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 Jobber did $150M in revenue in 2023, up 50% from $100M in 2022.</li><li>As of May 2026, Jobber has surpassed 100,000 customers and has facilitated over $100 billion in services processed through its platform.</li><li>Online payments now account for over 50% of all Jobber-processed transactions (crossing that threshold for the first time in Q3 2025, up 7% YoY).</li></ul>

Sacra estimates that Jobber did $150M in revenue in 2023, up 50% from $100M in 2022.As of May 2026, Jobber has surpassed 100,000 customers and has facilitated over $100 billion in services processed through its platform.Online payments now account for over 50% of all Jobber-processed transactions (crossing that threshold for the first time in Q3 2025, up 7% YoY).

<ul><li>Quartet made an estimated $49.7M in 2021, an increase of 50% over 2020.</li><li>Quartet Health has raised $214M from investors such as GV, Deerfield Capital, Centene Corporation, and Oak HC/FT.</li><li>Quartet is available in only eight states, compared to Cerebral and Amazon Care, which are in all 50 states.</li></ul>

Quartet made an estimated $49.7M in 2021, an increase of 50% over 2020.Quartet Health has raised $214M from investors such as GV, Deerfield Capital, Centene Corporation, and Oak HC/FT.Quartet is available in only eight states, compared to Cerebral and Amazon Care, which are in all 50 states.

<ul><li>Workrise’s gross revenue has increased nearly 4X from 2018 to $1.1B in 2021.</li><li>Workrise has raised $752M from Andreessen Horowitz, Bedrock Capital, Founders Fund and Franklin Templeton.</li><li>The US's oil and gas industry jobs are expected to rebound after a historic low of 863,000 in 2021 on the back of rising oil prices.</li></ul>

Workrise’s gross revenue has increased nearly 4X from 2018 to $1.1B in 2021.Workrise has raised $752M from Andreessen Horowitz, Bedrock Capital, Founders Fund and Franklin Templeton.The US's oil and gas industry jobs are expected to rebound after a historic low of 863,000 in 2021 on the back of rising oil prices.

<ul><li>ServiceTitan hit $772M in implied annual recurring revenue (ARR) in 2024, growing 24% year-over-year.</li><li>The company maintains high retention with enterprise customers (>95% gross retention rate) and serves approximately 8,000 active customers across their platform, including major accounts paying over $100K annually who represent more than 50% of total billings.</li><li>ServiceTitan has raised over $4.3B in total funding from prominent investors.</li></ul>

ServiceTitan hit $772M in implied annual recurring revenue (ARR) in 2024, growing 24% year-over-year.The company maintains high retention with enterprise customers (>95% gross retention rate) and serves approximately 8,000 active customers across their platform, including major accounts paying over $100K annually who represent more than 50% of total billings.ServiceTitan has raised over $4.3B in total funding from prominent investors.

EquipmentShare.com / Private Capital Markets

<ul><li>EquipmentShare launched as an Airbnb for construction equipment, undercutting traditional rental companies like United Rentals (NYSE: URI) on price by ~30% by connecting SMBs and small contractors with underutilized forklifts, dozers, and lifts installed with telematics to help owners track how their equipment is being used.</li><li>EquipmentShare’s revenue grew more than 10x from $200M in 2019 to $2.3B in 2023, valued at $3.75B for a 1.6x revenue multiple, propelled by a steadily growing US market for nonresidential construction (94% of their revenue) and continuing post-COVID equipment shortages, with EquipmentShare spending 85% of all of their rental revenues on buying equipment.</li><li>To get there,EquipmentShare will aim to shift their revenue mix (35% equipment sales/65% rentals) more towards their SaaS telematics platform—T3—which can drive sticky, 70% gross margin revenue (vs. the ~20-30% of their equipment rentals business) that’s more resistant to sector-specific downturns, a la the horizontal fleet operations SaaS Samsara (NYSE: IOT) at $1.1B in revenue, valued at $26.45B for a 24x revenue multiple.</li></ul>

EquipmentShare launched as an Airbnb for construction equipment, undercutting traditional rental companies like United Rentals (NYSE: URI) on price by ~30% by connecting SMBs and small contractors with underutilized forklifts, dozers, and lifts installed with telematics to help owners track how their equipment is being used.EquipmentShare’s revenue grew more than 10x from $200M in 2019 to $2.3B in 2023, valued at $3.75B for a 1.6x revenue multiple, propelled by a steadily growing US market for nonresidential construction (94% of their revenue) and continuing post-COVID equipment shortages, with EquipmentShare spending 85% of all of their rental revenues on buying equipment.To get there,EquipmentShare will aim to shift their revenue mix (35% equipment sales/65% rentals) more towards their SaaS telematics platform—T3—which can drive sticky, 70% gross margin revenue (vs. the ~20-30% of their equipment rentals business) that’s more resistant to sector-specific downturns, a la the horizontal fleet operations SaaS Samsara (NYSE: IOT) at $1.1B in revenue, valued at $26.45B for a 24x revenue multiple.

United States

Marketplace for DIYers to get virtual help from vetted home improvement pros

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Fixable (FIXABLE US)

Primer: Jobber - 18 May 2026

CRM software for home service SMBs to manage scheduling, invoicing, and client communication

Sacra

Primer: Quartet Health - 27 Feb 2026

Care navigation software connecting patients to mental health providers through health plans and systems

Sacra

Primer: Workrise - 05 Feb 2026

Marketplace connecting skilled laborers with energy and infrastructure job opportunities

Sacra

Primer: ServiceTitan - 17 Nov 2025

Software suite for residential contractors to manage jobs, payments, and field operations

Sacra

EquipmentShare At $2.3B Revenue

TL;DR: Sacra estimates that EquipmentShare generated $2.3B of revenue in 2023, up 35% from $1.7B in 2022, as they rode a wave of post-COVID...

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)