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 into whatโs happening in todayโs markets while celebrating data-driven wins and predictions. โจ
by Alexis Christodoulou
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:
Julian Green (US, 2020): Co-Founder & CEO at Headroom.
Featured by Specter on: 2020 - Week 43.
Advantage on Latest Funding Round: 677 Days.
Description: Headroom is an AI-driven virtual meeting interface.
Prev. Experience: X the moonshot factory, Google, Jetpac, StubHub, Houzz, eBay, Bain & Company.
Total Funding: $14M / $9M Series A Round in 08/2022.
Notable Investors: AME Cloud Ventures, Morado Ventures, Gradient Ventures, LDV Capital, Equal Opportunity Ventures, Evan Nisselson, Serge Belongie, Ash Patel.
๐ป Opportunity:
Mark Gilbert (US, 2022): Co-Founder and CEO at Stealth Startup.
Featured by Specter on: 2022 - Week 34.
Description: N/A.
Prev. Experience: Vice President Of Product Management @ Twilio, CTO @ Hearsay Systems, Microsoft, Corel.
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:
Kula (US, 2021) - Featured by Specter on: 2022 - Week 23.
Advantage on Latest Funding Round: 86 Days.
Description: Kula is a recruitment automation platform built to enable hyper-growth companies to build massive talent pipelines on autopilot.
Total Funding: $14.7M / $12M Latest Seed Round in 08/2022.
Notable Investors: Together Fund, Venture Highway, Global Founders Capital, Sequoia Capital India, Square Peg Capital.
๐ป Opportunity:
Pragma (US, 2020) - Featured by Specter on: 2022 - Week 33.
Description: Pragma is a backend game engine that enables multiplayer and social games.
Total Funding: $38.2M / $22M Latest Series B Round in 10/2021.
Notable Investors: Jarl Mohn, Advancit Capital, Amr Awadallah, Daher Capital, Kevin Lin, Mark Pincus, Nate Mitchell, Greylock, William Hockey, Insight Partners, Andy Dinh, Overwolf, Ted Gill, Upfront Ventures
Signal: Increased VC Interest in 08/2022.
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:
Parafin (US, 2020) - Specter Rank: 3944 ๐
Description: Parafin is democratising access to growth capital.
Total Funding: $244M / Latest $210M Series B Round in 08/2022.
Notable Investors: GIC, Ribbit Capital, Atalaya Capital, Jefferies Financial Group, Thrive Capital,
6 Months Growth: Web: +100%; Team: +50%; Social: +80%.
๐ป Opportunity:
TBD (UK, 2022) - Specter Rank: ๐ป
Description: TBD is reinventing the account model of the internet to democratise the financial world.
Total Funding: N/A.
Notable Investors: N/A.
6 Months Growth: Web: +1000%; Team: +500%; Social: +1000%.
Thatโs all for this edition of Specter Monitor!
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