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>Over time, we worked on merging these two worlds to create a product that now covers a broad range of requirements and serves the needs of various communities.</li><li>This is where attribute-based dynamic data masking, a key feature of the Immuta platform, becomes crucial.</li><li>Detect helps identify scenarios such as overprovisioned access or excessive querying by a single user during odd hours.</li></ul>

Over time, we worked on merging these two worlds to create a product that now covers a broad range of requirements and serves the needs of various communities.This is where attribute-based dynamic data masking, a key feature of the Immuta platform, becomes crucial.Detect helps identify scenarios such as overprovisioned access or excessive querying by a single user during odd hours.

Zachary Friedman, Associate Director Of Product Management At Immuta, On Security In The Modern Data Stack

<ul><li>Our usage of Docker hasn&#39;t been affected by the pricing changes.</li><li>Devs generally make the decision to purchase tools at Statsig.</li><li>I could see a lot of devs moving to tools like Vercel in the future.</li></ul>

Our usage of Docker hasn&#39;t been affected by the pricing changes.Devs generally make the decision to purchase tools at Statsig.I could see a lot of devs moving to tools like Vercel in the future.

Joe Zeng, Software Engineer At Statsig, On Using Docker

<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.

<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>Fivetran beat Airbyte to that by a number of years, and Stitch has been around for a while too.</li><li>The challenge is that it’s really expensive to maintain those connectors to the level of quality that Fivetran does, and so they can charge more, but I'm sure it also costs them a lot more to keep building and maintaining this long list of connectors around the clock all hours of the day.</li><li>I don't see Fivetran going away anytime soon, but I could imagine them getting nervous whenever a SaaS company behind one of their more popular connectors decides to offer a native data warehouse connection and impair that revenue stream.</li></ul>

Fivetran beat Airbyte to that by a number of years, and Stitch has been around for a while too.The challenge is that it’s really expensive to maintain those connectors to the level of quality that Fivetran does, and so they can charge more, but I'm sure it also costs them a lot more to keep building and maintaining this long list of connectors around the clock all hours of the day.I don't see Fivetran going away anytime soon, but I could imagine them getting nervous whenever a SaaS company behind one of their more popular connectors decides to offer a native data warehouse connection and impair that revenue stream.

Conor McCarter, co-founder Of Prequel, On Fivetran's Existential Risk

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

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Zachary Friedman, Associate Director Of Product Management At Immuta, On Security In The Modern Data Stack

Sacra interview with Zachary Friedman, associate director of product management at Immuta.

Sacra

Joe Zeng, Software Engineer At Statsig, On Using Docker

Sacra interview with Joe Zeng, software engineer at Statsig.

Sacra

Primer: Cockroach Labs - 14 Dec 2022

Distributed SQL database for building resilient, scalable cloud applications

Sacra

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

Conor McCarter, co-founder Of Prequel, On Fivetran's Existential Risk

Sacra interview with Prequel co-founder Conor McCarter.

Sacra

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