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. ✨
💎 Special Mention
Cosmic Lounge (EU, 2022) 📈
Description: Cosmic Lounge is a mobile free-to-play puzzle games startup based in Helsinki and Stockholm.
Total Funding: €4.5M / €4M Latest Seed Round in 04/2023.
Notable Investors: ⌘N, Transcend, SISU Game Ventures, Project A, Boost Capital Partners.
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Ketan Umare (US, 2020): Co-Founder at Union.ai.
Featured by Specter on: 2021 - Week 02.
Advantage on Latest Funding Round: 860 Days.
Description: Union.ai is a Kubernetes-native workflow orchestration platform for data and machine learning at scale.
Prev. Experience: flyte.org, Lyft, Oracle, Amazon, Citadel, Tata Consultancy Services.
Total Funding: $29.1M / $19.1M Latest Series A in 05/2023.
Notable Investors: Nava Ventures, New Enterprise Associates.
👻 Opportunity:
AJ Asver (US, 2023): Founder and CEO at Parcha.
Featured by Specter on: 2023 - Week 20.
Description: Parcha is an enterprise-grade AI agent that supercharges businesses.
Prev. Experience: Compound, Brex, Coinbase, Co-Founder @ Kado LLC, Google, CE) & Co-Founder @ JustSpotted (Scoopler, Inc) - acq. Google, Co-Founder @ClickUni.com (now GroupSpaces.com), Lehman Brothers.
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:
Cable (EU, 2021) - Featured by Specter on: 2021 - Week 18.
Advantage on Latest Funding Round: 737 Days.
Description: Cable Tech develops a financial risk control platform that helps reduce the amount of financial crime.
Total Funding: $16.3M / $11M Latest Series A Round in 05/2023.
Notable Investors: Jump Capital, Stage 2 Capital, CRV.
👻 Opportunity:
Bruce Falck (US, 2023): Founder & Chief Executive Officer at Halcyon Carbon.
Description: Halcyon Carbon is a next-generation environmental commodities trading platform.
Featured by Specter on: 2023 - Week 20.
Prev. Experience: Twitter, CEO @ Turn, Chief Operating Officer @ BrightRoll, Google, Energy Innovations, Postio, Phoenix Pop Productions.
Total Funding: N/A.
Signal: Increased VC Interest in 05/2023.
🍒 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:
Anthropic (US, 2021) - Specter Rank: 04 📈
Description: Anthropic is an AI-driven research company focusing on increasing large-scale AI systems' safety.
Total Funding: $1.8B / $450M Latest Series C Round in 05/2023.
Notable Investors: Spark Capital, Google, Sam Bankman-Fried, Jaan Tallinn, Menlo Ventures, Zoom Ventures, Sound Ventures, Salesforce Ventures, James McClave.
6 Months Growth: Web: +1231%; Team: +86%; Social: +337%.
👻 Opportunity:
Speckle (EU, 2020) - Specter Rank: 19 📈
Description: Speckle is open source digital infrastructure for anything designed in 3D.
Total Funding: $6.5M / $5.5M Latest Seed Round in 04/2022.
Notable Investors: Frontline Ventures, Matrix Partners, Foundamental, Foreword Ventures.
6 Months Growth: Web: +77%; Team: +23%; Social: +31%.
