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 Gamma hit $50M ARR in April 2025, up from $33M at the end of 2024.</li><li>Gamma monetizes via a freemium SaaS model with Plus ($10/user/month) and Pro ($20/user/month) tiers offering unlimited generations, custom domains, analytics, and premium templates, with conversion driven by usage-based credit caps on the free plan.</li><li>Sacra estimates Gamma reached $50M in ARR in April 2025, up from $33M at the end of 2024, with 20 million users.</li></ul>

Sacra estimates Gamma hit $50M ARR in April 2025, up from $33M at the end of 2024.Gamma monetizes via a freemium SaaS model with Plus ($10/user/month) and Pro ($20/user/month) tiers offering unlimited generations, custom domains, analytics, and premium templates, with conversion driven by usage-based credit caps on the free plan.Sacra estimates Gamma reached $50M in ARR in April 2025, up from $33M at the end of 2024, with 20 million users.

<ul><li>Tome raised $81 million in total funding across multiple rounds, reaching a $300 million valuation in its February 2023 Series B financing led by Lightspeed Venture Partners.</li><li>The company pivoted from a pure product-led growth motion serving individual creators to an enterprise-focused approach targeting sales and marketing teams.</li><li>With less than 2% of users converting to paid plans and $3.5M ARR from 20 million users, Tome depends on a tiny fraction of its user base for revenue.</li></ul>

Tome raised $81 million in total funding across multiple rounds, reaching a $300 million valuation in its February 2023 Series B financing led by Lightspeed Venture Partners.The company pivoted from a pure product-led growth motion serving individual creators to an enterprise-focused approach targeting sales and marketing teams.With less than 2% of users converting to paid plans and $3.5M ARR from 20 million users, Tome depends on a tiny fraction of its user base for revenue.

<ul><li>Recall.ai reached $8M ARR in 2024, up 300% YoY.</li><li>Recall.ai launched with a universal meeting-bot API that uses cloud VMs to join video calls, captures the complete meeting data, and delivers it via a single API.</li><li>Recall.ai grew 300% YoY from $2M annual recurring revenue (ARR) in 2023 to $8M ARR in 2024, reaching $10M ARR in January.</li></ul>

Recall.ai reached $8M ARR in 2024, up 300% YoY.Recall.ai launched with a universal meeting-bot API that uses cloud VMs to join video calls, captures the complete meeting data, and delivers it via a single API.Recall.ai grew 300% YoY from $2M annual recurring revenue (ARR) in 2023 to $8M ARR in 2024, reaching $10M ARR in January.

<ul><li>Synthesia hit $100M in ARR in March 2025, up from $88M at the end of 2024.</li><li>Growth took off in 2023-2024 as Synthesia launched LLM-powered features.</li><li>With their AI video platform vertically integrating avatar creation, screen recording, script-centric editing, and one-click translation across 120+ languages, Synthesia's upside case sees it becoming a Canva-esque creative studio for AI talking head videos, making video production accessible to every corporate department—both internal and external facing—from HR to compliance to corporate comms to to sales to marketing.</li></ul>

Synthesia hit $100M in ARR in March 2025, up from $88M at the end of 2024.Growth took off in 2023-2024 as Synthesia launched LLM-powered features.With their AI video platform vertically integrating avatar creation, screen recording, script-centric editing, and one-click translation across 120+ languages, Synthesia's upside case sees it becoming a Canva-esque creative studio for AI talking head videos, making video production accessible to every corporate department—both internal and external facing—from HR to compliance to corporate comms to to sales to marketing.

<ul><li>Canva hit $2.55B of annual recurring revenue (ARR) in September 2024, up 44% YoY.</li><li>Canva is reinventing itself as an AI company.</li><li>Monthly active users (MAUs) have grown 49% YoY to 220M with usage of Canva’s AI tools now up to 800M times per month—up 700% YoY.</li></ul>

Canva hit $2.55B of annual recurring revenue (ARR) in September 2024, up 44% YoY.Canva is reinventing itself as an AI company.Monthly active users (MAUs) have grown 49% YoY to 220M with usage of Canva’s AI tools now up to 800M times per month—up 700% YoY.

Australia

Canva Inc operates a graphic designing platform. The Company offers solutions that enable users to design blog graphics, presentations, flyers, posters and invitations.

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Canva (1041196D AU)

Gamma Vs Canva

TL;DR: As AI has taken over text, image & website generation, Gamma is bringing them all together in its vertically-integrated, vibe coding...

Sacra

Primer: Tome - 23 May 2025

Presentation tool for generating, editing, and collaborating on interactive, data-rich content

Sacra

$10M/yr Plaid For Meeting Bots

TL;DR: With every sales, recruiting, customer success, and user research tool integrating with Zoom, Meet, Teams, Webex, and Slack Huddles bots,...

Sacra

$100M/yr Canva For Talking Head Videos

TL;DR: By vertically integrating avatar creation, screen recording, script-centric editing, and one-click translation, Synthesia is positioning...

Sacra

Canva At $2.55B ARR

TL;DR: Sacra estimates that Canva hit $2.55B of annual recurring revenue (ARR) in September 2024, up 44% YoY. With its acquisition of foundation...

Sacra

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52-week Range

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Gamma Vs Canva

TL;DR: As AI has taken over text, image & website generation, Gamma is bringing them all together in its vertically-integrated, vibe coding...

Sacra

Primer: Tome - 23 May 2025

Presentation tool for generating, editing, and collaborating on interactive, data-rich content

Sacra

$10M/yr Plaid For Meeting Bots

TL;DR: With every sales, recruiting, customer success, and user research tool integrating with Zoom, Meet, Teams, Webex, and Slack Huddles bots,...

Sacra

$100M/yr Canva For Talking Head Videos

TL;DR: By vertically integrating avatar creation, screen recording, script-centric editing, and one-click translation, Synthesia is positioning...

Sacra

Canva At $2.55B ARR

TL;DR: Sacra estimates that Canva hit $2.55B of annual recurring revenue (ARR) in September 2024, up 44% YoY. With its acquisition of foundation...

Sacra

TL;DR: With every sales, recruiting, customer success, and user research tool integrating with Zoom, Meet, Teams, Webex, and Slack Huddles bots,...