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’s New Industry & Tech Vertical Classification like
We’re delighted to share the release of Specter’s new Industry & Tech Vertical Classification, a modern dual-lens taxonomy that maps both what a company is and what technology it builds, designed for today’s dealmakers and GTM teams.Read more below to explore how it works and why we rebuilt classification from the ground up.
Dominik Vacikar
💸 Revenue Signals of the Week
Specter tracks private-company revenue and profitability as it’s reported across social posts, news, podcasts, and public filings.
Lexroom Hits $11M ARR
Italian Tech reports Lexroom crossed €10M ARR in 2025
Stand Insurance Hits $30M ARR
Leah Metz says Stand Insurance crossed $30M ARR in under 12 months.
Onocoy Hits $345k in Annualized Revenue
Onocoy reports they’ve reached $345k in annualized revenue.
CHAI AI Hits $70M in ARR
William Beauchamp says Chai just hit $70M in ARR with only 11 engineers.
Onde Hits $10M in ARR
Martin Gallardo shares Onde moves from $10M ARR to $100M
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.
Brian G. 🇺🇸
Experience: Founder, Stealth Startup, Member of Technical Staff (OpenAI), Distinguished Architect (Workday), CTO & Co-founder (Cricket Health), Sr. Staff Software Engineer (Twitter), Principal Engineer (LinkedIn), Principal & Founder (Ops5 Limited), Senior Software Engineer (Innovation Works), Senior Software Engineer (Fyreball Inc), Software Design Engineer (Microsoft)
Highlights: Serial Founder, Prior VC-Backed Founder, Major Tech Experience, Fortune 500 Experience
Education: Salisbury University; BS (with honors), Mathematics & Computer Science
Aaron Rallo 🇨🇦
Experience: Founder & CEO (Stealth Startup), Director, Agentic AI (Amazon Web Services (AWS)), Founder & CEO (TSO Logic), Director, President & COO (PNI Digital Media Ltd), Product Manager – Imaging Team (Microsoft Corporation), VP Development & Operations (FUJIFILM America), VP Software Development & Operations – Applied Graphics (FUJIFILM Corporation)
Highlights: Serial Founder, Prior Exit, Prior IPO Experience, Fortune 500 Experience
Education: Stanford University; Executive Education, Rochester Institute of Technology; Bachelor’s Degree, Computer Science
Kamil Mafoud 🇺🇸
Experience: Founder (Stealth Startup), Co-Founder (Hyperspace), Cofounder (Dealtorch), Investment Banking Analyst (Morgan Stanley), Business Analyst (BMC Software)
Highlights: Serial Founder, Prior VC-Backed Founder, Fortune 500 Experience, Top University
Education: Massachusetts Institute of Technology; Bachelor’s of Science, Management Science
Naseer Khan 🇨🇭
Experience:Founder (Stealth), Founder (arisk.ai), Quantitative Developer – Big Data & Machine Learning (Credit Suisse), Technology Architect (Fidelity Investments), Quantitative Developer – Market Risk (RBC Capital Markets), Principal Engineer (Morgan Stanley), Principal Engineer (RBS)
Highlights: Serial Founder, Prior VC-Backed Experience, Fortune 500 Experience, Top University
Education: University of Oxford; Artificial Intelligence Programme, University of Nottingham; Computer Science
Zeth Kragholm Edwardsen 🇩🇰
Experience:Co-Founder & CEO (Stealth Startup), Co-Founder (HiROB), Consulting GTM & RevOps (RevOpSaaS), CEO, CRO and Product Owner (Woomio (by Kolsquare)
Highlights: Serial Founder, Prior Exit, Prior VC-Backed Founder
Education: Copenhagen Business School; Accounting, KEA - Copenhagen School of Design and Technology; Computer Science
Existing Specter users: Access the full roster here.
New to Specter? Schedule a demo and activate your complimentary trial today.
🎱 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.
