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>Founded in Australia in 2012, Rokt's core product is an SDK that big ecommerce retailers like Ticketmaster add to their checkout page to show offers for related products from 3rd-party brands.</li><li>After ending the year at $600M in ARR and acquiring the customer data platform (CDP) mParticle, Rokt has its sights set on expanding outside advertising.</li><li>With its acquisitions of mParticle and Shopify upsell app AfterSell (2024), Rokt is expanding across platforms, accumulating first-party data and streaming it at low latency across all customer interactions.</li></ul>

Founded in Australia in 2012, Rokt's core product is an SDK that big ecommerce retailers like Ticketmaster add to their checkout page to show offers for related products from 3rd-party brands.After ending the year at $600M in ARR and acquiring the customer data platform (CDP) mParticle, Rokt has its sights set on expanding outside advertising.With its acquisitions of mParticle and Shopify upsell app AfterSell (2024), Rokt is expanding across platforms, accumulating first-party data and streaming it at low latency across all customer interactions.

<ul><li>Sacra estimates that Iterable hit $200M annual recurring revenue (ARR) at the end of 2023, up 38% from $145M in 2022.</li><li>Iterable is valued at $2 billion as of 2024.</li><li>The company has raised $342.9 million across 10 funding rounds, with backing from prominent investors including Silver Lake, Viking Global Investors, and CRV.</li></ul>

Sacra estimates that Iterable hit $200M annual recurring revenue (ARR) at the end of 2023, up 38% from $145M in 2022.Iterable is valued at $2 billion as of 2024.The company has raised $342.9 million across 10 funding rounds, with backing from prominent investors including Silver Lake, Viking Global Investors, and CRV.

<ul><li>We talked to Sean to learn more about the email development workflow at SaaS companies like Zapier and what tools they find essential for shipping daily product, market and transactional emails.</li><li>We ran into a couple of instances where version control became an issue.</li><li>The team&#39;s fine with code, but just for a UI, I could see a component becoming almost with dropdown stuff, the different parameters of whether it&#39;s new.</li></ul>

We talked to Sean to learn more about the email development workflow at SaaS companies like Zapier and what tools they find essential for shipping daily product, market and transactional emails.We ran into a couple of instances where version control became an issue.The team&#39;s fine with code, but just for a UI, I could see a component becoming almost with dropdown stuff, the different parameters of whether it&#39;s new.

Sean Kennedy, Senior Marketing Ops Analyst At Zapier, On His Email Development Workflow

<ul><li>Customer.io has grown annual recurring revenue (ARR) to $50M, up 35% year-over-year, riding the rise of product-led growth.</li><li>Customer.io’s net new ARR declined by 20.8% from Q1’22 to Q1’23, down from $3.5M to $2.8M.</li><li>Customer.io is on track to cross $100M in the next 2 years and challenge Twilio (NYSE: TWLO) across all these adjacent segments.</li></ul>

Customer.io has grown annual recurring revenue (ARR) to $50M, up 35% year-over-year, riding the rise of product-led growth.Customer.io’s net new ARR declined by 20.8% from Q1’22 to Q1’23, down from $3.5M to $2.8M.Customer.io is on track to cross $100M in the next 2 years and challenge Twilio (NYSE: TWLO) across all these adjacent segments.

<ul><li>We talked to Colin to better understand the trade-offs and upsides of the platform vs. all-in-one approaches to building marketing automation tools, Customer.io&#39;s newly launched customer data platform (CDP), and Customer.io&#39;s new positioning amid a market of many customer data products, including Segment, mParticle, Rudderstack, Klaviyo, Intercom, Amplitude, and more.</li><li>One of the things that we wanted to make sure with our first new product—when you go from single product to platform—is that we weren&#39;t trying to sell to a completely new buyer.</li><li>In five years’ time, if we&#39;re successful, potentially we&#39;re firmly in people&#39;s minds as the platform for PLG companies to use to manage all of their customer interactions.</li></ul>

We talked to Colin to better understand the trade-offs and upsides of the platform vs. all-in-one approaches to building marketing automation tools, Customer.io&#39;s newly launched customer data platform (CDP), and Customer.io&#39;s new positioning amid a market of many customer data products, including Segment, mParticle, Rudderstack, Klaviyo, Intercom, Amplitude, and more.One of the things that we wanted to make sure with our first new product—when you go from single product to platform—is that we weren&#39;t trying to sell to a completely new buyer.In five years’ time, if we&#39;re successful, potentially we&#39;re firmly in people&#39;s minds as the platform for PLG companies to use to manage all of their customer interactions.

Colin Nederkoorn, Founder & CEO At Customer.Io, On The CDP Layer In Messaging

United States

Customer communication software for marketers to send personalized messages across channels

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Iterable (ITERABLE US)

Rokt At $600M/yr Growing 43% YoY

TL;DR: With its acquisition of customer data platform (CDP) mParticle at the beginning of 2025, Rokt is looking beyond the advertising business...

Sacra

Primer: Iterable - 07 Dec 2024

Customer communication software for marketers to send personalized messages across channels

Sacra

Sean Kennedy, Senior Marketing Ops Analyst At Zapier, On His Email Development Workflow

Can you talk about what your role is at Zapier and how Parcel fits into your workflow...

Sacra

Customer.Io's Path To $100M

TL;DR: Customer.io has grown annual recurring revenue (ARR) to $50M, up 35% year-over-year, riding the rise of product-led growth. Now, they’re...

Sacra

Colin Nederkoorn, Founder & CEO At Customer.Io, On The CDP Layer In Messaging

Sacra interview with Colin Nederkoorn, founder & CEO at Customer.io.

Sacra

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