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>Alvys closed a $40M Series B in September 2025 led by RTP Global, though the company has not disclosed its post-money valuation from this round.</li><li>The company says it serves 1,000+ customers and has tripled revenue in each of the past two years, aiming to double again in 2025.</li><li>Alvys operates as a B2B SaaS platform targeting small-to-mid-market trucking companies and freight brokers.</li></ul>

Alvys closed a $40M Series B in September 2025 led by RTP Global, though the company has not disclosed its post-money valuation from this round.The company says it serves 1,000+ customers and has tripled revenue in each of the past two years, aiming to double again in 2025.Alvys operates as a B2B SaaS platform targeting small-to-mid-market trucking companies and freight brokers.

<ul><li>HappyRobot closed a $44 million Series B round in September 2025 led by Base10 Partners at approximately $500 million valuation.</li><li>HappyRobot operates a B2B SaaS model selling AI worker subscriptions to logistics enterprises.</li><li>HappyRobot&#39;s go-to-market strategy relies heavily on Forward-Deployed Engineers who work on-site with customers to customize AI workers for specific operational needs.</li></ul>

HappyRobot closed a $44 million Series B round in September 2025 led by Base10 Partners at approximately $500 million valuation.HappyRobot operates a B2B SaaS model selling AI worker subscriptions to logistics enterprises.HappyRobot&#39;s go-to-market strategy relies heavily on Forward-Deployed Engineers who work on-site with customers to customize AI workers for specific operational needs.

<ul><li>Overhaul raised $105 million in Series C funding in August 2025, led by Springcoast Partners and Edison Partners, with additional debt financing from MidCap Financial.</li><li>The platform operates seven global control centers staffed by former law enforcement analysts who can intervene directly or coordinate with local police and private security during incidents.</li><li>Overhaul's cargo insurance brokerage provides access to the $60-70 billion global cargo insurance market, which is typically inaccessible to traditional software vendors.</li></ul>

Overhaul raised $105 million in Series C funding in August 2025, led by Springcoast Partners and Edison Partners, with additional debt financing from MidCap Financial.The platform operates seven global control centers staffed by former law enforcement analysts who can intervene directly or coordinate with local police and private security during incidents.Overhaul's cargo insurance brokerage provides access to the $60-70 billion global cargo insurance market, which is typically inaccessible to traditional software vendors.

<ul><li>The end of the de minimis exemption and new 10–20% tariffs on Chinese parcels have pushed Shein to ship best-selling SKUs in bulk to U.S. warehouses.</li><li>Tariffs are breaking the dropshipping model—previously favored by creators and part-time sellers on TikTok and Whatnot—by wiping out margin and extending shipping times.</li><li>A new ecosystem of companies is emerging to enable a more resilient, diversified ecommerce model of 10% dropship, 30% proprietary designs, and 50% white-label products.</li></ul>

The end of the de minimis exemption and new 10–20% tariffs on Chinese parcels have pushed Shein to ship best-selling SKUs in bulk to U.S. warehouses.Tariffs are breaking the dropshipping model—previously favored by creators and part-time sellers on TikTok and Whatnot—by wiping out margin and extending shipping times.A new ecosystem of companies is emerging to enable a more resilient, diversified ecommerce model of 10% dropship, 30% proprietary designs, and 50% white-label products.

Sherwin Xia, co-founder Of Trendsi, On Building The Shein For Utah Moms

<ul><li>Trendsi was valued at approximately $134.5 million post-money in its Series A round in October 2022.</li><li>Trendsi operates a B2B supply chain platform that enables boutique owners, online sellers, and influencers to sell fashion products without holding inventory.</li><li>Trendsi operates a B2B2C model that combines a two-sided marketplace with vertical supply chain services.</li></ul>

Trendsi was valued at approximately $134.5 million post-money in its Series A round in October 2022.Trendsi operates a B2B supply chain platform that enables boutique owners, online sellers, and influencers to sell fashion products without holding inventory.Trendsi operates a B2B2C model that combines a two-sided marketplace with vertical supply chain services.

United States

AI-powered platform to automate import tax refunds for businesses of all sizes

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Pax (PAXAI US)

Primer: Alvys - 06 Oct 2025

Cloud-based transportation management system integrating dispatch, load management, tracking, billing, and driver management into a single platform

Sacra

Primer: HappyRobot - 25 Sep 2025

AI platform enabling enterprises to build and deploy AI workers for automating communication and operational tasks in logistics

Sacra

Primer: Overhaul - 01 Sep 2025

Platform for in-transit supply chain risk management and intelligence, offering real-time monitoring and proactive threat responses

Sacra

Sherwin Xia, co-founder Of Trendsi, On Building The Shein For Utah Moms

How did Shein get started? How did it take off? And what did consumers really love about it...

Sacra

Primer: Trendsi - 30 Apr 2025

Fashion dropshipping, wholesale, and private labeling platform simplifying sourcing, inventory, and fulfillment

Sacra

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