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>Today, we’re increasingly seeing fintechs diversifying, moving towards alternate models of monetization like subscriptions, interest from deposits and lending, and tips.</li><li>The fintech industry is seeing a trend of consolidation, with larger platforms acquiring smaller fintechs to leverage established customer bases and cross-sell financial products.</li><li>Real-time payments (RTP) may not significantly threaten card networks for consumer-to-business transactions but could revolutionize disbursements and payroll processes.</li></ul>

Today, we’re increasingly seeing fintechs diversifying, moving towards alternate models of monetization like subscriptions, interest from deposits and lending, and tips.The fintech industry is seeing a trend of consolidation, with larger platforms acquiring smaller fintechs to leverage established customer bases and cross-sell financial products.Real-time payments (RTP) may not significantly threaten card networks for consumer-to-business transactions but could revolutionize disbursements and payroll processes.

<ul><li>Sacra estimates that Grafana hit $270M annual recurring revenue (ARR) in June 2024, up 69% year-over-year, monetizing just 1% of its 20M users.</li><li>Grafana is one of the fastest-growing devops companies by revenue, one of the biggest open source projects in the world by contributions and users—and yet it only monetizes 1% of its total user base.</li><li>Grafana&#39;s open source model and &quot;big tent&quot; interoperability have enabled it to efficiently acquire customers and expand their $50B+ observability TAM as data volumes and sources proliferate.</li></ul>

Sacra estimates that Grafana hit $270M annual recurring revenue (ARR) in June 2024, up 69% year-over-year, monetizing just 1% of its 20M users.Grafana is one of the fastest-growing devops companies by revenue, one of the biggest open source projects in the world by contributions and users—and yet it only monetizes 1% of its total user base.Grafana&#39;s open source model and &quot;big tent&quot; interoperability have enabled it to efficiently acquire customers and expand their $50B+ observability TAM as data volumes and sources proliferate.

<ul><li>Our solution was to offer a crypto wallet paired with a card that allows companies to store funds in a stablecoin like USDC.</li><li>Kapital launched a product that lets SMEs deposit their funds into Kapital and get access to stablecoins alongside local currency.</li><li>Crypto comes into play for executing the cross-border payment to the vendor seamlessly.</li></ul>

Our solution was to offer a crypto wallet paired with a card that allows companies to store funds in a stablecoin like USDC.Kapital launched a product that lets SMEs deposit their funds into Kapital and get access to stablecoins alongside local currency.Crypto comes into play for executing the cross-border payment to the vendor seamlessly.

Fernando Sandoval, co-founder Of Kapital, On Stablecoins For cross-border Payments

<ul><li>In terms of milestones, we just crossed 350 customers, and that's something we're happy about.</li><li>We saw an opportunity where things were challenging in the mid-market, it didn't look like it was going to get any easier with all the competition, but we were seeing surprisingly strong pull downmarket from these SMBs who wanted to use the product.</li><li>Basically every company needs to report on their numbers—the crucial thing is that at any point in the year, any company will need to be reporting on their numbers—whether it's the ARR reporting, whether it's their burn and runway or that kind of stuff.</li></ul>

In terms of milestones, we just crossed 350 customers, and that's something we're happy about.We saw an opportunity where things were challenging in the mid-market, it didn't look like it was going to get any easier with all the competition, but we were seeing surprisingly strong pull downmarket from these SMBs who wanted to use the product.Basically every company needs to report on their numbers—the crucial thing is that at any point in the year, any company will need to be reporting on their numbers—whether it's the ARR reporting, whether it's their burn and runway or that kind of stuff.

Taimur Abdaal, CEO And co-founder Of Causal, On The Future Of The "Better Spreadsheet"

<ul><li>In January, HubSpot (NYSE: HUBS) announced that it was acquiring data enrichment platform Clearbit and its data on 20 million companies and 500 million people.</li><li>Our plan was always to be on the trajectory that we wanted. And so our trajectory to $100 million in a six to seven-year time horizon was the goal.</li><li>It is a really privileged position to be in where you don&#39;t need additional capital and can grow at rates that could set you up for an IPO.</li></ul>

In January, HubSpot (NYSE: HUBS) announced that it was acquiring data enrichment platform Clearbit and its data on 20 million companies and 500 million people.Our plan was always to be on the trajectory that we wanted. And so our trajectory to $100 million in a six to seven-year time horizon was the goal.It is a really privileged position to be in where you don&#39;t need additional capital and can grow at rates that could set you up for an IPO.

United States

Software for finance teams to manage corporate cards, bill pay, and accounting

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The Future Of Interchange

Early fintechs like Chime scaled to $100M+ with nearly all their revenue coming from interchange—the fee they generate every time their customers...

Sacra

Grafana At $270M/year Growing 69%

TL;DR: Sacra estimates that Grafana hit $270M annual recurring revenue (ARR) in June 2024, up 69% year-over-year, monetizing just 1% of its 20M...

Sacra

Fernando Sandoval, co-founder Of Kapital, On Stablecoins For cross-border Payments

There's two basic types of stablecoin products in the Kapital context: the customer-facing stablecoins that SMEs want to hold their funds in, and...

Sacra

Taimur Abdaal, CEO And co-founder Of Causal, On The Future Of The "Better Spreadsheet"

Where does Causal have the strongest product-market fit today and what milestones have you hit that you want to share...

Sacra

How Clearbit Sold To HubSpot

In January, HubSpot (NYSE: HUBS) announced that it was acquiring data enrichment platform Clearbit and its data on 20 million companies and 500...

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Future Of Interchange

​​Early fintechs like Chime scaled to $100M+ with nearly all their revenue coming from interchange—the fee they generate every time their customers...

Sacra

Grafana At $270M/year Growing 69%

TL;DR: Sacra estimates that Grafana hit $270M annual recurring revenue (ARR) in June 2024, up 69% year-over-year, monetizing just 1% of its 20M...

Sacra

Fernando Sandoval, co-founder Of Kapital, On Stablecoins For cross-border Payments

There's two basic types of stablecoin products in the Kapital context: the customer-facing stablecoins that SMEs want to hold their funds in, and...

Sacra

Taimur Abdaal, CEO And co-founder Of Causal, On The Future Of The "Better Spreadsheet"

Where does Causal have the strongest product-market fit today and what milestones have you hit that you want to share...

Sacra

How Clearbit Sold To HubSpot

In January, HubSpot (NYSE: HUBS) announced that it was acquiring data enrichment platform Clearbit and its data on 20 million companies and 500...

Sacra

Early fintechs like Chime scaled to $100M+ with nearly all their revenue coming from interchange—the fee they generate every time their customers...