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>After a year of watching the company closely, my conviction only grew.</li><li>dbt Labs is a very long term-focused company, so, we want to make sure that it doesn&#39;t ever feel like you go to that Slack and are being sold something.</li><li>We see customers of dbt running dbt transformations at increments of 15 minutes or faster, which means that they have some kind of real-time data need.</li></ul>

After a year of watching the company closely, my conviction only grew.dbt Labs is a very long term-focused company, so, we want to make sure that it doesn&#39;t ever feel like you go to that Slack and are being sold something.We see customers of dbt running dbt transformations at increments of 15 minutes or faster, which means that they have some kind of real-time data need.

Julia Schottenstein, Product Manager At Dbt Labs, On The Business Model Of Open Source

<ul><li>Modern BI tools like Looker and Tableau are built on top of cloud data warehouses like Snowflake and BigQuery.</li><li>There will not be a single BI tool that is one-size-fits-all for all the analytical needs of the organization.</li><li>Metrics are the atomic unit for pretty much any type of analysis or data-driven process in a company.</li></ul>

Modern BI tools like Looker and Tableau are built on top of cloud data warehouses like Snowflake and BigQuery.There will not be a single BI tool that is one-size-fits-all for all the analytical needs of the organization.Metrics are the atomic unit for pretty much any type of analysis or data-driven process in a company.

George Xing, co-founder And CEO Of Supergrain, On The Future Of Business Intelligence

<ul><li>The data warehouse is becoming the new center of gravity in the organization—and why that threatens the moats of companies like Salesforce.</li><li>What changed is that, in addition to becoming super scalable and cheaper, they also started to shift the story of the types of data you could throw at it, what speed, over what timeframe.</li><li>Part of the real selling point for us with this operational analytics push is this data is now available near time, almost instantly.</li></ul>

The data warehouse is becoming the new center of gravity in the organization—and why that threatens the moats of companies like Salesforce.What changed is that, in addition to becoming super scalable and cheaper, they also started to shift the story of the types of data you could throw at it, what speed, over what timeframe.Part of the real selling point for us with this operational analytics push is this data is now available near time, almost instantly.

Sean Lynch, co-founder Of Census, On Reverse Etl's Role In The Modern Data Stack

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

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Databricks (DATABRICKS 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

Julia Schottenstein, Product Manager At Dbt Labs, On The Business Model Of Open Source

Sacra interview with Julia Schottenstein, Product Manager at dbt Labs.

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George Xing, co-founder And CEO Of Supergrain, On The Future Of Business Intelligence

Sacra interview with George Xing, the co-founder and CEO of Supergrain.

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Sean Lynch, co-founder Of Census, On Reverse Etl's Role In The Modern Data Stack

The Sacra interview with Census co-founder Sean Lynch on reverse ETL, product-led growth, and the modern data stack.

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