Specter Monitor #201 🤌

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. ✨

💸 Revenue Signals of the Week

Specter tracks private-company revenue and profitability as it’s reported across social posts, news, podcasts, and public filings.

RevenueBase hit $1.5M ARR

RevenueBase reached $1.5M in new ARR with a four-person team after a pivot.

Horizons hit $43.0M ARR

Horizons surpassed $43M in annual recurring revenue while remaining bootstrapped, announced by co‑founder Tom Kussmann in late 2025.

Alia hit $6.0M ARR

Alia’s CEO reports the company has reached $6M in annual recurring revenue (ARR) while bootstrapped.

SiteGPT hit $0.2M ARR

Founder reports current MRR of $13,100 for SiteGPT, up 4.27% over the last 30 days, crossing the $13k milestone in 2025.

🔮 Stealth Opportunities of the Week

Specter monitors real-time global talent movements to spot investment opportunities before anyone else.

Atyab Tahir

Atyab Tahir, 26-year career in digital financial services across South Asia and MENA regions. Co-founded HugoBank and lead efforts in JazzCash, alongside founding Trayle Consulting. Also Tenured at Mastercard, Tameer Bank and Easypaisa, who was instrumental in shaping fintech infrastructure. Serves as an advisor at Dastak Ventures and now at the helm of a stealth FinTech startup. Holds a Master's degree and education from prestigious institutions like Dartmouth College, Harvard Business School, and Babson College. Tahir brings a wealth of knowledge and a network of over 25,225 followers on LinkedIn. Currently in stealth 👻

Justin Davis

Justin Davis, 18 years of experience - serial entrepreneur. Founded companies like Nurdle AI, Oasis Consortium, and Spectrum Labs (acquired by ActiveFence in 2023). Currently, he is involved with Tribes Studio as an advisor, a stealth mode startup company as a founder, and an investor in Spaceback (acquired by Rembrand Oct 2025). Davis's is stacked in experience and outcomes. Has a following of 6,815 on LinkedIn. Now building again in stealth. Currently in stealth 👻

Manuel Pina

Manuel Pina, 13 years of experience with significant roles at Uber, where he contributed to customer experience and ops, and at Otovo, where he held executive positions in scaling operations. Graduated from top uni’s - Nova School of Business and Economics and IE Business School. Now Manuel is building a new stealth startup as co-founder. Currently in stealth 👻

Jamison Mercurio

Jamison Mercurio, entrepreneur with 11 years of experience. Co-founded Mango Health. Holds a Computer Science degree from Princeton University, coupled with internships at leading companies like Facebook and Capital One, has equipped him with a robust skill set in software development, product management, and leadership. Mercurio's diverse experiences, from organizing a charity race to internships in network security and product design, showcase his versatility and innovative mindset. Now Co-founder and CEO of a stealth startup. Currently in stealth 👻

West Askew

West Askew, 15 years of experience, a serial entrepreneur who has founded FLO LABS and Thatch (acquired by Mindtrip.ai). Background in bioengineering from Santa Clara University, combined with his hands-on experience in R&D and product development at companies like Avinger Inc. and Google. Founding team of Verily (Google[x]) underscores his contributions to advancing technology in health and diagnostics. Now a founder of a stealth AI startup and serves as an advisor at Mindtrip, Inc., where he focuses on product, design, and go-to-market strategies. Currently in stealth 👻

🎱 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.

Freeform (🔥 featured 4x in 90 days)

Freeform based in Hawthorne, California, is deploying software-defined, autonomous metal 3D printing factories around the world, bringing the scalability of software to physical production. Their proprietary technology stack leverages advanced sensing, real-time controls, and data-driven learning to produce digitally-verified, flawless parts at unprecedented speed and cost, aiming to make the transformative power of 3D printing available to all industries at scale and unlock the future of innovation. Founded by Derek Schmuland, Erik Palitsch, and Thomas Ronacher they have raised $59M in funding from AE Industrial Partners, NVenture, et al. Growth stage startup with 1,309 visits (+21.5% growth) and 417 LinkedIn followers.

Yaak Technologies ApS (🔥 featured 3x in 90 days)

Yaak Technologies ApS based in berlin is pioneering a unified workflow to search and uncover trends within petabytes of multimodal data, building spatial intelligence tools for the pioneers of tomorrow. Their products, Nutron, Vektor, and Open Scenario Map, accelerate the adoption of end-to-end learning for spatial intelligence across robotics verticals. Founded by Harsimrat Singh Sandhawalia, Martin Zielinski, and Søren Halskov Nissen, Yaak has raised $8.3M from First Fellow Partners, Maki.vc, PSV, and Forward Venture Capital. Early stage start-up with 5,738 visits (+24.0% growth) and 1,977 LinkedIn followers.

Mintlify (🔥 featured 6x in 90 days)

Mintlify based in San Francisco is the intelligent documentation platform helping developers build public-facing documentation that converts users. Their products include Web Editor, API Playground, and AI Assistant, designed to enhance productivity by automating routine tasks and simplifying the management of multiple applications. Founded by Han Wang and Hahnbee Lee, Mintlify has raised $21.7M from Andreessen Horowitz, Bain Capital Ventures, Y Combinator, et al. Growth Stage startup with 251,221 visits (+-1.2% growth) and 13,636 LinkedIn followers.

Comand AI (🔥 featured 7x in 90 days)

Comand AI based in Paris delivers AI-powered command software for modern defense, offering interoperability with existing systems and engineered for warfighting. Their flagship product, Prevail, analyzes missions and terrain, predicts threats, and delivers real-time courses of action. Founded by Loïc Mougeolle, Pierre Courtiol, and Antoine Chassang, the company has raised $12.2M from Eurazeo, Frst, among others. Early stage startup with 5,481 visits (+8.7% growth) and 7,737 LinkedIn followers.

