𝗦𝗽𝗲𝗰𝘁𝗲𝗿 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 238 is out 🗞️ A clinician AI platform reached $300M ARR while operating at cash-flow breakeven. Meanwhile, the former CEO of Lazada is building in stealth, and a brain imaging startup with no funding is drawing repeated investor attention. TL;DR below. Full blog in the comments ↓ 💸 Revenue Signals • OpenEvidence: $300M ARR • fomo: $72M revenue run rate • Lyzr AI: $12M ARR • Enginy: $6M ARR • Bustem: $5M ARR 🔮 Stealth Founders to Watch • Maximilian Bittner: Lazada • Jamil Alajrab: EarthOptics • Chris Bennett: Motorola Solutions • Prabhjot Singh Sethi: Kluisz.ai • Achilleas Mitrotasios: kapa.ai 🎱 Investor Signals (90 days) → Aleph (🔥 3×): Brain imaging → NeoSapien (🔥 2×): AI wearables → Regulate Breathwork (🔥 3×): Employee wellness → Scam AI (🔥 2×): Deepfake detection → iCustoms.ai (🔥 2×): Trade compliance 🍒 Company Opportunities • QOSMIC: Quantum communications • Vobiz AI: Voice AI for banking • Omi AI: AI wearables • SLNG: Speech AI infrastructure • Glider: On-chain trading automation All of this comes from Specter, tracking private-company revenue, stealth founders, investor activity, and company growth signals before they make headlines. 🔗 Full blog in the comments.
Specter
Venture Capital and Private Equity Principals
London, England 20,824 followers
Be the reason your fund wins the deal of the decade.
About us
Specter delivers real-time data and insights on private companies, enabling investors to make informed, confident decisions. Harness the power of live data and AI-driven analysis to outsmart the competition and make confident decisions in private markets.
- Website
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https://tryspecter.com/
External link for Specter
- Industry
- Venture Capital and Private Equity Principals
- Company size
- 11-50 employees
- Headquarters
- London, England
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Private Equity, Venture Capital, Corporate Innovation, M&A, Data Analysis, Competitive Intelligence, Alternative Data, Startups, Quantitative Data, and Data-Driven VC
Employees at Specter
View 62 employees at Specter
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Specter reposted this
One of your portcos has 30 competitors right now. How many could you name, and how many are new since last quarter? Most of us get to about five from memory. The rest likely lives in your bookmarks bar, history, or an old list you made a while ago. We've just shipped the Competitor Agent to fix that. Open any company on Specter, press one button, and in about 30 seconds its competitors come back ranked closest-first. Each one sorted into direct, indirect or loosely related, with funding, valuation and revenue estimates attached. It reads between the lines on what a company actually does, then supplements each competitor with pulled web data so that context always reigns supreme in any defined competitive landscape. To build out the Competitor Agent, we asked power users how they map competition. The same questions popped up each and every time: who's in the market now, who's most competitive now, and why. Timing and context were always common denominators, and that's exactly what the Competitor Agent has been built on top of. Some of our users are building out entire competitor graphs for their portcos. Others are tapping into competitive landscapes in discovery via MCP. The competitor agent is live for every user today. Let me know what you think! 🔗 ⬇️ Link in comments.
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𝗦𝗽𝗲𝗰𝘁𝗲𝗿 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 237 is out 🗞️ A pharmacy automation company reached $25M ARR with 40% EBITDA margins. Meanwhile, former leaders from Google, Monzo, Revolut, and Scythe Robotics are quietly building in stealth. AI security, legal AI, and developer tools continue showing up in investor signals. TL;DR below. Full blog in the comments ↓ 💸 Revenue Signals • TJM Labs: $25M ARR • Comp AI: $7M ARR • Rella: $3.5M ARR • Logicc : $3M ARR • Bolna (YC F25): $2.1M revenue run rate 🔮 Stealth Founders to Watch • Davis Foster: Scythe Robotics • Joseph Valente: Google • Ivan Sivák: AI Research • Veronique Merriam Barbosa: Monzo & Revolut • Rajesh Gupta: Decision Point Analytics 🎱 Investor Signals (90 days) → Petal Wellness Inc. (🔥 3×): Women's Health → Cara (🔥 2×): Insurance AI → SOLAYA (🔥 2×): 3D AI → TROPICO Security (🔥 2×): AI Security → River AI (🔥 2×): Personal AI 🍒 Company Opportunities • Weave: Engineering intelligence • August: Legal AI • Reflex: Python web apps • Pruna AI: AI optimization • Hatz AI: Enterprise AI platform All of this comes from Specter, tracking private-company revenue, stealth founders, investor activity, and company growth signals before they make headlines. 🔗 Full blog in the comments.
