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. ✨
yayoikusama_ @ THE WAREHOUSE, AVIVA STUDIOS, WATER STREET, MANCHESTER
🔮 Talents of the Week
Specter tracks real-time top talents movements across the world to detect actionable investment opportunities before anyone else.
🪄 Predicted:
Stan Garber (US, 2022): Co-Founder at Levelpath.
Featured by Specter on: 2020 - Week 4.
Advantage on Latest Funding Round: 1335 Days.
Description: Levelpath is a procurement platform designed to simplify workflows and approvals across all business sizes.
Prev. Experience: VP of Spend GTM @ Workday, Co-Founder & President @ Scout RFP, Director of Sales @ LivingSocial, Co-Founder & Partner @ ONOSYS Online Ordering (Acquired by LivingSocial), Co-Founder & Partner @ owebtech.
Total Funding: $44.5M / $30M Latest Series A Round in 09/2023.
Notable Investors: Menlo Ventures, NewView Capital, Redpoint, World Innovation Lab (WiL), Benchmark.
👻 Opportunity:
Guk Kim (EU, 2023): CEO & Founder at Stealth Startup.
Featured by Specter on: 2023 - Week 38.
Prev. Experience: COO @ lastminute.com, General Manger @ Citymapper, General Manger @ Zomato, Founder & CEO @ Cibando (Acquired by Zomato), Founder & CEO @ Mobatar (Acquired by En Avant Guard), Founder & CEO @ MyWackoSpace (Acquired).
🎱 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:
Linear (US, 2019) - Featured by Specter on: 2020 - Week 20.
Advantage on Latest Funding Round: 1224 Days.
Description: Linear allows users to manage software development and track bugs.
Total Funding: $52.2M / $35M Latest Series B Round in 09/2023.
Notable Investors: Dylan Field, Larry Gadea, Fred Stevens-Smith, Dick Costolo, Charlie Cheever, Gustaf Alstromer, Jude Gomila, Tikhon Bernstam, Index Ventures, Aston Motes, Lenny Rachitsky, Jeff Chang, Bobby Goodlatte, James Smith, Julia DeWahl, Patrick Collison, Emily Choi, Sequoia Capital, Adam Bain, Harry Stebbings, Dan Romero, Marc McCabe, Emilie Choi, Form Capital, Maria 01.
👻 Opportunity:
Hypernatural (US, 2023): - Featured by Specter on: 2023 - Week 38.
Description: Hypernatural is a generative video creation platform for marketers.
Total Funding: N/A.
Notable Investors: N/A.
Signal: Increased VC Interest in 09/2023.
🍒 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:
Helsing (EU, 2021) - Specter Rank: 5,982 📈
Description: Helsing is an AI defense company that specializes in the creation of AI-powered military solutions and components.
Total Funding: $311.5M / Latest $209M Series B Round in 09/2023.
Notable Investors: General Catalyst, La Famiglia, Saab, Prima Materia.
6 Months Growth: Web: 698%; Team: +16%; Social: +48%.
👻 Opportunity:
Scribe (US, 2019) - Specter Rank: 377 📈
Description: Scribe is a zero-friction SaaS platform for capturing and sharing how work gets done.
Total Funding: $30M / Latest $22M Latest Series A Round in 10/2021.
Notable Investors: Tiger Global Management, AME Cloud Ventures, Morado Ventures, Amplify Partners, Amplify Partners, Scott Belsky, Haystack, XYZ Venture Capital, Eric Wu, John Thompson, Allison Pickens, Nick Mehta, Wolfswood Partners, Sweat Equity Ventures.
6 Months Growth: Web: +298%; Team: 48%; Social: +40%.