Arcade.dev (🔥 featured 4x in 90 days)

Arcade.dev based in South SF is an AI tool-calling platform that connects AI with various integrations, facilitating tasks such as managing emails, files, calendars, and APIs. Their products, Archer Slack Agent and Arcade Chat, support seamless interactions between AI and existing workflows. Founded by Sam Partee and Alex Salazar, Arcade.dev has raised $12.0M from Laude Ventures, Andy Rachleff, Flybridge, among others. Early stage startup, with 47,856 visits (+31.0% growth) and 4,389 LinkedIn followers.

🍒 Company Opportunities of the Week

Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.

Peer Robotics (🌟 Specter – Global Rank 432)

Peer Robotics based in New Haven, Connecticut is revolutionizing manufacturing automation with its intelligent, collaborative mobile robots designed to learn directly from human workers, enhancing productivity and human-robot partnerships. Their product lineup includes the Peer 3000, RM 500, and RM 250 autonomous mobile robots (AMRs), catering to various payload capacities and operational needs, all emphasizing safety with CE and ISO certifications. Founded by Rishabh Agarwal (ex-Indian Institute of Technology, Delhi, Institute FAPS), the team has grown to 25 employees. Peer Robotics has secured $2.42M in funding from investors like Axilor Ventures (Tarun Khanna, Sachhin Garg, Prachi Sinha), Kalaari Capital (Aditi Bhardwaj, Sampath Pudhukottai, Reshma Nigam), Maruti Suzuki Accelerator (Satnam Bhatia), Techstars, Connecticut Innovations (Pauline M. Murphy, Eric Rosow, Erik Jansen), Innopact (Ananya Chandra), and Supermorpheus (Raghav Arora, Rajesh Gouri, Sameer Guglani). Despite no recent news, the company has seen a significant web visit growth of 74.73% to 3,278 visits and boasts 13,542 LinkedIn followers.

Bezi (🌟 Specter – Global Rank 616)

Bezi based in SF is an AI-powered development assistant for Unity game developers, streamlining the game development process by offering real-time context-specific AI assistance for debugging, code generation, and project search. Founded by Cecilia Uhr (ex-Oculus VR, Facebook), Denys Bastov (ex-Oculus VR, Magic Leap), and Julian Park (ex-Oculus VR, Facebook), Bezi has raised $13M from Benchmark (Eric Vishria, George Hu, Arad Naveh), Uncork Capital (Jeff Clavier, Tripp Jones, Whitney Bouck), along with individual investors Akshay Kothari, Arash Ferdowsi, Dantley Davis, and others. Now a team of 21 employees and have seen a web visit growth of 76.67% to 84,151 visits, with 11,225 LinkedIn followers.

Docket (🌟 Specter – Global Rank 1007)

Docket based in Camas, Washington leverages artificial intelligence to provide virtual sales engineers for instant sales answers and automation, offering products like AI Seller and AI Sales Engineer to enterprise and mid-sized sales teams. Founded by Anoop Thomas Mathew (ex-iterFlow, FullContact Inc.), Arjun Pillai (ex-ZoomInfo, Insent.ai), and Athul Rajeev (ex-iterFlow Inc., CareStack™ - Dental Practice Management), Docket has raised $20.35M with Foundation Capital (RaviKiran Gopalan, Natalie Severino, Lisa Box) and Mayfield Fund (Rishi Garg, Gamiel Gran, Guru Pangal) as investors. The company's traction includes web visit growth of 678.89% to 45,495 visits and 8,692 LinkedIn followers, indicating significant interest in their AI-driven sales engineering solutions.

NavierAI (🌟 Specter – Global Rank 1008)

NavierAI based in SF offers a groundbreaking AI CFD platform that accelerates aerospace and mechanical engineering simulations by 1000x, enabling the design of high-performance machines with unprecedented efficiency. Co-founded by Cameron Flannery (ex-Aurora, Boundary Layer Technologies) and Evan Kay (ex-Anzu Partners, General Atomics Aeronautical Systems), NavierAI has raised $500K in funding with  10 BOND, Liquid 2 Ventures (Michael Ma, Joe Montana, Matt Mulvey), Warrick Shanly, and Y Combinator (Yonathan Yuri Faber, Vikrum Srivastavaa, Venkatesh Sakamuri) among its investors. With a team of 9 employees and a hiring velocity of 28.57%, NavierAI has seen a web visit growth of 19.58% to 7,122 visits and has 1,596 LinkedIn followers.

Pydantic Services (🌟 Specter – Global Rank 207)

Pydantic Services based in London empowers developers to build robust applications faster with Python, offering Pydantic Validation, Pydantic AI, and Pydantic Logfire for data validation, AI agent framework, and observability, respectively. Founded by Samuel Colvin (ex-Nell Health, TutorCruncher), the company has secured $17.17M in funding from Sequoia Capital (Wes O'Haire, Tom Ronen, TK Kong), Bryan Helmig, David Cramer, Irregular Expressions (Julie Hubschman, Marc Brown, Greg Ratner), Logan Kilpatrick, Partech (Raphael Maunier, Rémi Said, Guillaume Delaporte), Tristan Handy, and Zero Prime Ventures (Tim Wu, Pete Soderling, Paul Moreno). With a team of 27 employees, Pydantic Services has seen a web visit count of 720,783, despite a slight decrease (-0.07%), and has 13,849 LinkedIn followers.

That’s all for this edition of Specter Monitor!

Stay tuned for the next updates and feel free to share with your friends.