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. ✨
Horsepower by Tom Hawkins
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Rishi Bhargava (US, 2022): Co-Founder at Descope.
Featured by Specter on: 2022 - Week 17 in Stealth.
Advantage on Latest Funding Round: 313 Days.
Description: Descope enables developers to build secure, frictionless authentication and user journeys for any application.
Prev. Experience: Board of Directors @ ArmorCode Inc, VP Product Strategy @ Palo Alto Networks, Co-Founder @ Demisto, GM & VP @ Intel Corporation, VP Product Management @ McAfee.
Total Funding: $53M / $53M Latest Seed Round in 02/2023.
Notable Investors: TechAviv, John W. Thompson, Assaf Rappaport, Bipul Sinha, George Kurtz, Silicon Valley CISO Investments, J Ventures, Cerca Partners, Unusual Ventures, Dell Technologies Capital, GGV Capital, Lightspeed Venture Partners.
👻 Opportunity:
Eunjoon Cho (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 08.
Prev. Experience: Director of Engineering @ Affirm, Director Of Engineering @ Fast, Engineering Manager @ Facebook, Founder & CEO @ Bolt Communications, Software Engineer - Tech Lead Manager @ Google.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 02/2023.
🎱 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:
Replicate (US, 2019) - Featured by Specter on: 2022 - Week 38.
Advantage on Latest Funding Round: 166 Days.
Description: Replicate lets you run machine learning models with a few lines of code, without needing to understand how machine learning works.
Total Funding: $17.8M / $12.5M Latest Series A Round in 02/2023.
Notable Investors: Activation Fund, Y Combinator, Guillermo Rauch, Dylan Field, Andreessen Horowitz, Sequoia Capital.
👻 Opportunity:
Pranav Piyush (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 08.
Prev. Experience: VP Product & Customer Marketing @ BILL, VP Marketing @ Invoice2go, Head of Growth @ Pilot.com, Head of Growth @ Magento, Senior Product Manager @ Dropbox, Co-Founder @ Padlet, Manager Corporate Strategy @ PayPal.
Total Funding: N/A.
Notable Investors: N/A.
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:
Tome (US, 2020) - Specter Rank: 12 📈
Description: Tome is an AI-powered, storytelling productivity tool that helps users transform ideas into visually appealing narratives.
Total Funding: $75.3M / $43M Latest Series B Round in 02/2023.
Notable Investors: 500 Global, Lightspeed Venture Partners, Greylock, 8VC, Coatue, Wing Venture Capital, Eric Schmidt, Audacious Ventures, Bipul Sinha, Emad Mostaque, David Luan.
6 Months Growth: Web: +16,543%; Team: +45%; Social: +459%.
👻 Opportunity:
Adept AI (US, 2022) - Specter Rank: 1 📈
Description: Adept is an ML research and product lab building general intelligence by enabling humans and computers to work together creatively.
Total Funding: $65M / $65M Latest Series A Round in 04/2022.
Notable Investors: Howie Liu, Root Ventures, Scott Belsky, Greylock, Addition, Chris Re, Sarah Meyohas, Andrej Karpathy
6 Months Growth: Web: +639%; Team: +116%; Social: +330%.
