Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

Private Capital Markets

<ul><li>Guest: Yeah, I think a fair amount, to be honest.</li><li>And my guess is that a lot of the value will be captured in the top 10 integrations.</li><li>It’s like the land of forgotten toys, And then I think it becomes a lot harder to enforce the premium pricing, which has already gone up a lot.</li></ul>

Guest: Yeah, I think a fair amount, to be honest.And my guess is that a lot of the value will be captured in the top 10 integrations.It’s like the land of forgotten toys, And then I think it becomes a lot harder to enforce the premium pricing, which has already gone up a lot.

Senior Executive At no-code Startup On The Rise Of Native Integrations

<ul><li>I probably have a dozen apps running right now that save me, I don&#39;t know, five hours a week.</li><li>Zapier already covers my bases.</li><li>Let me invite people directly through a Slack channel.</li></ul>

I probably have a dozen apps running right now that save me, I don&#39;t know, five hours a week.Zapier already covers my bases.Let me invite people directly through a Slack channel.

Bootstrapped CEO And Zapier power-user On Designing An Automation Workflow

<ul><li>In early March, Zapier announced a valuation of $5B and annually recurring revenue of $140M—a remarkable feat on just $1.4M raised.</li><li>Our model values Zapier at $7B in the company’s base case, about 40% higher than the $5B price at which early investors recently sold stock to Sequoia and Steadfast Financial in a secondary sale.</li><li>In our bull case, Zapier builds the no-code super aggregator and is able to grow at 50% CAGR for the next five years, growing into a nearly $30B valuation.</li></ul>

In early March, Zapier announced a valuation of $5B and annually recurring revenue of $140M—a remarkable feat on just $1.4M raised.Our model values Zapier at $7B in the company’s base case, about 40% higher than the $5B price at which early investors recently sold stock to Sequoia and Steadfast Financial in a secondary sale.In our bull case, Zapier builds the no-code super aggregator and is able to grow at 50% CAGR for the next five years, growing into a nearly $30B valuation.

<ul><li>It seemed clear that they were going to be collecting a ton of information on our user behavior, but they were really not used to this more two way street-type relationship.</li><li>There&#39;s Tray.io, and something called Paragon that’s more developer-centric, and both are basically trying to build at the developer level and integration layer so you can deliver more integrations faster and they manage them.</li><li>Zapier is not going to be able to be better than the apps themselves at providing integrations.</li></ul>

It seemed clear that they were going to be collecting a ton of information on our user behavior, but they were really not used to this more two way street-type relationship.There&#39;s Tray.io, and something called Paragon that’s more developer-centric, and both are basically trying to build at the developer level and integration layer so you can deliver more integrations faster and they manage them.Zapier is not going to be able to be better than the apps themselves at providing integrations.

Former Zapier Partner On Zapier's Commoditization Of SaaS

<ul><li>Front is like Slack for your email, except instead of creating another distracting, noisy, always-on tool, Front allows users to spin up ephemeral chats within email threads themselves.</li><li>Front has consumer-grade engagement, elite compounding revenue from their land and expand strategy, and increasingly broad adoption inside teams.</li><li>Front’s relatively slow and steady growth has been buoyed by impressive net dollar retention, though: 150% by their Series B and 137% by their Series C.</li></ul>

Front is like Slack for your email, except instead of creating another distracting, noisy, always-on tool, Front allows users to spin up ephemeral chats within email threads themselves.Front has consumer-grade engagement, elite compounding revenue from their land and expand strategy, and increasingly broad adoption inside teams.Front’s relatively slow and steady growth has been buoyed by impressive net dollar retention, though: 150% by their Series B and 137% by their Series C.

Front: Inside The $1.3B Startup Slackifying Email

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Collaborative database software for building custom workflows without writing code

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Airtable (AIRTABLE US)

Senior Executive At no-code Startup On The Rise Of Native Integrations

Our first of 3 expert interviews with senior executives and founders on the future of Zapier and the no-code industry.

Sacra

Bootstrapped CEO And Zapier power-user On Designing An Automation Workflow

Our last of 3 expert interviews with senior executives and founders on the future of Zapier and the no-code industry.

Sacra

Zapier: The $7B Netflix Of Productivity

Zapier is an integration platform and marketplace competitive with Integromat and Automate.io. Our base model values Zapier at $7B, up 40% from...

Sacra

Former Zapier Partner On Zapier's Commoditization Of SaaS

Our second of 3 expert interviews with senior executives and founders on the future of Zapier and the no-code industry.

Sacra

Front: Inside The $1.3B Startup Slackifying Email

Front is a B2B team email product, competitive with Zendesk and Intercom, with 137% net dollar retention. We value Front at $1.3B with a price per...

Sacra

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