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


Shapeless by Massimo Colonna

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:

Vrajesh B. (US, 2020): Co-Founder & CEO at Operant.

Featured by Specter on: 2022 - Week 10.

Advantage on Latest Funding Round: 412 Days.

Description: Operant is the only runtime application protection platform for cloud-native environments.

Prev. Experience: Scaled Inference, Arm, Qualcomm, Apple Inc., Mindspeed Technologies.

Total Funding: $3M / $3M Latest Seed Round in 04/2023.

Notable Investors: Felicis.


๐Ÿ‘ป Opportunity:

Andrew Hoh (US, 2023): Co-Founder at Stealth Startup.

Featured by Specter on: 2023 - Week 17.

Prev. Experience: Meta, Airbnb, Microsoft.

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:

Weaviate (EU, 2019) - Featured by Specter on: 2023 - Week 04.

Advantage on Latest Funding Round: 85 Days.

Description: Weaviate builds, maintains, and commercializes the open-source vector database Weaviate.

Total Funding: $67.7M / $50M Latest Series B Round in 04/2023.

Notable Investors: Index Ventures, Cortical Ventures, New Enterprise Associates, Zetta Venture Partners, Battery Ventures, ING Ventures, GTMfund.


๐Ÿ‘ป Opportunity:

Joey Parsons (US, 2023): is Building Something New in Stealth.

Featured by Specter on: 2023 - Week 17.

Prev. Experience: Figma, Founder & CEO @effx, Flowmill, Kleiner Perkins, Airbnb, Tenor (formerly Riffsy, Inc), Shyp, Flipboard Inc., Klout, SugarCRM, Rackspace Managed Hosting, GlobalSCAPE.

Signal: Increased VC Interest in 04/2023.


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:

Pinecone (US, 2019) - Specter Rank: 1,653 ๐Ÿ“ˆ

Description: Pinecone is a vector database that allows developers to include vector search in production applications.

Total Funding: $138M / $100M Latest Series B Round in 04/2023.

Notable Investors: Andreessen Horowitz, Menlo Ventures, Wing Venture Capital, ICONIQ Growth, Tiger Global Management.

3 Months Growth: Web: +232%; Team: +12%; Social: +82%.


๐Ÿ‘ป Opportunity:

Papercup (EU, 2017) - Specter Rank: 282 ๐Ÿ“ˆ

Description: Papercup translates videos using AI by generating voices that sound like the original speaker.

Total Funding: $33.2M / $20M Latest Series A Round in 06/2022.

Notable Investors: Octopus Ventures, LocalGlobe, Sands Capital Ventures, BDMI, John Collison, Des Traynor, Entrepreneur First, GMG Ventures.

6 Months Growth: Web: +3,720%; Team: +15%; Social: +36%.