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. ✨
📰 Real-Time News Has Arrived on Specter
Track every company story as it happens. Specter’s new live news layer turns funding updates, podcasts, and social posts into clean, structured insights — transforming how investors follow growth.
💸 Revenue Signals of the Week
Specter tracks private-company revenue and profitability as it’s reported across social posts, news, podcasts, and public filings.
PlaySuper hit $6M ARR
PlaySuper reported $500K+ in monthly recurring revenue achieved within 12 months, driven by adoption from game studios and brand partners.
Journable hit $500K ARR
Journable disclosed $467K in annual recurring revenue (ARR) and plans iOS expansion to drive ARR growth.
EQOLUX hit $0.1M ARR
EQOLUX reports reaching $100K in annual recurring revenue within three weeks of go-live.
Calendesk hit $0.3M ARR
Founder Maciej reports $23,000 in MRR for Calendesk as of the post, implying about $276,000 ARR run rate.
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🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Matt Verminski
Matt Verminski, seasoned entrepreneur based in Boston. 29 years of experience, co-founding Kodama Systems and Mimio. Career includes significant roles: VP of Engineering at Desktop Metal led engineering team inventing novel metal 3D printing solutions; VP Hardware Architecture at Kiva Systems (now Amazon Robotics) led expanded uses of robotics across Amazon Fulfillment before its acquisition by Amazon for $775M. Matt holds 42 granted US patents. Currently, advises / consults / invests in early-stage startups and Co-founded a venture in stealth. Currently in stealth 👻
George Nichkov
George Nichkov, located in London, deeply engaged in the AI and tax space. 13 years of experience, with roles at Grishin Robotics and Gett, leading product initiatives. Tenured at Oliver Wyman as a Senior Consultant and fellowed at Grishin Robotics. Currently, George founded a venture that is in stealth. Currently in stealth 👻
Adam Schuit
Adam Schuit, entrepreneur in NYC. 19 years of experience, notably worked at noa (formerly A/O) as Principal, funding startups in real estate, construction, energy, mobility, and infrastructure sectors. Spent early career at Ernst & Young on M&A due diligence. Adam is currently focusing on latest venture in stealth mode, aiming to leverage advanced AI to revolutionize manufacturing and logistics. Currently in stealth 👻
Jukka Mitrunen
Jukka Mitrunen, serial entrepreneur based in Helsinki. 18 years of experience, Jukka co-founded several companies eg FitFame and Upvote and participated at VipuCare as a Board Member. Jukka's an exited repeat-founder with venture Bitcoinkaupat.com being acquired by Prasos Oy. Jukka is once again launching a new venture in stealth, while also mentoring at the Founder Institute. Currently in stealth 👻
William I. Gibbs IV
William I. Gibbs IV, a third-generation mechanical engineer from Seattle. 19 years of experience, founded companies like Corvus & Columba (exited) and MODICA Microindustries. As Senior Mechanical Engineer at SpaceX worked on Starlink satellite production tooling and automation. Stacked experience in commercial aerostructures, medical devices, and renewable energy. Advises at Seattle University and leading a venture in stealth focused on industrial systems integration, aiming to reshape the manufacturing landscape. 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.
The San Francisco Compute Company (🔥 featured 5x in 90 days)
The San Francisco Compute Company, based in SF, specializes in manufacturing supercomputers, including products like NVIDIA H100 SXM5 80GB VRAM, NVIDIA H200 SXM5 141GB VRAM, and Kubernetes clusters for running GPU workloads with K8s configurations. Founded by Evan Conrad (ex-Moder LLC, Quirk, Gonzaga University), company has secured $12M in funding from investors including Altman Capital, Angel Collective Opportunity Fund, Mei Z., and Terrence Rohan. Team size of 25 employees, The San Francisco Compute Company has positioned itself as a flexible infrastructure provider for a wide range of clients from AI startups and research labs to grad students, featuring hundreds of large-scale models trained.
Zo (🔥 featured 8x in 90 days)
Zo, located in NYC, offers an autonomous computer in the cloud, acting as a personal cloud computer primarily operated by AI. Founded by Rob Cheung (ex-Smalltalk, Venmo, Fin Assistant. (2015 - 2019)), raised $8M in funding from Craft Ventures, Guillermo Rauch (Vercel founder), Immad Akhund (Mercury CEO), Lightspeed Venture Partners, South Park Commons, and Will Gaybrick. With a team of 11 employees, Zo is pioneering the future of computing with its cloud-based personal computer, aiming to transform how individuals and companies develop AI applications that require complex multi-model systems.
