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. ✨
🔧 Heat Pump Landscape 2025
We built on the foundation laid by SET Ventures’ report on the residential heat pump sector to create a Market Map of 450+ companies using Specter’s proprietary data platform. 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.
Juicebox hit $10M ARR
Crossed $10M ARR, power hiring for 2,500+ companies, and are excited to announce our $30M Series A led by Sequoia
BoldVoice hit $10M ARR
Surpassed $10M in annual recurring revenue (eight-figure ARR) with a lean team of 7.
TxtCart hit $2.5M ARR
$2.5M ARR and roughly 10% profit margins; zero distributions for years while reinvesting.
ColdIQ hit $6M ARR
Transformed into a $6M ARR business, helping B2B companies scale revenue with GTM systems.
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.
Gyan Chawdhary
Gyan Chawdhary, a serial successful founder based in London, England, has a distinguished track record in the cybersecurity domain. With a calculated 10 years of experience, Chawdhary has founded two companies, Checkmarx and Kontra Application Security Training, raising a total of $92M in funding. His ventures have seen significant exits, with Codebashing Inc. being acquired by Checkmarx for $15M and Kontra by ThriveDX for $8.5M. Currently, he is steering a stealth AI startup as its founder. Chawdhary's expertise is underscored by his role as a speaker at prestigious forums like Blackhat and RSA, alongside notable security research contributions. His skills in information security, application security, and penetration testing are well-endorsed, with a strong following of over 8,000 on LinkedIn. His academic and professional journey, coupled with his entrepreneurial success, positions him as a leading figure in the cybersecurity landscape. Currently in stealth 👻
Marco Fazio
Marco Fazio, located in London, England, is a professional with a robust background in growth and marketing within the AI sector. With 9 years of experience, Fazio has not founded any companies but has been pivotal in roles that contributed to significant growth trajectories at companies like Solo Brands and Adidas. His journey through prestigious management consulting firms and his involvement in Techstars as a co-founder and investor, with 2 exits, showcases a versatile skill set. Fazio holds a Master’s degree from CEMS and a Bachelor’s from Università Commerciale 'Luigi Bocconi', with a strong academic record that includes an exchange semester at The University of Auckland. His professional narrative is enriched by his proficiency in multiple languages and a deep understanding of financial analysis, public speaking, and growth strategies. Currently in stealth 👻
Jeremy Abel
Jeremy Abel, based in New York City, brings over 14 years of experience in the professional domain, with a focus on artificial intelligence and engineering. Although he has not founded any companies, his tenure at Ally as Director of Generative AI Platform Engineering highlights his expertise in leading AI-driven initiatives. Abel's career trajectory includes significant roles at Wells Fargo and Unilever, showcasing his versatility across different industry verticals. He holds a Bachelor of Science in Computer Science from the University of North Carolina at Charlotte, underlining his technical foundation. Abel's skills in programming, data science, and machine learning, combined with his experience in building AI platforms, position him as a key talent in the intersection of AI and software engineering. Currently in stealth 👻
Camin McCluskey
Camin McCluskey, a serial founder based in London, England, has an impressive track record with 3 companies founded and a total funding of $3M. His ventures, including Stackfix and Telescope, demonstrate his capability to innovate and scale in the tech industry. McCluskey's experience spans significant roles at Skyscanner and as a cohort member at Entrepreneurs First, reflecting his deep involvement in the startup ecosystem. His educational background from The London School of Economics and Political Science (LSE) and the University of Oxford, coupled with internships at Amazon and WIREWAX, provides a solid foundation in both business and technology. McCluskey's journey is marked by his ability to lead and innovate, making him a notable figure in the tech startup landscape. Currently in stealth 👻
James Everingham
James Everingham, with a vast 41 years of experience, is a serial successful founder and influential tech leader based in Menlo Park, California. Everingham has founded 3 companies, including Lightspark and Luminate, with a total funding of $56.9M. His career is highlighted by senior roles at Meta, including VP of Engineering, and pivotal contributions to Facebook's Developer Infrastructure and Instagram's Engineering team. Everingham's foundational education in Computer Science from Penn State University has propelled him through a career that includes significant tenures at Netscape Communications and Yahoo. His role as a Venture Partner at lobby capital and his ongoing venture in stealth mode as CEO underscore his continuous influence and leadership in the tech industry. Everingham's extensive experience, combined with his track record of innovation and leadership, positions him as a distinguished figure in the tech and venture capital communities. 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.
