$300M ARR and cash-flow breakeven for a clinician AI platform. The ex-CEO of Lazada is building in stealth, and a brain imaging startup with no funding is pulling serious investor attention. Here is what's moving private markets today.
💸 Revenue Signals of the Week
Specter tracks private-company revenue and profitability as it’s reported across social posts, news, podcasts, and public filings.
OpenEvidence Hits $300M ARR
PYMNTS reports OpenEvidence reached about $300M ARR (roughly $25M per month) at cash-flow breakeven. OpenEvidence is a medical information platform for clinicians.
fomo Hits $72M Revenue Run Rate
CryptoBriefing reports fomo hit a ~$72M annualized revenue run rate on $1.39M of weekly revenue, most of it from Solana DEX activity. fomo is a blockchain trading app for retail investors.
Lyzr AI Hits $12M ARR
Siva Surendira shares Lyzr reached $12M ARR, up from about $1.5M in late 2025, a 20x jump in three quarters. Lyzr is an enterprise platform for building AI agents.
Enginy Hits $6M ARR
Hector Solá posts Enginy reached $6M ARR, up from about $3M in March. Enginy automates B2B sales prospecting with AI sales agents.
Bustem Hits $5M ARR
Oliver Brocato shares Bustem reached $5M ARR, profitable and fully bootstrapped with no investors. Bustem detects and removes counterfeit products online.
📈 Revenue and Valuation Live on Specter
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🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Maximilian Bittner 🇬🇧
Experience: Co-Founder & CEO (Stealth), Chairman/Chief Executive Officer (Vestiaire Collective), Senior Advisor (Alibaba Group), Founder & Chief Executive Officer (Lazada Group), Engagement Manager (McKinsey & Company), Secondment from McKinsey (3i Group plc), Analyst (Morgan Stanley)
Highlights: Hyper Connector, Influencer, Major Tech Experience, Prior VC-Backed Experience, Prior VC-Backed Founder, Top University
Education: Master of Business Administration (MBA) (Northwestern University - Kellogg School of Management)
Jamil Alajrab 🇺🇸
Experience: Co-Founder & CTO (Stealth AI Startup), VP of Software Engineering (EarthOptics), Principal (Founding) Engineer (Pattern Ag), Engineering Leadership (The Climate Corporation), Software Engineer (SureCircle)
Highlights: Prior VC-Backed Experience, Strong Technical Background
Education: Bachelor of Science (B.S.) (Computer Science) (Birzeit University)
Chris Bennett 🇺🇸
Experience: Founder (Stealth AI Startup), Senior Fellow, Wharton AI & Analytics Initiative (The Wharton School), Founder (Roger), Director of Product Management, Assist Chat (Motorola Solutions), Director of AI Transparency and Education (Motorola Solutions), Founder & Chief Product Officer (Callyo), Founder (i911), Founder (GovLive), Founder (OneStorm), Founding CTO (America's Emergency Network)
Highlights: Fortune 500 Experience, Prior Exit, Prior VC-Backed Experience, Serial Founder, Strong Technical Background
Education: Master of Education (Ed.M.) (Harvard Graduate School of Education)
Prabhjot Singh Sethi 🇮🇳
Experience: Founder (Stealth Startup (AI)), Vice President of Engineering (Kluisz.ai), VP Engineering (Coredge.io), Software Engineer (Aarna Networks), Technical Steering Committee Member (The Linux Foundation), Chief Architect (ATSgen), Software Staff Engineer (Juniper Networks), Member Technical Staff (Aruba Networks), Member Technical Staff (Juniper Networks), Software Engineer (Aricent)
Highlights: Prior VC-Backed Experience, Strong Technical Background
Education: Bachelor of Technology (B.Tech.) (Production and Industrial Engineering) (Indian Institute of Technology, Roorkee)
Achilleas Mitrotasios 🇬🇧
Experience: Founder (Stealth Startup), Venture Scout (Andreessen Horowitz), Founding Engineer (kapa.ai), Co-Founder (Tremor (Acquired by Vercel)), Software Engineer (Bloomberg LP), Software Engineer (Zalando)
Highlights: Prior VC-Backed Experience, Prior VC-Backed Founder, Top University
Education: Master of Science - MS (Distinction) (Computer Science) (UCL)
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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.
