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.
Cresta Hits $100M ARR
Axios reports customer service AI company Cresta, hit over $100M in ARR
Batch Hits $19.4M ARR
Les Echos reports Batch has exceeded €18 million in ARR
Samplead (Now Spear) Hits $2.4M ARR
Fusion VC shares Samplead, now rebranded as Spear, grew from day one to a $2.4M ARR company
Ori AI nears $2M ARR
James Babcock (CEO) posts Ori AI generated over $1M in under 6 months and has ~$1.9M+ in recurring revenue lined up.
Blocks Hits $1M ARR
Oliver Merkel (Founder) says Blocks hit 1m ARR after month 1
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.
Camin McCluskey 🇬🇧
Experience: Founder (Stealth Startup), In-House CTO Expert (Fractional) (Jumpstart), Co-Founder & CTO (Stackfix), Co-Founder & CTO (Telescope), Software Engineer II (Skyscanner), Co-Founder (inHouse), Research Assistant (The London School of Economics and Political Science (LSE)), Supply Chain Execution Intern (Amazon), Intern (WIREWAX)
Highlights: Serial Founder, Prior VC-Backed Founder, Prior VC-Backed Experience, Fortune 500 Experience, Major Tech Experience, Top University
Education: Master’s Degree (Engineering, Economics and Management) (University of Oxford)
Scott Kennedy 🇺🇸
Experience: Founder (Stealth Startup), Founding Partner (Kennedy Ventures), Founder, CEO (Workaround), EIR - Antler Venture Capital (Antler), CEO (WeQ), Co-Founder (Buycott), Founder, CEO (OpenLabel), Founder, CEO (Zibit), CEO / Interim CEO (BitStar International), Product Manager (TeachTown), Marketing and Operations Manager (Futurewise), Owner (The Drinkmore Cafe), Mayoral Candidate, Seattle (City of Seattle), Founder, CEO (Axcelis, Inc.), Co-Founder (Neuronics)
Highlights: Serial Founder, Prior Exit, Prior IPO, Prior VC-Backed Founder, Prior VC-Backed Experience
Education: Bachelor’s Degree (Business Communications) (The College of Wooster)
Philippe Gelis 🇪🇸
Experience: Founder (Stealth Startup), CEO and Co-founder (Kantox), Endeavor Entrepreneur (Endeavor), Consultant - Strategy & Operations (Deloitte), Consultant - Operations banking industry (Axis Corporate), Consultant - Strategy & Operations (Antares Consulting), Financial controller (Internship) (Renault)
Highlights: Serial Founder, Prior Exit, Prior VC-Backed Experience, VC-Backed Experience, VC-Backed Founder, Hyper Connector, Influencer
Education: MBA (Corporate Finance) (Tecnológico de Monterrey)
Francesco Bonacci 🇺🇸
Experience: Founder (Stealth), Founder (Cua (YC X25)), Software Engineer 2 (Microsoft), Customer Engineer - App Innovation (Microsoft), Technical Evangelist - Azure Lab Services (Microsoft), Software Development Engineer (Swatch Group), Software Engineer (SgamePro), Software Engineer (Gaia srl), Software Developer (Cure-IT AG), Software Developer (Allyn Technology Group), Software Engineer (PT.Transact), Software Developer (MYAPPFREE S.R.L.), Search Engine Evaluator (Lionbridge)
Highlights: Serial Founder, Fortune 500 Experience, Prior VC-Backed Experience, VC-Backed Founder
Education: Bachelor’s Degree (Computer Engineering) (Alma Mater Studiorum – Università di Bologna)
Yossi Barshishat 🇮🇱
Experience: Co-Founder (Stealth), AI and API Security Manager (Intuit), Co-Founder and VP R&D (Imvision [Acquired by Intuit]), R&D Vice President, Strategic Alliances Manager and PLM (part time job) (Orckit-Corrigent), Co-Founder and VP R&D (Quado Media), Director of Software Department (Corrigent Systems), Real time software team leader (Orckit Communications), Software Engineer (IAI)
Highlights: Serial Founder, Prior Exit, Fortune 500 Experience, Prior VC-Backed Founder, Prior VC-Backed Experience
Education: MBA (specialization in Strategy and Initiative) (Tel Aviv University)
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.
