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.


Beyond 2022 (Muti-panel) Painting Zinna Yoo

🔮 Talents of the Week

Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.

🪄 Predicted:

David and Daniil Liberman (US, 2021): Co-Founder at Product Science Inc.

Featured by Specter on: 2021 - Week 51.

Advantage on Latest Funding Round: 379 Days.

Description: Product Science is a performance management platform that helps improve the mobile performance of apps.

Prev. Experience: Co-Founder @Frank Money, Inc., Co-Founder @Kernel AR, Snap Inc., Concept Space, LLC, Sibilant Interactive.

Total Funding: $36M / $18M Latest Seed Round in 01/2023.

Notable Investors: Coatue, Peter Fenton, Slow Ventures, MANTIS Venture Capital, Jerry Murdock, K5 Global, Oleg Rogynskyy, Davidovs Venture Collective (DVC), New Wave, Jean Sini, Peter Sellis.


👻 Opportunity:

Clément Farabet (US, 2022): Founder at Stealth Startup.

Featured by Specter on: 2023 - Week 01.

Prev. Experience: Co-Funder @MADBITS, NVIDIA, Twitter, New York University, DeepMind, Yale University, University of New South Wales.

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:

Asimov (US, 2017) - Featured by Specter on: 2021 - Week 05.

Advantage on Latest Funding Round: 704 Days.

Description: Asimov employs artificial intelligence to develop tools for designing and manufacturing next-generation therapeutics.

Total Funding: $205M / $175M Latest Series B Round in 01/2023.

Notable Investors: Canada Pension Plan Investment Board, Horizons Ventures, Andreessen Horowitz, Casdin Capital, Pillar VC, KdT Ventures, Fidelity Management and Research Company, DCVC, AME Cloud Ventures.


👻 Opportunity:

Bradford Galiette (US, 2021): Founder at Stealth Startup.

Featured by Specter on: 2023 - Week 01.

Prev. Experience: Google, McKinsey & Company, PolariStar LLC, Microsoft.

Total Funding: N/A.

Notable Investors: N/A.

Signal: Increased VC Interest in 01/2023.


🍒 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:

MotherDuck (US, 2022) - Specter Rank: 1 📈

Description: MotherDuck is building a serverless easy-to-use data analytics platform based on DuckDB.

Total Funding: $47.5M / $35M Latest Series A Round in 11/2022.

Notable Investors: Andreessen Horowitz, Redpoint, Firestreak Ventures, Amplify Partners, Eastlink Capital, Altimeter Capital, Madrona, SV Angel.

3 Months Growth: Web: +126.7%; Team: +319%; Social: +402%.


👻 Opportunity:

Railway (US, 2020) - Specter Rank: 316 📈

Description: Railway builds and develops software deployment platforms tailored for engineers.

Total Funding: $20M / $20M Latest Series A Round in 03/2022.

Notable Investors: Redpoint, Guillermo Rauch, Nicholas Donahue, Tom Preston-Werner, Alumni Ventures, David Mytton.

6 Months Growth: Web: +454%; Team: +251%; Social: +174%.


That’s all for this edition of Specter Monitor!

Stay tuned for the next update,

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