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 SingleStore hit $123M in annual recurring revenue (ARR) in September 2025, up 17% from $105M at the end of 2024.</li><li>SingleStore completed a growth buyout led by Vector Capital in October 2025, giving Vector majority ownership.</li><li>SingleStore announced $116M in financing led by Goldman Sachs Asset Management in July 2022.</li></ul>

Sacra estimates that SingleStore hit $123M in annual recurring revenue (ARR) in September 2025, up 17% from $105M at the end of 2024.SingleStore completed a growth buyout led by Vector Capital in October 2025, giving Vector majority ownership.SingleStore announced $116M in financing led by Goldman Sachs Asset Management in July 2022.

<ul><li>Sacra estimates that ClickHouse hit $350M in annual recurring revenue (ARR) in August 2026, up from $160M at the end of 2025.</li><li>ClickHouse raised $400 million in a Series D round led by Dragoneer Investment Group in January 2026 at a reported valuation of approximately $15 billion.</li><li>Co-founder and President of Product and Technology Yury Izrailevsky stated in May 2026 that ClickHouse is targeting an initial public offering within the next few years, without disclosing a specific listing timetable.</li></ul>

Sacra estimates that ClickHouse hit $350M in annual recurring revenue (ARR) in August 2026, up from $160M at the end of 2025.ClickHouse raised $400 million in a Series D round led by Dragoneer Investment Group in January 2026 at a reported valuation of approximately $15 billion.Co-founder and President of Product and Technology Yury Izrailevsky stated in May 2026 that ClickHouse is targeting an initial public offering within the next few years, without disclosing a specific listing timetable.

<ul><li>Neo4j is valued at $2.34B as of their 2021 Series F with participation from One Peak, Creandum, and Greenbridge Partners.</li><li>Neo4j has over 1,000 customers including Pfizer, PepsiCo, the WHO, CNN, BMW Group, Comcast, NASA, UBS, and Volvo Cars.</li><li>Graph databases, however, have been the fastest growing database category of the last decade, by a significant margin.</li></ul>

Neo4j is valued at $2.34B as of their 2021 Series F with participation from One Peak, Creandum, and Greenbridge Partners.Neo4j has over 1,000 customers including Pfizer, PepsiCo, the WHO, CNN, BMW Group, Comcast, NASA, UBS, and Volvo Cars.Graph databases, however, have been the fastest growing database category of the last decade, by a significant margin.

<ul><li>ChatGPT took 2 months to reach 100M global monthly active users (MAUs), making it the fastest-ever to that milestone ahead of TikTok (9 months), Instagram (30 months) and Pinterest (41 months).</li><li>Built to power semantic search and recommendations for ecommerce, Pinecone has hit an inflection point in its growth with social developer signals showing a 20x increase in usage thanks to ChatGPT and the rise of generative AI, all of which operate on vector embeddings.</li><li>With usage-based pricing, Pinecone is indexed on the upside of rapidly increasing AI workloads, and with the high switching costs and high net dollar retention characteristic of database businesses, Pinecone has the potential to build a reinvestment moat where it rides the tailwinds of high sales efficiency and revenue expansion to pour investment into R&amp;D.</li></ul>

ChatGPT took 2 months to reach 100M global monthly active users (MAUs), making it the fastest-ever to that milestone ahead of TikTok (9 months), Instagram (30 months) and Pinterest (41 months).Built to power semantic search and recommendations for ecommerce, Pinecone has hit an inflection point in its growth with social developer signals showing a 20x increase in usage thanks to ChatGPT and the rise of generative AI, all of which operate on vector embeddings.With usage-based pricing, Pinecone is indexed on the upside of rapidly increasing AI workloads, and with the high switching costs and high net dollar retention characteristic of database businesses, Pinecone has the potential to build a reinvestment moat where it rides the tailwinds of high sales efficiency and revenue expansion to pour investment into R&amp;D.

<ul><li>We estimate that Cockroach Labs made $30M in 2021, a 200% increase from 2020.</li><li>Part of the reason for its high valuation is that the cloud database market is expected to grow to $60B by 2024, 1.5X its current size.</li><li>Cockroach Labs&#39; growth is indexed on the production databases shifting from on-prem to cloud, and Cockroach Labs, with its one-of-a-kind open-source distributed database, using this shift to expand its revenue.</li></ul>

We estimate that Cockroach Labs made $30M in 2021, a 200% increase from 2020.Part of the reason for its high valuation is that the cloud database market is expected to grow to $60B by 2024, 1.5X its current size.Cockroach Labs&#39; growth is indexed on the production databases shifting from on-prem to cloud, and Cockroach Labs, with its one-of-a-kind open-source distributed database, using this shift to expand its revenue.

United States

Distributed SQL database for building resilient, scalable cloud applications

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Cockroach Labs (LABS US)

Primer: SingleStore - 12 Oct 2026

Cloud-native SQL database for real-time transactional and analytical workloads across diverse data types

Sacra

Primer: ClickHouse - 25 Aug 2026

Column-oriented database for real-time SQL analytics on large-scale datasets

Sacra

Primer: Neo4j - 07 Dec 2024

Graph database for querying and analyzing complex relationships in connected data sets

Sacra

Pinecone: The MongoDB Of AI

TL;DR: ChatGPT hit 100M users in 2 months, spawning hundreds of startups and projects built on a combination of OpenAI’s APIs and vector databases...

Sacra

Primer: Cockroach Labs - 14 Dec 2022

Distributed SQL database for building resilient, scalable cloud applications

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)