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 Neon hit $25M in annual recurring revenue (ARR) in May 2025.</li><li>Databricks acquired Neon for approximately $1 billion in May 2025, representing a significant premium for the serverless Postgres platform.</li><li>The platform saw explosive growth in database creation, scaling from 20,000 databases in early 2023 to over 700,000 databases by April 2024.</li></ul>

Sacra estimates that Neon hit $25M in annual recurring revenue (ARR) in May 2025.Databricks acquired Neon for approximately $1 billion in May 2025, representing a significant premium for the serverless Postgres platform.The platform saw explosive growth in database creation, scaling from 20,000 databases in early 2023 to over 700,000 databases by April 2024.

<ul><li>PlanetScale raised $50 million in Series C funding in November 2021, led by Kleiner Perkins.</li><li>PlanetScale is a serverless database platform that makes MySQL and Postgres databases scale horizontally without requiring developers to manage sharding or complex database operations.</li><li>PlanetScale's launch of native Postgres support in September 2025 immediately expands its addressable market, since Postgres represents nearly half of all new relational database deployments.</li></ul>

PlanetScale raised $50 million in Series C funding in November 2021, led by Kleiner Perkins.PlanetScale is a serverless database platform that makes MySQL and Postgres databases scale horizontally without requiring developers to manage sharding or complex database operations.PlanetScale's launch of native Postgres support in September 2025 immediately expands its addressable market, since Postgres represents nearly half of all new relational database deployments.

<ul><li>Supabase hit $70M in annually recurring revenue (ARR) in August 2025, up from $30M at the end of 2024 and up 250% year-over-year.</li><li>During the vibe coding boom of 2024-5, Supabase became the default backend integration for both Bolt.new and Lovable, with Sacra estimating that Supabase hit $70M annual recurring revenue (ARR) in September 2025, up from $30M at the end of 2024 and up 250% year-over-year, with user growth up 700%+ YoY and with the company now in talks to raise at a $5B+ valuation for a 71x revenue multiple.</li><li>As vibe coding platforms face pressure to improve their gross margins, they are launching their own platform-native databases, authentication, storage, payments, and more, threatening to disintermediate Supabase and change the dynamic from cooperation to coopetition.</li></ul>

Supabase hit $70M in annually recurring revenue (ARR) in August 2025, up from $30M at the end of 2024 and up 250% year-over-year.During the vibe coding boom of 2024-5, Supabase became the default backend integration for both Bolt.new and Lovable, with Sacra estimating that Supabase hit $70M annual recurring revenue (ARR) in September 2025, up from $30M at the end of 2024 and up 250% year-over-year, with user growth up 700%+ YoY and with the company now in talks to raise at a $5B+ valuation for a 71x revenue multiple.As vibe coding platforms face pressure to improve their gross margins, they are launching their own platform-native databases, authentication, storage, payments, and more, threatening to disintermediate Supabase and change the dynamic from cooperation to coopetition.

United States

Serverless database platform enabling developers to create, scale, and manage MySQL-compatible databases

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PlanetScale (PLANETSCALE US)

Primer: Neon - 07 Dec 2025

Serverless Postgres platform enabling developers to build and scale applications with autoscaling, database branching, and a serverless operating...

Sacra

Primer: PlanetScale - 03 Oct 2025

Serverless database platform enabling developers to create, scale, and manage MySQL-compatible databases

Sacra

Supabase At $70M ARR Growing 250% YoY

TL;DR: Founded in 2020 as an open source alternative to Firebase, Supabase started out as part of the database-as-a-service & backend-as-a-service...

Sacra

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