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 incarceratedjerkfaces
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Zach Epstein (US, 2021): Founder & CEO at Haus.
Featured by Specter on: 2022 - Week 46.
Advantage on Latest Funding Round: 259 Days.
Description: Haus is a causal inference analytics platform that helps companies grow with precision.
Prev. Experience: Google, Sony Pictures Entertainment, The Berkeley Merchant, Digital Domain, Entertainment Research Consultants, NASDAQ OMX.
Total Funding: $22.8M / $17M Latest Series A Round in 08/2023.
Notable Investors: Insight Partners, Baseline Ventures, Haystack, Octave Ventures LLC, Upside Partnership, MANTIS Venture Capital.
👻 Opportunity:
Yangqing Jia (US, 2023): Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 31.
Prev. Experience: Alibaba Group, Facebook, Google, UC Berkeley, NEC Laboratories America, Inc., National University of Singapore.
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:
Tractian (US, 2019) - Featured by Specter on: 2023 - Week 04.
Advantage on Latest Funding Round: 195 Days.
Description: Tractian is a machine intelligence company that offers industrial monitoring systems.
Total Funding: $63.7M / $45M Latest Series B Round in 08/2023.
Notable Investors: General Catalyst, Next47, DGF Investimentos, Y Combinator, Rafael Stark, Filip Kaliszan, Andy McCall, Monashees, Brian Requarth, Jim Baum, Ron Gill, Rónán de Hooge.
👻 Opportunity:
Kevin Van Gundy (US, 2023): CEO at Stealth Startup.
Featured by Specter on: 2023 - Week 31.
Prev. Experience: Chief Operating Officer @Vercel, Chief Revenue Officer @Vercel, Van Gundy Farms, Domino Data Lab, tray.io, Neo4j, Western Peaks Financial Corporation, University of California, San Francisco.
Signal: Increased VC Interest in 08/2023.
🍒 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:
Endor Labs (US, 2021) - Specter Rank: 7,340 📈
Description: Endor Labs offers a dependency lifecycle management tool that facilitates the security and maintenance of open-source software.
Total Funding: $95M / Latest $70M Series A Round in 08/2023.
Notable Investors: Lightspeed Venture Partners, Silicon Valley CISO Investments, Dell Technologies Capital, Sierra Ventures, Coatue, Section 32, Jay Chaudhry, Aparna Bawa, James Governor, Stacy Hong.
6 Months Growth: Web: +1,113%; Team: +36%; Social: +73%.
👻 Opportunity:
Saturn Cloud (US, 2019) - Specter Rank: 5,481 📈
Description: Saturn Cloud builds general-purpose AI, generative AI such as large language models, as well as enterprise-specific use cases.
Total Funding: $9.5M / $3M Latest Series A Round in 08/2021.
Notable Investors: NVIDIA, SignalFire, Outsiders Fund.
6 Months Growth: Web: +1,146%; Team: +03%; Social: +01%.
