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. Weโll work hard to bring you actionable insights into whatโs happening in todayโs markets while celebrating data-driven wins and predictions. โจ
The Boulevard Montmartre at Night (1897) By Camille Pissarro
๐ฎ Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
๐ช Predicted:
Aran Brown (EU, 2022): CEO and Co-Founder at Paytrix.
Featured by Specter on: 2022 - Week 24.
Advantage on Latest Funding Round: 286 Days.
Description: Paytrix provides payment and banking infrastructure for software companies.
Prev. Experience: Moneycorp, Yapstone, Ixaris, Hyperwallet, FC Exchange, Skrill, Western Union Business Solutions.
Total Funding: $24M / $18.3M Series A Round in 03/2023.
Notable Investors: Bain Capital Ventures, Motive Partners, Unusual Ventures, Better Tomorrow Ventures, Hambro Perks Ltd., D4 Ventures, The Fintech Fund, Fin Capital, Clocktower Technology Ventures.
๐ป Opportunity:
Raja Koduri (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 13.
Prev. Experience: Intel Corporation, Makuta VFX, AMD, Apple, S3 Inc.
Total Funding: N/A.
Notable Investors: N/A.
๐ฑ Strategic Intelligence
Inspired by Michael Lewisโ 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.
๐ช Predicted:
Character.AI (US, 2021) - Featured by Specter on: 2023 - Week 05.
Advantage on Latest Funding Round: 51 Days.
Description: Character.ai provides open-ended conversational applications that let users create characters and converse with them.
Total Funding: $150M / $150M Latest Series A Round in 03/2023.
Notable Investors: Andreessen Horowitz, A.Capital Ventures, Nat Friedman, Paul Buchheit, SVA.
๐ป Opportunity:
Fiberplane (EU, 2020) - Featured by Specter on: 2023 - Week 13.
Description: Fiberplane is a collaborative notebook for resolving incidents.
Total Funding: โฌ7.5M / โฌ7.5M Latest Seed Round in 09/2021.
Notable Investors: Crane Venture Partners, Notion Capital, Northzone, base case capital, System.One.
Signal: Increased VC Interest in 03/2023.
๐ 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.
๐ช Predicted:
Amogy (US, 2021) - Specter Rank: 639 ๐
Description: Amogy offers an innovative clean energy system using ammonia as a renewable fuel.
Total Funding: $208.3M / $139.2M Latest Series B Round in 03/2023.
Notable Investors: SK Innovation, Aramco Ventures, Zeon Ventures, DCVC, Yanmar Ventures, Korea Zinc, AP Ventures, Temasek Holdings, MOL PLUS, Newlab.
6 Months Growth: Web: +588%; Team: +38%; Social: +62%.
๐ป Opportunity:
Beehiiv (US, 2021) - Specter Rank: 54 ๐
Description: beehiiv is the publishing and newsletter platform built by creators for creators.
Total Funding: $4.2M / $1.6M Latest Seed Round in 09/2022.
Notable Investors: Blue Wire Capital, Creator Ventures, Social Leverage, Codie Sanchez, Shaan Puri, Anthony Zaccaria, Alex Lieberman, Ankur Nagpal, David Perell, Scott Galloway.
6 Months Growth: Web: +588%; Team: +428%; Social: +156%.