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. ✨
👾 DevTools Landscape 2025
Building on the foundation laid by BVP’s Developer Tooling Roadmap, we’ve expanded the market map using Specter’s platform, mapping 550+ companies at the forefront of Software 3.0. 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.
Libra hit $2.1m ARR
Libra reports €2 million in annual recurring revenue (ARR) achieved in under 12 months and highlights accelerating revenue momentum; no profitability details are disclosed.
Subject hit $14m ARR
With 30 employees, exceeding $14M in ARR as of summer 2025. On the path to 70+ FTEs.
EliseAI hit $100m ARR
EliseAI has scaled to over $100M in annual recurring revenue across housing and healthcare.
HeyReach hit $7m ARR
ARR is just over $7M (approaching $8M) as of publication in 2025, up from just over $3M in February 2025; the company also cited $53K in net new revenue in September.
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.
Anant Thakar
A veteran data-center systems architect, Anant co-founded Rohati Systems, a data-center security start-up acquired by Cisco in 2010. At Cisco, he served as a principal/architect and chief product architect on UCS X-Series, focusing on heterogeneous compute and optical I/O. Lightmatter (photonic computing) was his most recent stop before starting his new venture in stealth. He trained at NIT Warangal (formerly REC Warangal), with additional references citing Shivaji University. Currently in stealth 👻
Peter Ombres
Peter Ombres stands out as a serial entrepreneur with a diverse background spanning technology, finance, and strategy. His journey includes founding roles at Curated and GUNNAR Optiks, alongside impactful positions at Google and LinkedIn, where he honed his skills in business operations and corporate development. Ombres has successfully raised $283M across his ventures, a testament to his ability to attract investment and scale businesses. His academic credentials include an MBA from INSEAD and a BA from Claremont McKenna College, providing a solid foundation for his entrepreneurial ventures. With 23 years of experience and a track record of building and leading companies, Ombres is now focusing on a new stealth project through Share Capital LLC, promising yet another innovative contribution to the tech ecosystem. Currently in stealth 👻
Calvin Chen
Calvin Chen is a dynamic serial founder with a concise yet impactful career in the startup ecosystem. His entrepreneurial spirit was evident with the founding of GeniusTech and Fetchr, where he served as Co-Founder and CEO. Despite the absence of disclosed funding, his ventures into the tech space signal a keen eye for market opportunities and innovation. Chen's academic journey through YC's W23 Batch and studies in Business & CS at the University of Southern California have equipped him with a unique blend of technical and business acumen. Currently, Chen is embarking on a new venture, TimelyAI, in stealth mode. While details are sparse, his track record holds as a significant player. Currently in stealth 👻
Pekka Riipinen
Pekka Riipinen emerges from a robust background in cybersecurity and IT management, transitioning his extensive expertise into a new, undisclosed venture. With 18 years of experience, Riipinen has demonstrated leadership and innovation through roles at Crayon and Telia, focusing on cybersecurity services and operations. His academic background, with studies at Aalto University and the University of Jyväskylä, complements his professional journey, providing a solid foundation in business administration, management, and operations. Riipinen's move to found a new venture in stealth mode is a natural progression of his career, leveraging his deep understanding of cybersecurity to address emerging challenges in the tech landscape. Currently in stealth 👻
Parag Patel
Parag Patel is an accomplished serial founder with a rich history in software engineering and startup development. His ventures, including Invoiced and NullReviews, showcase his ability to identify niche markets and develop innovative solutions. With a BS in Computer Systems Engineering from the University of Massachusetts, Amherst, Patel has honed a diverse skill set, from algorithms to SaaS, which has propelled his ventures. Despite not disclosing funding details, his role in founding multiple companies underscores his entrepreneurial spirit and technical prowess. Patel's latest project remains under wraps, but given his track record and broad expertise, the tech community eagerly anticipates his next move. Currently in stealth 👻
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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.
Silurian AI (🔥 featured 7x in 90 days)
Builds “tailored Earth intelligence”—foundation models to simulate weather and its impact on physical assets—with an API and custom models for sector use cases. In January 2025 the team introduced an Earth API serving forecasts from its Generative Forecasting Transformer (GFT). Leadership includes CEO Jayesh Gupta (co-creator of ClimaX; co-author of Aurora), Chief Scientist Cristian Bodnar (lead co-author of Aurora), and Chief Engineer Nikhil Shankar (ex-AWS SageMaker). YC profiles Silurian as an infrastructure layer for weather-driven decisions across energy, insurance, agriculture, and logistics. Funding: $500k. Based in Kirkland, Washington, United States.
Lark (🔥 featured 3x in 90 days)
An AI-native billing platform for fast-growing AI companies, providing a flexible pricing engine (pay-as-you-go, hybrid, dimensional) and automation across billing operations. YC notes Lark is working with Midjourney and Character.AI and is building a platform to onboard those and new customers. Founders Vijit Dhingra and Jack Brown previously built usage-based billing systems and led engineering teams solving complex pricing models. The site and blog reinforce a focus on eliminating billing-ops overhead for evolving AI pricing. Funding: $500k. Based in San Francisco, California, United States.
