Specter Monitor #33 🎧

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. ✨

La Muralla Roja by Ricardo Bofill

🔮 Talents of the Week

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

🪄 Predicted:

David Melamed (EU, 2021): Co-Founder & CTO at Jit.

Featured by Specter on: 2020 - Week 33.

Advantage on Latest Funding Round: 671 Days.

Description: JIT is a platform that enables development teams to embrace the MVS approach and iteratively proceed in a just-in-time way.

Prev. Experience: Cisco, CloudLock, 24me, MyHeritage, MediFirst, Force5 International.

Total Funding: $38.5M / $38.5M Latest Seed Round in 06/2022.

Notable Investors: FXP, Insight Partners, Boldstart Ventures, Tiger Global Management, TechAviv.

👻 Opportunity:

Tammer Kamel (CA, 2022): Founder at Stealth.

Featured by Specter on: 2022 - Week 25.

Description: Early-stage new company in the recruitment tech space.

Prev. Experience: Nasdaq, Quandl, The Iluka Consulting Group, Simplex Asset Management, Citi.

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:

Chainguard (US, 2021) - Featured by Specter on: 2021 - Week 41.

Advantage on Latest Funding Round: 234 Days (Also predicted Seed Round in 12/21).

Description: Chainguard provides solutions to make the software supply chains secure by default.

Total Funding: $55M / $50M Latest Series A in 06/2022.

Notable Investors: Sequoia Capital, Amplify Partners, K5 Ventures, Jim Higgins, Banana Capital, Tom Killalea, MANTIS Venture Capital, Live Oak Venture Partners, Eric Brewer, Stephen Augustus.

👻 Opportunity:

Swan (EU, 2019): Featured by Specter on: 2022 - Week 25.

Description: Swan is the easiest way to embed banking features into any digital product.

Total Funding: $24.6M / €16M Latest Series A in 09/2021.

Notable Investors: Creandum, Bpifrance, Accel, Guillaume Lestrade, Giorgio Ricco, eFounders.

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:

Electric Hydrogen (US, 2021) - Specter Rank: 6268 📈

Description: Electric Hydrogen develops electrolyzer technologies to enable abundant, low-cost, and clean hydrogen to replace fossil fuels.

Total Funding: $222M / Latest $198M Series B Round in 06/2022.

Notable Investors: Honeywell, Equinor Ventures, Climate Pledge Fund, Trinity Capital, Silicon Valley Bank, Energy Impact Partners, Prelude Ventures, Breakthrough Energy Ventures, Fifth Wall, S2G Ventures, Capricon Partners.

6 Months Growth: Web: +1,009%; Team: +71%; Social: +81%.

👻 Opportunity:

Keeper Tax (US, 2019) - Specter Rank: 68 📈

Description: Keeper Tax helps independent contractors, freelancers, and solopreneurs, automatically claim tax deductions and file taxes.

Total Funding: $15.8M / Latest $13M Series A in 04/2021.

Notable Investors: Jeff Seibert, Foundation Capital, Ilya Volodarsky, Wayne Chang, Matrix Partners, Headline, Jack Altman, Alexandre Scialom, Jude Gomila, Matrix Partners.

6 Months Growth: Web: 447%; Team: +29%; Social: +65%.