$5.4M ARR doubling in a quarter. Energy infrastructure is pulling the most investor attention this week, and an ETH Zürich PhD who just left Hugging Face is going stealth. 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.
Delos Hits $5.4M ARR
Maddyness reports Delos reached €5M (~$5.4M) in recurring revenue, doubling from €2.5M in a quarter across 300 corporate customers, as it raised a €10M Series A. Delos is a generative AI office platform for enterprises.
Searchable Hits $5M ARR
Chris Donnelly shares Searchable reached $5M ARR in nine months, up from $3M over the summer. Searchable is an operating system for AI search optimization.
Zaymo Hits $4M ARR
Zaymo shares it crossed $4M ARR, up from $3M in August. Zaymo provides interactive, no-code email for e-commerce.
Finanz Hits $1.07M ARR
Alessandro shares they crossed €1M (~$1.07M) ARR, ramping from €5K in a few months. Finanz teaches personal finance in 5-minute daily lessons.
Disha Hits $591K in Revenue
Entrackr reports Curelink (now Disha) posted Rs4.9 Cr (~$591K) in FY25 revenue, roughly doubling year on year, as it raised a General Catalyst-led Series A. Curelink connects doctors and patients over WhatsApp.
Specter Agent is now live 👻
Specter Team
🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Avi Boppana 🇺🇸
Experience: Co-Founder (Stealth), VP, Partnerships and M&A (ODDITY LABS), Co-Founder & Head of Platform (ODDITY LABS), Co-Founder & CTO, Acquired by Oddity (Revela, Inc.), Research Consultant for the HuBMAP Consortium (The National Institutes of Health), Co-Founder and Director of Alimtas Bioventures (Princeton University)
Highlights: Prior Exit, Prior VC-Backed Experience, Prior VC-Backed Founder, Serial Founder, Top University
Education: MS/MBA Biotechnology: Life Sciences (Harvard University)
Carlo Martini 🇬🇧
Experience: Co-Founder & CTO (Stealth Startup), Senior Product Engineer (LiveFlow), Co-Founder & CTO (getCredible), Co-Founder & Solution Architect, Exited (Human Mobility), Co-Founder & CTO, Forbes Top 100 Insurtech (MioAssicuratore), Co-Founder & Solution Architect (Covid Community Alert)
Highlights: Prior VC-Backed Experience, Prior VC-Backed Founder, Serial Founder, Strong Technical Background
Torsten Petersen 🇩🇰
Experience: Co-Founder & CTO (Stealth Startup), Head of Kreators by Kolsquare (Kolsquare), Chief Technology Officer and Founder, Acquired by Kolsquare (Woomio), Senior Developer (Cabana A/S), Lead Developer (MatchWork World Wide A/S), Developer (Jubii A/S)
Highlights: Prior Exit, Prior VC-Backed Founder, Strong Technical Background
Adam Behrens 🇺🇸
Experience: Co-Founder (Stealth), Co-Founder & Advisor (New Generation), Co-Founder & CEO (New Generation), Entrepreneur in Residence (Matrix), Product Manager (Stripe), PM / Tech Lead (Bridgewater Associates), Co-Founder & CEO (Carriage), Machine Learning Engineer (Neurable), Software Engineer (Analytical Space)
Highlights: Major Tech Experience, Prior VC-Backed Experience, Serial Founder, Top University, VC-Backed Founder
Education: Master of Business Administration (MBA) (Harvard Business School)
Michael Rabinovich 🇨🇭
Experience: Founder (Stealth), Research Scientist (Hugging Face), Staff Research Scientist (Nfinite), Applied Scientist (Microsoft), VP Advanced Technologies (CommonGround-AI), Head of Research (CommonGround-AI), Security Researcher (Self Employed), R&D Leader and Project Manager (IDF)
Highlights: Fortune 500 Experience, Prior VC-Backed Experience, Strong Academic Background, Top University
Education: Doctor of Philosophy - PhD (Computer Science) (ETH Zürich)
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.
Atomarine 🔥 Featured 7x in 90 days
Atomarine provides offshore power for AI datacenters.
Founders: Emile Germonpré, Dimitris Koutentakis
Founded: 2026
HQ Location: Cambridge, Massachusetts, United States
PRINCEPS 🔥 Featured 6x in 90 days
PRINCEPS provides AI-native infrastructure for energy compliance and operational resilience.
Founders: Wilhem Hector, Anya Trofimova
Founded: 2026
HQ Location: London, England, United Kingdom
UMA 🔥 Featured 2x in 90 days
UMA develops general-purpose humanoid and mobile robots with human-level dexterity.
Founders: Remi Cadene, Pierre Sermanet, Rob Knight, Simon Alibert
Founded: 2025
HQ Location: Paris, Île-de-France, France
Pen.dev🔥 Featured 2x in 90 days
Pen.dev is an agent-driven MCP canvas that brings design directly into your codebase.
Founders: Tom Krcha
Founded: 2025
HQ Location: San Francisco, California, United States
Tenor 🔥 Featured 2x in 90 days
Tenor manages AI workers by assigning roles, guardrails, and measurable outcomes.
Founders: Hamze Al-Zamkan, Amgad Al-Zamkan
Founded: 2026
HQ Location: San Francisco, California, 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.
Axiom (🌟 Specter – Global Rank 739)
Axiom is a non-custodial DeFi trading platform with on-chain integrations and wallet tracking.
Signal: Headcount Scale-up, Web Traffic Surge, Social Followers Surge, Top Tier Investors, No Recent Funding
Founder: Preston Ellis, Henry Zhang
Total Funding Raised: $500K
Last Funding Type: Seed
Investors: Y Combinator, LAUNCH Accelerator
Doe (🌟 Specter – Global Rank 1308)
Doe automates finance, procurement, and operations for dental groups.
Signal: Headcount Scale-up, Web Traffic Surge, Social Followers Scale-up, No Recent Funding, Top Tier Investors
Founder: Adrian Barbir, Richard Ou
Total Funding Raised: $500K
Last Funding Type: Seed
Investors: Y Combinator
PRED (🌟 Specter – Global Rank 1337)
PRED is a decentralised, peer-to-peer on-chain exchange for trading sports prediction markets.
Signal: Headcount Scale-up, Web Traffic Surge, Social Followers Surge, Recent News, Top Tier Investors, Recent Funding
Founder: Arpit Nik, Piyush Mahensaria, Rajul Ranga
Total Funding Raised: $2.5M
Last Funding Type: Seed
Investors: Accel, Coinbase Ventures, Jeffrey Haas, Kevin Kelly, Pet Berisha, Reverie
RealReports (🌟 Specter – Global Rank 1728)
RealReports is an AI-powered property advisor for real estate professionals.
Signal: Web Traffic Surge, No Recent Funding, Top Tier Investors
Founder: James Rogers, Zach Gorman
Total Funding Raised: $3M
Last Funding Type: Seed
Investors: CMS Holdings, Erez Capital, Fortified Ventures, LAUNCH, MLS Now, MetroList Services, Moderne Ventures, SNR.vc, TTV Capital
Piq Energy (🌟 Specter – Global Rank 4103)
Piq Energy connects renewable energy developers to the grid faster.
Signal: Headcount Surge, Web Traffic Momentum, Social Followers Surge, Recent Funding
Founder: Tom Nudell, Dionysios Stamatiadis
Total Funding Raised: $5M
Last Funding Type: Seed
Investors: Active Impact Investments, Ascent Energy Ventures, CLAI Ventures, Cerulean Ventures, Cisco Foundation, Convective Capital, Mobilize AI x Energy VC, New Climate Ventures, Umami Capital
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.
