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 that SingleStore hit $123M in annual recurring revenue (ARR) in September 2025, up 17% from $105M at the end of 2024.</li><li>SingleStore completed a growth buyout led by Vector Capital in October 2025, giving Vector majority ownership.</li><li>SingleStore announced $116M in financing led by Goldman Sachs Asset Management in July 2022.</li></ul>

Sacra estimates that SingleStore hit $123M in annual recurring revenue (ARR) in September 2025, up 17% from $105M at the end of 2024.SingleStore completed a growth buyout led by Vector Capital in October 2025, giving Vector majority ownership.SingleStore announced $116M in financing led by Goldman Sachs Asset Management in July 2022.

<ul><li>Sacra estimates that ClickHouse hit $350M in annual recurring revenue (ARR) in August 2026, up from $160M at the end of 2025.</li><li>ClickHouse raised $400 million in a Series D round led by Dragoneer Investment Group in January 2026 at a reported valuation of approximately $15 billion.</li><li>Co-founder and President of Product and Technology Yury Izrailevsky stated in May 2026 that ClickHouse is targeting an initial public offering within the next few years, without disclosing a specific listing timetable.</li></ul>

Sacra estimates that ClickHouse hit $350M in annual recurring revenue (ARR) in August 2026, up from $160M at the end of 2025.ClickHouse raised $400 million in a Series D round led by Dragoneer Investment Group in January 2026 at a reported valuation of approximately $15 billion.Co-founder and President of Product and Technology Yury Izrailevsky stated in May 2026 that ClickHouse is targeting an initial public offering within the next few years, without disclosing a specific listing timetable.

<ul><li>Neo4j is valued at $2.34B as of their 2021 Series F with participation from One Peak, Creandum, and Greenbridge Partners.</li><li>Neo4j has over 1,000 customers including Pfizer, PepsiCo, the WHO, CNN, BMW Group, Comcast, NASA, UBS, and Volvo Cars.</li><li>Graph databases, however, have been the fastest growing database category of the last decade, by a significant margin.</li></ul>

Neo4j is valued at $2.34B as of their 2021 Series F with participation from One Peak, Creandum, and Greenbridge Partners.Neo4j has over 1,000 customers including Pfizer, PepsiCo, the WHO, CNN, BMW Group, Comcast, NASA, UBS, and Volvo Cars.Graph databases, however, have been the fastest growing database category of the last decade, by a significant margin.

<ul><li>ChatGPT took 2 months to reach 100M global monthly active users (MAUs), making it the fastest-ever to that milestone ahead of TikTok (9 months), Instagram (30 months) and Pinterest (41 months).</li><li>Built to power semantic search and recommendations for ecommerce, Pinecone has hit an inflection point in its growth with social developer signals showing a 20x increase in usage thanks to ChatGPT and the rise of generative AI, all of which operate on vector embeddings.</li><li>With usage-based pricing, Pinecone is indexed on the upside of rapidly increasing AI workloads, and with the high switching costs and high net dollar retention characteristic of database businesses, Pinecone has the potential to build a reinvestment moat where it rides the tailwinds of high sales efficiency and revenue expansion to pour investment into R&amp;D.</li></ul>

ChatGPT took 2 months to reach 100M global monthly active users (MAUs), making it the fastest-ever to that milestone ahead of TikTok (9 months), Instagram (30 months) and Pinterest (41 months).Built to power semantic search and recommendations for ecommerce, Pinecone has hit an inflection point in its growth with social developer signals showing a 20x increase in usage thanks to ChatGPT and the rise of generative AI, all of which operate on vector embeddings.With usage-based pricing, Pinecone is indexed on the upside of rapidly increasing AI workloads, and with the high switching costs and high net dollar retention characteristic of database businesses, Pinecone has the potential to build a reinvestment moat where it rides the tailwinds of high sales efficiency and revenue expansion to pour investment into R&amp;D.

<ul><li>Scale (2021 valuation: $7.3B) launched in 2016 as a Mechanical Turk for machine learning, providing an API and workflow into Filipino, Nigerian and Kenyan workers for machine learning data labeling tasks—in 2022, Scale AI grew 61% to ~$290M in revenue.</li><li>In the post-zero interest rate environment of 2022-23, AV data labeling workloads have declined alongside the decreasing investment in R&D—see the closure of AV startups like Argo AI (2021 valuation: $7.5B) and Lyft (NASDAQ: LYFT) and Uber (NYSE: UBER) discontinuing their self-driving car units.</li><li>Scale’s vertically integrated platform helps them sell into enterprise and government—who have a greater need for consolidation and a harder time hiring to build and secure their own ML infrastructure—with Scale already winning $300M+ in contracts with the Department of Defense to work on image and text analysis for national security.</li></ul>

Scale (2021 valuation: $7.3B) launched in 2016 as a Mechanical Turk for machine learning, providing an API and workflow into Filipino, Nigerian and Kenyan workers for machine learning data labeling tasks—in 2022, Scale AI grew 61% to ~$290M in revenue.In the post-zero interest rate environment of 2022-23, AV data labeling workloads have declined alongside the decreasing investment in R&D—see the closure of AV startups like Argo AI (2021 valuation: $7.5B) and Lyft (NASDAQ: LYFT) and Uber (NYSE: UBER) discontinuing their self-driving car units.Scale’s vertically integrated platform helps them sell into enterprise and government—who have a greater need for consolidation and a harder time hiring to build and secure their own ML infrastructure—with Scale already winning $300M+ in contracts with the Department of Defense to work on image and text analysis for national security.

Scale: The $290M/year Mechanical Turk Of Machine Learning

United States

Graph database for querying and analyzing complex relationships in connected data sets

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Neo4j (NEO4J US)

Primer: SingleStore - 12 Oct 2026

Cloud-native SQL database for real-time transactional and analytical workloads across diverse data types

Sacra

Primer: ClickHouse - 25 Aug 2026

Column-oriented database for real-time SQL analytics on large-scale datasets

Sacra

Primer: Neo4j - 07 Dec 2024

Graph database for querying and analyzing complex relationships in connected data sets

Sacra

Pinecone: The MongoDB Of AI

TL;DR: ChatGPT hit 100M users in 2 months, spawning hundreds of startups and projects built on a combination of OpenAI’s APIs and vector databases...

Sacra

Scale: The $290M/year Mechanical Turk Of Machine Learning

Scale (dataset), formerly Scale AI, built a $290M/year revenue business indexed on labeling data for AI in the world of atoms, from autonomous...

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)