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>Three form factors for AI agents are emerging—browser-based &amp; mobile apps (ChatGPT, Claude, Perplexity) with easy distribution and app-level integrations, native apps with OS-level integrations & OS forks (Perplexity Assistant, Granola, Wafer) that unlock deeper awareness across a user’s apps and data but face distribution challenges, and purpose-built AI hardware devices (Friend, Rabbit) with novel interaction patterns.</li><li>OpenAI’s hardware projects and Perplexity’s new Android assistant are attacking the OS-level AI assistant layer where Google and Apple’s app store–based business models—built on developers giving up a 30% cut in exchange for distribution—make it structurally difficult for Google and Apple themselves to route users around apps entirely.</li><li>Android’s open ecosystem structure represents a huge opportunity for AI-first computing, with custom assistants (Perplexity), launchers (Microsoft Launcher), and full-on forks (Wafer, /dev/agents) potentially providing Samsung and the 96% of non-Google Android OEMs with the firepower to build the first AI-native smartphone experience.</li></ul>

Three form factors for AI agents are emerging—browser-based &amp; mobile apps (ChatGPT, Claude, Perplexity) with easy distribution and app-level integrations, native apps with OS-level integrations & OS forks (Perplexity Assistant, Granola, Wafer) that unlock deeper awareness across a user’s apps and data but face distribution challenges, and purpose-built AI hardware devices (Friend, Rabbit) with novel interaction patterns.OpenAI’s hardware projects and Perplexity’s new Android assistant are attacking the OS-level AI assistant layer where Google and Apple’s app store–based business models—built on developers giving up a 30% cut in exchange for distribution—make it structurally difficult for Google and Apple themselves to route users around apps entirely.Android’s open ecosystem structure represents a huge opportunity for AI-first computing, with custom assistants (Perplexity), launchers (Microsoft Launcher), and full-on forks (Wafer, /dev/agents) potentially providing Samsung and the 96% of non-Google Android OEMs with the firepower to build the first AI-native smartphone experience.

Sam Hall, CEO Of Wafer, On AI Agent Form Factors

<ul><li>Granola (founded 2023) is an AI notetaker app that wakes up whenever your microphone is live on a Zoom/Teams/Google Meet call, records your call, and returns an AI‑enhanced transcript plus action‑items minutes after the call.</li><li>In October 2024, Granola raised a $20M Series A led by Spark Capital.</li><li>As the video call has been commoditized, the battleground has shifted from the lowest latency &amp; highest quality video calls to the vertically integrated meeting productivity app.</li></ul>

Granola (founded 2023) is an AI notetaker app that wakes up whenever your microphone is live on a Zoom/Teams/Google Meet call, records your call, and returns an AI‑enhanced transcript plus action‑items minutes after the call.In October 2024, Granola raised a $20M Series A led by Spark Capital.As the video call has been commoditized, the battleground has shifted from the lowest latency &amp; highest quality video calls to the vertically integrated meeting productivity app.

<ul><li>Recall.ai reached $8M ARR in 2024, up 300% YoY.</li><li>Recall.ai launched with a universal meeting-bot API that uses cloud VMs to join video calls, captures the complete meeting data, and delivers it via a single API.</li><li>Recall.ai grew 300% YoY from $2M annual recurring revenue (ARR) in 2023 to $8M ARR in 2024, reaching $10M ARR in January.</li></ul>

Recall.ai reached $8M ARR in 2024, up 300% YoY.Recall.ai launched with a universal meeting-bot API that uses cloud VMs to join video calls, captures the complete meeting data, and delivers it via a single API.Recall.ai grew 300% YoY from $2M annual recurring revenue (ARR) in 2023 to $8M ARR in 2024, reaching $10M ARR in January.

United Kingdom

Desktop note-taking app that uses AI to enhance user-written meeting notes post-call

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Granola (GRANOLA GB)

Sam Hall, CEO Of Wafer, On AI Agent Form Factors

We’ve written about Granola, the desktop app that uses system audio to launch & record meetings and Rewind (now Limitless), the desktop app that...

Sacra

Granola Vs Zoom

TL;DR: Granola’s cross‑platform, always‑on meeting recorder turns every video call into structured, searchable data, collapsing Zoom, Meet, and...

Sacra

$10M/yr Plaid For Meeting Bots

TL;DR: With every sales, recruiting, customer success, and user research tool integrating with Zoom, Meet, Teams, Webex, and Slack Huddles bots,...

Sacra

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52-week Range

Market Cap (USDm)

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Sam Hall, CEO Of Wafer, On AI Agent Form Factors

We’ve written about Granola, the desktop app that uses system audio to launch & record meetings and Rewind (now Limitless), the desktop app that...

Sacra

Granola Vs Zoom

TL;DR: Granola’s cross‑platform, always‑on meeting recorder turns every video call into structured, searchable data, collapsing Zoom, Meet, and...

Sacra

$10M/yr Plaid For Meeting Bots

TL;DR: With every sales, recruiting, customer success, and user research tool integrating with Zoom, Meet, Teams, Webex, and Slack Huddles bots,...

Sacra

TL;DR: With every sales, recruiting, customer success, and user research tool integrating with Zoom, Meet, Teams, Webex, and Slack Huddles bots,...