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.


Cadillac by Dylan Don

🔮 Talents of the Week

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

🪄 Predicted:

Bernhard Kratzwald (EU, 2021): Co-Founder & CTO at EthonAI.

Featured by Specter on: 2021 - Week 46.

Advantage on Latest Funding Round: 453 Days.

Description: EthonAI is an AI-powered platform that detects and prevents quality defects in manufacturing.

Prev. Experience: ETH Zürich, Technische Universität Wien, Research Studios Austria, trinitec IT Solutions & Consulting GmbH.

Total Funding: $8.2M / $6.8M Latest Seed Round in 02/2023.

Notable Investors: Earlybird Venture Capital, La Famiglia, Wingman Ventures, ETH Zurich Foundation, Acequia Capital (AceCap.


👻 Opportunity:

Joshua Perk (US, 2022): Founder & CEO at Vector (YC W23).

Featured by Specter on: 2023 - Week 06.

Description: Vector makes it easy for account managers to understand what customers are actually saying, so they can focus on the right retention experience.

Prev. Experience: Founder @GrowthStack, Co-Founder & CTO@ GoCable, reconfigured, Drift, G5, United States Air Force.

Total Funding: N/A.

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:

Smile Identity (US, 2017) - Featured by Specter on: 2021 - Week 08.

Advantage on Latest Funding Round: 723 Days.

Description: Smile Identity solve identity for banks, telecoms, financial services and shared economy applications in Africa and beyond.

Total Funding: $35.1M / $20M Latest Series B Round in 02/2023.

Notable Investors: Costanoa Ventures, Norrsken22, CRE Venture Capital, valU, 500 Global, Intercept Ventures, Commerce Ventures, Two Culture Capital, Latitude, ValueStream Ventures, Future Africa, Courtside Ventures.


👻 Opportunity:

Default (US, 2021) - Featured by Specter on: 2023 - Week 07.

Description: Default is an all-in-one inbound lead qualification, scheduling, & routing platform.

Total Funding: $5M / $4.3M Latest Seed Roun in 11/2021

Notable Investors: Scribble Ventures, GTMfund, Nicholas Donahue, Zephyr Venture Partners, PROTOCOL — by GETTYLAB.

Signal: Increased VC Interest in 02/2023.


🍒 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:

Replo (YC S21) (US, 2021) - Specter Rank: 1,789 📈

Description: Replo is a visual CMS that enables brands to build beautiful, performant e-commerce experiences with less dev time.

Total Funding: $4.2M / $4.2M Latest Seed Round in 02/2023.

Notable Investors: La Famiglia, Infinity Ventures, Figma Ventures, Guillermo Rauch, Y Combinator.

3 Months Growth: Web: +302%; Social: +117%.


👻 Opportunity:

Karta (US, 2020) - Specter Rank: 254 📈

Description: Karta offers smart company cards that help automate expense reports and simplify company spending.

Total Funding: N/A.

Notable Investors: N/A.

6 Months Growth: Web: +1,043%; Team: +116%; Social: +195%.