremy Liew.
๐ป Opportunity:
Duxto (US, 2022): Featured by Specter on: 2022 - Week 25.
Description: Duxto is an all in one community stack to build, grow and monetise your community.
Total Funding: N/A.
Notable Investors: 20VC.
Signal: Increased VC Interest in 06-2022.
๐ 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.
๐ช Predicted:
Spendflo (US, 2020) - Specter Rank: 287 ๐
Description: Spendflo is a SaaS procurement and renewal solution dedicated to helping businesses negotiate, buy and renew their software tools.
Total Funding: $4.4M / Latest $4.4M Seed Round in 06/2022.
Notable Investors: Accel India, Signal Peak Ventures, BoldCap, Together Fund.
6 Months Growth: Web: +1,173%; Team: +250%; Social: +65%.
๐ป Opportunity:
Libeo (EU, 2019) - Specter Rank: 401 ๐
Description: Libeo is a leading specialist in B2B payments for SMEs.
Total Funding: $27M / Latest $21M Series A in 2/2021.
Notable Investors: LocalGlobe, Serena, Roosh Ventures, DST Global, Breega.
6 Months Growth: Web: 305%; Team: +31%; Social: +35%.
Thatโs all for this edition of Specter Monitor!
Stay tuned for the next update. And feel free to share with your friends. ๐