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. ✨
⛓️ Supply Chain Tech Landscape 2025
We reimagined Supplify’s Supply Chain Tech Map to surface 550+ companies disrupting global logistics and trade. From TMS, cargo visibility, and procurement to sustainability, and digital documentation—from rigid operations into intelligent, adaptive networks. Download here!
Specter Team
💸 Revenue Signals of the Week
Specter tracks private-company revenue and profitability as it’s reported across social posts, news, podcasts, and public filings.
Hello Clever hit $9.8m ARR
Hello Clever reached $9.8m in Annual Recurring Revenue (ARR), highlighting strong growth and market traction.
Resolv Labs hit $7m ARR
Resolv Labs surpassed $7m in total annual recurring revenue, with $6m from its core business and over $1m from partnerships and value-added products.
Kindly hit $23.5m ARR
Kindly is scaling to reach an annual recurring revenue (ARR) of $23.5m, reflecting a growth target for the company.
SalesCaptain hit $3m ARR
SalesCaptain reached $3m in Annual Recurring Revenue by implementing an AI + Human outbound sales system.
Get in touch to learn more.
🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Tim Rath
Singapore-based operator-investor who helped launch Lazada and cycled through CFO → CCO → CPO during the blitz-scale years; driving SEA expansion and >$1.5bn raised pre-Alibaba. Lazada was acquired by Alibaba (2016) as it consolidated control of the platform in the region. Now runs AIxlerator, an AI/deep-tech company builder, and invests via Tycho Capital; past portfolio mentions include Lepaya, Antler and Hoolah. Lazada founding leadership (incl. Max Bittner); C-suite roles; SEA expansion; fundraising; Alibaba exit; Now building his next venture. Currently in stealth 👻
Isaac Saldana
Irvine-based founder who co-founded SendGrid with Jose Lopez and Tim Jenkins; the company went public on the NYSE in 2017 before Twilio announced a $2bn all-stock acquisition (closed Feb 2019). Today he’s building Laneful, an “AI-Powered Communication Infrastructure” platform targeting an August 2025 launch (Also referenced by his studio, Joy Labs Ventures). SendGrid founding trio; IPO; Twilio $2bn deal; Now building Laneful. Recently out of stealth 👻
Iris ten Teije
Iris is a London-based serial founder and growth operator. She co-founded Koia in 2021, then pivoted into Mava, an AI-first customer support platform for community-driven companies. Backed by Seedcamp and Portfolio Ventures, Mava raised $1m and was acquired by Noosa Labs in 2025. Earlier, as first employee at a Hong Kong fintech, she helped scale European operations, raising $15m+ from Visa Ventures and MassMutual before its exit to Rapyd. Iris has left Mava and is building a new startup. Currently in stealth 👻
Mohamed AlTantawy
Mohamed is a New York–based AI entrepreneur and technologist. He co-founded Agolo with Sage Wohns, building one of the first real-time AI summarization platforms—serving enterprise and government clients and raising venture backing. A Columbia University computer-science PhD candidate turned founder, Mohamed scaled Agolo out of New York’s accelerator ecosystem (ERA) and grew it into a recognized player in enterprise NLP. He has now left Agolo and is building a new stealth AI venture. Currently in stealth 👻
Drew Madson
Washington-DC-based educator-founder and social impact entrepreneur. He co-founded Readlee with Steve Askar, building an AI-powered literacy platform that gave teachers real-time insights into student oral reading fluency. Even raised ~$4m in venture backing (Seed led by Equal Opportunity Ventures). Readlee acquired by Paper in March 2023, where Drew became Head of Impact, helping scale “Paper Reading” to serve 3M+ students across North America. Drew has now left Paper and is building again. Currently in stealth 👻
Existing Specter users: Access the full roster here.
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🎱 Investor Signals of the Week
Specter analyzes the online and social activity of leading investors and industry insiders to predict upcoming funding rounds and acquisitions.
Cleric (🔥 featured 5x in 90 days)
Builds an autonomous AI SRE that triages incidents, finds root causes, and ultimately aims to manage and “heal” production infrastructure; founded 2023 in SF. Founders Shahram Anver (ex-Head of Engineering for MLOps/containers/FinOps at Gojek) and Willem Pienaar (creator of Feast; ex-Tecton, founded Gojek’s ML Platform). Cleric positions as an operator-style agent (not just a tool) with early focus on Kubernetes scenarios, alert triage, and RCA; currently early access for on-call teams. Raised $4.3m seed (Mar 2024) led by Zetta Venture Partners with AI infra angels (leaders at Google Cloud, Sysdig, Tecton, Neo4j). Enterprise SaaS for AI-ops with a 24/7 agent that performs closed-loop incident response and infrastructure optimization.
Dedalus Labs (🔥 featured 3x in 90 days)
The “drop-in MCP gateway”—connect any LLM to any MCP server via a single API endpoint, with Dedalus hosting, autoscaling, and managing MCP servers and hand-offs so teams ship production-grade agents in minutes. In Y Combinator S25 batch; product stack includes a hosted MCP marketplace and transparent pricing tiers for gateway-as-a-service. Founded by Catherine Di and Windsor Nguyen - Princeton Alumni. Developer infra SaaS—managed MCP servers + marketplace + single endpoint to avoid Docker/YAML sprawl and vendor lock-in.