Aleph 🔥 Featured 3x in 90 days
Aleph builds non-invasive brain imaging hardware using ultrasound to visualise brain activity.
Founders: Lev Chizhov, Raffi Hotter
Founded: 2026
HQ Location: San Francisco, California, United States
Neosapien 🔥 Featured 2x in 90 days
Neosapien makes Neo 1, an AI wearable that records conversations and analyses emotions.
Founders: Aryan Yadav, Dhananjay Yadav
Founded: 2023
HQ Location: Bengaluru, Karnataka, India
Regulate Breathwork 🔥 Featured 3x in 90 days
Regulate is a breathwork app that enhances employee wellbeing and mental performance.
Founders: Paul Laechelin, Peter van Woerkum, Benjamin Guenther
Founded: 2024
HQ Location: Munich, Bavaria, Germany
Scam AI 🔥 Featured 2x in 90 days
Scam AI detects deepfakes, voice clones, and synthetic media in real time via API.
Founders: Ben (Simiao) Ren, Dennis Ng
Founded: 2025
HQ Location: Berkeley, California, United States
iCustoms 🔥 Featured 2x in 90 days
iCustoms automates customs procedures and trade compliance with AI.
Founders: Adnan Zaheer, Noman Sharif
Founded: 2022
HQ Location: London, England, United Kingdom
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.
QOSMIC (🌟 Specter – Global Rank 23)
QOSMIC builds space-based optical infrastructure for quantum communications.
Signal: Headcount Surge, Social Followers Surge, Recent News, Media Spotlight, Recent Funding, Top Tier Investors
Founder: Aloke Kumar, Rohit Ramakrishnan, Shreyaans Jain
Total Funding Raised: $3.3M
Last Funding Type: Seed
Investors: Accel, Accel Atoms, ArtPark, Manish Jain, Prosus Ventures, South Park Commons
Vobiz AI (🌟 Specter – Global Rank 249)
Vobiz AI provides intelligent voice agents for banking and financial services.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, Recent News, Media Spotlight, Recent Funding
Founder: Jayanth Emmadi, Suman Gandham
Total Funding Raised: $896K
Last Funding Type: Seed
Investors: Piper Serica Advisors
Omi AI (🌟 Specter – Global Rank 271)
Omi AI builds open-source AI wearables that capture and manage conversations.
Signal: Headcount Momentum, Web Traffic Surge, Social Followers Scale-up, Top Tier Investors, No Recent Funding
Founder: Joan Cabezas, Nik Shevchenko
Total Funding Raised: $2M
Last Funding Type: Seed
Investors: 468 Capital, 5Y Capital, Embedding VC, Tim Draper, Unpopular Ventures
SLNG (🌟 Specter – Global Rank 582)
SLNG provides speech AI infrastructure for multilingual, regionally compliant voice integration.
Signal: Headcount Surge, Social Followers Surge, Recent News, Media Spotlight, Top Tier Investors, No Recent Funding
Founder: Luke Miller, Ismael Ordaz Reyes
Total Funding Raised: $3.8M
Last Funding Type: Seed
Investors: Earlybird Venture Capital, Step Function (Boston)
Glider.fi (🌟 Specter – Global Rank 612)
Glider.fi lets users automate on-chain trading strategies without writing code.
Signal: Headcount Surge, Web Traffic Surge, Top Tier Investors, No Recent Funding
Founder: John Johnson, Brian Huang
Total Funding Raised: $4M
Last Funding Type: Seed
Investors: Chris Kalani, Coinbase Ventures, First Commit, GSR, Generative Ventures, MoonPay, Pivot Global, Selini Capital, Uniswap Labs, Andreessen Horowitz
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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.
