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 Lovable reached $17M ARR by February 2025, growing 143% in just two months from $7M at the end of 2024.</li><li>We first covered Lovable at $7M ARR in January 2025 when it had just rebranded from GPT Engineer, a command-line app builder that had become one of GitHub's fastest-growing open source projects, to a GUI-based AI app building platform orchestrating multiple LLMs.</li><li>With over 1.2 million apps built since launch and 4,000+ instances continuously hosted on fly.io, Lovable is deepening its integrations with third-party services like Supabase for databases, Clerk for authentication, and GitHub for code storage, further cementing its position in the "vibe coding" ecosystem where AI app builders offer end-to-end solutions through partnerships with specialized API-centric infrastructure providers.</li></ul>

Sacra estimates that Lovable reached $17M ARR by February 2025, growing 143% in just two months from $7M at the end of 2024.We first covered Lovable at $7M ARR in January 2025 when it had just rebranded from GPT Engineer, a command-line app builder that had become one of GitHub's fastest-growing open source projects, to a GUI-based AI app building platform orchestrating multiple LLMs.With over 1.2 million apps built since launch and 4,000+ instances continuously hosted on fly.io, Lovable is deepening its integrations with third-party services like Supabase for databases, Clerk for authentication, and GitHub for code storage, further cementing its position in the "vibe coding" ecosystem where AI app builders offer end-to-end solutions through partnerships with specialized API-centric infrastructure providers.

<ul><li>Sacra estimates that Bolt.new hit $40M ARR in February 2025, doubling in just three months since November 2024.</li><li>We first covered Bolt.new in January 2025 when it had reached $20M ARR within 8 weeks of its October 2024 launch, showcasing its rapid growth as a browser-based tool for non-developers to use natural language to build full-stack web apps.</li><li>Sacra estimates Bolt.new reached $40M ARR in February 2025, doubling from the $20M ARR reported in November 2024, maintaining its trajectory as one of the fastest-growing AI tools in history with an average customer spend of approximately $20/month based on token consumption for chat, code generation, and revisions.</li></ul>

Sacra estimates that Bolt.new hit $40M ARR in February 2025, doubling in just three months since November 2024.We first covered Bolt.new in January 2025 when it had reached $20M ARR within 8 weeks of its October 2024 launch, showcasing its rapid growth as a browser-based tool for non-developers to use natural language to build full-stack web apps.Sacra estimates Bolt.new reached $40M ARR in February 2025, doubling from the $20M ARR reported in November 2024, maintaining its trajectory as one of the fastest-growing AI tools in history with an average customer spend of approximately $20/month based on token consumption for chat, code generation, and revisions.

<ul><li>Anthropic’s Claude has emerged as the backbone of the “vibe coding” trend, driving the growth of AI IDEs and app builders.</li><li>“Vibe coding” has trended exponentially in 2025, with coders and non-coders alike designing & launching software demos and experiences in hours using natural language.</li><li>With its SOTA multi-file editing capabilities, Anthropic’s Claude is the backbone of the vibe coding ecosystem.</li></ul>

Anthropic’s Claude has emerged as the backbone of the “vibe coding” trend, driving the growth of AI IDEs and app builders.“Vibe coding” has trended exponentially in 2025, with coders and non-coders alike designing & launching software demos and experiences in hours using natural language.With its SOTA multi-file editing capabilities, Anthropic’s Claude is the backbone of the vibe coding ecosystem.

<ul><li>Cursor is the fastest growing SaaS company of all time, growing 9,900% year-over-year.</li><li>Cursor has gone from an AI-enhanced autocomplete tool to a nearly full-on AI agent as it chases GitHub Copilot ($400M ARR in November).</li><li>Key points via Sacra AI: Sacra estimates that Cursor is the fastest-growing SaaS company of all time from $1M to $100M in ARR, hitting the $100M milestone in roughly 12 months at the end of 2024—faster than Wiz (18 months), Deel (20 months), and Ramp (24 months).</li></ul>

Cursor is the fastest growing SaaS company of all time, growing 9,900% year-over-year.Cursor has gone from an AI-enhanced autocomplete tool to a nearly full-on AI agent as it chases GitHub Copilot ($400M ARR in November).Key points via Sacra AI: Sacra estimates that Cursor is the fastest-growing SaaS company of all time from $1M to $100M in ARR, hitting the $100M milestone in roughly 12 months at the end of 2024—faster than Wiz (18 months), Deel (20 months), and Ramp (24 months).

<ul><li>Launched in June 2023, the command-line app builder GPT Engineer (built on GPT-4) became one of GitHub's fastest-growing open source projects ever, hitting 40,000 stars in 2 months before re-launching in November 2024 with a GUI as Lovable (🇸🇪), an AI-powered tool for generating snug, full-stack apps.</li><li>After their public re-launch, Lovable grew to 3,000 users and $1M annually recurring revenue (ARR) in 8 days, $2M ARR at the end of November, and $7M ARR at the end of 2024, with over 140,000 registered users.</li><li>AI-powered code generation is splitting into a two-step workflow where non-engineers use rapid prototyping platforms like Lovable, Bolt.new, and Vercel's v0 to quickly generate working applications via natural language, then transition to AI-enhanced IDEs like Cursor and Codeium ($12M ARR) to edit them.</li></ul>

Launched in June 2023, the command-line app builder GPT Engineer (built on GPT-4) became one of GitHub's fastest-growing open source projects ever, hitting 40,000 stars in 2 months before re-launching in November 2024 with a GUI as Lovable (🇸🇪), an AI-powered tool for generating snug, full-stack apps.After their public re-launch, Lovable grew to 3,000 users and $1M annually recurring revenue (ARR) in 8 days, $2M ARR at the end of November, and $7M ARR at the end of 2024, with over 140,000 registered users.AI-powered code generation is splitting into a two-step workflow where non-engineers use rapid prototyping platforms like Lovable, Bolt.new, and Vercel's v0 to quickly generate working applications via natural language, then transition to AI-enhanced IDEs like Cursor and Codeium ($12M ARR) to edit them.

United States

AI-powered coding tool for autocompletion, code review, and error detection across IDEs

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Codeium (CODEIUM US)

Lovable At $17M ARR

TL;DR: Swedish AI app builder Lovable has accelerated to become a major player in the "vibe coding" ecosystem with a series of new features that...

Sacra

Bolt.New At $40M ARR

TL;DR: Bolt.new has expanded its AI-powered app builder with native mobile support and Figma integration, cementing its position in the "vibe...

Sacra

Vibe Coding Index

TL;DR: Anthropic’s Claude has emerged as the backbone of the “vibe coding” trend, driving the growth of AI IDEs and app builders like Cursor ($100M...

Sacra

Cursor At $100M ARR

TL;DR: Going from $1M ARR to $100M ARR in 12 months, Cursor is the fastest growing SaaS company of all time, growing 9,900% year-over-year. Now, it...

Sacra

Lovable Vs Bolt.New Vs Cursor

TL;DR: Launched as one of the first AI-powered app generators in June 2023, GPT Engineer added a GUI and re-branded to Lovable in November 2024....

Sacra

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