Dawnguard (🔥 featured 6x in 90 days)
Builds an AI-driven security-architecture platform that embeds resilience from day zero to day 10,000—a “protection-by-design” approach that validates cloud designs before deployment, generates production-ready IaC, and enforces posture to prevent drift. CEO Mahdi Abdulrazak and CTO Kim van Lavieren—a team of ex-big-tech (IBM/Microsoft/Amazon) and military cybersecurity leaders. $3m pre-seed (Jul 2025) led by 9900 Capital; Amsterdam HQ cited across coverage. B2B platform/SaaS providing a shared canvas for Eng+Sec with design-time AI/ML engines to eliminate issues before shipping.
Artificial Societies (🔥 featured 7x in 90 days)
Simulates human groups to test messaging and predict outcomes; products include Wave (simulate investor networks) and Reach (simulate your actual LinkedIn audience—optimize posts before publishing). Founded by James He (ex-Cambridge computational social science; built lending ML at Yonder; led the largest LLM “society” study) and Patrick (applied behavioral scientist; Swiss Re/iptiQ; ran 200+ real-world experiments); YC W25. Raised $5.35m today, including $3.35m led by Point72 Ventures. SaaS simulations that use data-rich personas + network effects, claiming higher predictive accuracy vs. standalone LLMs.
ARES (🔥 featured 5x in 90 days)
ARES pitches a “universal AI tools access pass”—use the best AI tools with one account, one wallet, and no subscriptions. Emphasizes credits that never expire and frictionless access across partner apps. Founded by Jonan Junwikul MIT and BU alumni. Wallet/account abstraction + pay-once credits to avoid subscription fatigue while simplifying authentication across tools.
Existing Specter users: Access the full list here.
New to Specter? Schedule a demo and activate your complimentary trial today.
🍒 Company Opportunities of the Week
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
Augmentus (🌟 Specter - Global Rank 28)
Augmentus is the no-code robot-programming platform pushing “physical AI” into high-mix manufacturing (surface finishing, spraying, welding). In July 9, 2025 it announced a $11m series a+ led by Woori Venture Partners with EDBI, Sierra Ventures, and Cocoon Capital to scale deployments and an SI network; the team also operates a Texas Robotics Center to support North American customers. Co-founded in 2019 by Daryl Lim (CEO), Yong Shin Leong (CTO), and Voon Foo Chong (CRO), the company reports 50+ systems across 6+ countries, moving pilots to full-scale production by combining industrial 3D scanning with AI path planning to cut programming time from weeks to minutes. HQ: Singapore.
Allium (🌟 Specter - Global Rank 29)
Allium is the enterprise blockchain data platform (“accurate, fast, simple” cross-chain data) serving 80–90+ blockchains with 1,000+ enriched schemas and low-latency APIs used by leading fintech/crypto clients. It raised $16.5m series a (July 2024) led by Theory Ventures with Kleiner Perkins and Amplify Partners (total raised $21.5m). Co-founders Ethan Chan (ex-Primer Director of Engineering; Stanford MS/ UIUC BS) and Cheng Han Lee (ex-Meta; ex-Poynt) built Allium after years operating real-time ML/data pipelines; the team is NYC-based and actively hiring. HQ: New York City.
Confident AI (🌟 Specter - Global Rank 54)
Confident AI is the DeepEval-powered LLM evaluation & observability platform for benchmarking, tracing, and continuous testing. The team announced an oversubscribed $2.2m seed (Apr 2025) with participation from Y Combinator, Flex Capital, Oliver Jung, Vermilion Cliffs Ventures, Liquid 2, January Capital, Rebel Fund; open-source DeepEval has passed 10k+ GitHub stars and sees heavy monthly downloads. Founders Jeffrey Ip (ex-Google YouTube; ex-Microsoft AI) and Kritin Vongthongsri (AI researcher; Princeton ORFE/CS) are building a cloud layer that slots into CI/CD to prevent regressions. HQ: San Francisco.
Intangible.ai (🌟 Specter - Global Rank 71)
Intangible is a no-code 3D world builder for filmmakers and game designers—generate scenes from text prompts, storyboard with camera paths, then render via AI “Visualizer mode.” It raised a $4m seed (Mar 2025) from a16z Speedrun, Crosslink, Karman Ventures and angels. Co-founders Charles Migos (ex-Apple iPad apps design lead; ex-VP Product Design at Unity) and Bharat Vasan (co-founded wearables startup Basis, acquired by Intel) are targeting pro creatives with a web studio and asset library. HQ: San Francisco.
Cerebrium (🌟 Specter - Global Rank 95)
Cerebrium provides serverless CPU/GPU infrastructure for building real-time, multimodal AI apps (voice agents, real-time avatars, healthcare). In July 2025 it raised an $8.5m seed led by Gradient Ventures with Y Combinator and Authentic Ventures; customers cited include Tavus, Deepgram, and Vapi, and the company reports millions in ARR with a lean engineering team. Co-founders Michael Louis (CEO)—who previously founded OneCart (acquired by Walmart-owned Massmart in 2021)—and Jonathan Irwin (CTO) started in Cape Town and now operate from New York. HQ: London.
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That’s all for this edition of Specter Monitor!
Stay tuned for the next updates and feel free to share with your friends.