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𝗦𝗽𝗲𝗰𝘁𝗲𝗿 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 236 is out 🗞️ This week, one company reported $25M ARR across seven markets in just 24 months. Another shared how they reached €5.2M ARR within nine months of launch. On the talent side, a Director of Engineering from Meta, an AI engineer from Mistral, and leaders from Google, Intel, and Glassdoor are quietly building in stealth. AI software, GPU infrastructure, and developer tooling continue showing up in investor signals. TL;DR below. Full blog in the comments ↓ 💸 Revenue Signals • GoCab: $25M ARR • Maple $17.6M ARR • Alta | AI GTM System of Actions $15M revenue run rate • rocapine: €5.2M ARR • Pletor: $1M ARR 🔮 Stealth Founders to Watch • Yash Sahay: Meta • Dave Curran: Glassdoor • Jo Smith: Mistral AI • Amit Kumar: Enterprise Software • Anu Sharma: Intel 🎱 Investor Signals (90 days) → Blaise (YC S26) (🔥 4×): AI software → TABsense (🔥 3×): Retail AI → Quadrillion Labs (🔥 3×): AI research → Cursive (🔥 2×): Generative AI → INT21 (🔥 2×): GPU software 🍒 Company Opportunities • Dux Security: AI security • Frontline Robotics: Defence robotics • CovertSwarm: Offensive security • Tela Workflow automation • Matiks: EdTech All of this comes from Specter, tracking private-company revenue, stealth founders, investor activity, and company growth signals before they make headlines. 🔗 Full blog in the comments #SpecterMonitor #Startups #VC #Investing #AI #DeepTech #Signals
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Specter reposted this
Sequoia's best investment might be the partners who left. 19 firms. $110B+ in combined AUM. 3 continents. One alma mater. In 2023, Sequoia Capital split itself into three (Sequoia, Peak XV, HongShan). But the diaspora had been compounding for years before that, one partner at a time. Every fund on this list came out of Sequoia. In crypto. In cyber. In healthcare. Across India, China, and Israel. So for Issue 04 of The Mafia Series at Specter, we mapped the Sequoia diaspora. The funds (sorted by AUM) ↓ HSG — $61B · Neil Shen(founded Sequoia China) Paradigm — $12.7B · Matt Huang (ex-Partner) Peak XV Partners XV — $10B · Shailendra J Singh (ran Sequoia India) Source Code Capital — $7B · Charlie Cao (ex-Sequoia China) WestBridge Capital — $7B · Sumir Chadha (ex-MD, Sequoia India) Wing Venture Capital — $2.5B · Gaurav Garg (ex-Partner) Drive Capital — $2.2B · Chris Olsen (ex-Partner), with Mark Kvamme Transformation Capital — $1.6B · Todd Cozzens (ex-Partner, healthcare) A91 Partners — $1.5B · VT Bharadwaj (ex-MD, Sequoia India) Cyberstarts — $1.4B · Gili Raanan (ex-Partner) The next wave, raising now (2025–26) ↓ Mettle Capital — $350M · Tejeshwi Sharma (ex-Peak XV) Ambition Capital — $250M · Harshjit Sethi (ex-Peak XV) Both were founded by partners who left Peak XV this year. The mafia is still splitting off from the splinters. + Telescope Partners (Mickey Arabelovic), S CAPITAL (Haim Sadger), Zhencheng Capital 真成投资 (Jianwei Li), Evantic Capital (Matt Miller), Two Bear Capital (Michael Goguen), Sunflower Capital (Liu Jiang) and pebblebed (Tammie Siew). The full ranking of all 19 lives on Specter. Whatever you make of the breakups, the pattern is hard to argue with. Sequoia keeps minting investors who leave to build their own. If you came out of Sequoia and I missed your fund, drop it below and I'll add it. Issue 05 next Tuesday. Who should we cover? Drop names below ↓
