$200M ARR building training environments for AI coding agents. A Stanford engineer just left H Company to build in stealth, and AI infrastructure is pulling the most investor attention this week. 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.
Proximal Hits $200M+ ARR
Proximal shares it grew to more than $200M in annualized revenue over the past year Proximal builds training environments for AI coding agents.
DeepInfra Hits $100M ARR
Pulse2 reports DeepInfra surpassed $100M ARR (a $105M+ run rate) on roughly 14x year-on-year growth, now serving 22 trillion tokens a week. DeepInfra provides low-latency, cost-effective inference infrastructure for AI models.
Sprive Hits $22.9M ARR
Beinsure Media reports Sprive is running above £18M (~$22.9M) in annualized revenue, with 567K users. Sprive is an AI app that helps you pay off your mortgage faster.
Omi Hits $5M ARR
Nik Shevchenko shares Omi crossed a $5M annualized run rate, up from $1.5M in 2025, on millions in hardware sales. Omi builds an AI wearable that turns daily life into structured memory.
Clinware Hits $2M ARR
Grepbeat reports Clinware reached nearly $2M ARR just over a year after launch, across 21 accounts and 278 facilities. Clinware automates post-acute referrals, documentation, and reimbursement with AI.
🆕 Case Study: How Venture Stars sources deals with Specter.
Specter Team
🔮 Stealth Opportunities of the Week
Specter monitors real-time global talent movements to spot investment opportunities before anyone else.
Deepak Bandi 🇨🇦
Experience: Founder (Stealth Startup), Chief Product Officer (SimplifyX), Founder & CEO (Virtical), Senior Director, Salesforce Practice (Huron), Co-Founder, Salesforce Practice Lead (ForceIQ), Solutions Architect (Vlocity), Co-Founder (Capture Studio)
Highlights: Polyglot, Prior Exit, Prior VC-Backed Experience, Serial Founder
Education: Master's Degree (Information Technology and Management) (Illinois Institute of Technology)
Bergen Merey 🇬🇧
Experience: Founder (Stealth Startup), Co-Founder & COO (throxy (YC X25)), Investor & Advisor (Vycto), Consulting Analyst (Q5), Global Category Strategy (Unilever), Co-Founder & CEO (True Gaming UK)
Highlights: Prior VC-Backed Experience, Prior VC-Backed Founder, Top University
Education: Bachelor of Science (BSc) (1st Class Honours) (Business) (University of Bath)
Marcus Horn 🇳🇴
Experience: Co-founder and CEO (Stealth), Director of Robotic Solutions (Cognite), Senior Product Manager - Robotics Data Contextualization (Cognite), Product Manager - Disruptive MVP (Cognite AS), Daglig leder (Joy Tech AS), Prosjektingenjør (Kollensvevet AS), Summer Engineering Intern (Statoil)
Highlights: Major Tech Experience, Prior VC-Backed Experience, Strong Technical Background, Top University, VC-Backed Experience
Education: Master's Degree (Mechanical Engineering) (Norwegian University of Science and Technology (NTNU))
Dave Flerlage 🇺🇸
Experience: Founder & CTO (Stealth AI Startup), Member of Technical Staff (Amazon), Senior Staff Software Engineer, ML/AI Platform (Block), Engineering Manager, Machine Learning Platform (Block), Engineering Manager, Feature Engineering Platform (Block), Engineering Manager, Square Capital, Underwriting (Block), Technical Lead, Data Platform (Clover Health), Senior Software Engineer (Clover Health), Senior Software Engineer (Tyme Global), Senior Software Engineer (Oxer Technologies), Software Engineer (Murex)
Highlights: Fortune 500 Experience, Major Tech Experience, Prior VC-Backed Experience, Strong Technical Background
Education: Bachelor of Science (B.S.) (Computer Science) (Columbia Engineering)
Axel Moyal 🇫🇷
Experience: Co-Founder (Stealth AI Startup), Member of Technical Staff (H Company), Staff / Lead Applied Scientist (Upstart), Senior Applied Scientist (Upstart), Applied Scientist (Upstart), Graduate Research Assistant (Stanford University School of Medicine), Data Scientist (Facebook), Quantitative Analyst (Eisler Capital), Cadet Officer (Armée de l'air)
Highlights: Major Tech Experience, Prior VC-Backed Experience, Top University
Education: MSc (Computational and Mathematical Engineering) (Stanford University)
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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.
