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>In opposition to incumbent 401(k) providers like Fidelity/Vanguard charged savers 1%-2% of assets under management (AUM), TaskRabbit co-founder Kevin Busque founded Guideline ($80M ARR) in 2015—as an employee-centric 401(k) benefits companies could use to attract talent.</li><li>Guideline’s business model shifted the burden of paying for benefits from the individual to the company—with a flat monthly SaaS fee, a $8 per/mo charge per employee, and a nominal 0.08% take rate on AUM.</li><li>Zooming out, Guideline’s opportunity from here is large—all U.S. 401(k) plans held $7.3 trillion in assets, and Guideline has roughly $8.5B on the platform, or about 0.1% of that 401(k) total.</li></ul>

In opposition to incumbent 401(k) providers like Fidelity/Vanguard charged savers 1%-2% of assets under management (AUM), TaskRabbit co-founder Kevin Busque founded Guideline ($80M ARR) in 2015—as an employee-centric 401(k) benefits companies could use to attract talent.Guideline’s business model shifted the burden of paying for benefits from the individual to the company—with a flat monthly SaaS fee, a $8 per/mo charge per employee, and a nominal 0.08% take rate on AUM.Zooming out, Guideline’s opportunity from here is large—all U.S. 401(k) plans held $7.3 trillion in assets, and Guideline has roughly $8.5B on the platform, or about 0.1% of that 401(k) total.

<ul><li>We have approximately 40,000 customers on our platform, and we've been filing the required forms since year one.</li><li>Guideline services small businesses, with 92% of our clients having never had a 401(k) before.</li><li>Now, we have over $8 billion on the platform, which is significant.</li></ul>

We have approximately 40,000 customers on our platform, and we've been filing the required forms since year one.Guideline services small businesses, with 92% of our clients having never had a 401(k) before.Now, we have over $8 billion on the platform, which is significant.

Kevin Busque And Steven Wu, CEO And CFO Of Guideline, On The 401(k) And Payroll Ecosystem

United States

Software for SMBs to offer and manage 401(k) retirement plans for employees

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Human Interest (INTEREST US)

Guideline: The $80M/year 401(k)

Gusto, Rippling and Deel have turned into app stores for HR, benefits and finance, both enabling new companies through the access to clean payroll...

Sacra

Kevin Busque And Steven Wu, CEO And CFO Of Guideline, On The 401(k) And Payroll Ecosystem

Sacra interview with Kevin Busque and Steven Wu, CEO and CFO of Guideline.

Sacra

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