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. ✨
Lotus 78 (Modeled by Rex Fu) in a Parisian Interior by Alex Bowen
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Ian Swanson (US, 2022): CEO & Founder at Protect AI.
Featured by Specter on: 2022 - Week 51.
Advantage on Latest Funding Round: 216 Days.
Description: Protect AI offers a cybersecurity platform that protects machine learning models and artificial intelligence systems.
Prev. Experience: Amazon Web Services (AWS), MLSecOps Community, Forbes Technology Council, Oracle, CEO & Founder @DataScience.com (acquired by Oracle), American Express, CEO & Co-Founder @Sometrics (acquired by American Express), Userplane - acquired by AOL, Sprint.
Total Funding: $48.5M / $35M Latest Series A Round in 07/2023.
Notable Investors: Evolution Equity Partners, Acrew Capital, boldstart ventures, Salesforce Ventures, Knollwood Capital, Pelion Venture Partners, Nir Polak, Dimitri Sirota, Aviso Ventures.
👻 Opportunity:
Dimitri Ronald Roth (US, 2023): Cofounder CTO at Stealth Startup.
Featured by Specter on: 2023 - Week 30.
Prev. Experience: Cofounder, CTO @Pasha, Cofounder, CTO@ Aircampus, Cofounder, CTO @Campus Screens, Lion by TheFamily, GfK, Fox Pathé Europa, BAC FILMS.
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:
Collaborative Robotics (US, 2022) - Featured by Specter on: 2022 - Week 24.
Advantage on Latest Funding Round: 409 Days.
Description: Collaborative Robotics is a team of innovators and builders redefining the future of human-robot interaction.
Total Funding: $40M / $30M Latest Series A Round in 07/2023.
Notable Investors: Sequoia Capital, Neo, Fuel Capital, Mayo Clinic, Khosla Ventures, Jeffrey Wilke, Calibrate Ventures, 1984 Ventures, Modern Venture Partners.
👻 Opportunity:
Jonathan Bregman (US, 2023): Co-Founder & CEO at Stealth Startup.
Featured by Specter on: 2023 - Week 30.
Prev. Experience: Amazon Web Services (AWS), AppsFlyer, Kape Technologies, Sigma Investment House (AndBank - Israel), Clal Finance.
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:
Airalo (APAC, 2019) - Specter Rank: 136 📈
Description: Airalo is an eSIM store that gives travelers access to eSIMs globally at affordable rates.
Total Funding: $67.3M / Latest $60M Series B Round in 07/2023.
Notable Investors: e& capital, Rakuten Ventures, Surge, Orange, GO Ventures, T Capital, Antler, I2BF Global Ventures, Singtel Innov8, KPN Ventures.
6 Months Growth: Web: +137%; Team: +94%; Social: +35%.
👻 Opportunity:
Activeloop (US, 2018) - Specter Rank: 613 📈
Description: Activeloop structures unstructured data to connect your computer vision data to machine learning models seamlessly.
Total Funding: $6.1M / $5M Latest Seed Round in 11/2021.
Notable Investors: 468 Capital, CM Ventures, David Aronchick, Shasta Ventures, Bossanova Investimentos, Tribe Capital, Tobi Knaup, Clark Landry, Y Combinator, SmartGateVC.
6 Months Growth: Web: +514%; Team: +10%; Social: +113%.
