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>We talked to Maju to learn more about the economics of one-click checkout, other opportunities for building unified identity for shoppers, and Bolt&#39;s 5-year vision.</li><li>I don&#39;t see Bolt as a replacement—more as an additional layer.</li><li>Our product continues to make headway with larger enterprises, and our network effects have increased over 100% year-over-year.</li></ul>

We talked to Maju to learn more about the economics of one-click checkout, other opportunities for building unified identity for shoppers, and Bolt&#39;s 5-year vision.I don&#39;t see Bolt as a replacement—more as an additional layer.Our product continues to make headway with larger enterprises, and our network effects have increased over 100% year-over-year.

Maju Kuruvilla, CEO Of Bolt, On The NASCARification Of Checkout

<ul><li>CartHook started off as an abandoned cart app, and only later did we launch the checkout product that grew very quickly, which CartHook ended up being known for.</li><li>Rally is much closer to Shop Pay. We offer the entire checkout experience and, therefore, we can capture shoppers into our network by them going through the guest checkout.</li><li>With Rally, you can have as many checkouts as you want. You can have your hub checkout on your main store, and then you can have as many spokes as you want.</li></ul>

CartHook started off as an abandoned cart app, and only later did we launch the checkout product that grew very quickly, which CartHook ended up being known for.Rally is much closer to Shop Pay. We offer the entire checkout experience and, therefore, we can capture shoppers into our network by them going through the guest checkout.With Rally, you can have as many checkouts as you want. You can have your hub checkout on your main store, and then you can have as many spokes as you want.

Jordan Gal, CEO Of Rally, On Building The Switzerland Of Checkout

<ul><li>Bolt has been able to generate significant revenue increases over the past year.</li><li>The company has seen a substantial rise in user engagement and platform adoption.</li><li>Bolt's valuation has grown considerably, reflecting investor confidence.</li></ul>

Bolt has been able to generate significant revenue increases over the past year.The company has seen a substantial rise in user engagement and platform adoption.Bolt's valuation has grown considerably, reflecting investor confidence.

Bolt Revenue, Users, Growth, And Valuation

<ul><li>Link-in-bio companies like Linktree and Beacons reinvented About.me for Gen Z as a website generator that lets you route traffic from super-platforms like Instagram and TikTok to your content and sources of income.</li><li>Linktree ended 2021 with 24M users and $26M ARR—today, they’re at around $33M ARR with ~31M users, growing 29% YoY.</li><li>Link-in-bio sits at the strategic position where creators route traffic off platform onto an owned property which gives it the opportunity to capture traffic, de-anonymize traffic and monetize traffic.</li></ul>

Link-in-bio companies like Linktree and Beacons reinvented About.me for Gen Z as a website generator that lets you route traffic from super-platforms like Instagram and TikTok to your content and sources of income.Linktree ended 2021 with 24M users and $26M ARR—today, they’re at around $33M ARR with ~31M users, growing 29% YoY.Link-in-bio sits at the strategic position where creators route traffic off platform onto an owned property which gives it the opportunity to capture traffic, de-anonymize traffic and monetize traffic.

Linktree: The $33M ARR About.Me For Gen Z

<ul><li>Gumroad's gross merchandise value doubled from the previous year to $142M, while revenues nearly doubled to $9M on sales to nearly 600,000 customers.</li><li>Gumroad, on the other hand, like Android, has focused on building for extensibility and interoperability, creating a checkout experience creators can use to sell digital goods to their fans no matter what other platforms and tools they want to use.</li><li>In our bear case, high churn cuts into Gumroad’s primary customer base and the company also loses higher-income creators to more fully-featured platforms.</li></ul>

Gumroad's gross merchandise value doubled from the previous year to $142M, while revenues nearly doubled to $9M on sales to nearly 600,000 customers.Gumroad, on the other hand, like Android, has focused on building for extensibility and interoperability, creating a checkout experience creators can use to sell digital goods to their fans no matter what other platforms and tools they want to use.In our bear case, high churn cuts into Gumroad’s primary customer base and the company also loses higher-income creators to more fully-featured platforms.

Gumroad: The Android Of The Creator Economy That Powered $142M In GMV

United States

Checkout tool for creators to sell digital products, memberships, and courses online

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Gumroad (GUMROAD US)

Maju Kuruvilla, CEO Of Bolt, On The NASCARification Of Checkout

Sacra interview with Maju Kuruvilla, the CEO of Bolt.

Sacra

Jordan Gal, CEO Of Rally, On Building The Switzerland Of Checkout

Sacra interview with Jordan Gal, CEO of Rally.

Sacra

Bolt Revenue, Users, Growth, And Valuation

Sacra model for Flexport's revenue, comps, and growth rate.

Sacra

Linktree: The $33M ARR About.Me For Gen Z

Link-in-bio companies found initial product-market fit as a demilitarized zone (DMZ) that created a buffer between authoritarian, puritanical...

Sacra

Gumroad: The Android Of The Creator Economy That Powered $142M In GMV

Gumroad is a $100M online checkout for creators growing GMV at 37% per year. Our model indicates a 10%+ IRR from Gumroad would require 40%+ yearly...

Sacra

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