AI and Signals for Private Markets.
London, United Kingdom
Joined November 2015
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- Following3.9K
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$12M ARR for an AI companion app that tripled in four months.
Monitor #251 is live.
💸 Top Revenue signals
Tolan $12M ARR
@pepper_content $11M ARR
Noble $5M ARR
Reltix $2.3M ARR
Cato $2.3M ARR
🍒 Company opportunities
@datacurve_ai → AI coding data
EraDrive → autonomous spacecraft navigation
Partcl → AI chip design
@uare_ai → personal AI
Nevoya → zero-emission
🍒 Company opportunities
@datacurve_ai → AI coding data
EraDrive → autonomous spacecraft navigation
Partcl → AI chip design
@uare_ai → personal AI
Nevoya → zero-emission
Full Monitor: insights.tryspecter.com/spec…
$35M in revenue for subscription health coverage. AI agent security is picking up investor attention.
Specter Monitor 250 is live.
💸 Revenue
@even_healthcare $35M
Fonio $17.5M ARR
Pillar $4.6M ARR
Dapta $4M
@ditch_io $3M ARR
🎱 Investor signals
→ @logic_star_ai (🔥 4×): AI software debugging
→ AndromedAI (🔥 2×): E-commerce AI
→ @inflight (🔥 2×): Product design feedback
→ Skyrelis (🔥 2×): AI agent security
→ @aryalabsai (🔥 2×): AI engineering simulation
🍒 Company opportunities
Nopan → enterprise payments
@jittytweets → real estate search
@hyphenateai → AI finance ops
@mem0ai → memory for LLMs
@eachlabs → generative media APIs
Full Specter Monitor: insights.tryspecter.com/spec…
$36M ARR in AI video. Two exited founders and an ex-Meta engineer building in stealth. Humanoid robots heating up investor radars.
Specter Monitor 249 is live.
💸 Revenue
@akoolinc $36M
@nexoyacom $3.3M
@wealth_reader $1.08M
Cleavr $1.06M
Elvy $1.1M
🎱 Investor signals
→ @orchid_hq (🔥 2×): AI email management
→ round3 AI (🔥 2×): Specialised language models
→ @vesoma_ai (🔥 2×): Humanoid robots
→ @pulse__ai (🔥 2×): Document data for LLMs
→ @lithos_ai (🔥 2×): Agentic inference
🍒 Company opportunities
morph. → soft robotics
Omi.me → AI wearables
@ai_browser → AI browser
@try_roe_ai → compliance + fraud agents
@superleapai → AI CRM
Full Monitor : insights.tryspecter.com/spec…
September’s Hottest Startups are live 🔥
Humanoid robots, offshore power, GPU kernels and sunlight from orbit are pulling the most VC attention right now.
Top names include:
@cosmiclabstech
@atomarine_co
@getenergy_
@princepsdev
@norirobotics
@tacitlabsco
@stonepowerus
@inco_ai
Investor attention often moves before the funding announcement does.
Full September Hottest Startups report: insights.tryspecter.com/hott…
🎱 Investor signals (90 Days)
@hyperspell 🔥 6×
Sublime Nuclear 🔥 2×
@cogniswitch 🔥 2×
@recurvia 🔥 2×
OPENHUMAN 🔥 2×
🍒 Opportunities
@mitofilms
Vocca AI
Volter
@neocambrianai
Involve Space
Full Monitor: insights.tryspecter.com/spec…
How much of your dealflow shows up before the round?
Every week, Specter surfaces companies and founders moving before the market catches up.
This week moves from @proximalhq passing $200M in annualized revenue, to @deepinfra crossing $100M ARR, to operators from Amazon, Block, H Company, Cognite and YC-backed startups now building in stealth.
Specter Monitor #247 is live. 🧵↓
🎱 Investor Signals (90 days)
→ Neuralk (🔥 5×): Tabular foundation models
→ @logic_star_ai (🔥 2×): AI software debugging
→ @baudlabsai (🔥 2×): AI silicon
→ rekursiv.ai (🔥 2×): Autonomous AI scientists
→ Brushless (🔥 2×): AI vector graphics
🍒 Company Opportunities
→ @mosaic_so: Headcount, web traffic & social surge
→ @catalyxspace: Strong growth, no recent funding
→ BliskoMed: Team, traffic and audience growth
→ Abinitio Bio: Hiring fast after YC backing
→ Vimag Labs: Top-tier investor backing
Full Specter Monitor: insights.tryspecter.com/spec…
