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. ✨
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💸 Revenue Signals of the Week
Specter tracks private-company revenue and profitability as it’s reported across social posts, news, podcasts, and public filings.
Emergent hit $25M ARR
Mukund Jha reports $25.0M ARR; reached $25M ARR in under 180 days since launch; added $10M ARR in the past 75 days.
Alia hit $7M ARR
Shaan Arora reports $7.0M ARR; Co-founder stated has $7M ARR in a Dec 8, 2025 tweet.
Searchable hit $840K ARR
Reported nearly $70k in MRR within 15 days of launch.
Hirevire hit $88K ARR
Nikhil Kachare reports $88K ARR; Reported $7,375 MRR for November 2025 and $107,005 total revenue over the last 12 months.
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.
Tim O'Connor
Tim O'Connor, with a stacked career in marketing and leadership, has co-founded Exemplars and La Salle University, showcasing his serial founder credentials with prior exits and Fortune 500 experience. His executive roles include SVP (CMO) at Excelligence Learning Corp, where he led integrated AI marketing and analytics, and CEO of LifeCubby, which was acquired by ProCare. At Siemens, he served as VP Marketing and Managing Board Member, and at Honeywell, he held various marketing and product management roles. His military background as a Captain in the US Army Corps of Engineers adds to his diverse experience. He holds an MBA from Northwestern University's Kellogg School of Management and a BA in Communications from La Salle University. With 1,585 LinkedIn followers, he is currently a Partner at MarketingRules and Co-Founder of a nonprofit AI education organization in stealth mode. Currently in stealth 👻
Adil Hafiz
Adil Hafiz, with 15 years of experience, co-founded Stargate Labs and has Fortune 500 experience from his roles as a Quantitative Analyst at Credit Suisse and Quantitative Developer at Citi. At Credit Suisse, he built an equity-derivatives risk engine and led a team of four Quant Engineers, while at Citi, he architected a rates quant library and FX Options Trading Platform. He holds a Master of Engineering in Mechanical Engineering and a Master's degree in Computer Science from Imperial College London. With 655 LinkedIn followers, he is now the Founder of a stealth startup. Currently in stealth 👻
Reggie James
Reggie James, a serial founder with 9 years of experience, founded Eternal, which was acquired, and co-created Rough Draft Ventures. His strategic roles include Strategy & Planning at JUMP Bikes, acquired by Uber, and Partner at Rough Draft Ventures. A Wharton graduate with a self-designed major in Strategy & Behavior in Product Design and Venture Capital, he was recognized in Forbes 30 Under 30 in 2021. With 2,984 LinkedIn followers, he is currently the Founder of a stealth startup. Currently in stealth 👻
Juan David Rodriguez, CFA
Juan David Rodriguez, CFA, with 13 years of experience, founded Teilur Talent and Teilur.ai, leveraging his serial founder and growth hacking expertise. His roles include Growth Advisor at Tome, GM LATAM at Mesh, and VP Growth & Analytics at Front Finance. At Investopedia, he led content operations, creating over 10,000 pieces of financial content. He holds a Bachelor of Applied Science in Industrial Engineering from Texas Tech University and completed the Ignite Executive Program at Stanford University. With 4,440 LinkedIn followers, he is now Co-Founder of a stealth AI startup. Currently in stealth 👻
Alireza Behrooz
Alireza Behrooz, with 21 years of experience, founded a stealth health-tech startup, drawing on his product leadership roles at PayPal, iZettle, and Truecaller. At PayPal, he served as Lead Product Manager, and at iZettle, he led the product development of e-commerce solutions. He holds a Master of Science in Information Security from Kungliga Tekniska högskolan and a Master of Science in Artificial Intelligence from Amirkabir University of Technology. With 1,215 LinkedIn followers, he is now focused on integrating AI with healthcare. 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.
Rox (🔥 featured 4x in 90 days)
Rox, located in San Francisco, offers an AI-powered sales productivity platform that helps businesses secure and grow their most essential customers. Founded by Avanika Narayan (ex-Predibase, Sequoia Capital, Palo Alto Networks), Ishan Mukherjee (ex-New Relic, Inc., Pixie, Apple), Diogo Ribeiro (ex-Lacework, ThousandEyes (part of Cisco), ThousandEyes), and Shriram Sridharan (ex-Confluent, Amazon Web Services (AWS), University of Wisconsin - Madison), raised $50.0M in funding from General Catalyst, Sequoia Capital, and South Park Commons. With a team of 59 employees, Rox aims to transform revenue teams by leveraging AI to make every seller a top performer.
TabbyML (🔥 featured 6x in 90 days)
TabbyML, located in San Francisco, is an open-source self-hosted AI Coding Assistant. Founded by Lucy Gao (ex-StarRock Ventures \u661f\u5ca9\u521b\u6295, TikTok, Google), raised $7.2M in total funding so far from WVV Capital, Yunqi Partners, and Zoo Capital. With a team of 7 employees, TabbyML is aiming to assist developers, freelancers, and development teams with AI-powered coding solutions.
