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
Forms Softening Layers #1 Painting by Rebekah Andrade
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:
Stefan Bader (EU, 2022): Co-Founder and CEO at Cello.
Featured by Specter on: 2022 - Week 07 as Stealth Signal.
Advantage on Latest Funding Round: 217 Days.
Description: Cello is a platform that helps businesses to harness their most passionate users to drive word-of-mouth growth at scale.
Prev. Experience: Shore GmbH, BASF, Continental, Parkpocket GmbH, Volkswagen Group South Africa.
Total Funding: โฌ2.3M / โฌ2.3M Latest Pre-Seed Round in 09/2022.
Notable Investors: byFounders, Possible Ventures, Tiny VC, Notion Capital.
๐ป Opportunity:
Michael Karnjanaprakorn (US, 2022): Featured by Specter on: 2022 - Week 38.
Signal: โTaking some time off before I figure out what Iโm doing next in my lifeโ ๐
Prev. Experience: Co-Founder @Skillshare, Co-Founder @Otis.
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:
Noble (EU, 2021) - Featured by Specter on: 2022 - Week 21.
Advantage on Latest Funding Round: 119 Days.
Description: Noble helps companies quickly assess the creditworthiness of their customers and monitor it over time.
Total Funding: $18.1M / $18M Latest Series A Round in 09/2022.
Notable Investors: Insight Partners, Verissimo Ventures, Interplay, Flexport, TLV Partners, George Kaiser Family Foundation, Operator Partners, Cross River Digital Ventures, Plug and Play, Y Combinator.
Also featured by #Specter Talent on: 2021 - Week 17.
๐ป Opportunity:
Rightfoot (US, 2018) - Featured by Specter on: 2022 - Week 38.
Description: Rightfoot enables developers to quickly and easily add debt repayment to any application.
Total Funding: $5M / $5M Latest Seed Round in 02/2021.
Notable Investors: Bain Capital Ventures, NFX, Kevin Hartz, BoxGroup, SemperVirens Venture Capital, FinTech Innovation Lab, Honeystone Ventures, Annie Robertson Hockey, Emily Chiu, Julia Hartz, Omri Dahan, The MBA Fund.
Signal: Increased VC Interest in 09/2022.
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:
Superb AI (US, 2018) - Specter Rank: 341 ๐
Description: Superb AI is an end-to-end training data platform that automates data preparation at scale and makes building datasets quick, systematic, and repeatable.
Total Funding: $11.6M / Latest $9.3M Series A Round in 02/2021.
Notable Investors: Y Combinator, Duke University, VentureSouq, Pegasus Tech Ventures, Atinum Investment, Venture Souq, Korea Development Bank, Duke Angel Network, Sequoia Scout, Premier Partners, KT Investment Inc. Stonebridge Ventures, Murex Partners, Halla Holdings.
6 Months Growth: Web: +641%; Team: +28%; Social: +309%.
๐ป Opportunity:
Trickest (EU, 2020) - Specter Rank: 107 ๐
Description: Trickest are building a cloud-based crowdsourced platform for high-performance penetration testing automation.
SeeLessTotal Funding: $1.7M / $1.7M Seed Round in 08/2021.
Notable Investors: Daniel Dines, Credo Ventures, Earlybird Venture Capital, ICT Hub Venture.
6 Months Growth: Web: +451%; Team: +9%; Social: +28%.
Thatโs all for this edition of Specter Monitor!
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