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. ✨
Poems to the Sea (indigo dreaming) Drawing by Alexander Jowett
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Oded Poncz (EU, 2022): Co-Founder and CEO at DragonflyDB.
Featured by Specter on: 2022 - Week 35.
Advantage on Latest Funding Round: 206 Days.
Description: Dragonfly is a drop-in Redis replacement that scales vertically to support millions of operations per second and terabyte-sized workloads, all on a single instance.
Prev. Experience: Quotient Technology Inc., Co-Founder and CTO @ Ubimo, Google, LabPixies, Samsung Telecom Research Isreal.
Total Funding: $21M / $21M Series A Round in 03/2023.
Notable Investors: Redpoint, Quiet Capital.
👻 Opportunity:
Dan Roth (US, 2023): Co-Founder and CEO at Scaled Cognition.
Featured by Specter on: 2023 - Week 12.
Prev. Experience: Microsoft, Founder and CEO @Semantic Machines (Acquired by Microsoft), Founder and CEO @Shaser BioScience (Acquired by Spectrum Brands), Co-Founder @Voice Signal Technologies (Acquired by Nuance).
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:
CodiumAI (EU, 2022) - Featured by Specter on: 2023 - Week 08.
Advantage on Latest Funding Round: 28 Days.
Description: CodiumAI is leveraging the power of artificial and human intelligence to create a new code integrity paradigm.
Total Funding: $10.6M / $10.6M Latest Seed Round in 03/2023.
Notable Investors: TLV Partners, Vine Ventures.
👻 Opportunity:
Nomic AI (US, 2022) - Featured by Specter on: 2023 - Week 12.
Description: Nomic is the world's first information cartography company.
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:
Perplexity AI (US, 2022) - Specter Rank: 1,515 📈
Description: Perplexity AI is an AI-chat-based conversational search engine that delivers answers to questions using language models.
Total Funding: $28.7M / $25.6M Latest Series A Round in 03/2023.
Notable Investors: New Enterprise Associates, Elad Gil, Susan Wojcicki, Databricks Ventures, Bob Muglia, Paul Buchheit, Soleio Cuervo, Jeff Dean, Nat Friedman, Clement Delangue.
👻 Opportunity:
Murf.ai (US, 2020) - Specter Rank: 36 📈
Description: Murf AI is a synthetic speech technology startup developing lifelike AI voices for podcasts, slideshows, and professional presentations.
Total Funding: $11.5M / $10M Latest Series A Round in 09/2022.
Notable Investors: Matrix Partners India, Elevation Capital, Ajay Arora, Yamini Bhat, Pushkar Mukewar, Ashwini Asokan, Ankit Bhati, Sanjeev Barnwal, Vidit Aatrey.