Bevel Health (🔥 featured 5x in 90 days)
Bevel is an early-stage company based in New York City, focusing on a holistic health and performance platform. With a total funding of $9.4M as of January 2025, Bevel has attracted attention from notable investors including Warburg Pincus, Insight Partners, and General Catalyst, among others. The platform is designed for individuals seeking to improve their healthspan and performance, integrating data from wearables and continuous glucose monitoring to deliver personalized health insights. Despite its early stage, Bevel has already garnered a user base of over 1000 and shows a promising trajectory with a significant web presence, evidenced by 72,832 web visits and a substantial social media following. The company, founded in 2023, employs a team of 15, highlighting a commitment to innovation in the health and sports technology sectors. For more information, visit Bevel.
Luminal (🔥 featured 3x in 90 days)
Luminal, based in San Francisco, California, is an early-stage AI company that has raised $0.5M in seed funding as of September 2025. Supported by Lightspeed Venture Partners and Y Combinator, among others, Luminal aims to revolutionize AI deployment with its serverless cloud platform designed for AI companies. This platform promises low-level hardware optimizations and cloud reliability, positioning Luminal at the forefront of the deep tech industry. Despite its nascent stage, the company has shown a rapid employee growth rate of 45.5% over six months, underlining its potential for significant impact in the information technology and software sectors. For further details, visit Luminal.
Kernel Labs (🔥 featured 6x in 90 days)
Kernel Labs, operating out of San Francisco, California, is a bootstrapped company focused on unlocking economic value in the latent space. Though details on funding are not disclosed, the company has garnered interest from Sutter Hill Ventures, Meta, and Chapter One Ventures. With a unique approach to economic value extraction, Kernel Labs stands out as an innovative player in the deep tech and software industries. Despite limited public information, the intrigue around its operations and the backing of high-profile investors suggest a company with significant potential. For more insights, follow Kernel Labs on Twitter.
Avera (🔥 featured 7x in 90 days)
Avera, a New York City-based applied AI research lab. Focused on deep tech, employing a team of 13. The company has seen a hiring growth rate of 7.7% over six months, indicating steady progress in its development. Avera's commitment to advancing AI research positions it as a key player in the deep tech sector, with potential for significant contributions to the field. For more information, visit Avera on LinkedIn.
Keystone (🔥 featured 4x in 90 days)
Keystone, located in San Francisco, California, is an early-stage company that has raised $0.5M across six funding rounds, with its latest pre-seed round led by Y Combinator in September 2025. The company is pioneering AI-powered autonomous testing to replace manual QA and Playwright tests, aiming to streamline bug detection and enhance confidence in product shipments. With a current team of 45 and a recent growth rate of 6.7% in hiring, Keystone is rapidly advancing in the information technology and software sectors. Despite its early stage, Keystone's substantial funding and innovative approach to software testing mark it as a significant player in the deep tech industry. For more details, visit Keystone.
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.
Field AI (🌟 Specter – Global Rank 15)
Field AI, a leader in deploying robots for industrial and hazardous environments, has secured a total funding amount of $405,000,000. With 115 employees and a late growth stage, Field AI targets a niche yet critical market segment. The company has shown impressive growth, with web visits increasing by 181.3% and an employee monthly growth rate of 10.6%. Field AI boasts an employee count of 115, with a strong LinkedIn following of 16,896. The company was founded by Ali Agha, showcasing leadership depth and industry expertise. Field AI has raised $405,000,000, demonstrating significant investor confidence and market validation. The company's funding journey is backed by notable investors like Bezos Expeditions and Emerson Collective. Field AI is supported by a robust network of investor partners, including Jay Park from Prysm Capital. The Emerson Collective's involvement is highlighted by partners such as Dawn Lippert and Katie Sempek, showcasing strong validation from the investment community.
