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. ✨
Tales of Auto Elasticity by Chris Labrooy
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Brad Menezes (US, 2021): Co-Founder & CEO at Superblocks.
Featured by Specter on: 2021 - Week 20 as Stealth.
Advantage on Latest Funding Round: 570 Days.
Description: Superblocks is a programmable internal tooling platform for developers.
Prev. Experience: Sequoia Capital, Datadog, Yelp, Nspire Innovation Network.
Total Funding: $37M / $37M Series A Round in 08/2022.
Notable Investors: Greenoaks Capital, Kleiner Perkins, Meritech Capital Partners, Spark Capital, Aaron Levie, Jeff Lawson, Tom Gonser, Max Mullen, Sam Blond, Avlok Kohli, Apoorva Mehta, Jeremy Stoppelman, Howie Liu.
👻 Opportunity:
Zia Syed (US, 2022): Founder at Stealth.
Featured by Specter on: 2022 - Week 32.
Description: N/A.
Prev. Experience: Founder & CEO @ ClipMine Inc. (Acquired by Twitch Interactive, Inc.), Google, Twitch, Siebel Systems.
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:
Aptos (US, 2022) - Featured by Specter on: 2022 - Week 08.
Advantage on Latest Funding Round: 150 Days.
Description: Aptos is a web3 startup that builds a scalable Layer 1 blockchain.
Total Funding: $350M / $150M Latest Series A in 07/2022.
Also Predicted $200M Seed Round in 03/2022.
Notable Investors: FTX Ventures, Jump Crypto, Andreessen Horowitz, ParaFi Capital, Oak HC/FT, Circle Ventures, Apollo, Franklin Templeton Investments, Superskrypt, Griffin Gaming Partners, Multicoin Capital.
👻 Opportunity:
Modal (US, 2021) - Featured by Specter on: 2022 - Week 32.
Description: Modal helps people run code in the cloud. We think it's the easiest way for developers to access containerized, serverless computing without managing their infrastructure.
Total Funding: N/A.
Notable Investors: Amplify Partners, Creandum, Data Community Fund, Essence VC, Quiet Capital.
Signal: Increased VC Interest in 08/2022.
🍒 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:
Gorgias (US, 2015) - Specter Rank: 1675 📈
Description: Gorgias is a multi-channel help desk integrated for online and eCommerce merchants.
Total Funding: $72.4M / Latest $30M Series C in 08/2022.
Notable Investors: Transpose Platform Management, Techstars, Shopify, Kima Ventures, Amplify Partners, NUMA, Greycroft, Alexandre Winter, CRV, Sapphire Ventures, Techstars New York City Accelerator, World Innovation Lab (WiL), Julien Quintard, Antecedent Ventures, SaaStr, Alven, Right Side Capital Management, Alive Ideas, Florian Seroussi, FJ Labs, Jamie Sutton, Worklife, Guillaume "G" Cabane, Alven, Nick Raushenbush.
6 Months Growth: Web: +4%; Team: +26%; Social: +1709%.
👻 Opportunity:
Solsten (EU, 2018) - Specter Rank: 57 📈
Description: Solsten is an AI firm engaged in understanding human behaviour in the digital world for powering the future of customer experience.
Total Funding: $16.8M / Latest $7M Series A in 06/2021.
Notable Investors: Milkbox Partners, Inventure, Alumni Ventures, and Supernode Global.
6 Months Growth: Web: +285%; Team: +75%; Social: +6%.
That’s all for this edition of Specter Monitor!
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