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>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.

<ul><li>Glean hit $100M annual recurring revenue (ARR) in November, growing 203% YoY.</li><li>A battle royale to own enterprise AI is emerging between AI-centric startups Glean, Writer and Hebbia.</li><li>Sacra estimates that Glean hit $100M ARR in November 2024, up 203% YoY, valued at $4.6B for a 46x revenue multiple.</li></ul>

Glean hit $100M annual recurring revenue (ARR) in November, growing 203% YoY.A battle royale to own enterprise AI is emerging between AI-centric startups Glean, Writer and Hebbia.Sacra estimates that Glean hit $100M ARR in November 2024, up 203% YoY, valued at $4.6B for a 46x revenue multiple.

<ul><li>Perplexity plans to raise at an $8-9B valuation, up from $3B at the time of its August Series C.</li><li>Perplexity's upside case lies in being a product company with more degrees of freedom than either Google or OpenAI.</li><li>Perplexity focuses on the most complex queries (10-11 words), monetizing them at a higher ARPC through prosumer subscriptions ($20/month), enterprise seats ($40/seat/month), and premium-priced ads ($50 CPM to Facebook's ~$14).</li></ul>

Perplexity plans to raise at an $8-9B valuation, up from $3B at the time of its August Series C.Perplexity's upside case lies in being a product company with more degrees of freedom than either Google or OpenAI.Perplexity focuses on the most complex queries (10-11 words), monetizing them at a higher ARPC through prosumer subscriptions ($20/month), enterprise seats ($40/seat/month), and premium-priced ads ($50 CPM to Facebook's ~$14).

<ul><li>Claude 3.5 Sonnet has blown the doors open for Anthropic's API business, growing 5x this year to date to $664M ARR.</li><li>OpenAI's ChatGPT continues to dominate, growing a Sacra-estimated 2.5x this year to date to $2.9B ARR.</li><li>OpenAI's 4x YoY growth to $4B matches and exceeds Meta, Google & AWS’s.</li></ul>

Claude 3.5 Sonnet has blown the doors open for Anthropic's API business, growing 5x this year to date to $664M ARR.OpenAI's ChatGPT continues to dominate, growing a Sacra-estimated 2.5x this year to date to $2.9B ARR.OpenAI's 4x YoY growth to $4B matches and exceeds Meta, Google & AWS’s.

United States

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

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Glean (GLEAN US)

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

Glean At $100M ARR

TL;DR: In 2019, Glean launched their NLP search engine for apps and documents—propelled by the rise of LLMs, Sacra estimates Glean hit $100M annual...

Sacra

Perplexity At $51M ARR

TL;DR: Sacra estimates that Perplexity is at $51M ARR, up 1,600% year-over-year. Not a search company or an LLM company, Perplexity's upside case...

Sacra

Anthropic Vs. OpenAI

TL;DR: Claude 3.5 Sonnet has Anthropic's API business surging, hitting a Sacra-estimated $664M ARR this year (up 5x this year to date) and...

Sacra

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