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𝗦𝗽𝗲𝗰𝘁𝗲𝗿 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 235 is out 🗞️ This week, we saw one company cross $1.2B ARR, another close H1 at €120M ARR, and AI startups continue hitting strong early revenue numbers. On the investor side, AI infrastructure, developer tools, and fintech startups kept showing up in investor signals. Meanwhile, operators from NVIDIA, Google, Microsoft Research, Intel, and Apple are quietly building in stealth. TL;DR below. Full blog in the comments ↓ 💸 Revenue Signals • Together AI: $1.2B ARR • Satispay: €120M ARR • Langbase: $2M run rate • WellWith Official: ₹12 crore ARR • Cometly: $204K ARR 🔮 Stealth Founders to Watch • Daniel Pao: Infrastructure • Sameh Khamis: NVIDIA & Google • Felipe Longé: Prior Exit • Ferdinando Randisi: AI Research • Balaji Kanigicherla: Intel & AMD 🎱 Investor Signals (90 days) → Hornet.dev(🔥 2×): AI retrieval → Anoria (🔥 2×): Emotion AI → Pebbles Ai (🔥 2×): GTM AI → Parse Labs (🔥 2×): Business Intelligence → KYFR.AI (🔥 2×): Fintech Infrastructure 🍒 Company Opportunities • Paper: Design collaboration • Rootline: Payments infrastructure • Tilde Research: AI interpretability • Channel3: Product data • Stilla: AI workplace agent All of this comes from Specter, tracking private-company revenue, stealth founders, investor activity, and company growth signals before they make headlines. 🔗 Full blog in the comments #SpecterMonitor #Startups #VC #Investing #AI #DeepTech #Signals
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𝗦𝗽𝗲𝗰𝘁𝗲𝗿 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 234 is out 🗞️ This week, one startup crossed $6M ARR while replacing Salesforce for 37% of its customers. Another set of AI infrastructure and chip startups kept showing up in investor signals over the past 90 days. On the talent side, founders and operators from Apple, SpaceX, Google, Waymo, and AWS are quietly going stealth again. TL;DR below - full blog in the comments ↓ 💸 Revenue Signals of week • Aurasell AI: $6M ARR • Encore: $3.1M annualized revenue • Astral Systems: €3.4M+ research revenue • Build Concierge: $2.1M ARR • Sairen: $1M ARR 🔮 Stealth Founders to Watch • Ekaterina Zotova: Serial Founder • Prateek Agrawal: Operations • Nicholas Kovalsky: HealthTech • Malek Alcodray: Ex-SpaceX & Google • Sam Liu: Ex-Apple & AWS 🎱 Investor Signals (90 days) → inca (🔥 4×): AI insurance → Complir (🔥 2×): Compliance AI → Pentimenti (🔥 2×): Proposal AI → NUVACORE (🔥 2×): AI chip design → NOAH Ai (🔥 2×): Finance AI 🍒 Company Opportunities • InsForge: AI-native backend • H2LooP: AI software engineering • AISLE™: AI security • Heizen: AI software agents • Saga: Legal AI The best opportunities first show up through our signals way before they become trending. All of this comes from Specter, tracking private company revenue, stealth founders, and investor signals before they go public. Full blog in the comments #SpecterMonitor #Startups #VC #privatemarkets
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20 startups. 108 investor interest signals. Here's where VC interest has been concentrating over the last 90 days. Each month, we publish Specter's Hottest Startups, featuring companies attracting the strongest interest from prominent VCs before the rest of the market catches on. Full report linked in the comments 👇 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗦𝗻𝗮𝗽𝘀𝗵𝗼𝘁 20 startups showing the strongest investor interest over the past 90 days Investor attention led by Superpower (🔥 9×), followed by Natural (🔥 8×) and Fleet AI (🔥 8×) Backed by Sequoia Capital, Andreessen Horowitz, Menlo Ventures, First Round Capital, Kleiner Perkins and many more Pangram Labs leads web traffic at ~746K monthly visits, followed by Superpower (~524K) and Fleet AI (~425K) Average team size ~28, ranging from solo founders to companies with 160+ employees AI infrastructure, agentic AI, developer tooling, healthcare, fintech, and defence continue attracting sustained investor interest 🏆 𝗡𝗼𝘁𝗮𝗯𝗹𝗲 