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 Scale generated $2B in revenue in 2025, up from $870M in 2024, when it hit a $1.5B annualized run rate by end of year.</li><li>Meta's June 2025 investment values Scale at $29 billion, with Meta paying $14.3B for a 49% non-voting stake.</li><li>Meta's $14.3B investment for 49% ownership in June 2025 triggered customer flight from Scale's largest clients.</li></ul>

Sacra estimates that Scale generated $2B in revenue in 2025, up from $870M in 2024, when it hit a $1.5B annualized run rate by end of year.Meta's June 2025 investment values Scale at $29 billion, with Meta paying $14.3B for a 49% non-voting stake.Meta's $14.3B investment for 49% ownership in June 2025 triggered customer flight from Scale's largest clients.

<ul><li>Sacra estimates that DataRobot hit $225M in annual recurring revenue (ARR) at the end of 2023, up 13% year-over-year.</li><li>The company has raised approximately $1.1 billion in total funding across multiple rounds.</li><li>DataRobot sells a B2B SaaS enterprise AI platform via subscriptions to large organizations across government and commercial sectors.</li></ul>

Sacra estimates that DataRobot hit $225M in annual recurring revenue (ARR) at the end of 2023, up 13% year-over-year.The company has raised approximately $1.1 billion in total funding across multiple rounds.DataRobot sells a B2B SaaS enterprise AI platform via subscriptions to large organizations across government and commercial sectors.

<ul><li>Sacra estimates that Dataiku hit $342.5M in annual recurring revenue (ARR) in September 2025, up from $300M at the end of 2024.</li><li>In October 2025, Reuters reported that Dataiku has hired Morgan Stanley and Citigroup to prepare for a potential U.S. IPO as soon as the first half of 2026, following a kick-off meeting held Wednesday, October 1st.</li><li>Dataiku&#39;s focus to date has primarily been on large enterprises, but the launch of its fully managed cloud offering, Dataiku Online, opens up the midmarket and SMB segments.</li></ul>

Sacra estimates that Dataiku hit $342.5M in annual recurring revenue (ARR) in September 2025, up from $300M at the end of 2024.In October 2025, Reuters reported that Dataiku has hired Morgan Stanley and Citigroup to prepare for a potential U.S. IPO as soon as the first half of 2026, following a kick-off meeting held Wednesday, October 1st.Dataiku&#39;s focus to date has primarily been on large enterprises, but the launch of its fully managed cloud offering, Dataiku Online, opens up the midmarket and SMB segments.

<ul><li>Three form factors for AI agents are emerging—browser-based &amp; mobile apps (ChatGPT, Claude, Perplexity) with easy distribution and app-level integrations, native apps with OS-level integrations & OS forks (Perplexity Assistant, Granola, Wafer) that unlock deeper awareness across a user’s apps and data but face distribution challenges, and purpose-built AI hardware devices (Friend, Rabbit) with novel interaction patterns.</li><li>OpenAI’s hardware projects and Perplexity’s new Android assistant are attacking the OS-level AI assistant layer where Google and Apple’s app store–based business models—built on developers giving up a 30% cut in exchange for distribution—make it structurally difficult for Google and Apple themselves to route users around apps entirely.</li><li>Android’s open ecosystem structure represents a huge opportunity for AI-first computing, with custom assistants (Perplexity), launchers (Microsoft Launcher), and full-on forks (Wafer, /dev/agents) potentially providing Samsung and the 96% of non-Google Android OEMs with the firepower to build the first AI-native smartphone experience.</li></ul>

Three form factors for AI agents are emerging—browser-based &amp; mobile apps (ChatGPT, Claude, Perplexity) with easy distribution and app-level integrations, native apps with OS-level integrations & OS forks (Perplexity Assistant, Granola, Wafer) that unlock deeper awareness across a user’s apps and data but face distribution challenges, and purpose-built AI hardware devices (Friend, Rabbit) with novel interaction patterns.OpenAI’s hardware projects and Perplexity’s new Android assistant are attacking the OS-level AI assistant layer where Google and Apple’s app store–based business models—built on developers giving up a 30% cut in exchange for distribution—make it structurally difficult for Google and Apple themselves to route users around apps entirely.Android’s open ecosystem structure represents a huge opportunity for AI-first computing, with custom assistants (Perplexity), launchers (Microsoft Launcher), and full-on forks (Wafer, /dev/agents) potentially providing Samsung and the 96% of non-Google Android OEMs with the firepower to build the first AI-native smartphone experience.

Sam Hall, CEO Of Wafer, On AI Agent Form Factors

<ul><li>Founded in France in 2013, Dataiku originally focused on bundling together data ingest, prep, automated ML, and visualization into a single graphical user interface (GUI) to help domain experts in industries outside of tech—like banking, life sciences, and manufacturing—do predictive analytics and build simple apps on top of their data.</li><li>Sacra estimates that Dataiku hit $300M in annual recurring revenue (ARR) in 2024, up 20% year-over-year from $250M in 2023, with roughly 750 customers like GE, Toyota, and LVMH for about $400K average revenue per customer (ARPC), valued at $3.7B as of their 2022 Series F for a 18.5x multiple on their then-$200M ARR.</li><li>With the launch of its new AI-powered products like Dataiku Answers (build-your-own AI chatbot a la Glean) and Dataiku Stories (AI-generated presentations a la Canva and Gamma), Dataiku is ensuring it has a product in play for the major generative AI use cases, enabling companies from traditional industries to adopt AI and drive organizational change by signing on to a single vendor.</li></ul>

Founded in France in 2013, Dataiku originally focused on bundling together data ingest, prep, automated ML, and visualization into a single graphical user interface (GUI) to help domain experts in industries outside of tech—like banking, life sciences, and manufacturing—do predictive analytics and build simple apps on top of their data.Sacra estimates that Dataiku hit $300M in annual recurring revenue (ARR) in 2024, up 20% year-over-year from $250M in 2023, with roughly 750 customers like GE, Toyota, and LVMH for about $400K average revenue per customer (ARPC), valued at $3.7B as of their 2022 Series F for a 18.5x multiple on their then-$200M ARR.With the launch of its new AI-powered products like Dataiku Answers (build-your-own AI chatbot a la Glean) and Dataiku Stories (AI-generated presentations a la Canva and Gamma), Dataiku is ensuring it has a product in play for the major generative AI use cases, enabling companies from traditional industries to adopt AI and drive organizational change by signing on to a single vendor.

United States

Daemon software for loading and swapping large AI models across CPU and GPU memory

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

Outerport (OUTERPORT US)

Primer: Scale AI - 10 Jul 2026

Tooling suite for data labeling, model training, and deployment for enterprise ML teams

Sacra

Primer: DataRobot - 31 May 2026

AI software for automating model development, deployment, and monitoring across enterprise teams

Sacra

Primer: Dataiku - 23 Nov 2025

GUI-based tool for non-technical teams to build ML and generative AI apps

Sacra

Sam Hall, CEO Of Wafer, On AI Agent Form Factors

We’ve written about Granola, the desktop app that uses system audio to launch & record meetings and Rewind (now Limitless), the desktop app that...

Sacra

Dataiku At $300M/yr

TL;DR: With the launch of Dataiku Answers and Dataiku Stories, Dataiku is transitioning from a simple GUI for creating and deploying ML models to a...

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)