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>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>Many link-in-bio companies do seem to be going in this direction, which is definitely more valuable for creators than just routing traffic.</li><li>We are already de-anonymizing traffic for creators through helping them collect data on their audience with our link-in-bio product, and we’ll continue to invest in this area.</li><li>We think it makes more sense to continue focusing on creators and trying to build more products for them.</li></ul>

Many link-in-bio companies do seem to be going in this direction, which is definitely more valuable for creators than just routing traffic.We are already de-anonymizing traffic for creators through helping them collect data on their audience with our link-in-bio product, and we’ll continue to invest in this area.We think it makes more sense to continue focusing on creators and trying to build more products for them.

Neal Jean, CEO Of Beacons, On Building Vertical SaaS For Creators

<ul><li>Yeah. So you&#39;re talking about the additional support. The creators do not quit their full-time job.</li><li>Guest: I think the largest challenge for creators will still be building an audience.</li><li>His ability to use these communities to supercharge his audience is one that he seems to be doing better than anyone else in this space.</li></ul>

Yeah. So you&#39;re talking about the additional support. The creators do not quit their full-time job.Guest: I think the largest challenge for creators will still be building an audience.His ability to use these communities to supercharge his audience is one that he seems to be doing better than anyone else in this space.

Creator Economy Marketer And co-founder On Building A Sustainable Business Online

<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

<ul><li>Beacons has grown extremely quickly to $3.7k MRR at a rate of 209% month over month for the last 3 months.</li><li>It’s still early days for the multi-SKU creator era, but the rapid growth of this ecosystem and Beacons particularly—especially over the last year—suggests that the trend we’re seeing of people striking out on their own to become not just another freelancer but a full-fledged “business of 1” is only going to become more and more popular.</li><li>Beacons, today, is one of a handful of businesses in the creator economy fighting for the opportunity to reshape that relationship—to change how consumers connect with creators, and in so doing, craft a better experience for the former and a more sustainable future for the latter.</li></ul>

Beacons has grown extremely quickly to $3.7k MRR at a rate of 209% month over month for the last 3 months.It’s still early days for the multi-SKU creator era, but the rapid growth of this ecosystem and Beacons particularly—especially over the last year—suggests that the trend we’re seeing of people striking out on their own to become not just another freelancer but a full-fledged “business of 1” is only going to become more and more popular.Beacons, today, is one of a handful of businesses in the creator economy fighting for the opportunity to reshape that relationship—to change how consumers connect with creators, and in so doing, craft a better experience for the former and a more sustainable future for the latter.

Beacons: The Storefront For The Multi-SKU Creator That's Growing 3X Monthly

Australia

Website builder for creators to share links and monetize audiences from social platforms

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Linktree (LINKTREE AU)

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

Neal Jean, CEO Of Beacons, On Building Vertical SaaS For Creators

Sacra interview with Neal Jean, CEO and co-founder of Beacons.

Sacra

Creator Economy Marketer And co-founder On Building A Sustainable Business Online

Our third of 6 expert interviews with founders, C-suite leaders and makers on the future of Gumroad and the creator economy.

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

Beacons: The Storefront For The Multi-SKU Creator That's Growing 3X Monthly

Beacons is a link-in-bio product doing $3.7k MRR and growing 290% monthly that's going after incumbent Linktree. High 16-18% churn is offset by 90%...

Sacra

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