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. ✨
New Landscape: AI Agents Ecosystem 2025
AI agents are no longer just an idea—they’re actively transforming industries, automating workflows, and improving decision-making in real time.
However, the space is chaotic—always something new, scattered directories, incomplete lists, and fragmented insights.
To bring clarity, we analyzed every existing directory on the market to create the most complete Landscape for VCs. We’ve mapped out 600+ companies leading the development of real AI Agents.
Curious about who’s shaping the future?
- Already using Specter? Click here to explore the AI Agents Landscape 🤖
- Not on Specter yet? Download the list below, and if you’d like to access the fully enriched data, get in touch with us here 📥
Specter Team
🔮 Talents of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
🪄 Predicted: Clément Salaün (EU, 2021): Co-Founder at Formance
Clément Salaün
Advantage on Latest Funding Round: 1,290 Days
Description: Formance is redefining how developers interact with financial systems by providing an open-source, modular financial infrastructure.
Prev. Experience: Clément Salaün is the Co-Founder of Formance (YC S21), a fintech infrastructure company he started in June 2021. Previously, he spent 5 years at Selency, progressing from Software Engineer to Lead Software Engineer - Backend & Payments, where he led a migration to Stripe and developed payment-related features. Salaün also worked as a Web Developer at ZIP Agence digitale for 2 years, developing a local guides social network. He has expertise in payment systems, APIs, and backend development, with a focus on fintech solutions. Salaün participated in Y Combinator in June 2021 and has won awards at Startup Weekends.
Total Funding: $30.7m / $21m Latest Series A on 01-2025.
Notable Investors: Frst, Hoxton Ventures, Axeleo Capital, Don Hoang, Y Combinator, Pierre Youenou, PayPal Ventures, Portage3 Ventures.
👻 Opportunity: Eric Rowell (US, 2024): Co-Founder at Stealth Startup
Eric Rowell
Prev. Experience: Eric Rowell is currently the Co-Founder of a stealth AI startup, a position he started in January 2025. Previously, he was the Founder and CEO of Second (YC W23) from January 2023 to December 2024, where he built AI automations for codebase migrations and upgrades. Before that, Rowell co-founded Uiflow (YC W21) and served as CTO from November 2020 to November 2022, where he created Flowlang and raised $21M in funding. Rowell also held leadership positions at Workday, including Head of Data Visualization from November 2018 to November 2020, where he led a team of data visualization engineers and was responsible for core data visualization capabilities in Workday's analytics products.
🎱 Strategic Signals
Specter analyzes the online and social activity of leading investors and industry insiders to predict upcoming funding rounds and acquisitions.
🪄 Predicted: Gurjeet Arora (US, 2022): Co-Founder and CEO at Observo AI
Lucas MoodyChief Information Security Officer, Alteryx
Advantage on Latest Funding Round: 118 Days
Description: Observo AI provides agentic AI-powered data pipelines that autonomously optimize observability and security data.
Prev. Experience: Gurjeet Arora is the Co-Founder and CEO of Observo AI, an AI-native data pipeline company he launched in 2024 to tackle observability and security challenges in enterprises. Previously, he spent over 16 years in data analytics and security roles, including leadership positions at Rubrik, where he developed expertise in AI-driven observability solutions and patented data lake technologies. At Rubrik, Arora spearheaded initiatives that reduced Elasticsearch costs by 80% while enhancing log analysis capabilities. His expertise spans AI/ML, observability infrastructure, and security operations, with a focus on transforming data sprawl into actionable insights.
Total Funding: $15M / $15M Latest Seed on 01-2025.
Notable Investors: Felicis, Lightspeed Venture PartnersGIT1K, Nancy Wang.
👻 Opportunity: Kasra Kyanzadeh (US, 2023) Co-Founder & CTO at Lightpaper
Description: Lightpaper is a daily notebook & personal AI guide.
Prev. Experience: Kasra Kyanzadeh is currently the CEO of Lightpage, a position he has held since May 2024. Previously, he worked at Watershed for 2 years and 7 months, serving as Product Engineering Manager and in Product & Engineering roles. Before that, Kyanzadeh spent over 5 years at Airtable, where he was Product Architect from November 2018 to July 2020 and Software Engineer from June 2015 to November 2018. Kyanzadeh was the first employee at Watershed and the 4th employee at Airtable.
🍒 Cherry-Picked Companies
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
🪄 Predicted: Jump - Advisor AI (US, 2023)
6 Months Growth: Web: 208%; Team: 225%; Social: 90.3%
Description: Jump is an AI-powered assistant designed specifically for financial advisors, transforming how they manage client interactions and compliance tasks.
Total Funding: $24.6M / $20M Latest Series A on 02-2025.
Notable Investors: Battery Ventures, Citi Ventures, Sorenson Capital, Pelion Venture Partners.
👻 Opportunity: Wondercraft (EU, 2023)
NatExpressive, upbeat, casual
6 Months Growth: Web: 2.4%; Team: 8.0%; Social: 19.9%
Description: Wondercraft simplifies audio production, enabling users to create high-quality audio content such as podcasts, audiobooks, and ads by simply typing.
Total Funding: $3.5M / $3M Latest Seed on 01-2024.
Notable Investors: Steven Bartlett, ElevenLabs, Y Combinator, Will Ventures.
That’s all for this edition of Specter Monitor!
Stay tuned for the next updates and feel free to share with your friends.