Formable (🔥 featured 5x in 90 days)
Builds intelligent, dynamic web forms to accelerate lead capture—“learn faster and collect more leads”—with a gated request-access flow. The product messaging positions Formable as a lead acceleration platform; published integration pages highlight real-time milestone notifications and collaboration-tool sync (e.g., Slack/Teams/Asana) to keep deals on track. Go-to-market appears invite-only. Funding undisclosed. Based in New York City, New York, United States.
✶ Ando (🔥 featured 2x in 90 days)
Pre-launch messaging platform where humans and AI agents collaborate, with new context, access and UI primitives designed for agent workflows; the team argues “Slack wasn’t built for this new world.” Public site is sparse and request-only, emphasizing a “gathering place” ethos for human-agent work. Based in San Francisco, California, United States.
Quotient AI (🔥 featured 4x in 90 days)
Provides AI reliability monitoring—dashboards that track hallucinations, RAG failures and broken reasoning—plus automatic root-cause analysis and recommendations. The company says its founders built GitHub Copilot’s evaluation infrastructure before launching Quotient. Pricing includes an Enterprise plan with on-prem/VPC options and dedicated support; SDKs and clients are public on GitHub (e.g., MCP server, Python/TypeScript clients). Positioning targets teams shipping agentic/search-augmented systems, aiming to detect and fix reliability issues automatically. Total Funding: $5.5M by Step Function (Boston). Based in Boston, Massachusetts, United States.
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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.
HoneyHive (🌟 Specter – Global Rank 40)
HoneyHive builds an AI evaluation/observability platform to ship agents with test coverage and guardrails, spanning dataset curation, evals, monitoring, and prompt ops. On April 8, 2025, it announced a $7.4M seed led by Insight Partners, coupled with general availability of “HoneyHive Agents.” Co-founders Mohak Sharma and Dhruv Singh previously worked at Templafy and Microsoft, respectively. A MongoDB case study outlines “evaluation-driven development” on HoneyHive, signaling enterprise-grade workflows. Latest round $7.4M (Seed); stage: Pre-seed / Seed. Positioning: agent reliability tooling for enterprise AI stacks. Based in New York City, United States.
Leumas (🌟 Specter – Global Rank 56)
Leumas provides modular, software-driven robot factories and on-demand manufacturing for pharma and wellness, orchestrated by its Leumasware OS (recipe/mfg execution, QA, compliance). On June 11, 2025, the company raised a $2.2M seed led by Capital 2B, with Capital-A and Anicut Capital participating, to expand R&D and pilot dedicated factories. Founders Subhajit Biswas and Nitesh K are building distributed “robot factory hubs” (e.g., Ramnagara with 21 robotic lines; Anand with 4) to deliver flexible capacity. Total funding: $3.05M. Based in Bengaluru, India.
Anam (🌟 Specter – Global Rank 72)
Anam offers a real-time “human AI” platform that generates emotive, photo-real personas for conversation-driven use cases (support, education, sales). The company announced a $9M seed on June 10, 2025 led by Redpoint with SV Angel participation; prior backing includes Concept Ventures (pre-seed 2024), bringing total funding to ~$11.3M . Founders Caoimhe Murphy and Ben Carr previously worked at Synthesia. Concept Ventures notes 1,000+ customers post-launch, indicating rapid adoption across enterprise and education settings. Positioning: high-fidelity, real-time digital humans for customer interaction. Based in London, United Kingdom.
Fiber AI (🌟 Specter – Global Rank 98)
Fiber AI provides verified phones/emails and TAM list-building with a 0% email-bounce guarantee and multi-provider “waterfall” validation; it markets “4× cheaper than Clay/ZoomInfo” and advanced search over 850M+ profiles / 40M+ companies. The startup is YC S23 and led by Adi Agashe and Neel Mehta, founders with experience at Microsoft/Google (per first-party/YC profiles). An Elastic case study highlights a customer scaling to $1M+ ARR using Fiber for outbound audience building 🟡.Total funding: $500K Positioning: data infrastructure and enrichment for AI-assisted outbound. Based in San Francisco, United States.
LocalStack (🌟 Specter – Global Rank 108)
LocalStack is the local AWS cloud emulator used to build/test cloud apps offline; the company cites 280M Docker pulls, 8M weekly sessions, and 900+ enterprise customers as of its Series A announcement. On November 12, 2024, it raised a $25M Series A led by Notable Capital with CRV and Heavybit; prior $3.2M seed closed in 2021. Co-founders Waldemar Hummer and Gerta Sheganaku continue expanding enterprise features and community programs. Total funding: $28.2M. Positioning: core developer infrastructure for cloud-emulation and faster feedback loops. Based in Zurich, Switzerland.
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That’s all for this edition of Specter Monitor!
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