𝗛𝗶𝗴𝗵-𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 (90 days) ➝ Superpower (🔥 9×) — preventative healthcare ➝ Natural (🔥 8×) — AI payments ➝ Fleet AI, Inc. (🔥 8×) — enterprise agent simulation ➝ General Reasoning (🔥 7×) — AI reasoning models ➝ Pierre Computer Company(🔥 7×) — AI code reviews ➝ Hyperbolic (🔥 6×) — AI cloud compute ➝ Nebula (🔥 6×) — autonomous workflow agents ➝ Tensorlake (🔥 5×) — AI-ready data infrastructure ➝ Longsurf (🔥 5×) — Decision Making with AI The strongest companies rarely appear out of nowhere. They build momentum through founder activity, investor attention, hiring, and product signals long before the headlines arrive. Full report in the comments 👇 #HottestStartups #Startups #VentureCapital #StartupSignals #AI #Founders #Tech #VC #StartupEcosystem
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𝗦𝗽𝗲𝗰𝘁𝗲𝗿 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 233 is out 🗞️ $20M ARR with no sales team. $15M built entirely on inbound. Defense hardware, AI detection, and industrial infrastructure are pulling investor attention this week. A quick snapshot of what's moving private markets today; full blog in comments 👇 💸 Revenue Signals of the week • Billit - €25M+ recurring revenue • viktor.com - $20M ARR • Palomma (YC W23) - $2.5M ARR • HeyReach - $15M+ ARR • Cockpit AI - $100K MRR 🔮 Stealth Founders to Watch • Aarshay Jain · Machine learning • Alessandro Babini · Venture operator • Shekhar Bapat · AI product • Srikar Chava · Product founder • Brandon Jakobson · Engineering founder 🎱 Investor Signals (90 days) → Pangram Labs (🔥 3×): AI detection → Riplo (🔥 3×): Knowledge management → distil labs (🔥 2×): Custom AI agents → Flowstate (🔥 2×): Workflow automation → Terminus Industrials (🔥 2×): Defense infrastructure 🍒 Company Opportunities of the week • Singulr AI: Enterprise AI security • IGNOSIS AI: Financial intelligence • Abby: AI business operations • Jumbo : Shopping rewards • Merlin AI Software (YC S24): Construction ERP All of this comes from Specter, tracking private company revenue, stealth founders, investor activity, and company growth signals before they make headlines. 🔗 Full blog in the comments #Specter #Startups #VC #Investing #AI #Signals
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Specter reposted this
"Predictive models aren't the point. Finding the story is." Here's why this framing matters whenever we talk about data: As a bit of context, Dominik told me this six years ago, back in Berlin and engulfed in deep debate. He's still right. And yet, our team at Specter spent 18 months building revenue and valuation models for 7 million companies. In private markets, a datapoint is never the answer. The only useful reaction to a metric jumping off the screen is, "Ok, but why?" - data simply tells you where to look so that you can go on and find out whether you're seeing a true signal or just someone else's VC cash being dumped in the incinerator. Finding these new stories is what we've always loved about this space. While LLMs are incredible at collating data about given companies, they don't really help us discover new ones. By design, they are "averaging machines" of the world's knowledge. Specter has always been about highlighting outliers. These new models combine years of accumulated data (team, web, app, product) and are only possible because of a decision we made 18 months ago: to start building our own proprietary revenue dataset from news and social signals. The models may not find the story for you, but they will tell you exactly where to pay attention to. There's a lot more to come from us on this front, and we're hiring AI engineers to help build what’s next. If you want to work together on building models that actually find the outliers, drop me a DM.