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. ✨
Song without words by Yohanan Delaunay
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Eamon Jubbawy (EU, 2021): Co-Founder at Sequence.
Featured by Specter on: 2021 - Week 37.
Advantage on Latest Funding Round: 369 Days.
Description: Sequence is a billing and payments stack for B2B companies, helping design and iterate billing and payment flows.
Prev. Experience: Co-Founder @Onfido & @TrueCircle.
Total Funding: $19M / $19M Latest Pre-Seed Round in 09/2022.
Notable Investors: Andreessen Horowitz, Salesforce Ventures, Firstminute Capital, Crew Capital, Passion Capital, Dig Ventures, Fin Capital & 9Yards.
👻 Opportunity:
Raffaele Terrone (EU, 2022): Founder at Stealth.
Featured by Specter on: 2022 - Week 36.
Prev. Experience: CFO @Scalapay, ICAMAP, Goldman Sachs, Barclays Investment Bank, HSBC, JESA Investment and Management Co. Ltd./ JESA Capital.
🎱 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:
Motion (YC W20) (US, 2019) - Featured by Specter on: 2022 - Week 02.
Featured by Specter on: 2022 - Week 02.
Advantage on Latest Funding Round: 254 Days.
Description: Motion is an AI time management platform that provides real-time interventions, reminders, and analytics.
Total Funding: $13.2M / $13M Latest Series A Round in 09/2022.
Notable Investors: SignalFire, Y Combinator, Michael Seibel, Cyrus Mistry, 468 Capital, Sam Altman.
👻 Opportunity:
Fin.com (US, 2015) - Featured by Specter on: 2022 - Week 37.
Description: Fin.com is a work insights platform that provides cross-applications and enterprise data insights for CX and operations teams.
Total Funding: $20M / $20M Series A Round in 09/2021.
Notable Investors: Coatue, Accel, First Round Capital, Kleiner Perkins, Slow Ventures.
Signal: Increased VC Interest in 09/2022.
🍒 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:
Patch (US, 2020) - Specter Rank: 2163 📈
Description: Patch is the platform that, with an API and a marketplace enables companies to purchase carbon removal from reputable and trusted carbon removal projects.
Total Funding: $81.5M / Latest $55M Series B Round in 09/2022.
Notable Investors: Andreessen Horowitz, B Capital Group, GIC, Coatue, Version One Ventures, GTMFund, Contrary, My Climate Journey Collective, Energize Ventures, Maple VC, AENU, Pale Blue Dot, Blue Impact Ventures, Sierra Peterson, Frank Slootman, Andrew Robb.
6 Months Growth: Web: +165%; Team: +110%; Social: +1799%.
👻 Opportunity:
Air (US, 2017) - Specter Rank: 1019 📈
Description: Air is a developer of workplace collaboration and cloud storage replacement tool used to offer media management services.
Total Funding: $29.5M / $10M Series B Round in 01/2022.
Notable Investors: Oldslip, Red Sea Ventures, Lerer Hippeau, David Lieb, Kipp Bodnar, Peter Rahal, Slack Fund, Todd Jackson, Lerer Hippeau, Joe Thomas, Food & Fun Ventures, WndrCo, Tiger Global Management, Brian Lee, Kevin Weil, Chen Li Wang, Jack Altman, Advancit Capital, Jennifer Fleiss, Kyle Parrish, Joe Thomas, Advancit Capital, Nicolas Jammet, Headline.
3 Months Growth: Web: +111%; Team: +42%; Social: +917%.
That’s all for this edition of Specter Monitor!
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