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>Twitter launched link previews in October 2013, making their feed more visual and giving marketers more real estate to craft images and stand out in the feed.</li><li>By reducing design into filling pre-configured rectangles, Canva hit $1.7B in annual recurring revenue (ARR), up 54% from $1.1B last year, with a valuation of $39B giving them a 23x forward revenue multiple.</li><li>Canva’s long-term goal is to entrench themselves as a “third place” productivity suite between Adobe/Figma and Google Workspace/Microsoft Office just as Starbucks made the coffee shop the third place between home and work.</li></ul>

Twitter launched link previews in October 2013, making their feed more visual and giving marketers more real estate to craft images and stand out in the feed.By reducing design into filling pre-configured rectangles, Canva hit $1.7B in annual recurring revenue (ARR), up 54% from $1.1B last year, with a valuation of $39B giving them a 23x forward revenue multiple.Canva’s long-term goal is to entrench themselves as a “third place” productivity suite between Adobe/Figma and Google Workspace/Microsoft Office just as Starbucks made the coffee shop the third place between home and work.

Canva: The $1.7B/year Rectangle Generator

<ul><li>Adobe announced today that it has agreed to buy Figma in a deal valued at $20B.</li><li>Figma is at about $340M ARR now, growing 100% YoY and projected to cross $400M ARR by end of year.</li><li>Even with instant distribution to 26M+ Creative Cloud customers, Adobe XD failed in its attempt to use bundlenomics to dislodge Figma’s dominant position among designers.</li></ul>

Adobe announced today that it has agreed to buy Figma in a deal valued at $20B.Figma is at about $340M ARR now, growing 100% YoY and projected to cross $400M ARR by end of year.Even with instant distribution to 26M+ Creative Cloud customers, Adobe XD failed in its attempt to use bundlenomics to dislodge Figma’s dominant position among designers.

<ul><li>Since launching in 2015, Figma has quickly become an indispensable tool for design teams, displacing Sketch, InVision and Adobe XD as the primary tool for UX and product design.</li><li>The switch and the creation of content took about a month to get to having everything in place.</li><li>The decision of what software to buy sat with the head of IT, because the adoption and implementation cycle was much longer.</li></ul>

Since launching in 2015, Figma has quickly become an indispensable tool for design teams, displacing Sketch, InVision and Adobe XD as the primary tool for UX and product design.The switch and the creation of content took about a month to get to having everything in place.The decision of what software to buy sat with the head of IT, because the adoption and implementation cycle was much longer.

Head Of Brand Design At A Series E Startup On Figma's wall-to-wall Adoption

<ul><li>We spoke to a current product manager at Canva as part of our research into the design tools space.</li><li>Canva is currently valued at $40B, making it the 5th most valuable private company in the world.</li><li>Canva originally started off as a graphic design tool.</li></ul>

We spoke to a current product manager at Canva as part of our research into the design tools space.Canva is currently valued at $40B, making it the 5th most valuable private company in the world.Canva originally started off as a graphic design tool.

Product Manager At Canva On Canva's Shift Upmarket

<ul><li>Today, his team at Lime relies on Figma for design but also to interface with marketing, product, and engineering teams internally.</li><li>There&#39;s lots of reasons for that, but the multiplayer capability and being able to work on files together from anywhere in the world and not have to deal with sending files -- sometimes maybe hundreds of megabytes or gigabytes -- to each other is just a game changer.</li><li>We&#39;ve got to use the tool we feel most comfortable with, and that almost gets out of the way so we can do the work we have to do, and Figma is that right now.</li></ul>

Today, his team at Lime relies on Figma for design but also to interface with marketing, product, and engineering teams internally.There&#39;s lots of reasons for that, but the multiplayer capability and being able to work on files together from anywhere in the world and not have to deal with sending files -- sometimes maybe hundreds of megabytes or gigabytes -- to each other is just a game changer.We&#39;ve got to use the tool we feel most comfortable with, and that almost gets out of the way so we can do the work we have to do, and Figma is that right now.

Matthew Moore, Head Of Design At Lime, On Figma Vs. Adobe

Netherlands

Design platform enabling users to create and publish interactive websites without coding

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Framer (FRAMER NL)

Canva: The $1.7B/year Rectangle Generator

TL;DR: Canva ($1.7B ARR) got product-market fit helping social media marketers throw text on images. Now they’re building a “third place”...

Sacra

How Figma Defied Adobe's Bundlenomics

Figma's $20B sale to Adobe reflects both that it beat back Adobe's attempt to break it with bundle economics, and that it faced the daunting task...

Sacra

Head Of Brand Design At A Series E Startup On Figma's wall-to-wall Adoption

We interview the Head of Brand Design at a fast-growing Series E startup about how his team uses Figma and Figjam.

Sacra

Product Manager At Canva On Canva's Shift Upmarket

We talk to a product manager at Canva about its ability to get adoption and expand inside enterprise organizations.

Sacra

Matthew Moore, Head Of Design At Lime, On Figma Vs. Adobe

We talk to ex-Uber and Lime Head of Design Matthew Moore about how Figma compares to Sketch and Adobe XD.

Sacra

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