Neuralk 🔥 Featured 5x in 90 days
Neuralk delivers instant predictions on structured data via a tabular foundation model API.
Founders: Antoine Moissenot, Corentin Bel, Alexandre Pasquiou
Founded: 2023
HQ Location: Paris, Île-de-France, France, Europe
LogicStar AI 🔥 Featured 2x in 90 days
LogicStar AI automates bug reproduction and validated fixes for production software.
Founders: Boris Paskalev, Martin Vechev, Veselin Raychev
Founded: 2024
HQ Location: Zürich, Switzerland, Europe
Baud Labs 🔥 Featured 2x in 90 days
Baud Labs enables instant AI with a 1-bit silicon chip for training and inference.
Founders: Sarang Zambare
Founded: 2026
HQ Location: San Francisco, California, United States
rekursiv.ai 🔥 Featured 2x in 90 days
rekursiv.ai builds autonomous ML hypothesis-testing systems that act as AI scientists.
Founders: Joshua V. Dillon, Dan Kondratyuk
Founded: 2026
HQ Location: Mountain View, California, United States
Brushless 🔥 Featured 2x in 90 days
Brushless creates editable, on-brand vector graphics with AI.
Founders: Abhi Tanwar, Shikhar Khandelwal
Founded: 2025
HQ Location: San Francisco, 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.
Mosaic (🌟 Specter – Global Rank 19)
Mosaic automates video editing using an AI agent driven by natural language commands.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, Top Tier Investors, Recent Funding
Founder: Adish Jain, Kyle Wade
Total Funding Raised: $4.3M
Last Funding Type: Seed
Investors: Pioneer Fund, Y Combinator
Catalyx Space (🌟 Specter – Global Rank 20)
Catalyx builds reusable orbital return vehicles that bring heavy payloads back from LEO.
Signal: Headcount Surge, Web Traffic Momentum, Social Followers Surge, No Recent Funding, Top Tier Investors
Founder: Rifath Shaarook, Keerthan Chand Aluvala, Saqib Hussain, Clinton D Antony
Total Funding Raised: $7.2M
Last Funding Type: Seed
Investors: Arka Venture Labs, Doha Venture Capital, Flybridge, Founders Inc., HF0 Residency, Higher Life Ventures, Nivesha Ventures, Outlander VC, Pranatech Venture Capital, Qasar Younis, Techstars, Techstars Space Accelerator, Together Fund, Transpose Platform Management
BliskoMed (🌟 Specter – Global Rank 4861)
BliskoMed connects patients and providers for in-home medical visits and teleconsultations.
Signal: Headcount Surge, Web Traffic Surge, Social Followers Surge, Recent Funding
Founder: Justyna Janicka-Ciesielska, Tomasz Domino, Marcin Ciesielski
Total Funding Raised: $827K
Last Funding Type: Seed
Investors: 24Ventures
Abinitio Bio (🌟 Specter – Global Rank 5712)
Abinitio Bio predicts and optimizes upstream bioprocessing to accelerate biologics manufacturing.
Signal: Headcount Surge, Recent Funding, Top Tier Investors
Founder: Daniel Mukasa, PhD; Nisha Gopal, PhD
Total Funding Raised: $500K
Last Funding Type: Seed
Investors: Y Combinator
Vimag Labs (🌟 Specter – Global Rank 5759)
Vimag Labs builds software-defined motors that replace rare-earth permanent magnets.
Signal: Headcount Surge, Social Followers Surge, Recent News, Top Tier Investors, No Recent Funding
Founder: Manish Seth
Total Funding Raised: $5M
Last Funding Type: Seed
Investors: Accel, Chakra Growth Fund, ThinKuvate
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That’s all for this edition of Specter Monitor!
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