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.
Stan hit $33.6M ARR
Vitalii reports $33.6M ARR; Self-reported MRR of $2.8M. $1M revenue per employee.
Kota hit $10.0M ARR
Kota reports $10.0M ARR; Reported 15x revenue growth in 2025, reaching an eight-figure Annual Recurring Revenue (ARR).
Konko AI hit $550K ARR
Jean Marc Goguikian reports $550K ARR for 2025.
Kaedim hit $1.2M ARR
Roman Bromidge reports $1.2M ARR; Reached over $100,000 in MRR (>$1M ARR) by the time of its sixth Y Combinator application.
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🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Kisson Lin
Kisson Lin, 16-year career in AI and technology, co-founded Mindverse, raising $5M to develop next-gen smart applications. Roles include CEO at Tanka (led AI initiatives under Shanda Group), and Co-Founder & COO at Mindverse AI, focusing on AI accessibility through products like MindOS. At ByteDance, directed TikTok's global monetization strategy, crafting a comprehensive three-year ecommerce and ads roadmap. Strategic acumen honed at Facebook and Instagram, managing corporate and partner strategies for Greater China. Kisson's foundation in economics and data science from The University of Hong Kong and The Chinese University of Hong Kong, coupled with early research experience at Microsoft, underscores their expertise. With 11,366 LinkedIn followers, now leading a stealth AI startup. Currently in stealth 👻
Steven Hong
Steven Hong, serial founder and investor with 20 years of experience, co-founded Oculii, (acq. by Ambarella for $400M), and Kumu Networks (acq. by a Tier-1 Defense Prime). Tenured as VP/GM at Ambarella and partner at Kleiner Perkins. Holds a PhD and MS in EECS from Stanford University, completed both degrees in three years and received multiple awards. Career began at McKinsey and Uber, specializing in strategy and M&A diligence. Currently, CEO and Co-Founder of a stealth AI startup, while also advising various startups. Network of 6,106 LinkedIn followers. Currently in stealth 👻
Vincent Jiang
Vincent Jiang, 12-year veteran and serial founder, established Acho and UniBit, Inc. Career includes roles as an Algorithm Engineer at Quantopian, contributed to raising $250M, and as a Founding Engineer at BrainCo, a $5B unicorn. Holds a Computer Science degree from MIT and a Master's in Engineering from Harvard University. Ex-investor in companies like Okta, Harness, and Vercel, and has a LinkedIn following of 16,080. Now, founder of a stealth venture. Currently in stealth 👻
Ben Trombley
Ben Trombley, 17 years in tech, co-founded DataFox Inc (acq. by Oracle), and TermsFox. Technical leadership as CTO at DataFox involved managing product and engineering teams, while his engineering roles at Box included leading core code refactoring and scaling projects. Holds a BS in Computer Science from Stanford University. He continues to influence the tech landscape as an advisor to companies like Willow Servicing and Lumberjack Technologies, and as a volunteer mentor at MigraCode Barcelona. With 1,153 LinkedIn followers, he is now Co-Founder and CTO of a stealth mode startup. Currently in stealth 👻
Konrad Karner
Konrad Karner, 33-year career in computer vision and AI. Held senior roles such as Managing Director at Amazon Development Center Austria and Principal Software Engineering Manager at Microsoft. Holds a Ph.D. in Computer Science from Graz University of Technology. Career spans from leading Amazon's Prime Air lab in Austria to pioneering research at VRVis GmbH and Vexcel Corporation. Journey includes a period of world travel, enriching his global perspective. Now, Co-founder and CTO of a stealth startup, leveraging his extensive experience in Fortune 500 companies. 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.
Distributional (🔥 featured 3x in 90 days)
Distributional is an open and free solution for analytics on production AI logs to understand, fix, and improve your AI products at scale. The company has attracted attention for its innovative approach to managing and optimizing AI applications, securing $19M in funding to reach a total of $30M. Founders Scott Clark (ex-Intel Corporation, Yelp), Renaud Bourassa (ex-Stripe, Google), and Tobias Andreasen (ex-Intel Corporation, SigOpt). Distributional has garnered support from notable investors including Andreessen Horowitz, Two Sigma Ventures, Ali Tamaseb, Alumni Ventures, and Angel Collective Opportunity Fund, highlighting the industry's confidence in its potential to revolutionize AI product analytics.
Kando (🔥 featured 4x in 90 days)
Kando offers a Data as a Service platform that delivers real-time insights from wastewater networks. This technology enables organizations to identify pollution sources and improve wastewater quality through machine learning and automated sampling. The focus is on enhancing public health and environmental well-being by optimizing wastewater management practices. Kando, based in Kokhav Ya’ir, Israel, has raised $10M in its latest funding round, bringing its total funding to $34.5M. The company was founded by Ari Goldfarb & Zohar Scheinin with support from investors such as Aliaxis Group, Bridges Israel, DC Thomson, LIP Invest, and OurCrowd.
