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>Make was formerly known as Integromat—built by the Czech systems integrator Integrators.cz as part of their work doing integration consulting work for large Czech companies like banks.</li><li>For several years, Make differentiated from Zapier on the basis of being lower-cost, having a visual automation builder (as opposed to Zapier&#39;s more linear, table-based builder), and having 2x more API endpoints per app (though fewer apps overall, with Make boasting 1,600 app integrations to Zapier&#39;s 5,000+).</li><li>In August 2023, Zapier released a visual builder to go along with their more linear builder experience, but the pricing is still a point of differentiation—the core paid plan on Make is $9/month with an allowance for 10,0000 tasks per month, while on Zapier the equivalent plan costs $19/month and only allows for 750 tasks per month.</li></ul>

Make was formerly known as Integromat—built by the Czech systems integrator Integrators.cz as part of their work doing integration consulting work for large Czech companies like banks.For several years, Make differentiated from Zapier on the basis of being lower-cost, having a visual automation builder (as opposed to Zapier&#39;s more linear, table-based builder), and having 2x more API endpoints per app (though fewer apps overall, with Make boasting 1,600 app integrations to Zapier&#39;s 5,000+).In August 2023, Zapier released a visual builder to go along with their more linear builder experience, but the pricing is still a point of differentiation—the core paid plan on Make is $9/month with an allowance for 10,0000 tasks per month, while on Zapier the equivalent plan costs $19/month and only allows for 750 tasks per month.

Alloy Automation / Private Capital Markets

<ul><li>Along with the explosion of vertical SaaS companies, we’ve seen that people building those integrations in-house are slowly starting to realize it's becoming unmanageable.</li><li>Ultimately, long-term and currently, a lot of ETL tools and iPaaS tools are jointly educating the market on what our differences are and why we shouldn't be bucketed together.</li><li>AI and LLMs decreasing the barrier to entry is going to create so much more software for super niche use cases.</li></ul>

Along with the explosion of vertical SaaS companies, we’ve seen that people building those integrations in-house are slowly starting to realize it's becoming unmanageable.Ultimately, long-term and currently, a lot of ETL tools and iPaaS tools are jointly educating the market on what our differences are and why we shouldn't be bucketed together.AI and LLMs decreasing the barrier to entry is going to create so much more software for super niche use cases.

Sara Du, co-founder And CEO Of Alloy, On iPaas Vs. Universal APIs

<ul><li>Alloy was a side project we started working on in late 2019 because we thought it’d be cool to get more people into automation.</li><li>We sit in this unique position where we are the “Switzerland” of the ecommerce SaaS ecosystem, and are effectively friends and partners with everyone.</li><li>In the long term, the goal is we&#39;re building more data tools for merchants -- now that we have the core infrastructure layer -- so we&#39;ll be a horizontal platform within this space.</li></ul>

Alloy was a side project we started working on in late 2019 because we thought it’d be cool to get more people into automation.We sit in this unique position where we are the “Switzerland” of the ecommerce SaaS ecosystem, and are effectively friends and partners with everyone.In the long term, the goal is we&#39;re building more data tools for merchants -- now that we have the core infrastructure layer -- so we&#39;ll be a horizontal platform within this space.

Sara Du, co-founder And CEO Of Alloy, On Building The Switzerland Of Ecommerce Software

<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.

United States

Workflow automation tool for ecommerce brands and SaaS companies to build custom integrations

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Alloy Automation (AUTOMATION US)

Primer: Make - 06 Oct 2023

No-code automation tool for building workflows across thousands of integrated apps

Sacra

Sara Du, co-founder And CEO Of Alloy, On iPaas Vs. Universal APIs

You're a B2B SaaS company in 2023. How do you build integrations and how has that process changed over the last 5 years? What will it look like...

Sacra

Sara Du, co-founder And CEO Of Alloy, On Building The Switzerland Of Ecommerce Software

Sacra interview with Sara Du, CEO and co-founder of Alloy, an integration and automation platform for ecommerce.

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

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