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 Perplexity reached $148M in annualized revenue in June 2025, up from $63M at the end of 2024.</li><li>Now that web search with citations feature natively across ChatGPT, Claude, Gemini and Copilot, Perplexity's original wedge has been commoditized.</li><li>The battleground has now shifted to the browser, with Perplexity launching its agentic browser Comet in beta in July 2025.</li></ul>

Sacra estimates Perplexity reached $148M in annualized revenue in June 2025, up from $63M at the end of 2024.Now that web search with citations feature natively across ChatGPT, Claude, Gemini and Copilot, Perplexity's original wedge has been commoditized.The battleground has now shifted to the browser, with Perplexity launching its agentic browser Comet in beta in July 2025.

<ul><li>Hebbia positions itself as a deeper vertical solution for finance & legal in the enterprise with price per seat starting at $3K/yr for Lite and $10k/yr for full platform access.</li><li>Enterprise AI has moved from chat-based assistants & copilots for search & summarization to agents which have a proactive, goal-based orientation to generate an actual outcome.</li><li>Hebbia is bundling a quasi-Accenture AI integration advice & support team of ex-bankers & lawyers who forward-deploy into customers along with the software deployment.</li></ul>

Hebbia positions itself as a deeper vertical solution for finance & legal in the enterprise with price per seat starting at $3K/yr for Lite and $10k/yr for full platform access.Enterprise AI has moved from chat-based assistants & copilots for search & summarization to agents which have a proactive, goal-based orientation to generate an actual outcome.Hebbia is bundling a quasi-Accenture AI integration advice & support team of ex-bankers & lawyers who forward-deploy into customers along with the software deployment.

Danny Wheller, VP Of Business & Strategy At Hebbia, On Vertical Vs Horizontal Enterprise AI

<ul><li>Zapier is betting that they can ride the AI and MCP wave in much the same way it rode the SaaS and API proliferation wave—by offering less &amp; non-technical users the tools they need to stitch together different products, it&#39;ll help prosumers and SMBs eat up the long-tail use cases that horizontal and vertical AIs leave on the table.</li><li>Pushing back on the one-model-to-rule-them-all narrative, Zapier is positioning for a highly fragmented world of niche &amp; specialized agents, where it’s the scaffolding built around the LLMs—featuring traditional deterministic workflows—that drives agent reliability, cost savings and performance.</li><li>The enterprise presents a new, upmarket opportunity for Zapier (historically focused on prosumer &amp; SMBs), where shallow AI usage has plagued widespread attempts at AI transformation and Zapier’s pre-baked workflows can translate what’s worked for teams &amp; departments across organizational boundaries.</li></ul>

Zapier is betting that they can ride the AI and MCP wave in much the same way it rode the SaaS and API proliferation wave—by offering less &amp; non-technical users the tools they need to stitch together different products, it&#39;ll help prosumers and SMBs eat up the long-tail use cases that horizontal and vertical AIs leave on the table.Pushing back on the one-model-to-rule-them-all narrative, Zapier is positioning for a highly fragmented world of niche &amp; specialized agents, where it’s the scaffolding built around the LLMs—featuring traditional deterministic workflows—that drives agent reliability, cost savings and performance.The enterprise presents a new, upmarket opportunity for Zapier (historically focused on prosumer &amp; SMBs), where shallow AI usage has plagued widespread attempts at AI transformation and Zapier’s pre-baked workflows can translate what’s worked for teams &amp; departments across organizational boundaries.

