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. ✨
A Cellular Trasformation Painting by Riccardo Matlakas
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Gil Feig (US, 2020): Co-Founder at Merge.
Featured by Specter on: 2021 - Week 11.
Advantage on Latest Funding Round: 585 Days.
Description: Merge integrates HR, payroll, recruiting, accounting, ticketing, and CRM platforms into a unified API.
Prev. Experience: Canvas, Wealthfront, LinkedIn, Oyster Inc., Citi, iD Tech Camps.
Total Funding: $74.5M / $55M Latest Series B Round in 10/2022.
Notable Investors: Accel, Addition, New Enterprise Associates, Mischief, Not Boring, The Twenty Minute VC, Greg Schott, Tim Junio.
👻 Opportunity:
Lin Qiao (US, 2022): Chief Executive Officer at Stealth Startup.
Featured by Specter on: 2022 - Week 42.
Description: N/A.
Prev. Experience: Meta, LinkedIn, IBM Almaden Research Center, IBM Silicon Valley Lab.
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:
Lightdash (US, 2020) - Featured by Specter on: 2022 - Week 04.
Advantage on Latest Funding Round: 252 Days.
Description: Lightdash turns a dbt project into a full-stack BI platform.
Total Funding: $10.8M / $8.4M Latest Seed Round in 10/2022.
Notable Investors: Accel, Moonfire Ventures, Y Combinator, Guy Podjarny, Tristan Handy, Guillermo Rauch, Michel Tricot, Tim Sadler, Edward Bishop, Ashley Kramer.
👻 Opportunity:
Stef Smet (EU, 2022) - Featured by Specter on: 2022 - Week 42.
Description: Stef Smet is Building Something New.
Prev. Experience: Instagram, Facebook, True Story, The Hobby.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 10/2022.
🍒 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:
Nelo (LATAM, 2016) - Specter Rank: 4,917 📈
Description: Nelo is a mobile application for Buy Now Pay Later financial transactions LATAM.
Total Funding: $123M / Latest $120M Debt & Series A Round in 10/2022.
Notable Investors: Victory Park Capital, Two Sigma Ventures, Homebrew, Primer Capital, Emilie Choi, Gokul Rajaram, Susa Ventures, Ron Pragides, Gaingels, Moving Capital.
6 Months Growth: Web: +222%; Team: +6%; Social: +1,465%.
👻 Opportunity:
Chargeflow (EU, 2021) - Specter Rank: 295 📈
Description: Chargeflow automates the process of credit card disputes for merchants by leveraging technology and AI.
Total Funding: N/A.
Notable Investors: N/A.
6 Months Growth: Web: 170%; Team: +164%; Social: +145%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update,
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