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 Databricks hit $5.4B in annualized revenue in January 2026, up from $4.8B in Q3 2025 and $4.0B in Q2 2025.</li><li>By February 2026, the platform served over 20,000 organizations globally, with more than 800 customers each consuming at an annual revenue run-rate above $1M.</li><li>In December 2025, Databricks announced a Series L round of more than $4B at a $134B valuation.</li></ul>

Sacra estimates that Databricks hit $5.4B in annualized revenue in January 2026, up from $4.8B in Q3 2025 and $4.0B in Q2 2025.By February 2026, the platform served over 20,000 organizations globally, with more than 800 customers each consuming at an annual revenue run-rate above $1M.In December 2025, Databricks announced a Series L round of more than $4B at a $134B valuation.

<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>DataRobot was last valued at $6.3 billion in its Series G round in July 2021, when it raised $300 million.</li><li>The company has raised approximately $1.1 billion in total funding across multiple rounds.</li></ul>

Sacra estimates that DataRobot hit $225M in annual recurring revenue (ARR) at the end of 2023, up 13% year-over-year.DataRobot was last valued at $6.3 billion in its Series G round in July 2021, when it raised $300 million.The company has raised approximately $1.1 billion in total funding across multiple rounds.

<ul><li>Sacra estimates that Cribl hit $300M in ARR in May 2026, up from $200M at the end of 2024, which itself was up 71% YoY from $117M ARR at the end of 2023, valued at $3.5B as of their August 2024 Series E for a 17.5x revenue multiple.</li><li>Cribl's growth is driven by its data pipeline products that help enterprises reduce spending on platforms like Splunk by 30-90%.</li><li>The company maintains a strong 145% net revenue retention rate and counts 43 Fortune 100 companies among its customers, with 25% of the Fortune 500 using its solutions.</li></ul>

Sacra estimates that Cribl hit $300M in ARR in May 2026, up from $200M at the end of 2024, which itself was up 71% YoY from $117M ARR at the end of 2023, valued at $3.5B as of their August 2024 Series E for a 17.5x revenue multiple.Cribl's growth is driven by its data pipeline products that help enterprises reduce spending on platforms like Splunk by 30-90%.The company maintains a strong 145% net revenue retention rate and counts 43 Fortune 100 companies among its customers, with 25% of the Fortune 500 using its solutions.

<ul><li>Sacra estimates that Airtable hit $478M in annual recurring revenue (ARR) in 2024, growing 27% year-over-year from $375M in 2023.</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>As of January 2026, Airtable has traded on secondary markets at approximately $4B, according to CEO Howie Liu—a roughly 66% decline from the 2021 peak.</li></ul>

Sacra estimates that Airtable hit $478M in annual recurring revenue (ARR) in 2024, growing 27% year-over-year from $375M in 2023.Airtable's recent growth has been driven by enterprise adoption, where Airtable achieved 100% year-over-year revenue growth and 170% net dollar retention.As of January 2026, Airtable has traded on secondary markets at approximately $4B, according to CEO Howie Liu—a roughly 66% decline from the 2021 peak.

<ul><li>Sacra estimates that Stripe generated $6.9B in net revenue in 2025, up 36% year-over-year from $5.1B in 2024, with $1.2B in EBITDA.</li><li>Stripe&#39;s Revenue and Finance Automation Suite is on track to hit a $1B annual run rate in 2026, up from a $500M run rate in February 2025.</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 generated $6.9B in net revenue in 2025, up 36% year-over-year from $5.1B in 2024, with $1.2B in EBITDA.Stripe&#39;s Revenue and Finance Automation Suite is on track to hit a $1B annual run rate in 2026, up from a $500M run rate in February 2025.In February 2026, Stripe launched a new employee liquidity tender offer at a $159B valuation, backed primarily by Thrive Capital, Coatue, and Andreessen Horowitz.

United States

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

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Databricks (DATABRICKS US)

Primer: Databricks - 10 May 2026

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

Sacra

Primer: DataRobot - 31 May 2026

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

Sacra

Primer: Cribl - 10 May 2026

Data pipeline software for routing, filtering, and storing enterprise observability and security logs

Sacra

Primer: Airtable - 19 Apr 2026

Collaborative database software for building custom workflows without writing code

Sacra

Primer: Stripe - 09 Apr 2026

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

Sacra

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