Bubble Lab (🔥 featured 5x in 90 days)
Bubble Lab turns natural language into executable TypeScript workflows. The platform provides AI-native workflow automation with full observability and exportable TypeScript code. Workflows can be described in natural language or imported from JSON, with logging and API integrations. The platform is open source and targets teams needing programmable automation at scale. Founders Selina Li (ex-J.P. Morgan Asset Management) and Zach Zhong (ex-Truffle Health, UC San Diego) lead the New York City-based startup, which has secured $0.5M in seed funding from Y Combinator
Prescient Labs (🔥 featured 4x in 90 days)
Prescient Labs offers AI-powered workflow intelligence software that identifies common organizational workflows and recommends optimal automation solutions with measurable ROI. Founders Sarah Aoudia (ex-LSE, WTW) and Andreas Pfeiffer (ex-University of St Andrews, Orbit Partners) are at the helm of this bootstrapped venture, aiming to address the AI implementation gap in workflow optimization.
Triage (🔥 featured 3x in 90 days)
Triage is pioneering in the field of AI-native security, observability, and remediation. Based in SF, California, the early-stage company has raised $1.5M with backing from BoxGroup and Precursor. Founded by Nikhil Srivastava (ex-Mercor, ex-Novita AI, Berkeley alum), Triage is focusing on developing cutting-edge solutions to enhance IT security and efficiency through the application of artificial intelligence. The company's approach and potential have already garnered significant interest.
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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.
Realm.Security (🌟 Specter – Global Rank 2)
Realm.Security, based in Boston, Massachusetts, offers a Security Data Fabric solution that unifies disparate security data sources into an intelligent entity using AI. Their platform reduces SIEM and XDR costs by up to 40%, removes vendor lock-in, and simplifies migration to newer solutions. Founded by Jeff Kraemer (ex-Brightflag, Joinder), Pete Martin (ex-Oort, Rapid7), and Sanket Choksey (ex-Parrot AI, VMware), the company employs 34 people. Realm.Security has raised $22M, backed by Accomplice (Amber Kulak, Barry Fidelman) and Glasswing Ventures (Marc Boroditsky, Heidi E. Lehmann). The company ranks #2 globally, with 6,328 web visits (+2.15%) and 1,101 LinkedIn followers.
Solvely.ai (🌟 Specter – Global Rank 14)
Solvely.ai, headquartered in San Francisco, California, is an AI-powered educational platform providing instant, step-by-step homework help for students from K-12 to graduate levels. Their products include an AI Math Solver, Word Problem Solver, and Equation Solver, all designed to enhance academic performance. Founded by Enpeng Yuan (ex-Meta, General Motors), Richard Weiqi Z. (ex-Education in Motion), and Du Zhang (ex-Data Driven Interactive), the company has 26 employees. Solvely.ai raised $8M, supported by Canaan Partners (Dana Malman Warren) and Emerge VC. It ranks #14 globally, with 500,118 web visits (-15.85%) and 2,438 LinkedIn followers.
Vooma (🌟 Specter – Global Rank 65)
Vooma, located in San Francisco, California, offers AI agents that enhance logistics operations for brokers and carriers. Their solutions include Vooma Cover, Vooma Quote, and Vooma Schedule, which automate various logistics tasks to improve efficiency. Founded by Mike Carter (ex-Ajax Health) and Jesse Buckingham (ex-Quipli), the company employs 34 people. Vooma has raised $18.3M, with investors like Craft Ventures (Hillary B. Smith) and Index Ventures (Kathleen Panter). It ranks #65 globally, with 7,206 web visits (+2.96%) and 3,057 LinkedIn followers.
e6data (🌟 Specter – Global Rank 68)
e6data, based in San Francisco, California, provides a lakehouse compute engine for high-concurrency SQL analytics and AI workloads on data lakes. Their platform supports 1000+ QPS and integrates with major cloud providers, offering a B2B SaaS compute layer for data platforms. Founded by Adishesh Kishore (ex-ThoughtWorks), Srinath Prabhu (ex-ThoughtWorks), and Vishnu Vasanth (ex-Equicap Asia Pte Ltd), the company has 97 employees. e6data has secured $13.6M in funding, with investors like Accel (Ivan Zhou) and Adept Ventures. It ranks #68 globally, with 19,886 web visits (+127.74%) and 7,931 LinkedIn followers.
Poly (🌟 Specter – Global Rank 70)
Poly, headquartered in SF, California, offers an intelligent cloud file browser for the generative age, enabling users to store, browse, search, and share files using multimodal AI. Key features include Waterfall View, hyper-fast image previews, and public folder sharing. Founded by Abhay Agarwal (ex-Polytopal) and Sam Young (ex-BuildOps), the company employs 14 people. Poly has raised $16M, with investors like Bloomberg Beta (Roy Bahat) and Felicis (Doris Lee). It ranks #70 globally, with 55,012 web visits (+4252.22%) and 1,393 LinkedIn followers.
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That’s all for this edition of Specter Monitor!
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