Telemetron (🔥 featured 3x in 90 days)
Telemetron, SF-based, provides AI Customer Support specifically designed for Hardware Companies. Co-founded by Hamza S. (ex-WootCloud, Inc., SpaceX, Stanford University) and Shivani Patel (ex-SpaceX, Deloitte Consulting, Visa, ServiceNow). Telemetron secured $500K in funding from Y Combinator. Focusing on unifying ticketing, device diagnostics, order tracking, and documentation for hardware businesses.
Reliant AI (🔥 featured 7x in 90 days)
Reliant AI, HQ in Montréal, specializes in AI-Powered Research for the Life Sciences, providing a platform named Reliant Tabular that offers AI-powered data manipulation and verification for life sciences. Founded by Richard Schlegel (ex-Guidehouse, EY-Parthenon, Merantix), Marc G. Bellemare (ex-DeepMind, Google), and Karl Moritz Hermann (ex-Saiga, Dark Blue Labs, Morgan Stanley). Secured $13.5M in funding from investors including Inovia Capital, Tola Capital, Ameet Patel, Amit Agarwal, Mike Volpi, and Yoshua Bengio.In the early growth stage, aiming to enhance decision-making in the life sciences by aggregating and analyzing over 38 million scientific publications, conference abstracts, and clinical trials.
Parse Labs (🔥 featured 2x in 90 days)
Parse Labs, located in London, offers a business intelligence platform that connects to various business systems to provide explanations about company performance. Founded by Royce Fullerton (ex-Accenture, Fraunhofer-Gesellschaft, Portrait) and Sebastiaan Bruinsma (ex-Nobly POS (acquired by Revolut), PVL Properties ltd, CELUS). Raised $500K from Haatch. Parse Labs aiming to act as an AI Chief of Staff by connecting a company's entire tech stack through API integrations to provide insights and explanations.
Existing Specter users: Access the full list here.
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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.
Inngest (🌟 Specter – Global Rank 142)
Inngest, SF-based, simplifies building reliable backend workflows and background jobs without the need for managing infrastructure, targeting modern software companies globally with customers like SoundCloud and GitBook. Founded by Tony Holdstock-Brown (ex-Uniform Teeth, Docker, Inc) and Dan Farrelly (ex-Buffer, Slated, Inc.), grown to 25 employees. Raised $10.6M in funding, latest round includes investors like Afore Capital (Joseph Cardini, Gaurav Jain), Andreessen Horowitz (Zack Levine, Yasin Ehsan), et al. Despite a recent -1.8% drop in web visits, Inngest maintains a strong online presence with 1,735 LinkedIn followers.
Axle Energy (🌟 Specter – Global Rank 227)
Axle Energy in London, offers a software solution that enhances the flexibility of the electricity grid by adjusting energy usage to cheaper and greener options, serving energy providers, EV charger aggregators, and battery storage operators. Secured $10.5M in funding from investors like Accel (Ivan Zhou, Nikhil Ramesh) and Picus Capital (Vlad Lata, Tiago Henriques). Founded by Archy de Berker and Karl Bach, who bring experience from CarbonChain and Bulb. Grown to 26 employees with a 61.7% increase in web visits and a robust LinkedIn following of 7,783.
Melty (🌟 Specter – Global Rank 283)
Melty in SF, an open-source AI code editor designed for "10x engineers," offers Chorus, a desktop app that facilitates conversations with multiple AI models, including local open-source ones. Secured $500K from Y Combinator. Founded by Brown alumni - Charlie Holtz (ex-Point72 and Replicate) and Jackson de Campos (ex-Netflix and Amazon). Team of 6, targeting macOS users seeking enhanced interactions with AI models. Although small at the moment with 224 web visits and 920 LinkedIn followers, still emerging in the market.
Jitter (🌟 Specter – Global Rank 21)
Jitter, based in Paris, a web-based motion design tool that simplifies the creation of animations for over 20,000 creative teams and agencies. Founded by Sebastien Robaszkiewicz (ex-Devialet, Freelance) and Etienne Albert (ex-GoPro, Stupeflix). Team grown to 30 employees. Raised $150K from Y Combinator (Yonathan Yuri Faber) and boasts 16,806 LinkedIn followers. Despite a slight -1.15% drop in web visits - total broke 1M visits Jitter remains a go-to tool in its field.
Zamp (🌟 Specter – Global Rank 663)
Zamp, based in Haryana, India is transforming finance operations for businesses with its AI agents that automate finance and operations workflows. Founded by Amit Jain (ex-Sequoia Capital, Uber). Team now at 88 employees and raised $25M in funding from Sequoia Capital (Wes O'Haire). Targets Fortune 500s, global banks, and enterprises. Has seen a -9.01% drop in web visits to 12,692 but maintains a strong LinkedIn following of 67,641.
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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.