Key Metrics Footer:
Team: 115 • Funding: $405,000,000 • Investor network: Bezos Expeditions, Emerson Collective, Prysm Capital • Company maturity: Late • Web traction: 50,821 visits
Adaptive ML (🌟 Specter – Global Rank 39)
Adaptive ML, operating at the forefront of AI and LLMs for business applications, has successfully raised $20,000,000. The company, in its early growth stage, employs 34 individuals and targets enterprises seeking to leverage advanced AI technologies. With an employee count of 34 and a LinkedIn following of 6,267, Adaptive ML is led by founders Baptiste Pannier, Alessandro Cappelli, and Daniel Hesslow, indicating a diverse and skilled founding team. Adaptive ML's $20,000,000 funding underscores its potential in the AI sector. The company's investor network includes Factorial and Databricks Ventures, highlighting significant industry support. Key partners from Factorial Capital, such as Amit Mandelbaum, Ryan Fink, and Matthew Hartman, have shown strong backing for Adaptive ML, further validating its market position.
Key Metrics Footer:
Team: 34 • Funding: $20,000,000 • Investor network: Factorial, Databricks Ventures • Company maturity: Early • Web traction: 15,104 visits
Hoop.dev (🌟 Specter – Global Rank 89)
Hoop.dev, specializing in infrastructure access for software engineering teams, is in the seed stage of growth.The total funding raised by the company stands at $1.12M backed by investors like Global Founders Capital, Liquid 2 Ventures, Quiet Capital, Share Capital, and Spectra Investments, the company's rapid employee monthly growth rate of 25.0% and web visits growth of 45.2% indicate strong market traction and operational scalability. Hoop.dev, with a team of 15 and a LinkedIn following of 949, is founded by Andrios Robert, highlighting a focused and lean approach to tackling niche market needs. Hoop.dev's market position and growth metrics suggest a strategic approach to scaling, with specific investor details not provided, indicating potential for future investment rounds.
Key Metrics Footer:
Team: 15 • Funding: N/A • Investor network: N/A • Company maturity: Seed • Web traction: 26,735 visits
Invert (🌟 Specter – Global Rank 93)
Invert is revolutionizing bioprocess organizations across pharmaceuticals, food and beverage, and environmental biotech with a total funding of $20,649,993. The early-stage company employs 51 individuals, demonstrating a robust approach to innovation in biotech. Invert's team of 51, with a LinkedIn following of 5,428, is led by founders Martin Tromp Permin and Holger Hjorth Thorup, showcasing strong leadership in biotech innovation. With $20,649,993 in funding, Invert has attracted attention from investors like Giant Ventures and Y Combinator, underscoring significant industry support and confidence. Giant Ventures' partners, including Koda M. Wang, Marcel Seger, and Georgia Ritter, have played pivotal roles in backing Invert, highlighting a strong endorsement from the venture community.
Key Metrics Footer:
Team: 51 • Funding: $20,649,993 • Investor network: Giant Ventures, Y Combinator • Company maturity: Early • Web traction: 11,862 visits
Basis (🌟 Specter – Global Rank 100)
Basis, serving accounting firms and professional accountants, has raised $37,600,000 in its early growth stage. The company employs 73 individuals, indicating a significant commitment to developing AI-driven accounting solutions. Basis has a strong team of 73 and a LinkedIn following of 6,955. It is co-founded by Mitchell Troyanovsky and Matt Harpe, demonstrating a solid foundation in technology and accounting. The company's $37,600,000 in funding reflects investor confidence in its innovative approach to accounting technology, with specific investor partner details not provided. Basis benefits from the support of industry experts like Jack Altman, Noam Brown, and Claire Hughes Johnson, though detailed affiliations are not available, indicating a broad base of investor confidence.
Key Metrics Footer:
Team: 73 • Funding: $37,600,000 • Investor network: Jack Altman, Noam Brown, Claire Hughes Johnson • Company maturity: Early • Web traction: 26,501 visits
Existing Specter users: Access the real-time startup feed here.
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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.
