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. ✨
by Chris Labrooy
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Trevor Neilson (US, 2018): Co-Founder Chairman and CEO at WasteFuel.
Featured by Specter on: 2021 - Week 25.
Advantage on Latest Funding Round: 742 Days.
Description: WasteFuel is a startup focusing on turning waste into renewable fuels including green bio-methanol for shipping.
Prev. Experience: Co-Founder Chairman and CEO @ i(x) Net Zero, Co-Founder & President @ Global Philanthropy Group, Global Business Coalition, Bill & Melinda Gates Foundation, The White House.
Total Funding: $28.7M / $16M Latest Series B Round in 07/2023.
Notable Investors: BP Ventures, Maersk Growth, i(x) Net Zero, NetJets, Prime Infrastructure Capital, Time Ventures, Guy Oseary, Aileen Getty.
👻 Opportunity:
Şükrü Dağdelen (EU, 2023): Co-Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 27.
Prev. Experience: Chief Strategy / Marketing Officer & Co-Founder @ Gorillas, Bain & Company, YKB.
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:
Neko Health (EU, 2018) - Featured by Specter on: 2023 - Week 06.
Advantage on Latest Funding Round: 150 Days.
Description: Neko's vision is to create a healthcare system to help people stay healthy through preventive measures and early detection.
Total Funding: €60M / €60M Latest Series A Round in 07/2023.
Notable Investors: Lakestar, Atomico, General Catalyst.
👻 Opportunity:
PostHog (US, 202) - Featured by Specter on: 2023 - Week 27.
Description: PostHog provides a platform for open-source product analytics to help software teams understand user behavior.
Total Funding: $27.2M / Latest $15M Series A Round in 06/2021.
Notable Investors: Y Combinator Continuity Fund, Google Ventures, 1984 Ventures, Y Combinator, Jason Warner, SVA.
Signal: Increased VC Interest in 07/2023.
🍒 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:
Matera (EU, 2017) - Specter Rank: 1,155 📈
Description: Matera brings together lawyers, accountants, and web developers to enable co-owners to manage their own buildings.
Total Funding: $65.9M / Latest $7.7M Series B Round in 07/2023.
Notable Investors: Bpifrance, Burda Principal Investments, Mubadala Capital Ventures, Index Ventures, Samaipata, Marc-David Choukroun, Paulin Dementhon.
6 Months Growth: Web: +84%; Team: +09%; Social: +12%.
👻 Opportunity:
Neon (US, 2021) - Specter Rank: 24 📈
Description: Neon is a serverless Postgres built for the cloud
Total Funding: $30M / $30M Latest Series A Round in 07/2022.
Notable Investors: GGV Capital, Wes McKinney, Ryan Noon, Guillermo Rauch, Soren Bramer Schmidt, Trajectory Ventures, Abstract Ventures, Flucas Ventures, General Catalyst, Khosla Ventures.
6 Months Growth: Web: +833%; Team: +106%; Social: +129%.
