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>Sacra estimates that Anduril hit $2.2B in revenue in 2025, up 120% from $1B in 2024.</li><li>The company is projecting $4.3B in revenue for 2026, driven by Arsenal-1 scaling production in Ohio, with over $900M in campus spend tied to the facility.</li><li>Anduril closed a $5B funding round in May 2026, supplying capital to accelerate product development and secure additional defense contracts.</li></ul>

Sacra estimates that Anduril hit $2.2B in revenue in 2025, up 120% from $1B in 2024.The company is projecting $4.3B in revenue for 2026, driven by Arsenal-1 scaling production in Ohio, with over $900M in campus spend tied to the facility.Anduril closed a $5B funding round in May 2026, supplying capital to accelerate product development and secure additional defense contracts.

<ul><li>Sacra estimates that Saildrone generated $43M in revenue in FY24, up 231% YoY.</li><li>Lockheed Martin made a $50M strategic investment in Saildrone in October 2025, targeting on-water live-fire demonstrations in 2026.</li><li>Revenue growth has been primarily driven by Saildrone's success penetrating the US Navy market.</li></ul>

Sacra estimates that Saildrone generated $43M in revenue in FY24, up 231% YoY.Lockheed Martin made a $50M strategic investment in Saildrone in October 2025, targeting on-water live-fire demonstrations in 2026.Revenue growth has been primarily driven by Saildrone's success penetrating the US Navy market.

<ul><li>Sacra estimates that Helsing generated $10.4M (€9.6M) in revenue in 2023, up 721% year over year from $1.3M (€1.2M), according to the company&#39;s German annual accounts.</li><li>In February 2026, the Bundeswehr awarded Helsing an initial €269M deal for HX-2 loitering munitions, with a framework option of up to €1.46B total—subsequently capped by the Bundestag budget committee at €1B per producer, with further purchases requiring additional parliamentary approvals.</li><li>Helsing employs a B2G model, selling advanced AI defense capabilities to democratic nations&#39; militaries.</li></ul>

Sacra estimates that Helsing generated $10.4M (€9.6M) in revenue in 2023, up 721% year over year from $1.3M (€1.2M), according to the company&#39;s German annual accounts.In February 2026, the Bundeswehr awarded Helsing an initial €269M deal for HX-2 loitering munitions, with a framework option of up to €1.46B total—subsequently capped by the Bundestag budget committee at €1B per producer, with further purchases requiring additional parliamentary approvals.Helsing employs a B2G model, selling advanced AI defense capabilities to democratic nations&#39; militaries.

<ul><li>Sacra estimates that Saronic generated $200M in revenue in 2025, up 1,500% year-over-year from $12.5M in 2024, as the company scales vessel deliveries and government contract activity.</li><li>Saronic closed a $1.75 billion Series D on March 31, 2026, led by Kleiner Perkins, at a $9.25 billion post-money valuation.</li><li>Corsair is currently under contract with the U.S. Navy, and Saronic has been selected for DARPA&#39;s Pulling Guard program under Focus Area 2.</li></ul>

Sacra estimates that Saronic generated $200M in revenue in 2025, up 1,500% year-over-year from $12.5M in 2024, as the company scales vessel deliveries and government contract activity.Saronic closed a $1.75 billion Series D on March 31, 2026, led by Kleiner Perkins, at a $9.25 billion post-money valuation.Corsair is currently under contract with the U.S. Navy, and Saronic has been selected for DARPA&#39;s Pulling Guard program under Focus Area 2.

Quantum Systems / Private Capital Markets

<ul><li>Quantum Systems generated $330M in revenue in 2025, up 161% year-over-year from $124M in 2024.</li><li>The CFO said in July 2026 that revenue is on track to maintain a similar rate of growth in 2026, implying a trajectory toward $600M or more for the full year.</li><li>Quantum Systems closed a $1.2B Series D on July 2, 2026, at a post-money valuation of approximately $8B, co-led by Blackstone, Noteus, Airbus, and Advent.</li></ul>

Quantum Systems generated $330M in revenue in 2025, up 161% year-over-year from $124M in 2024.The CFO said in July 2026 that revenue is on track to maintain a similar rate of growth in 2026, implying a trajectory toward $600M or more for the full year.Quantum Systems closed a $1.2B Series D on July 2, 2026, at a post-money valuation of approximately $8B, co-led by Blackstone, Noteus, Airbus, and Advent.

United States

Hardware-software defense systems for autonomous drones, surveillance towers, and counter-drone warfare

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Anduril (ANDURIL US)

Primer: Anduril - 10 Jul 2026

Hardware-software defense systems for autonomous drones, surveillance towers, and counter-drone warfare

Sacra

Primer: Saildrone - 24 Aug 2026

Autonomous ocean drone fleet collecting real-time maritime data for research and security agencies

Sacra

Primer: Helsing - 16 Jul 2026

AI software to enhance defense systems, improving battlefield decision-making and weapon capabilities

Sacra

Primer: Saronic - 16 Jul 2026

Autonomous vessel manufacturer for naval missions in GPS- and comms-denied environments

Sacra

Primer: Quantum Systems - 03 Jul 2026

Developer and manufacturer of autonomous unmanned systems and multi-sensor payloads for aerial, ground, and maritime mission intelligence

Sacra

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