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.
Corgi Hits $40M ARR
Corgi Hits $40M+ ARR, Raises $108M to Build the World’s First AI-Native Full-Stack Insurer
Runpod Hits $120M in ARR
PR Newswire reports Runpod’s AI Cloud Platform Scales to $120M Annual Revenue
ElevenLab Hits $330M ARR
Mati Staniszewski reports ElevenLabs Clocks $330M ARR in 2025
Payflow Hits $8.2M ARR
Benoit Menardo reports Payflow Grew to $8.2M ARR in 2025
Shipper.now Hits MRR: $6.3k
David Ch says Shipper achieved $6.3K MRR and aiming to touch $10K soon.
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.
Diego Cantor
Diego Cantor is a Biomedical Engineer and serial founder with 23 years of experience across healthtech, AI, and startup ecosystems. He previously co-founded Ezra, a VC-backed healthcare company focused on early cancer detection using MRI and AI, where he served as CTO and led FDA-cleared product development, AI-driven medical software, multi-cloud infrastructure, and clinical NLP systems. Ezra scaled operations across multiple U.S. cities and was later acquired. Diego has advised and mentored deeptech and healthcare startups through Creative Destruction Lab, covering topics such as regulatory affairs, IP strategy, fundraising, and technical team-building. His academic background includes a PhD in Biomedical Engineering from Western University, with strong research experience across computer vision, machine learning, and medical imaging. Diego is currently a founder building in stealth. 👻
Michael Julve
Michael Julve, a 13-year veteran of the tech industry, is a serial founder with major tech experience, having co-founded Builtfirst, GoGrow, and SaySo LLC. Builtfirst, acquired by AppDirect, raised $3.75M in Seed funding and empowered businesses with no-code marketplaces. His military background as an Intelligence Specialist in the United States Marine Forces Reserve and roles at 500 Startups and Digital Capital Advisors underscore his diverse expertise. Michael holds a Bachelor's Degree in Economics and Philosophy from Columbia University, where he was involved in various entrepreneurial and scholarship activities. With 6,666 LinkedIn followers, he is now the Founder and CEO of a stealth startup. Currently in stealth 👻
Anusha Mohan
Anusha Mohan, with 16 years of experience, is the founder of Anusha Mohan Consulting and co-founder of a stealth startup. Her Fortune 500 experience includes roles as Senior Product Manager at Amazon and Senior Merchandise Planner at ModCloth. Anusha's strategic advisory roles at Fernbrook Capital Management and Alder, coupled with her consulting engagements at Mercari US and SEED SPOT, highlight her expertise in consumer-tech and venture capital. She holds an MBA from Northwestern University's Kellogg School of Management and a B.S. in Business Administration from UC Berkeley. Anusha's network includes 2,289 LinkedIn followers, and she is currently the COO and Co-Founder of a stealth startup. Currently in stealth 👻
Alexander Cohen
Alexander Cohen, with 14 years of experience, is a serial founder who co-founded EventKloud and GovPro AI, the latter acquired by Unanet. His career spans roles such as Senior Vice President at Unanet and Venture Capital Business Development Manager at Google, showcasing his prior VC-backed experience and top university credentials. Alexander's education includes a B.A. in Philosophy from Yale University and an MBA from INSEAD. His work in AI for government and regulated systems is complemented by his leadership roles at Stafford Consulting Company and the Bureau of Indian Affairs. With 3,331 LinkedIn followers, Alexander is now building a stealth AI startup. Currently in stealth 👻
Yinfei Yang
Yinfei Yang, with 17 years of experience, has held prominent roles as a Principal Research Scientist at Apple and Staff Research Scientist at Google, contributing to major tech advancements in computer vision and NLP. His background includes a Master's degree from the University of Pennsylvania, where he focused on computer vision, robotics, and NLP. Yinfei's career also includes roles as a Data Science Engineer at Redfin and SDE at Amazon, highlighting his Fortune 500 experience. Fluent in Chinese and English, he has 3,748 LinkedIn followers and is currently a co-founder of a stealth venture. 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.
Mason 🔥 featured 2x in 90 days
Mason provides an AI-native property management system for landlords and managers.
Founders: Nitin Gupta
Founded: 2025
HQ Location: San Francisco, California, United States
Nova AI 🔥 featured 2x in 90 days
Nova Intelligence's AI agents transform legacy SAP custom code for S/4HANA transformations.
