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. ✨
Bright Summer Painting by Shandor Alexander
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Arthur Mensch (EU, 2023): Co-founder & CEO at Mistral AI.
Featured by Specter on: 2023 - Week 17 as Stealth.
Advantage on Latest Funding Round: 47 Days.
Description: Mistral AI is a platform that assembles a team to develop generative AI models.
Prev. Experience: DeepMind, École normale supérieure, NYU Courant Institute of Mathematical Sciences, Ensae ParisTech, NTT, Lyc, McGill University, Option, Lycée Hoche.
Total Funding: €105M / €105M Latest Seed Round in 06/2023.
Notable Investors: Lightspeed Venture Partners, Headline, Exor, LocalGlobe, Sofina, Xavier Niel, La Famiglia, Motier Ventures, JCDecaux Holding SA, Rodolphe Saadé, Eric Schmidt.
👻 Opportunity:
Angela McNeal (US, 2023): Founder and CEO at Stealth Startup.
Featured by Specter on: 2023 - Week 23.
Prev. Experience: Head of AI/ML Product - Foundry @ Palantir Technologies, Goldman Sachs.
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:
Gensyn (EU, 2020) - Featured by Specter on: 2021 - Week 45.
Advantage on Latest Funding Round: 578 Days.
Description: Gensyn is a machine learning computing protocol for the world's deep learning models.
Total Funding: $50M / £33.8M Latest Series A Round in 06/2023.
Notable Investors: a16z crypto, Eden Block, 7percent Ventures, Id4 ventures, M31 Capital, Maven 11 Capital, Protocol Labs, Zee Prime Capital, Peer Venture Partners, Canonical Crypto.
👻 Opportunity:
Biodock (US, 2020) - Featured by Specter on: 2023 - Week 23.
Description: Biodock offers a cloud AI platform that extracts answers from image data.
Total Funding: $2.1M / $2.1M Latest Seed Round in 03/2021.
Notable Investors: Andreessen Horowitz, John Curtius, Soma Capital, Operator Partners, TQ Ventures, Y Combinator.
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:
Payrails (EU, 2021) - Specter Rank: 3,875 📈
Description: Payrails enables high-growth companies to craft payment experiences and financial services globally.
Total Funding: $20.8M / $14.4M Latest Seed Round in 06/2023.
Notable Investors: EQT Ventures, Andreessen Horowitz, General Catalyst, HV Capital, Dominik Richter, Daniel Krauss, Andre Schwammlein, Jochen Engert.
6 Months Growth: Web: +50%; Team: +09%; Social: +16%.
👻 Opportunity:
Vertice (EU, 2022) - Specter Rank: 42 📈
Description: Vertice is a tech-enabled SaaS purchasing solution that helps businesses save on annual software expenditures.
Total Funding: $26M / $26M Latest Seed Round in 05/2022.
Notable Investors: 83North, Bessemer Venture Partners, Yuval Tal, Juan Lobato, Ronni Zehavi, Tom Ryan, Omri Dahan, Bastian Nominacher,
6 Months Growth: Web: +336%; Team: +77%; Social: +127%.
