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. ✨
☢️ Nuclear Energy Landscape 2025
We built the first-of-its-kind Nuclear Energy Market Map, powered by Specter’s proprietary data, mapping 400+ companies across the entire nuclear value chain. S/O to CTVC for the inspo - their Q1 2025 roundup, covering new nuclear funding.
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.
Neovici hit $8m ARR
Neovici reached about $9.0 million in Annual Recurring Revenue (ARR) (≈ SEK 84.5 m), up 25 % year-over-year, with ≈ $4.7 million net sales in H1 2025 (30 % YoY growth) and positive operating cash flow in Q2 2025 — a sign its model is both scaling and self-funding.
Franklin hit $1m ARR
Franklin achieved $1m in Annual Recurring Revenue (ARR) just over a year after founding, reflecting strong market traction and rapid growth.
Notus hit $1 m ARR
Notus reports $1m in Annual Recurring Revenue (ARR), with 90 % generated via LinkedIn and no cold outreach.
Jenni AI hit $713k MRR
Jenni AI reached $713k in Monthly Recurring Revenue (MRR), signalling strong financial traction and growth in the EdTech sector.
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🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Ido B.
Singapore-based founder/operator now building in stealth. Founder & CEO of MobiClix Pte Ltd; also served as Executive Director & co-founder of mPremiumMedia GmbH (first exit). Earlier, he founded WeVenture (2015) in Singapore (second exit). Currently head is down on a new build. Currently in stealth 👻
Alexander Palffy
Berlin-based logistics SaaS founder now building in stealth. Co-founded byways with Dr. Simon Jordan in 2020 to modernize dock & yard management; byways was acquired by EPG (Ehrhardt Partner Group) on Mar 28, 2025, where Palffy was CEO & Founder. The founding duo mixed product-ops depth (Palffy) with ML/Volkswagen-research pedigree (Jordan). Currently in stealth 👻
Bolun Li
SF-based consumer-fintech founder now building in stealth. Cofounded Zogo with Simon Komlos and Simran Singh; he later led Zogo to an acquisition by PEAK6 (widely described as mid-eight-figure) and was recognized on Forbes 30 Under 30 (Education). Currently in stealth 👻
Anand Atreya
Bay-Area engineer-founder now building in stealth. Cofounded WiFiSLAM (StartX/Stanford-roots indoor-location) and was covered as cofounder explaining the core tech in 2011; Apple acquired WiFiSLAM, an indoor positioning technology for $20m+ in 2013. The technology became part of Apple's indoor mapping and location services. Later worked at Google (Google Pay PM) per alumni features. Currently in stealth 👻
Tim Ogilvie
NYC-based fintech/crypto founder now building in stealth. Co-founded Staked with Seth Riney (CTO) and Jonathan Marcus (COO), raised a seed led by Pantera with Coinbase Ventures et al., then sold Staked to Kraken (Dec 21, 2021). Post-acquisition, he became Global Head of Institutional at Kraken. 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.
Lasso Security (🔥 featured 5× in 90 days)
Lasso is a GenAI security posture platform that governs and secures the entire generative-AI stack (apps, models, data, and LLM toolchains). Positioning centers on SaaS Security Posture Management for GenAI (SSPM-G) and supply-chain protections for LLM apps. Founded by Elad Schulman (CEO & Co-founder), Ophir Dror (CPO & Co-founder), Lior Ziv (CTO & Co-founder), Yuval Abadi (COO & Co-founder). Raised $12.5m, last raised $6m seed co-led by Entrée Capital and Samsung Next with participation from angel operators. Enterprise security platform for AI governance / posture management (B2B).
Torch (🔥 featured 3× in 90 days)
Builds a unified health record + LLM personal health app: Torch connects to thousands of record sources (hospitals, labs, consumer health apps), syncs & organizes PDFs/EHR fragments, and generates AI explanations, summaries, and trend insights for patients. The product pages emphasize “connect,” “explain,” and actionable insights; UI shows lab trend visualizations and a “Connect Claude to Torch” flow. A consumer app (pricing undisclosed on-site). Founded by Ilya Abyzov (ex-Uber; co-founder at Forward) and Jonathan Correia (Northeastern University - BS, Mechanical Engineering). Consumer-grade LLM-powered translation of medical jargon plus centralized records across providers.
Typeless (🔥 featured 6× in 90 days)
Voice-first productivity app that turns speech into polished, formatted text in real time (“4× faster than typing”), auto-removing filler/repetition, applying structure, and adapting tone depending on context. Founder Huang Song brings prior experience in product design and engineering. Product is currently a Mac app with tiered consumer SaaS pricing (monthly and annual plans). Live editing/auto-formatting with AI, tone adaptation, and contextual integration across apps.
