Specter Monitor #205 🦃

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. ✨

🥤 Specter x Slush 2025

We were not at Slush this year, so we made a small site about it. It's a small 💌 to an event with the best energy out there. Check it out ↓

Specter — not at Slush this year.

Specter

💸 Revenue Signals of the Week

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

Kuse hit $10M ARR

Xiankun Wu reports $10M ARR (prev $9M); reached $10M ARR in 60 days; early traction in Hong Kong/Taiwan teacher communities and viral growth on Meta Threads.

MEDvidi hit $25M ARR

ARR $25M (added $3M in Oct from $22M); provider hiring doubled; AI Clinical Assistant moved to full production; shift to payback-period focus.

Chatbase hit $7M ARR

Currently at $7M ARR per LinkedIn headline; earlier post also cites $6M ARR at enterprise launch.

MOVEdot hit $500K ARR

ARR ~ $500K (from ~$130K during YC F25); ~65% MoM growth; ~50% of ARR increase from doubled ACV on renewals; engaged hundreds of customers/leads.

🔮 Stealth Opportunities of the Week

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

Amir Salim

Amir Salim, with a 5-year career in entrepreneurship, founded Education Geeks, a company he bootstrapped to over $5M in revenue, building a team of 25 and educating thousands globally. His journey began at 18, and by 23, he had scaled his second venture. Was a member of the technical staff and an angel investor at Lovable, collaborating with a team of serial founders and physicists to innovate software creation. Amir's self-taught expertise in computer science and machine learning, coupled with his experience as a youth national-level boxer, underscores his diverse skill set. He has a network of 5,317 LinkedIn followers, showcasing his influence in the tech community. Now, he is at the helm of a new startup in stealth. Currently in stealth 👻

Bar Saraf

Bar Saraf, serial founder with 17 years of experience, co-founded RestAR (acquired by Unity), Inviter, and Appix. Career includes VP of Products at RapidAPI and Tradeo, and leading Unity's Israel R&D office post-acquisition. Bar's background in computer software engineering from ORT Colleges complements his strategic roles, including Network Security Team Leader at the Israel Defense Forces. As an angel investor, he advises startups like eSelf AI and Spines. With 6,907 LinkedIn followers, Bar's network is extensive. Now, he is the founder of a stealth venture, continuing to innovate in the tech space. Currently in stealth 👻

Alex Waddington

Alex Waddington, with a decade of experience, co-founded Honee (acquired by Vively) and held significant roles at Cleo and Morgan Stanley. Career spans from investment banking to commercial leadership, including roles as Commercial Lead and Associate at Cleo, and as an analyst at Morgan Stanley. Holds a Bachelor's in Commerce and Computer Science from Monash University. His work at EY and Vesparum Capital further showcases his analytical skills. With 1,209 LinkedIn followers, Alex is now co-founder building in stealth. Currently in stealth 👻

Alexandre Ducoeur Martins

Alexandre Ducoeur Martins, a 12-year startup veteran, co-founded Studapart, a SaaS marketplace for rentals, achieving €12M in revenue and a successful exit at a €55M valuation. His leadership grew the company to over 80 employees, making it a market leader in France. Holds an economics degree at Université Paris 1 Panthéon-Sorbonne, which laid the groundwork for his business acumen. As an investor and mentor at Perso, he supports startups in coliving and coworking spaces. With 4,345 LinkedIn followers, Alexandre is now co-founding a stealth AI-native commerce startup, continuing his passion for consumer-first solutions. Currently in stealth 👻

Avi Glozman

Avi Glozman, 8 years of experience, worked as a Backend Software Engineer at Mercury and Stream, and as a Machine Learning Researcher at the University of Pittsburgh. Holds a Bachelor of Science in Computer Science from the University of Pittsburgh, where he graduated in two-and-a-half years. At Uber, he developed ETL systems for self-driving car data. At Mercury, he wrote test-driven Haskell code for their card platform. At aspace, he built scalable RESTful APIs. His ML research focused on computer vision models for cervical spine CT scans. Fluent in multiple languages, now founder of a stealth AI startup. 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.

Arondite (🔥 featured 5x in 90 days)

Arondite, located in London, is a defence-tech building the foundational software and AI to power the autonomous age. Founded by Will Blyth (ex-Helsing, Palantir Technologies, British Army), raised $11.7M in funding from Concept Ventures, Creator Fund, Index Ventures, and Chris Adelsbach. With a team of 27 employees, Arondite is pioneering solutions for defense organizations and technology integrators.

Overmind (🔥 featured 3x in 90 days)

Overmind, located in London, is ensuring AI changes the world for the better, providing security and observability to any agentic system. Founded by Sam Brunt (ex-Vertice, Pipe, Funding Circle UK), Tyler Edwards (ex-Antler, Roke, GCHQ), and Akhat Rakishev (ex-Antler, Lyst, Monzo Bank), raised $0.2M in funding from Antler. With a team of 4 employees, Overmind is committed to leveraging AI for positive global impact.