General Reasoning 🔥 Featured 4x in 90 days
General Reasoning is a free platform for building and contributing to AI reasoning models.
Founders: Ross Taylor, Chengxi Taylor
Founded: 2025
HQ Location: London, England, United Kingdom
ZeroDrift 🔥 Featured 4x in 90 days
ZeroDrift is the AI compliance layer for every message.
Founders: Kumesh Aroomoogan
Founded: 2026
HQ Location: New York City, New York, United States
Pierre Computer Company 🔥 Featured 5x in 90 days
Pierre is a git platform for code reviews.
Founders: Ian Ownbey
Founded: 2023
HQ Location: San Francisco, California, United States
Longsurf, Inc. 🔥 Featured 3x in 90 days
AI systems to help humans make decisions under uncertainty.
Founders: Weilun Chen, Xiaowen (Sean) Z
Founded: 2026
HQ Location: San Francisco, California, United States
Oratomic 🔥 Featured 3x in 90 days
Oratomic builds the world's first fault-tolerant, utility-scale quantum computers.
Founders: Dolev Bluvstein, Hsin-Yuan (Robert) Huang
Founded: 2026
HQ Location: Pasadena, California, United States
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.
Browser Use (🌟 Specter – Global Rank 9)
Browser Use makes websites accessible to software agents for automated interaction.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, Top Tier Investors, No Recent Funding
Founder: Gregor Žunič, Magnus Müller
Total Funding Raised: $17.5M
Last Funding Type: Seed
Investors: A.Capital Ventures, Felicis, Flex Capital, HorizenNet Capital, Liquid 2 Ventures, Lombardstreet Ventures, Nexus Venture Partners, Paul Graham, Pioneer Fund, SV Angel, Sara Du, Terrence Rohan, Y Combinator
Cotool (🌟 Specter – Global Rank 34)
Cotool provides composable AI agents to automate and accelerate security team workflows.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, Top Tier Investors, No Recent Funding
Founder: Eddie Conk, Max Pollard, Logan Carmody
Total Funding Raised: $7.9M
Last Funding Type: Seed
Investors: 515 Ventures, Andreessen Horowitz, WndrCo, Y Combinator
Smallest.ai (🌟 Specter – Global Rank 151)
Smallest.ai builds enterprise voice AI agents and text-to-speech for contact centers.
Signal: Web Traffic Momentum, Headcount Surge, Top Tier Investors
Founder: Sudarshan Kamath, Akshat Mandloi
Total Funding Raised: $20.6M
Investors: Sierra Ventures, Upsparks Capital, Better Capital, 3one4 Capital, Tiny Supercomputer Investment Company, Schema Ventures, Amazon Web Services, Insiders Ventures
Heizen (🌟 Specter – Global Rank 2623)
Heizen builds and deploys software faster using elite engineers and AI agents.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, No Recent Funding
Founder: Nijansh Verma, Aman Arora, Abhilasha S.
Total Funding Raised: $0.5M
Last Funding Type: Pre Seed
Investors: Abhishek Goyal, Titan Capital, Varun Alagh
Matrice AI (🌟 Specter – Global Rank 8762)
Matrice AI provides a no-code computer vision platform for building and deploying AI models.
Signal: Headcount Surge, Web Traffic Surge, No Recent Funding
Founder: Dipendra Jha, Reda Al-Bahrani, Amar Krishna
Last Funding Type: Seed
Investors: Ax3 Ai, Plug and Play, Voltage Park
Existing Specter users: Access the real-time startup feed here.
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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.