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. ✨
Jesolo Cloud by David Stenbeck
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Don Muir (US, 2021): Co-Founder & CEO at Arc Technologies.
Featured by Specter on: 2021 - Week 43.
Featured as an Opportunity in Specter Monitor #8.
Advantage on Latest Funding Round: 292 Days.
Description: Arc is a full-service finance platform that provides software startups with customized financial products.
Prev. Experience: Apollo Global Management, Onex, BCG.
Total Funding: $181M / $20M Series A Round in 08/2022.
Also predicted $11M Seed Round and $150M Debt Financing in 01/2022.
Notable Investors: Left Lane Capital, NFX, Atalaya Capital, Y Combinator, Alumni Ventures, Bain Capital Ventures, Soma Capital, Pioneer Fund, Torch Capital, Dreamers VC, Clocktower Technology Ventures.
👻 Opportunity:
Robin Lantz (EU, 2022): Founder at Bits Technology.
Featured by Specter on: 2022 - Week 33.
Description: Bits Technology connects data sources & orchestrates workflows for financial tech services.
Prev. Experience: Klarna, Primer, Tink, Kiliaro, Creuna, Society 46 Stockholm, Smedby Digital / Alex&Fred, Wieden + Kennedy.
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:
HyperTrack (US, 2015) - Featured by Specter on: 2021 - Week 25.
Advantage on Latest Funding Round: 422 Days.
Description: HyperTrack is the location cloud for last mile delivery, field service and gig work.
Total Funding: $33.5M / $25M Latest Series A Round in 08/2022.
Notable Investors: Westbridge Capital, Founders Fund, Nexus Venture Partners, Vy Capital, Hari Bhartia, Anand Rajaraman, Ashish Gupta, Venky Harinarayan, Rakesh Mathur.
👻 Opportunity:
Juhana Kangaspunta (US, 2022): CTO & Co-Founder at Stealth Startup.
Featured by Specter on: 2022 - Week 33.
Description: Building a fair and equitable creator commerce ecosystem.
Total Funding: N/A.
Notable Investors: Sequoia Capital, Index Ventures.
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:
Incredible Health (US, 2017) - Specter Rank: 347 📈
Description: Incredible Health is a medical and health platform that connects health systems with nurses.
Total Funding: $97.3M / Latest $80M Series B Round in 08/2022.
Notable Investors: Andreessen Horowitz, Kaiser Permanente, Precursor Ventures, Obvious Ventures, iAngels, Peter Kazanjy, NFX, Matt Mickiewicz, Steve Goodman, Linnea Roberts.
6 Months Growth: Web: +52%; Team: +25%; Social: +1575%.
👻 Opportunity:
Beau (EU, 2020) - Specter Rank: 428 📈
Description: Beau is a no-code tool for businesses to onboard and automate interactions with their clients.
Total Funding: $125K / Latest $125K Pre Seed Round in 08/2021.
Notable Investors: Y Combinator.
6 Months Growth: Web: +1136%; Team: +25%; Social: +20%.
That’s all for this edition of Specter Monitor!
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