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 Stripe hit $6.8B in revenue in 2025, up 33% year-over-year from $5.1B in 2024, with $1.2B in EBITDA.</li><li>Stripe reported total payment volume of $1.9T in 2025, up 34% year-over-year from $1.4T in 2024.</li><li>In February 2026, Stripe launched a new employee liquidity tender offer at a $159B valuation, backed primarily by Thrive Capital, Coatue, and Andreessen Horowitz.</li></ul>

Sacra estimates that Stripe hit $6.8B in revenue in 2025, up 33% year-over-year from $5.1B in 2024, with $1.2B in EBITDA.Stripe reported total payment volume of $1.9T in 2025, up 34% year-over-year from $1.4T in 2024.In February 2026, Stripe launched a new employee liquidity tender offer at a $159B valuation, backed primarily by Thrive Capital, Coatue, and Andreessen Horowitz.

<ul><li>Sacra estimates that Airtable hit $480M in annual recurring revenue (ARR) in June 2026, up from $440M at the end of 2025 (+16% year-over-year).</li><li>Airtable's recent growth has been driven by enterprise adoption, where Airtable achieved 100% year-over-year revenue growth and 170% net dollar retention.</li><li>Airtable was valued at approximately $4B on secondary markets in January 2026.</li></ul>

Sacra estimates that Airtable hit $480M in annual recurring revenue (ARR) in June 2026, up from $440M at the end of 2025 (+16% year-over-year).Airtable's recent growth has been driven by enterprise adoption, where Airtable achieved 100% year-over-year revenue growth and 170% net dollar retention.Airtable was valued at approximately $4B on secondary markets in January 2026.

<ul><li>Sacra estimates Hightouch hit $100M in annual recurring revenue (ARR) in April 2026, up from $85M at the end of 2025.</li><li>The company reported $20M in annual recurring revenue for 2023, doubling from $10M in 2022.</li><li>Hightouch is currently valued at $615M as of 2024.</li></ul>

Sacra estimates Hightouch hit $100M in annual recurring revenue (ARR) in April 2026, up from $85M at the end of 2025.The company reported $20M in annual recurring revenue for 2023, doubling from $10M in 2022.Hightouch is currently valued at $615M as of 2024.

<ul><li>Sacra estimates that DataRobot hit $225M in annual recurring revenue (ARR) at the end of 2023, up 13% year-over-year.</li><li>The company has raised approximately $1.1 billion in total funding across multiple rounds.</li><li>DataRobot sells a B2B SaaS enterprise AI platform via subscriptions to large organizations across government and commercial sectors.</li></ul>

Sacra estimates that DataRobot hit $225M in annual recurring revenue (ARR) at the end of 2023, up 13% year-over-year.The company has raised approximately $1.1 billion in total funding across multiple rounds.DataRobot sells a B2B SaaS enterprise AI platform via subscriptions to large organizations across government and commercial sectors.

<ul><li>Prequel raised a $5.2M seed round in September 2023 led by NextView Ventures and Stage 2 Capital.</li><li>Third is the Data Import capability launching in 2025 that works in reverse, allowing SaaS vendors to read data from customer warehouses.</li><li>The shift toward warehouse-native applications creates new customer categories beyond traditional SaaS.</li></ul>

Prequel raised a $5.2M seed round in September 2023 led by NextView Ventures and Stage 2 Capital.Third is the Data Import capability launching in 2025 that works in reverse, allowing SaaS vendors to read data from customer warehouses.The shift toward warehouse-native applications creates new customer categories beyond traditional SaaS.

United States

Data lakehouse software for managing, querying, and analyzing enterprise-scale AI and data workloads

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Databricks (DATABRICKS US)

Primer: Stripe - 18 Aug 2026

API and software suite for accepting payments and managing online financial transactions

Sacra

Primer: Airtable - 10 Aug 2026

Collaborative database software for building custom workflows without writing code

Sacra

Primer: Hightouch - 09 Jul 2026

Tool for syncing warehouse data to business apps like CRMs and marketing tools

Sacra

Primer: DataRobot - 31 May 2026

AI software for automating model development, deployment, and monitoring across enterprise teams

Sacra

Primer: Prequel - 20 Jan 2026

Tool for SaaS vendors to build native data warehouse connectors for their customers

Sacra

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