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. Weโ€™ll work hard to bring you actionable insights into whatโ€™s happening in todayโ€™s markets while celebrating data-driven wins and predictions. โœจ


The Boulevard Montmartre at Night (1897) By Camille Pissarro

๐Ÿ”ฎ Talents of the Week

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

๐Ÿช„ 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.


๐Ÿ‘ป 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.


๐ŸŽฑ 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.

๐Ÿช„ 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.


๐Ÿ‘ป Opportunity:

Fiberplane (EU, 2020) - Featured by Specter on: 2023 - Week 13.

Description: Fiberplane is a collaborative notebook for resolving incidents.

Total Funding: โ‚ฌ7.5M / โ‚ฌ7.5M 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.


๐Ÿ’ 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.

๐Ÿช„ Predicted:

Amogy (US, 2021) - Specter Rank: 639 ๐Ÿ“ˆ

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%.


๐Ÿ‘ป Opportunity:

Beehiiv (US, 2021) - Specter Rank: 54 ๐Ÿ“ˆ

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%.