Turbopuffer (🔥 featured 7x in 90 days)

Turbopuffer, located in Ottawa, Ontario, offers a serverless vector database built on top of object storage, providing significant cost savings and scalability. Founded by Justine Li (ex-Frustra Inc., Shopify, SageData Solutions Inc.) and Simon Hørup Eskildsen (ex-WebScale Inc, Shopify, Relatel), with undisclosed funding from investors including Arjun Narayan (Materialize), Erik Bernhardsson (Modal), Jessie Frazelle (Zoo & Oxide), Kenneth Auchenberg, Lachy Groom, Mikey Shulman (Suno), Redpoint Ventures, Richard Artoul (WarpStream), Solmaz Shahalizadeh (Shopify), Sualeh Asif (Cursor), Tapestry VC. With a team of 15 employees, Turbopuffer is catering to companies needing scalable search solutions.

Earendil (🔥 featured 6x in 90 days)

Earendil, located in Vienna, Austria, crafts software and open protocols to strengthen human agency and bridge division and ignorance. Founded by Colin Hanna (ex-Balderton Capital, SoundCloud, Goldman Sachs, Princeton alumn) and Armin Ronacher (ex-Fireteam Ltd, Sentry, Technische Universität Graz alumn), with investors not disclosed. Earendil is focused on enhancing human agency through technology.

Overtune (🔥 featured 2x in 90 days)

Overtune, located in Reykjavík, Iceland, is a mobile platform where users arrange sounds, record voice videos, and share them on social media, empowering independent artists. Founded by Pétur Eggerz Pétursson (ex-H:N Markaðssamskipti, Drexler Music, Motive), Sigurdur Arnason (ex-Drexler Music, LarsEn Energy Branding), Jason Dadi Gudjonsson (ex-Hip Hop Hátíðin), and Gudjon Mar Gudjonsson (ex-LazyTown Entertainment, Agora, Þjóðfundur - Icelandic National Assembly), with $2.27M in funding from whynow and Nick Gatfield. With a team of 21 employees, Overtune is simplifying the songwriting process for independent artists and content creators.

🍒 Company Opportunities of the Week

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

ReactWise (🌟 Specter – Global Rank 573)

ReactWise, based in London, accelerates chemical process development using an AI-driven platform that enhances reaction yields and process scalability without coding. ReactWise integrates with laboratory equipment to provide predictive models and real-time data access, targeting pharmaceutical and chemical industries. Founded by Daniel Wigh (ex-Bank of America, University of Cambridge) and Alexander Pomberger (ex-Roland Berger, Start Codon), the team comprises 8 employees with a hiring velocity of 14.3%. Secured $3.55M in funding from Innovate UK with partners like Dr. Andrée Bates and Y Combinator. Despite a web visit decline of 63.2%, they maintain 4,079 LinkedIn followers, ranking 573 globally.

Conveo (🌟 Specter – Global Rank 596)

Conveo, HQ in Brussels, offers an AI-powered platform for automated video interviews and customer insights, catering to market research teams and enterprises. Their flagship product, Conveo AI Research Coworker, streamlines video interviews and analysis. Founded by Hendrik Van Hove (ex-McKinsey & Company, Morgan Stanley), Ben Smet (ex-McKinsey & Company, Nextbook), and Dieter De Mesmaeker (ex-Conveo (YC S24), DataCamp), the company has 16 employees. Raised $5.8M from investors like 6 Degrees Capital with partners such as Thomas Olszewski and Y Combinator. Despite a 64.7% drop in web visits, they have 2,963 LinkedIn followers and rank 596 globally. No recent news is reported.

Basedash (🌟 Specter – Global Rank 891)

Basedash, located in Montréal, Canada, is an AI-native business intelligence platform that enables teams to connect to databases and generate insights without SQL. Supporting over 550 data sources, it offers natural language querying and a spreadsheet-like explorer. Founded by Max Musing (ex-Mark43, Shopify), the company employs 6 people with a stable hiring velocity. Raised $4.54M from Matrix with partners like Rob Soni and Y Combinator. Despite a 24.9% decline in web visits, they have 2,288 LinkedIn followers, ranking 891 globally.

Tera AI (🌟 Specter – Global Rank 348)

Tera AI, based in SF, develops a software-only, platform-neutral spatial reasoning framework for robots to navigate using existing cameras. Founded by Tony Zhang (ex-Google X, World Health Organization), the team consists of 11 employees with a hiring velocity of 10%. Tera AI secured $8M in funding from Felicis with partners like Beth Steinberg and Inovia Capital. With a 48.2% increase in web visits, they have 4,206 LinkedIn followers and rank 348 globally.

Stably AI (🌟 Specter – Global Rank 590)

Stably AI, HQ in SF, automates software testing with an AI-powered QA platform for product teams. Their product, Stably AI, targets engineering teams to streamline testing processes. Founded by Neil Parker (ex-Uber, Cornell University) and Jinjing Liang (ex-Lovecast, Google), the company has 7 employees. Although funding details are undisclosed, Y Combinator is a known investor. With a 113% increase in web visits, they have 3,851 LinkedIn followers and rank 590 globally.

That’s all for this edition of Specter Monitor!

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