Agemo / CodeWords (🔥 featured 3x in 90 days)
CodeWords, located in London, develops AI systems focused on software reasoning, aiming to enhance the understanding and functionality of software. Founded by Aymeric Zhuo (ex-Shift Lab, TikTok, Activision Blizzard Media) and Osman Ramadan (ex-Shift Lab, Microsoft, University of Cambridge), raised $4.1M in funding from Fly Ventures. With a team of 13 employees, Agemo is aiming to provide businesses with AI-native automation solutions.
Nebesta (🔥 featured 2x in 90 days)
Nebesta, located in Paris, is focused on revolutionizing customer service by introducing AI-powered solutions and redesigning organizational processes to become AI-ready. Founded by Nicolas Cohen (ex-Ankorstore, Beam, Whyse), Jacques de la Bouillerie (ex-Doctolib, Coople, Groupon), Marien Pinot (ex-DataGalaxy, Allianz, Ankorstore), and Ivan Litovsky (ex-Stealth, Ankorstore, Advisor), with undisclosed funding from Freestyle, Kima Ventures, Motier Ventures, Serena. With a team of 9 employees, Nebesta is aiming to upgrade customer service with AI.
Deplace AI (🔥 featured 5x in 90 days)
Deplace AI, located in Paris, collects and annotates human demonstration data and converts it into language guidance for robotics models. Founded by Pedro Milcent (ex-Payby, WPP, SparkConsulting) and Nathan Kammoun (ex-Kuli, Freelance | Self-Employed, Veritas AI), raised $0.2M in funding from Berkeley SkyDeck Fund. With a team of 3 employees, Deplace AI is aiming to help robots learn from diverse environments.
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.
Origami Agents (🌟 Specter – Global Rank 54)
Origami Agents, based in San Francisco, develops AI research agents that autonomously discover high-intent B2B sales leads by scanning the internet for real-time buying signals. Their products include a Lead Generation Agent, Enrichment Agent, and CRM Clean-up Agent, each designed to enhance sales processes. Founded by Finn Mallery (ex-Fizz) and Kenson Chung (ex-Stealth Startup, Kickstart Global), the company employs 13 people. Origami Agents has raised $2.5M, with Pioneer Fund (Zach Waterfield, William Collis) and Y Combinator among its investors. The company ranks #54 globally, with 21,042 web visits (-12.3% growth) and 9,358 LinkedIn followers.
Further AI (🌟 Specter – Global Rank 57)
Further AI, headquartered in San Francisco, offers an AI platform for the commercial insurance industry, automating workflows like submission processing and underwriting audits. Their AI Assistant is purpose-built for insurance, integrating with existing processes and utilizing multiple LLM models. Founded by Aman Gour (ex-TurboHire, Microsoft) and Sashank Gondala (ex-South Park Commons, Apple), the company has 21 employees. Further AI has secured $30M in funding, with Andreessen Horowitz (Zack Levine, Yasin Ehsan) and BrokerTech Ventures (Daniel Keough, Garrett Koehn) among its investors. The company ranks #57 globally, with 70,818 web visits (+362.1% growth) and 10,749 LinkedIn followers.
Warp (🌟 Specter – Global Rank 62)
Warp, located in New York City, is a payroll and compliance platform for startups, automating back-office tasks to save time and reduce penalties. Their services include US Payroll, State Tax Compliance, and Health & 401(k) Benefits. Founded by Ayush Sharma (ex-Rize Education, Yelp), the company has 22 employees. Warp has raised $23.7M, with investors like HOF Capital (Asif Haque, Fady Yacoub) and Sound Ventures (Carter Comstock, Ashton Kutcher). The company ranks #62 globally, with 83,707 web visits (+8.4% growth) and 7,463 LinkedIn followers.
ivee.jobs (🌟 Specter – Global Rank 77)
ivee, based in London, is a platform dedicated to helping women return to work after career breaks, offering flexible job opportunities and a supportive community. Their products include the Return to Work Bootcamp and Learning Hub. Founded by Lydia Miller (ex-Newton Venture Program, Deloitte) and Amelia Miller (ex-Zooki, Goldman Sachs), the company has 87 employees. ivee has raised $116,167, with investors like Steven Bartlett, Techstars London, and Deborah Meaden. The company ranks #77 globally, with 130,673 web visits (+183.7% growth) and 28,841 LinkedIn followers.
Theo Ai (🌟 Specter – Global Rank 83)
Theo AI, headquartered in Palo Alto, is developing a legal prediction engine to forecast the outcome of legal disputes, helping lawyers estimate success odds and potential recovery ranges. Their platform facilitates collaboration and AI-generated report sharing. Founded by Tiago Luchini (ex-Deep Origin, Odeko), Patrick Ip (ex-PSI Group, Fuel Cycle), and Alex Alben (ex-GetSmart Cyber Defense), the company has 15 employees. Theo AI has raised $9.8M, with Collide Capital (Lauren D., Brian Hollins) and NextView Ventures (Kaitlin O'Hare, David Beisel) among its investors. The company ranks #83 globally, with 3,032 web visits (-56.2% growth) and 2,070 LinkedIn followers.
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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.