Redapto 🔥 featured 2x in 90 days
Redapto provides AI agents for autonomous supply chains and manufacturing.
Founders: Cheril Shah, Anirudh Pupneja
Founded: 2025
HQ Location: San Francisco, California, United States
Pacific 🔥 featured 2x in 90 days
Pacific provides personal research engines.
Founders: Noah Fradin
Founded: 2025
HQ Location: San Francisco, California, United States
Radical Numerics 🔥 featured 2x in 90 days
Radical Numerics is a next-generation AI lab focused on developing technology for recursive self-improvement in artificial intelligence.
Founders: Michael Poli, Stefano Massaroli, Eric Nguyen & Armin W Thomas
Founded: 2025
HQ Location: San Francisco Bay Area, California, United States
Refresh 🔥 featured 3x in 90 days
Refresh reimagines internal software development.
Founders: Christopher Settles
Founded: 2025
HQ Location: San Francisco, California, United States
Watchtower AI 🔥 featured 3x in 90 days
Watchtower AI builds AI agents for data teams to automate data engineering.
Founders: Martin Suchanek, Matthew Shump, Buddy Marshburn
Founded: 2024
HQ Location: New Castle, Delaware, United States
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.
Distro (🌟 Specter – Global Rank 31)
Distro is an AI platform designed to enhance productivity for distributors' sales teams.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, Top Tier Investors, No Recent Funding
Founder: Jason Sullivan
Total Funding Raised: $0.5M
Last Funding Type: Seed
Investors: FundersClub, Pioneer Fund, Rebel Fund, Y Combinator
Vocal Image (🌟 Specter – Global Rank 79)
Vocal Image offers AI-powered personalized voice coaching to improve communication and voice attractiveness.
Signal: Headcount Momentum, Web Traffic Surge, Social Followers Momentum, App Downloads Surge, App Reviews Surge, Product Reviews Surge, Recent Funding
Founder: Mikalai Karaliou
Total Funding Raised: $4.6M
Last Funding Type: Seed
Investors: Educapital, G-FUND, Specialist VC, Startup Wise Guys
Marblism (🌟 Specter – Global Rank 132)
Marblism provides AI Employees that automate email, social media, sales, and customer support tasks.
Signal: Headcount Surge, Web Traffic Surge, Product Reviews Surge, Top Tier Investors, No Recent Funding
Founder: Cyril Pluche, Ulric Musset
Total Funding Raised: $0.5M
Last Funding Type: Pre Seed
Investors: Edward Lando, Pareto Holdings, Pioneer Fund, Warrick Shanly, Y Combinator, Draper Associates, Formus Capital, Kima Ventures, Litquidity Capital
WalletConnect (🌟 Specter – Global Rank 430)
A complete end-to-end solution that fits into your existing PSP stack with one simple integration.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Scale-up, Top Tier Investors, No Recent Funding
Founder: Pedro Gomes
Total Funding Raised: $38.4M
Last Funding Type: Series B
Investors: BitGo, BlockSpaceForce, Crypto.com Capital, Everstake Validation Services, Fenbushi Capital and others
Composio (🌟 Specter – Global Rank 553)
Composio is an AI platform connecting 250+ apps to deploy AI agents rapidly.
Signal: Headcount Surge, Web Traffic Scale-up, Social Followers Surge, Top Tier Investors, No Recent Funding, Recent News
Founder: Karan Vaidya, Soham Ganatra
Total Funding Raised: $29M
Last Funding Type: Series A
Investors: Agent Fund, Blitzscaling Ventures, Dharmesh Shah, Elevation Capital, Gokul Rajaram, Guillermo Rauch, Lightspeed Venture Partners, Operator Partners, SV Angel, Soham Mazumdar, Together Fund
Existing Specter users: Access the real-time startup feed here.
New to Specter? Schedule a demo and activate your complimentary trial today.
That’s all for this edition of Specter Monitor!
Stay tuned for the next updates and feel free to share with your friends.
