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 Govini hit $100M in annual recurring revenue (ARR) in October 2025, up from $58M at the end of 2024.</li><li>The company secured a $919 million, 10-year SCRIPTS blanket purchase agreement from the General Services Administration in April 2025, giving any Department of Defense component the ability to procure Govini&#39;s Ark platform without recompete.</li><li>Govini closed a $150 million growth investment from Bain Capital in October 2025, though the company has not disclosed its current valuation.</li></ul>

Sacra estimates that Govini hit $100M in annual recurring revenue (ARR) in October 2025, up from $58M at the end of 2024.The company secured a $919 million, 10-year SCRIPTS blanket purchase agreement from the General Services Administration in April 2025, giving any Department of Defense component the ability to procure Govini&#39;s Ark platform without recompete.Govini closed a $150 million growth investment from Bain Capital in October 2025, though the company has not disclosed its current valuation.

<ul><li>Govini sells high-margin SaaS ($15K-$150K per seat) that helps agencies trace components, identify single-source vendors, and eliminate foreign exposure.</li><li>Supply chain independence became a key issue post-COVID when it became clear how federal agencies were dependent on China for critical components, with Sacra estimating that Govini hit $100M in annual recurring revenue (ARR) in October 2025, up from $58M at the end of 2024, raising a $150M growth round (Bain Capital) at a ~$1B valuation (10x revenue multiple).</li><li>Awarded in April 2025, Govini's $919M government-wide Blanket Purchase Agreement gives any federal agency a pre-approved fast track to buy Govini in weeks vs. running a multi-year procurement process, effectively making Govini the default supply chain SaaS provider for the entire U.S. government just as Blue List procurement restrictions expand outwards from the DoD to all defense contractors (Oct 2024) to all federally funded agencies (late 2025).</li></ul>

Govini sells high-margin SaaS ($15K-$150K per seat) that helps agencies trace components, identify single-source vendors, and eliminate foreign exposure.Supply chain independence became a key issue post-COVID when it became clear how federal agencies were dependent on China for critical components, with Sacra estimating that Govini hit $100M in annual recurring revenue (ARR) in October 2025, up from $58M at the end of 2024, raising a $150M growth round (Bain Capital) at a ~$1B valuation (10x revenue multiple).Awarded in April 2025, Govini's $919M government-wide Blanket Purchase Agreement gives any federal agency a pre-approved fast track to buy Govini in weeks vs. running a multi-year procurement process, effectively making Govini the default supply chain SaaS provider for the entire U.S. government just as Blue List procurement restrictions expand outwards from the DoD to all defense contractors (Oct 2024) to all federally funded agencies (late 2025).

United States

Software dashboard for defense agencies to manage acquisition, logistics, and modernization decisions

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Govini (GOVINI US)

Primer: Govini - 15 Oct 2025

Software dashboard for defense agencies to manage acquisition, logistics, and modernization decisions

Sacra

$100M/year Palantir For Supply Chain

TL;DR: Emerging from the Pentagon's 2010s push to de-risk defense supply chains, Govini sells high-margin SaaS ($15K-$150K per seat) that helps...

Sacra

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