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. ✨
Nemesis recites the Deeds of Men to Jupiter, by Bertel Thorvaldsen
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Jean-Philippe DOUMENG (EU, 2021): Co-Founder & CEO at Napo.
Featured by Specter on: 2021 - Week 09.
Advantage on Latest Funding Round: 617 Days.
Description: Napo is an Insurtech start-up committed to bringing innovative, customer-centric and transparent products to the market.
Prev. Experience: Co-founder & Chief Business Officer @Tictrac, Babylon Health, Startupbootcamp, Withings, ING, La French Tech London.
Total Funding: €17M / €15M Latest Series A Round in 11/2022.
Notable Investors: DN Capital, MTech Capital, Sarona Partners, FJ Labs, Helvetia Venture Fund, T0 Ventures, Picus Capital, Companion Fund, dmg ventures.
👻 Opportunity:
Sean Brown (EU, 2022): Founder at Versori (YC W23).
Featured by Specter on: 2022 - Week 45.
Description: Versori is a technology group that develops and maintains software products for business and enterprise use.
Prev. Experience: Founder @Mercarto, Founder @ Hatch.Social, Gitwork UK, The Social Chain AG, The Superyacht Group.
Total Funding: $2.5M / $500k Seed Round in 10/2022.
Notable Investors: Y Combinator.
🎱 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:
Butter Technologies (US, 2020) - Featured by Specter on: 2022 - Week 25.
Advantage on Latest Funding Round: 149 Days.
Description: Butter platform helps in order processing, tracking inventory, and receivables management, and offers customized analytics.
Total Funding: $9M / $9M Latest Series A Round in 11/2022.
Notable Investors: Gradient Ventures, Notation Capital, Jack Altman, Collide Capital, Uncommon Capital.
👻 Opportunity:
Guillaume Verdon (CA, 2022): Founder at Stealth.
Featured by Specter on: 2022 - Week 45.
Description: N/A.
Prev. Experience: Alphabet Inc., Institute for Quantum Computing, University of Waterloo, Perimeter Institute, Everettian Technologies, Creative Destruction Lab, McGill University.
Signal: Increased VC Interest in 11/2022.
🍒 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:
Endor Labs (US, 2021) - Specter Rank: 218 📈
Description: Endor Labs offers a dependency lifecycle management tool that facilitates the security and maintenance of Open Source Software.
Total Funding: $25M / $25M Latest Seed Round in 11/2022.
Notable Investors: Silicon Valley CISO Investments, Dell Technologies Capital, Lightspeed Venture Partners, Sierra Ventures, Jay Chaudhry, Aparna Bawa, James Governor, Stacy Hong, Shanku Niyogi, Nikesh Arora.
3 Months Growth: Web: +1962%; Team: +56%; Social: +56%.
👻 Opportunity:
Shop Circle (EU, 2021) - Specter Rank: 766 📈
Description: Shop Circle is the first operator of e-commerce tools.
Funding: $65M Latest Series A Round in 06/2022.
Notable Investors: NFX, QED Investors, 645 Ventures, FirstMinute Capital, Triple Point Capital.
3 Months Growth: Web: 493%; Team: +24%; Social: +26%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update,
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