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. ✨
Crowded Skies by Shane Wheatcroft
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Kristjan Korjus (EU, 2019): Co-Founder and CTO at PactumAI.
Featured by Specter on: 2020 - Week 04.
Advantage on Latest Funding Round: 1,050 Days.
Description: Pactum AI helps companies to unlock value from thousands of suppliers by automatically negotiating contracts on a massive scale.
Prev. Experience: Starship Technologies, Dream It Get IT Ltd, University of Tartu, KFPD GmbH, Food 4 Thought Project Limited, Tark Investor OÜ.
Total Funding: $35.2M / $20M Latest Series A Round in 12/2022.
Notable Investors: 3VC, Atomico, Project A Ventures, Taavet+Sten, Metaplanet Holdings, Maersk Growth, NordicNinja VC, Sten Tamkivi, Ott Kaukver.
👻 Opportunity:
Ryan Bozarth (US, 2022): Co-Founder at Stealth Startup.
Featured by Specter on: 2022 - Week 46.
Prev. Experience: Coinbase, Anchorage, Airbnb, Square, Sony, We Three.
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:
Setpoint.io (US, 2021) - Featured by Specter on: 2022 - Week 32.
Advantage on Latest Funding Round: 122 Days.
Description: Setpoint.io develops a platform purpose-built for modern real estate transactions.
Total Funding: $43M / $43M Latest Series A Round in 12/2022.
Notable Investors: Andreessen Horowitz, Spencer Rascoff, 645 Ventures, LiveOak Venture Partners, NextView Ventures, Vesta Ventures, Henry Kravis, Capital Factory, ATX Venture Partners, Fifth Wall.
👻 Opportunity:
Adriana Restrepo (EU, 2022): Co-Founder at Stealth Startup
Featured by Specter on: 2022 - Week 49.
Prev. Experience: Revolut; Barclays, Vodafone, BT, Atlas Copco, BT, Accenture, Procter & Gamble, Excelsior Gama Supermercados, Universidad Simón Bolívar.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 12/2022.
🍒 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:
TheyDo (EU, 2015) - Specter Rank: 217 📈
Description: TheyDo is a platform for workflow management, implementation, patient journey mapping, and CX management services.
Total Funding: €14M / €12M Latest Series A Round in 12/2022.
Notable Investors: Blossom Capital, InnovationQuarter, Arches Capital, Robbert Flipsen, Des Traynor, 20VC Fund.
6 Months Growth: Web: +93%; Team: +25%; Social: +233%.
👻 Opportunity:
Novu (EU, 2021) - Specter Rank: 16 📈
Description: Novu offers open-source notification infrastructure for developers.
Total Funding: $6.6M / $6.6M Latest Seed Round in 05/2022.
Notable Investors: Crane Venture Partners, Ariel Maislos, Entrée Capital, m]x[v Capital.
3 Months Growth: Web: 972%; Team: +37%; Social: +93%.
That’s all for this edition of Specter Monitor!
Stay tuned for the next update,
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