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 Intercom hit $400M in ARR in April 2026, up from $382M at the end of 2025.</li><li>Intercom was cash-flow positive as of late 2023 with hundreds of millions of dollars in gross profit on its balance sheet.</li><li>Intercom has raised $490M in total capital.</li></ul>

Sacra estimates Intercom hit $400M in ARR in April 2026, up from $382M at the end of 2025.Intercom was cash-flow positive as of late 2023 with hundreds of millions of dollars in gross profit on its balance sheet.Intercom has raised $490M in total capital.

<ul><li>Sacra estimates that Attentive hit $500M in annual recurring revenue (ARR) at the end of 2024, up from $200M in 2022.</li><li>Attentive reported powering more than $29B in revenue for customers in the year ending September 2025, up more than 48% from the prior year.</li><li>Attentive reached a $6.90B valuation as of 2021, with their funding round led by Bain Capital Ventures and Coatue.</li></ul>

Sacra estimates that Attentive hit $500M in annual recurring revenue (ARR) at the end of 2024, up from $200M in 2022.Attentive reported powering more than $29B in revenue for customers in the year ending September 2025, up more than 48% from the prior year.Attentive reached a $6.90B valuation as of 2021, with their funding round led by Bain Capital Ventures and Coatue.

<ul><li>Sacra estimates that Postscript hit $150M in annual recurring revenue (ARR) in August 2026, up 18% from $127M at the end of 2025.</li><li>Installs for Postscript on Shopify have risen 26.5% YoY.</li><li>Shopper extends Postscript from scheduled messages into product recommendations, purchase objections, and ongoing customer conversations over SMS and RCS.</li></ul>

Sacra estimates that Postscript hit $150M in annual recurring revenue (ARR) in August 2026, up 18% from $127M at the end of 2025.Installs for Postscript on Shopify have risen 26.5% YoY.Shopper extends Postscript from scheduled messages into product recommendations, purchase objections, and ongoing customer conversations over SMS and RCS.

<ul><li>$1.5B+ in venture capital has poured into the space to fund fast followers creating intense competition in the AI agent layer and coopetition with the underlying system of record.</li><li>Third-generation bots today achieve 60-80% containment rates (conversations resolved without human intervention) at CSAT scores exceeding human benchmarks.</li><li>A coopetitive dynamic has emerged between AI support agents and traditional help desk platforms where a customer might choose to run, e.g., Decagon AI agents on top of Intercom.</li></ul>

$1.5B+ in venture capital has poured into the space to fund fast followers creating intense competition in the AI agent layer and coopetition with the underlying system of record.Third-generation bots today achieve 60-80% containment rates (conversations resolved without human intervention) at CSAT scores exceeding human benchmarks.A coopetitive dynamic has emerged between AI support agents and traditional help desk platforms where a customer might choose to run, e.g., Decagon AI agents on top of Intercom.

<ul><li>Sacra estimates that Linear hit $100M in annual recurring revenue in July 2026.</li><li>Linear has been cashflow positive since 2021 and holds more cash than it has ever raised in total primary funding.</li><li>Linear closed an $82 million Series C in June 2025 at a $1.25 billion valuation, led by Accel.</li></ul>

Sacra estimates that Linear hit $100M in annual recurring revenue in July 2026.Linear has been cashflow positive since 2021 and holds more cash than it has ever raised in total primary funding.Linear closed an $82 million Series C in June 2025 at a $1.25 billion valuation, led by Accel.

United States

Customer service software with AI chatbot, help desk, and agent assist tools

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Intercom (INTERCOM US)

Primer: Intercom - 27 Apr 2026

Customer service software with AI chatbot, help desk, and agent assist tools

Sacra

Primer: Attentive - 12 Oct 2026

Messaging software for e-commerce brands to send personalized SMS and email campaigns

Sacra

Primer: Postscript - 12 Oct 2026

SMS marketing tool for Shopify merchants to drive sales and customer engagement

Sacra

AI Support Agents Vs Help Desk SaaS

TL;DR: As LLM-powered chatbots crossed the threshold of outperforming human agents on both cost (~$1.50/resolution vs ~$15 for humans) and quality...

Sacra

Primer: Linear - 26 Aug 2026

Issue tracking and project management tool for software development teams to streamline workflows and enhance productivity

Sacra

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