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. ✨
La Scala dei Turchi Painting by DTorres Art
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Anand Balaji (Asia, 2021): Co-Founder at XFlow.
Featured by Specter on: 2021 - Week 16.
Advantage on Latest Funding Round: 881 Days.
Description: XFlow is a fintech company that provides cross-border payments infrastructure.
Prev. Experience: India Lead @ Stripe, Head of Business Development @ Amazon, Marketing Manager @ Microsoft, Solution Architect @ Evolving Systems.
Total Funding: $16.2M / $10.2M Latest Seed Round in 05/2023.
Notable Investors: Lightspeed Venture Partners, General Catalyst, Square Peg Capital, Moore Strategic Ventures, Stripe.
👻 Opportunity:
Melisa Tokmak (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 21.
Prev. Experience: GM @ Scale AI, Product Manager @ Facebook, Product Manager @ Instagram, Hacking for Defense, Teaching Staff @ Stanford University, Co-Founder @ Ozzy (aka Firefly), Software Engineer @ AeroFS.
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:
Gan.ai (US, 2021) - Featured by Specter on: 2023 - Week 07.
Advantage on Latest Funding Round: 101 Days.
Description: Gan.ai allows brands to generate personalized copies of a single video recording, with variables changed in the voice and lip-sync.
Total Funding: $5.3M / $5.3M Latest Series A Round in 05/2023.
Notable Investors: Surge, Emergent Ventures.
👻 Opportunity:
Lamini (US, 2022) - Featured by Specter on: 2022 - Week 21.
Description: The LLM Engine That Makes Training Custom Models Easy.
Total Funding: N/A.
Notable Investors: 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:
Cortex (US, 2019) - Specter Rank: 28,189 📈
Description: Cortex is a software platform that manages and operates microservices.
Total Funding: $52.7M / $35M Latest Series B Round in 05/2023.
Notable Investors: Y Combinator, Sequoia Capital, Tiger Global Management, IVP, Craft Ventures, Scott Belsky, Gokul Rajaram, Jack Altman, Manik Gupta, Mathilde Collin, Sriram Krishnan, Peter McKay, Alexandr Wang, Sam Lambert, Rafael Garcia, Gaetan Castelein, Russell D'Sa, Shawn Burke, Cailen D'Sa, Dheeraj Khanna, Brian Emerson, Vijay Nambiar.
6 Months Growth: Web: +23%; Team: 65% ; Social: +53%.
👻 Opportunity:
Flux (US, 2019) - Specter Rank: 821 📈
Description: Helping hardware teams build better products.
Total Funding: $12M / $12M Latest Seed Round in 10/2021.
Notable Investors: Bain Capital Ventures, 8VC, Liquid 2 Ventures, Lenny Rachitsky, Tom Preston-Werner, Outsiders Fund, Brian Norgard, Christopher Schaepe, Anne Raimondi, Alain Rossmann, Seth Bannon, Andrew Berman, Philipp Berner, Adam Lisagor, Drew Moxon, Jonathan Ng, Andy Szybalski, Joanna Hoffman.
6 Months Growth: Web: +1,186%; Team: +32%; Social: +95%.
