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 into what’s happening in today’s markets while celebrating data-driven wins and predictions. ✨
"Invisible Man" by Ralph Ellison, the Prologue by Jeff Wall
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Dmitry Kashlev (US, 2018): Co-Founder and Chief Technology Officer at TomoCredit.
Featured by Specter on: 2019 - Week 51.
Advantage on Latest Funding Round: 935 Days.
Description: TomoCredit is a fintech company that focuses on helping young adults build and establish good credit scores.
Prev. Experience: Qventus Inc, Eargo, Life360, Coffee Meets Bagel, Fantoon Lab, Oracle, Palo Alto Research Center, Cisco Systems, Adesso Systems Inc., Microsoft, Port Authority of NY & NJ.
Total Funding: $139M / $122M Latest Rounds in 07/2022.
Notable Investors: Hyphen Capital, Mastercard, Morgan Stanley, Gold House Ventures, Asian Hustle Network, Silicon Valley Bank, KB Investment, Sam Wen, Lewis & Clark Ventures, Knollwood Investment Advisory, SkyDeck Berkeley, Kapor Capital.
👻 Opportunity:
Gianluca Cocco (US, 2022): Co-Founder at Stealth.
Featured by Specter on: 2022 - Week 29.
Prev. Experience: Co-Founder & CBO @ factory14, Endeavor, Belvilla, Bird, Delivery Hero SE, foodora, Amazon, Roland Berger.
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:
AssemblyAI (US, 2017) - Featured by Specter on: 2021 - Week 41.
Advantage on Latest Funding Round: 274 Days (Also predicted Series A round in 03/2022).
Description: AssemblyAI is an AI company building a platform of APIs to transcribe and understand audio data.
Total Funding: $63.1M / $30M Latest Series B in 07/2022.
Notable Investors: Insight Partners, Y Combinator, Accel, Daniel Gross, Nat Friedman, Patrick Collison, John Collison.
👻 Opportunity:
Lamin Labs (YC S22) (EU, 2022) - Featured by Specter on: 2022 - Week 29.
Description: Data APIs for data scientists, data engineers, and R&D teams.
Total Funding: $550k / Latest $500k in 01/2022.
Notable Investors: Y Combinator.
Signal: Increased VC Interest in 07/2022.
Special Feature by Specter Talent: Sunny Sun.
🍒 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:
Nash (US, 2021) - Specter Rank: 2,131 📈
Description: Nash is a delivery orchestration platform that enables businesses to organise and manage their delivery.
Total Funding: $27.9M / Latest $20M Series A in 07/2022.
Notable Investors: 640 Oxford Ventures, Rackhouse Venture Capital, Y Combinator, Andreessen Horowitz.
6 Months Growth: Web: +22%; Team: +111%; Social: +217%.
👻 Opportunity:
Tribe (US, 2018) - Specter Rank: 240 📈
Description: A powerful community platform integrated into your product. Increase user engagement, retention and lifetime value.
Total Funding: $7.5M / Latest $7.5M Seed Round in 11/2020.
Notable Investors: NEXT Canada, Path Ventures, CRV, Inovia Capital, Bessemer Venture Partners, and Golden Ventures.
6 Months Growth: Web: 34%; Team: +12%; Social: +44%.
That’s all for this edition of Specter Monitor!
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