Avantos (🔥 featured 8× in 90 days)
An AI-native OS for client management in financial services—unifying onboarding, servicing, and client insights via a knowledge-graph data layer, orchestration, and a proactive UI; shipping pre-built “servicing journeys” and many FS integrations (Schwab, Pershing, Envestnet, Orion, Salesforce, etc.). Co-founders & Co-CEOs: Bassam Chaptini (ex-CTO at Unqork, ex-McKinsey; PhD MIT) and Rabih Ramadi (founding team & CRO at Unqork, ex-KPMG; Wharton MBA). Seed $9.2, (Oct 8, 2024); investors reported include Blue Collective, E14 Fund, M13, Plug and Play. Client-lifecycle orchestration plus agentic automations across fragmented FS stacks. Business model: enterprise SaaS for FS institutions.
Nexus Intelligence (🔥 featured 3× in 90 days)
Industrial automation startup building AI copilots for PLC programming, ops/support, and modernization—combining state-of-the-art AI with proven controls engineering to speed troubleshooting, reduce downtime, and modernize legacy automation. Founded 2024 in SF by Chris Yuan, Nexus has announced backing from Andreessen Horowitz and BoxGroup. Current product lineup includes Nexus Copilot, Ops Agent, and modernization toolkits aimed at manufacturers, system integrators, and OEMs. Domain-rigorous AI copilots that understand real factory controls and are safety-aware. Enterprise SaaS/tooling and services for industrial clients.
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🍒 Company Opportunities of the Week
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
Sepal AI (🌟 Specter - Global Rank 65)
Sepal equips model teams with expert-grounded data—training datasets, custom benchmarks, and pre-launch testing—to ship safer, smarter models faster. Raised $500k pre-seed to accelerate data operations and platform development. YC S24 lists founders Kat Hu, Robi Lin, and Fedor Paretsky, noting prior leadership scaling Turing’s LLM-training business serving OpenAI / Google / Anthropic; Raised several million dollars and closed F500 and top research labs as paying customers. HQ: SF. Reported a Headcount Surge / Momentum / Scale-up. Founded by Ex-Turing (built LLM training GTM, ops and workflow) with prior experience at McKinsey, Bain, Vercel; scaled from 50 → 800+ LLM trainers in 5 months at Turing (YC profile).
Linkup (🌟 Specter - Global Rank 156)
Linkup is building a gateway to the “Internet of AIs”—fast, ethical access to premium web content for agents and LLMs (positioned as a sustainable alternative to scraping). In Nov 2024, Linkup announced a €3m round led by Seedcamp with Axeleo Capital, Motier Ventures, Kima and angels; Seedcamp’s note confirms details and the founding team: Philippe Mizrahi, Denis Charrier, Boris Toledano (ex-Spotify, Lyft, McKinsey). HQ: Paris. Founded by Mizrahi (Polytechnique, Columbia; ex-Lyft GPM/autonomy); Charrier/Toledano bring product/ops from Spotify/McKinsey.
Clueso (🌟 Specter - Global Rank 207)
Clueso lets teams turn simple screen recordings into studio-quality product videos and step-by-step docs in minutes. On Apr 2024, Clueso announced a $1.4m seed led by f7 ventures with Y Combinator participating; Axios also covered the round. Founded by Akash Anand, Neel Balar, Prajwal Prakash and location Bengaluru/SF. They are IIT-Madras alumni who previously built Desklamp (consumer reading/notes app with 10k+ users) and grew/iterated their product stack before Clueso. HQ: SF. Reported a Headcount Surge / Momentum.
Roboto AI (🌟 Specter - Global Rank 341)
Roboto is the analytics engine for robotics/physical AI, helping teams search, transform, and analyze multimodal robot data (logs, sensor streams) at scale—positioned as a “copilot for robotics data.” On Apr 2023, Roboto announced a $4.8m seed led by Unusual Ventures (with mentions of AI2/FUSE across coverage). Founders are former engineering leaders at Amazon Robotics/AWS. HQ: Seattle. Founded by Benji Barash (CEO) and Yves Albers-Schoenberg (CTO) previously led robotics frameworks/simulation and research initiatives at Amazon Robotics/AWS; frequent speakers in robotics circles.
Giskard (🌟 Specter - Global Rank 24,275)
Giskard is an AI/LLM testing platform to audit, secure, and prevent hallucinations—with growing focus on agent vulnerabilities. The company raised €1.5m (Dec 2022) led by Elaia with Bessemer and notable angels; in Jul 2023 they reported €3m strategic funding from Bpifrance/EIC Accelerator. HQ: Paris. Rasied from Top-Tier Investors and No Recent Funding. Founded by Alex Combessie 🐢 (ex-Dataiku, drove Responsible AI and ML ops initiatives before co-founding Giskard) and Matteo Dora (ex-Thales AI research, brings a PhD and deep academic/industrial expertise in machine learning robustness).
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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.
