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>Fivetran ($5.6B) found initial product-market fit as the “Zapier” of ETL, saving data engineers time piping data from SaaS apps into a data warehouse by building and maintaining ~200 connectors for the most popular applications.</li><li>Fivetran made $95M in 2021, growing revenue by $30M after acquiring enterprise competitor HVR to move upmarket—they’re now projected to hit $190M by the end of 2022.</li><li>Today, there’s a growing trend of SaaS companies like Stripe, Salesforce and Customer.io offering native data warehouse integrations that increase retention/activation and revenue (Stripe charges $0.03 per transaction).</li></ul>

Fivetran ($5.6B) found initial product-market fit as the “Zapier” of ETL, saving data engineers time piping data from SaaS apps into a data warehouse by building and maintaining ~200 connectors for the most popular applications.Fivetran made $95M in 2021, growing revenue by $30M after acquiring enterprise competitor HVR to move upmarket—they’re now projected to hit $190M by the end of 2022.Today, there’s a growing trend of SaaS companies like Stripe, Salesforce and Customer.io offering native data warehouse integrations that increase retention/activation and revenue (Stripe charges $0.03 per transaction).

<ul><li>Klaviyo’s real innovation was the data structure that offered access to this data in a way where you could actually use it inside of the platform and not be a spreadsheet jockey.</li><li>With Klaviyo, you could say, “I want to send a campaign, but I only want to send it to people who have bought our hero product in the past and have bought nothing in the last 120 days.</li><li>CRV does a lot of ecommerce investing, they see a big part of the market, and have a really good perspective on it.</li></ul>

Klaviyo’s real innovation was the data structure that offered access to this data in a way where you could actually use it inside of the platform and not be a spreadsheet jockey.With Klaviyo, you could say, “I want to send a campaign, but I only want to send it to people who have bought our hero product in the past and have bought nothing in the last 120 days.CRV does a lot of ecommerce investing, they see a big part of the market, and have a really good perspective on it.

Brian Whalley, Co-Founder Of Wonderment, On Klaviyo's product-market Fit

<ul><li>Customer.io is at $1.67M in MRR, growing at 6% month-over-month.</li><li>Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies.</li><li>Customer.io's ability to retain customers and drive ever-greater revenue from them over time is a characteristic of the best SaaS companies.</li></ul>

Customer.io is at $1.67M in MRR, growing at 6% month-over-month.Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies.Customer.io's ability to retain customers and drive ever-greater revenue from them over time is a characteristic of the best SaaS companies.

Customer.Io: The $400M HubSpot Of Product-Led Growth

<ul><li>Our CEO said no, and he yanked all of that and he implemented Customer.io.</li><li>I also find that the segmentation in Customer.io is excellent.</li><li>We&#39;re going to be using Campaigns for like onboarding campaigns or like re-engagement campaigns broadcasts or newsletters or product updates and then transactional.</li></ul>

Our CEO said no, and he yanked all of that and he implemented Customer.io.I also find that the segmentation in Customer.io is excellent.We&#39;re going to be using Campaigns for like onboarding campaigns or like re-engagement campaigns broadcasts or newsletters or product updates and then transactional.

Startup Marketer On The Process Of Choosing A Customer Communications Platform

<ul><li>And Customer.io seemed to have everything that we needed in the context of us having a marketing developer in house who could instrument all of it.</li><li>In late 2019 we parted ways with our marketing developer and we no longer have that in-house resource.</li><li>And that’s how we ended up switching to ActiveCampaign in January, which we found had come a very long way since the last time we demoed it.</li></ul>

And Customer.io seemed to have everything that we needed in the context of us having a marketing developer in house who could instrument all of it.In late 2019 we parted ways with our marketing developer and we no longer have that in-house resource.And that’s how we ended up switching to ActiveCampaign in January, which we found had come a very long way since the last time we demoed it.

Startup co-founder On Building A Customer Communication Workflow

United States

Messaging automation software for developers to send behavior-based emails, SMS, and push notifications

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Customer.io (IO US)

Fivetran: The $200M/yr Zapier Of ETL

Fivetran ($5.6B) has built a ~$190M a year business as the Zapier of ETL, but like Zapier, they face an existential threat as SaaS companies like...

Sacra

Brian Whalley, Co-Founder Of Wonderment, On Klaviyo's product-market Fit

Sacra interview with Brian Whalley, co-founder of Wonderment.

Sacra

Customer.Io: The $400M HubSpot Of Product-Led Growth

Customer.io is a customer messaging platform for sending personalized, behaviorally-targeted campaigns through email, push, and SMS. Our base case...

Sacra

Startup Marketer On The Process Of Choosing A Customer Communications Platform

Our first of 3 expert interviews with co-founders and marketers on Customer.io and the email marketing industry as a whole.

Sacra

Startup co-founder On Building A Customer Communication Workflow

Our second of 3 expert interviews with co-founders and marketers on Customer.io and the email marketing industry as a whole.

Sacra

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