Wade Foster, co-founder & CEO Of Zapier, On AI Agent Orchestration

<ul><li>Sacra estimates Fyxer hit $9M in annual recurring revenue (ARR) in May 2025, up 9x from $1M at year-end 2024.</li><li>As its early adoption by solo executives & consultants turned into multi-seat team deals with brokerages and professional services firms like eXp Realty ($1.2M/year for 5,000 seats) that put all their brokers on Fyxer, Sacra estimates that Fyxer hit $9M in annual recurring revenue (ARR) in May 2025, up 9x from $1M at year-end 2024.</li><li>With the risk of getting disintermediated by Gmail with Gemini and Outlook via Copilot, Fyxer is moving across tools to eat up scheduling (Calendly) and meeting notetaking (Otter) so that it has richer context for its copilot than any one tool individually.</li></ul>

Sacra estimates Fyxer hit $9M in annual recurring revenue (ARR) in May 2025, up 9x from $1M at year-end 2024.As its early adoption by solo executives & consultants turned into multi-seat team deals with brokerages and professional services firms like eXp Realty ($1.2M/year for 5,000 seats) that put all their brokers on Fyxer, Sacra estimates that Fyxer hit $9M in annual recurring revenue (ARR) in May 2025, up 9x from $1M at year-end 2024.With the risk of getting disintermediated by Gmail with Gemini and Outlook via Copilot, Fyxer is moving across tools to eat up scheduling (Calendly) and meeting notetaking (Otter) so that it has richer context for its copilot than any one tool individually.

$9M/yr Glean For White Collar Contractors

<ul><li>Founded in France in 2013, Dataiku originally focused on bundling together data ingest, prep, automated ML, and visualization into a single graphical user interface (GUI) to help domain experts in industries outside of tech—like banking, life sciences, and manufacturing—do predictive analytics and build simple apps on top of their data.</li><li>Sacra estimates that Dataiku hit $300M in annual recurring revenue (ARR) in 2024, up 20% year-over-year from $250M in 2023, with roughly 750 customers like GE, Toyota, and LVMH for about $400K average revenue per customer (ARPC), valued at $3.7B as of their 2022 Series F for a 18.5x multiple on their then-$200M ARR.</li><li>With the launch of its new AI-powered products like Dataiku Answers (build-your-own AI chatbot a la Glean) and Dataiku Stories (AI-generated presentations a la Canva and Gamma), Dataiku is ensuring it has a product in play for the major generative AI use cases, enabling companies from traditional industries to adopt AI and drive organizational change by signing on to a single vendor.</li></ul>

Founded in France in 2013, Dataiku originally focused on bundling together data ingest, prep, automated ML, and visualization into a single graphical user interface (GUI) to help domain experts in industries outside of tech—like banking, life sciences, and manufacturing—do predictive analytics and build simple apps on top of their data.Sacra estimates that Dataiku hit $300M in annual recurring revenue (ARR) in 2024, up 20% year-over-year from $250M in 2023, with roughly 750 customers like GE, Toyota, and LVMH for about $400K average revenue per customer (ARPC), valued at $3.7B as of their 2022 Series F for a 18.5x multiple on their then-$200M ARR.With the launch of its new AI-powered products like Dataiku Answers (build-your-own AI chatbot a la Glean) and Dataiku Stories (AI-generated presentations a la Canva and Gamma), Dataiku is ensuring it has a product in play for the major generative AI use cases, enabling companies from traditional industries to adopt AI and drive organizational change by signing on to a single vendor.

United States

Search tool for retrieving and summarizing internal documents across enterprise SaaS apps

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Glean (GLEAN US)

Perplexity At $148M/year

TL;DR: Perplexity’s original wedge—LLM search with citations—has now been commoditized by every model lab. Now at a Sacra-estimated $148M in...

Sacra

Danny Wheller, VP Of Business & Strategy At Hebbia, On Vertical Vs Horizontal Enterprise AI

Enterprise search has historically been a really tough category. Was it simply the advent of LLMs that helped enterprise search break out and...

Sacra

Wade Foster, co-founder & CEO Of Zapier, On AI Agent Orchestration

What are the clearest discontinuities you've seen in the way Zapier is used pre—and post-AI...

Sacra

$9M/yr Glean For White Collar Contractors

TL;DR: Fyxer is building an AI copilot for work for white-collar contractors and SMBs—freelancers, real estate brokers, consultants, fractional...

Sacra

Dataiku At $300M/yr

TL;DR: With the launch of Dataiku Answers and Dataiku Stories, Dataiku is transitioning from a simple GUI for creating and deploying ML models to a...

Sacra

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