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>Stan hit $14.7M of annual recurring revenue (ARR) at the end of 2023, up 765% year-over-year, as store-in-bio replaced link-in-bio as the default home base of the online creator.</li><li>Stan grew revenue a whopping 765% in 2023 by giving affiliates 20% of all revenue generated from their links into perpetuity, seeding a cottage industry of TikTok Stan influencers.</li><li>Gross churn is high at 13% monthly and Stan is living with the continued risk of being banned by TikTok, which recently sunset its integration with Shopify and will reportedly ban Amazon links-in-bio next.</li></ul>

Stan hit $14.7M of annual recurring revenue (ARR) at the end of 2023, up 765% year-over-year, as store-in-bio replaced link-in-bio as the default home base of the online creator.Stan grew revenue a whopping 765% in 2023 by giving affiliates 20% of all revenue generated from their links into perpetuity, seeding a cottage industry of TikTok Stan influencers.Gross churn is high at 13% monthly and Stan is living with the continued risk of being banned by TikTok, which recently sunset its integration with Shopify and will reportedly ban Amazon links-in-bio next.

<ul><li>ConvertKit will definitely hit $100M or more in annual revenue in the next four or five years.</li><li>We have all the biggest newsletters on the web that are written by a single author.</li><li>ConvertKit's built for you to have this incredible reach and scale without this complexity.</li></ul>

ConvertKit will definitely hit $100M or more in annual revenue in the next four or five years.We have all the biggest newsletters on the web that are written by a single author.ConvertKit's built for you to have this incredible reach and scale without this complexity.

Nathan Barry, CEO And Founder Of ConvertKit, On ConvertKit’s Path To $100M In Revenue

<ul><li>Today, the bootstrapped ConvertKit (valued at $200M) is at $33.5M in ARR growing 15% year-over-year.</li><li>VC funding for creator startups fell to $123M in Q1’23, marking 7 straight quarters of decline since the peak at $1.7B in Q2’21.</li><li>In the near term, the creator economy’s cultural influence has outpaced its GDP—in the long term, the networks that have begun to form at ConvertKit (connecting creators with Creator Network), Beehiiv (connecting creators to advertisers with Ad Network) and Substack (connecting readers and creators with Reader and Notes) are pulling adjacent, distribution-constrained SMBs into the ecosystem, whether they call themselves creators or not.</li></ul>

Today, the bootstrapped ConvertKit (valued at $200M) is at $33.5M in ARR growing 15% year-over-year.VC funding for creator startups fell to $123M in Q1’23, marking 7 straight quarters of decline since the peak at $1.7B in Q2’21.In the near term, the creator economy’s cultural influence has outpaced its GDP—in the long term, the networks that have begun to form at ConvertKit (connecting creators with Creator Network), Beehiiv (connecting creators to advertisers with Ad Network) and Substack (connecting readers and creators with Reader and Notes) are pulling adjacent, distribution-constrained SMBs into the ecosystem, whether they call themselves creators or not.

<ul><li>Currently, almost 90% of people earn less than $15 - 20K a year.</li><li>I haven&#39;t used Patreon, but I plan on using either Patreon or Gumroad in the future when I do start my YouTube Channel probably later this year.</li><li>I think Gumroad is good for one-off purchases.</li></ul>

Currently, almost 90% of people earn less than $15 - 20K a year.I haven&#39;t used Patreon, but I plan on using either Patreon or Gumroad in the future when I do start my YouTube Channel probably later this year.I think Gumroad is good for one-off purchases.

Online Educator On The Economics Of Online Course Creation

<ul><li>Gumroad is doing well because of its sheer volume.</li><li>Gumroad cohort GMV shows that new creators each year generate approx. 25% more revenue in the first six months than the previous cohort did.</li><li>Gumroad is going to introduce their own online courses.</li></ul>

Gumroad is doing well because of its sheer volume.Gumroad cohort GMV shows that new creators each year generate approx. 25% more revenue in the first six months than the previous cohort did.Gumroad is going to introduce their own online courses.

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Stan: The $14.7M/year store-in-bio

TL;DR: Stan hit $14.7M of annual recurring revenue (ARR) at the end of 2023, up 765% year-over-year, as store-in-bio replaced link-in-bio as the...

Sacra

Nathan Barry, CEO And Founder Of ConvertKit, On ConvertKit’s Path To $100M In Revenue

Sacra interview with Nathan Barry, CEO and founder of ConvertKit.

Sacra

ConvertKit Vs. Beehiiv Vs. Substack

TL;DR: Beehiiv just announced a $12.5M Series A to go after Substack as they and ConvertKit all battle it out to build the best, most monetizable...

Sacra

Online Educator On The Economics Of Online Course Creation

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

Sacra

C-suite At Creator Economy Company #2

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

Sacra

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