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. Weโll work hard to bring you actionable insights into whatโs happening in todayโs markets while celebrating data-driven wins and predictions. โจ
Interference Indigo Purple Orange Painting By Colin McCallum
๐ฎ Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
๐ช Predicted:
Alejandro Leรณn (US, 2020): Founder at Spline.
Featured by Specter on: 2020 - Week 26.
Advantage on Latest Funding Round: 1,113 Days.
Description: Spline is a 3d design tool for the web, without coding.
Prev. Experience: Co-Founder @PlelQ.
Total Funding: $15M / $15M Latest Seed Round in 07/2023.
Notable Investors: Gradient Ventures, Chapter One Ventures, NXTP Ventures, Backend Capital, Guillermo Rauch, Vlad Magdalin, First Round Capital, Y Combinator.
๐ป Opportunity:
Sami Shalabi (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 28.
Prev. Experience: Co-Founder @ Istikana, COO @ Outcomes4Me, GM & Engineering Lead @ Google, Co-Founder & CTO @ Zingku, Inc (acquired by Google), Research Assistant @ MIT Media Lab.
Total Funding: N/A.
Notable Investors: N/A.
๐ฑ Strategic Intelligence
Inspired by Michael Lewisโ 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.
๐ช Predicted:
Runway Financial (US, 2020) - Featured by Specter on: 2020 - Week 24.
Advantage on Latest Funding Round: 754 Days.
Description: Runway provides a strategic planning platform to reinvent how business financials are presented through modern design and engineering.
Total Funding: $37M / $27.5M Latest Series A Round in 07/2023.
Notable Investors: 500 Global, Andreessen Horowitz, Initialized Capital, Quiet Capital, Elad Gil, Trajectory Ventures, Arjun Sethi, Long Journey Ventures, Terrence Rohan, Nikita Bier, Jason Tan.
๐ป Opportunity:
Susan Zhang (US, 2023): Working at Something New at Stealth Startup.
Featured by Specter on: 2023 - Week 28.
Total Funding: N.A.
Notable Investors: N.A.
Signal: Increased VC Interest in 07/2023.
๐ 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.
๐ช Predicted:
Inngest (US, 2021) - Specter Rank: 8,342 ๐
Description: Inngest is the developer platform for easily building reliable workflows with zero infrastructure.
Total Funding: $4.5M / Latest $3M Seed Round in 07/2023.
Notable Investors: GGV Capital, Afore Capital, Tom Preston-Werner, Comma Capital, Banana Capital, Vercel, Kleiner Perkins, Oana Olteanu.
3 Months Growth: Web: +292%; Team: +34%; Social: +57%.
๐ป Opportunity:
Durable (US, 2021) - Specter Rank: 74 ๐
Description: Durable is an online platform that assists service businesses with the setup, templates, marketing, and invoicing of their company.
Total Funding: $12.5M / $6.25M Latest Seed Round in 12/2022.
Notable Investors: Altman Capital, Torch Capital, Infinity Ventures, Soma Capital, South Park Commons, Night Capital, Lorimer Ventures, Dash Fund.
6 Months Growth: Web: +4066%; Team: +89%; Social: +356%.