Specter Monitor #70 🐟

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. ✨

Fish ‘n’ Chips by Georgie Gibbs

🔮 Talents of the Week

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

🪄 Predicted:

Max Brunsfeld (US, 2021): Co-Founder at Zed.

Featured by Specter on: 2021 - Week 23.

Advantage on Latest Funding Round: 651 Days.

Description: Zed is offers a high-performance, multiplayer code editor written in Rust.

Prev. Experience: Senior Software Engineer@ GitHub, Full Stack Engineer@ Pivotal Labs, Co-Founder @ Hyperarchy, Research Fellow @ Bredas Computational Chemistry Lab, Visiting Scientist @ National Weather Service Wave Modeling Team, Research Fellow @ NASA Ames Ecological Forecasting Group.

Total Funding: $12.5M / $12.5M Series A Round in 03/2023.

Notable Investors: Redpoint, Dylan Field, Root Ventures, Tom Preston-Werner, Rahul Vohra, Spencer Kimball, Todd Goldberg.

👻 Opportunity:

George Stamelos (US, 2023): CEO & Co-Founder at Stealth Startup.

Featured by Specter on: 2023 - Week 11.

Prev. Experience: Fellow @ On Deck, Co-Founder/CEO @ Goodbye Bread, Venture Partner @ Jetpack Ventures, Co-Founder/CEO (Acquired) @ EGS | eGaming Solutions, Founder/VP of Product (Acquired) @ G6 Gaming.

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:

Mediar Therapeutics (US, 2019) - Featured by Specter on: 2022 - Week 39.

Advantage on Latest Funding Round: 134 Days.

Description: Mediar Therapeutics is a preclinical-stage biotech company developing medicines to halt, or even reverse fibrosis.

Total Funding: $230M / $100M Latest Series B Round in 03/2023.

Notable Investors: Kindred Ventures, Tiger Global Management, Lachy Groom, Sam Altman, Socium Ventures, Top Tier Capital Partners, HICO, Microsoft, Volvo Cars Tech Fund, Hudson Bay Capital Management, LG Technology Ventures.

👻 Opportunity:

Subu Biswas (US, 2023) - Co-Founder at Stealth Startup

Featured by Specter: 2023 - Week 11.

Description: Building Something New With Generative AI.

Prev. Experience: Airbnb, Microsoft, Amazon.

Total Funding: N/A.

Notable Investors: N/A.

Signal: Increased VC Interest in 03/2023.

🍒 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:

Adept AI (US, 2022) - Specter Rank: 1 📈

Description: Adept AI is a machine learning research and product lab building general intelligence.

Total Funding: $415M / $350M Latest Series B Round in 03/2023.

Notable Investors: General Catalyst, Spark Capital, Addition, Greylock, SVA, Frontiers Capital, Workday Ventures, NVIDIA, Microsoft, Addition, A.Capital Ventures, Atlassian Ventures, PSP Growth.

6 Months Growth: Web: +639%; Team: +116%; Social: +190%.

Also featured in Specter Monitor #67 as a Cherry Picked Company Opportunity.