Founded: 2024
Founders: Sam Yang, Emma Qian
HQ Location: San Francisco, California, United States
Monogram 🔥 featured 8x in 90 days
Monogram creates a new AI UI that is intuitive, visual, and collaborative.
Founders: Murat Akbar, Edouard Tabet, Eren Bali
Founded: 2025
HQ Location: San Mateo, California, United States
Workfabric AI 🔥 featured 2x in 90 days
Workfabric AI builds a contextual engine for enterprise AI.
Founders: George Nychis, Rohan Murty
Founded: 2025
HQ Location: Boston, Massachusetts, United States
Total Funding Raised: $1,000
Last Funding Round: Pre Seed
Dexicon 🔥 featured 2x in 90 days
Dexicon builds the context layer for AI coding assistants to prevent repeating debugging work.
Founders: Aaron Yang
Founded: 2025
HQ Location: San Francisco, California, United States
📈Again, we’re just scratching the surface here—explore 600+ more high-potential startups capturing the attention of top-tier VCs this week.
Existing Specter users: Access the full list here.
New to Specter? Schedule a demo and activate your complimentary trial today.
🍒 Company Opportunities of the Week
Specter tracks the performance of millions of companies and identifies the ones who are likely to increase in valuation.
Substrate (🌟 Specter – Global Rank 21)
Substrate is building zo computer a personal cloud server with AI built-in. Do research, generate images, analyze data, vibe code sites, text or email.
Signal: Web Traffic Surge, Headcount Surge, Social Followers Surge, Top Tier Investors
Founder: Rob Cheung
Total Funding Raised: $7.84M
Last Funding Round: Seed
Investors: Lightspeed Venture Partners, South Park Commons, Guillermo Rauch, Immad Akhund, Craft Ventures, Lorimer Ventures, Will Gaybrick
Clueso (🌟 Specter – Global Rank 66)
Clueso is an AI platform creating polished product videos and documentation from screen recordings.
Signal: Web Traffic Surge, Headcount Surge, Social Followers Surge, Top Tier Investors
Founder: Neel Balar, Akash Anand, Prajwal Prakash
Total Funding Raised: $1.9M
Last Funding Round: Seed
Investors: f7 Ventures, Y Combinator
Pulsetto(🌟 Specter – Global Rank 79)
Pulsetto offers a vagus nerve stimulator for stress management.
Signal: App Downloads Surge, downloads surge, Headcount Surge, employees surge, Web Traffic Surge, web visits surge, Social Followers Surge, followers surge, App Reviews Surge, reviews surge, No Recent Funding
Total Funding Raised: $3.65M
Last Funding Round: Seed
Founders: Povilas Sabaliauskas, Vitalijus Majorovas
Investors: Scalewolf, Big Bang | Startup Challenge, ITU Seed, Kilo grupė, and European Union
Unsloth AI (🌟 Specter – Global Rank 992)
Unsloth AI makes LLM training dramatically faster and cheaper through deep GPU and model-level optimizations.
Signal: Headcount Surge, Web Traffic Scale-up, Social Followers Surge, Top Tier Investors.
Total Funding Raised: $500K
Last Funding Round: Seed
Founders: Daniel Han, Michael Han
Investors: Bob van Luijt, Cliff Obrecht, GitHub Accelerator, Jon Oringer, Logan Kilpatrick, Pioneer Fund, Y Combinator, Brightwing Capital, Orange Collective, Phosphor Capital.
Daytona 🌟 Specter – Global Rank 1609)
Daytona provides secure, scalable infrastructure for running AI-generated code and AI agents.
Signal: Headcount Momentum, Social Followers Surge, Top Tier Investors
Total Funding Raised: $7M
Last Funding Round: Seed
Founders: Ivan Buraz
Investors: 500 Emerging Europe, 500 Global, Abhinav Asthana, Ahmad Awais, Cassidy Williams, Charity Majors, Christian Bach, Darkmode Ventures, Feross Aboukhadijeh, Firestreak Ventures, Ilya Lyamkin, Luke Kanies, Marin Tvrdic, Milin Desai, Moataz Soliman, Paul Copplestone, Prashanth Chandrasekar, Shawn Wang, Silicon Gardens, Tiny Supercomputer Investment Company, Upfront Ventures, Zach Lloyd, e2vc
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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.
