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 Bolt generated about $27M in revenue in 2023, up 4% from $26M in 2022.</li><li>It was last valued at $11B for a valuation/revenue multiple of 392x.</li><li>Boltʼs business model hinges on acquiring retailers that bring millions of new shopper accounts to Bolt that it can take to other retailers to build network effects.</li></ul>

Sacra estimates that Bolt generated about $27M in revenue in 2023, up 4% from $26M in 2022.It was last valued at $11B for a valuation/revenue multiple of 392x.Boltʼs business model hinges on acquiring retailers that bring millions of new shopper accounts to Bolt that it can take to other retailers to build network effects.

<ul><li>Forter made roughly $200M in 2021, a 100% increase over 2020.</li><li>Forter has raised $525 million from investors such as Bessemer Venture Partners and Sequoia Capital.</li><li>Forter processed $250B GMV in 2021 and has processed over $2T GMV to date across a network of 500,000+ online businesses and 2B+ consumers.</li></ul>

Forter made roughly $200M in 2021, a 100% increase over 2020.Forter has raised $525 million from investors such as Bessemer Venture Partners and Sequoia Capital.Forter processed $250B GMV in 2021 and has processed over $2T GMV to date across a network of 500,000+ online businesses and 2B+ consumers.

<ul><li>Sacra estimates that Rokt hit $900M in annualized revenue in October 2025, up from $600M at the end of 2024.</li><li>The company is positioning for an IPO as early as H1 2026, focusing on continued R&amp;D investment with $100M allocated in 2023 alone.</li><li>The combination of these tailwinds positions Rokt to grow well beyond their current $480M in revenue, potentially reaching multi-billion dollar scale as ecommerce continues to expand globally.</li></ul>

Sacra estimates that Rokt hit $900M in annualized revenue in October 2025, up from $600M at the end of 2024.The company is positioning for an IPO as early as H1 2026, focusing on continued R&amp;D investment with $100M allocated in 2023 alone.The combination of these tailwinds positions Rokt to grow well beyond their current $480M in revenue, potentially reaching multi-billion dollar scale as ecommerce continues to expand globally.

<ul><li>Replit is being used across the organization for internal tools that wouldn't get prioritized through normal engineering channels, with non-technical teams building everything from training games to SQL query repositories.</li><li>While Replit enables rapid tool creation by non-technical users, the organization faces challenges with knowledge transfer when tool creators leave—creating a need for better documentation of how applications were built.</li><li>Enterprise adoption of Replit would accelerate with better templates, pre-built integrations to common enterprise tools, and transition management capabilities to ensure durability.</li></ul>

Replit is being used across the organization for internal tools that wouldn't get prioritized through normal engineering channels, with non-technical teams building everything from training games to SQL query repositories.While Replit enables rapid tool creation by non-technical users, the organization faces challenges with knowledge transfer when tool creators leave—creating a need for better documentation of how applications were built.Enterprise adoption of Replit would accelerate with better templates, pre-built integrations to common enterprise tools, and transition management capabilities to ensure durability.

Replit Customer At Rokt On Internal Tool Development And cross-team Adoption

<ul><li>Shiprocket has become the top ecommerce enablement platform for D2C brands and SMBs in India, processing 200M+ transactions annually and serving 250,000 merchants.</li><li>As the gross merchandise value (GMV) of Indian ecommerce has grown from $22B in 2018 to $123B as of 2024, Sacra estimates Shiprocket hit a $205M annual revenue run rate at the end of 2024, up 21% YoY from $170M in 2023.</li><li>Shiprocket is primed to go public in 2025.</li></ul>

Shiprocket has become the top ecommerce enablement platform for D2C brands and SMBs in India, processing 200M+ transactions annually and serving 250,000 merchants.As the gross merchandise value (GMV) of Indian ecommerce has grown from $22B in 2018 to $123B as of 2024, Sacra estimates Shiprocket hit a $205M annual revenue run rate at the end of 2024, up 21% YoY from $170M in 2023.Shiprocket is primed to go public in 2025.

United States

Checkout software for ecommerce merchants offering one-click login, identity, and payments

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Bolt (COM US)

Primer: Bolt - 10 Jul 2026

Checkout software for ecommerce merchants offering one-click login, identity, and payments

Sacra

Primer: Forter - 27 Feb 2026

Fraud prevention software for e-commerce businesses with real-time transaction approval decisions

Sacra

Primer: Rokt - 20 Feb 2026

Ad network SDK for ecommerce sites to show third-party offers at checkout

Sacra

Replit Customer At Rokt On Internal Tool Development And cross-team Adoption

At a high level, how is Replit used at your organization today? What are the top few use cases...

Sacra

Shopify Of India

TL;DR: By vertically integrating shipping, fulfillment, and checkout, Shiprocket has become the top ecommerce enablement platform for D2C brands...

Sacra

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