Specter Monitor #81 🚜

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. ✨

Tractor In The Field Artwork by Guai Zi

🔮 Talents of the Week

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

🪄 Predicted:

Amr Awadallah (US, 2022): Founder and CEO at Vectara.

Featured by Specter on: 2022 - Week 43.

Advantage on Latest Funding Round: 246 Days.

Description: Vectara is an LLM powered search service.

Prev. Experience: VP of Developer Relations @ Google, Founder and CTO @ Cloudera, Accel Partners, VP Engineering for Product Intelligence @ Yahoo! Inc., Founder @ VivaSmart/Aptivia.

Total Funding: $48.5M / $28.5M Latest Seed Round in 05/2023.

Notable Investors: Page One Ventures, Charles Zedlewski, Emad Mostaque, Race Capital.

👻 Opportunity:

Soham Mazumdar (US, 2023): Founder and CEO at Stealth Startup.

Featured by Specter on: 2023 - Week 26.

Description: N/A.

Prev. Experience: Co-Founder and Chief Architect @ Rubrik, Inc., Staff Software Engineer @ Facebook, Co Founder & CTO @ Tagtile, Staff Software Engineer @ Google, Research Intern @ Palo Alto Research Center (PARC).

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:

Lindus Health (EU, 2021) - Featured by Specter on: 2022 - Week 36.

Advantage on Latest Funding Round: 266 Days.

Description: Lindus Health is a CRO running clinical trials for the health and biotech sectors.

Total Funding: $11.5M / $6M Latest Funding Round in 06/2023.

Notable Investors: Peter Thiel, Innovate UK, Presight Capital, Calm/Storm Ventures, Amino Collective, Hambro Perks Ltd., Firstminute Capital, Seedcamp.

👻 Opportunity:

Airchat (US, 2021) - Featured by Specter on: 2023 - Week 26.

Description: Airchat is a social networking platform that leverages generative AI to combine the best of TikTok, Clubhouse, and Instagram.

Total Funding: N/A.

Notable Investors: N/A.

Signal: Increased VC Interest in 06/2023.

🍒 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:

MindsDB (US, 2017) - Specter Rank: 2,583 📈

Description: MindsDB is an automated machine learning platform that allows anyone to gain powerful insights from their data.

Total Funding: $49.4M / $25M Latest Seed Round in 06/2023.

Notable Investors: TQ Ventures, Mayfield Fund, Benchmark, Rogue Capital Collective, Charlie Songhurst, Christopher Golda, MMC Ventures, Berkeley SkyDeck Fund, OpenOcean, Speedinvest, Ben Orthlieb, OSS Capital L.P., SCM Advisors, Angel Invest, Tuck Lye Koh.

6 Months Growth: Web: +68%; Team: +30%; Social: +49%.