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>We have approximately 40,000 customers on our platform, and we've been filing the required forms since year one.</li><li>Guideline services small businesses, with 92% of our clients having never had a 401(k) before.</li><li>Now, we have over $8 billion on the platform, which is significant.</li></ul>

We have approximately 40,000 customers on our platform, and we've been filing the required forms since year one.Guideline services small businesses, with 92% of our clients having never had a 401(k) before.Now, we have over $8 billion on the platform, which is significant.

Kevin Busque And Steven Wu, CEO And CFO Of Guideline, On The 401(k) And Payroll Ecosystem

<ul><li>The dawn of JavaScript and automating repetitive tasks came first, and there were many things that it couldn&#39;t handle.</li><li>Now, the exciting thing is we&#39;re at a new inflection point with AI and the technologies that GPT-3 brings to us.</li><li>Now, we can read those invoices and contracts with AI and make a recommendation for what it is.</li></ul>

The dawn of JavaScript and automating repetitive tasks came first, and there were many things that it couldn&#39;t handle.Now, the exciting thing is we&#39;re at a new inflection point with AI and the technologies that GPT-3 brings to us.Now, we can read those invoices and contracts with AI and make a recommendation for what it is.

Alex Lee, CEO Of Truewind, On The Potential Of GPT-powered Bookkeeping

<ul><li>Founded in Canada, 1Password went from $60M ARR in 2019 to $150M by the end of 2021—they’re expected to surpass $200M ARR by the end of 2022, growing 33% YoY.</li><li>1Password found product-market fit doing for secrets (passwords, credit cards, etc) what Dropbox did for files—making it easy to quickly create, store, and share them with your friends, family, and colleagues.</li><li>1Password’s early growth and stickiness was driven by the proliferation of SaaS apps increasing the number of logins to maintain and an increased number of high-profile password breaches.</li></ul>

Founded in Canada, 1Password went from $60M ARR in 2019 to $150M by the end of 2021—they’re expected to surpass $200M ARR by the end of 2022, growing 33% YoY.1Password found product-market fit doing for secrets (passwords, credit cards, etc) what Dropbox did for files—making it easy to quickly create, store, and share them with your friends, family, and colleagues.1Password’s early growth and stickiness was driven by the proliferation of SaaS apps increasing the number of logins to maintain and an increased number of high-profile password breaches.

<ul><li>Deel launched out of Y Combinator’s Winter ‘19 batch as a way for companies to hire anywhere in the world.</li><li>Today, freelancer earnings represent $1.4T of $25T in annual B2B payments.</li><li>Contractor payroll is quietly becoming a core part of the products of several billion-dollar market cap companies.</li></ul>

Deel launched out of Y Combinator’s Winter ‘19 batch as a way for companies to hire anywhere in the world.Today, freelancer earnings represent $1.4T of $25T in annual B2B payments.Contractor payroll is quietly becoming a core part of the products of several billion-dollar market cap companies.

Contractor Payroll: The $1.4T Market To Build The Cash App For The Global Labor Market

<ul><li>Global payroll companies like Deel ($12B) and Remote ($3B) replicate Gusto’s approach to abstracting away boundaries to hiring on a global scale—positioning themselves to eat up domestic payroll as a use case.</li><li>Gusto drives high margin subscription revenue from SMBs using its payroll/HR services and lower margin commission revenue from insurance carriers for selling medical/vision/dental/life insurance.</li><li>Payroll is still a massive market with several $10B+ giants like ADP ($104B), Paychex ($48B), Paylocity ($14B)—and Gusto is still growing at 50%+ YoY.</li></ul>

Global payroll companies like Deel ($12B) and Remote ($3B) replicate Gusto’s approach to abstracting away boundaries to hiring on a global scale—positioning themselves to eat up domestic payroll as a use case.Gusto drives high margin subscription revenue from SMBs using its payroll/HR services and lower margin commission revenue from insurance carriers for selling medical/vision/dental/life insurance.Payroll is still a massive market with several $10B+ giants like ADP ($104B), Paychex ($48B), Paylocity ($14B)—and Gusto is still growing at 50%+ YoY.

United States

Workforce management software unifying HR, IT, and contractor payroll for global teams

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Rippling (RIPPLING US)

Kevin Busque And Steven Wu, CEO And CFO Of Guideline, On The 401(k) And Payroll Ecosystem

Sacra interview with Kevin Busque and Steven Wu, CEO and CFO of Guideline.

Sacra

Alex Lee, CEO Of Truewind, On The Potential Of GPT-powered Bookkeeping

Sacra interview with Alex Lee, co-founder and CEO of Truewind.

Sacra

1Password: The $6.8B Dropbox Of Secrets

1Password turned their bootstrapped consumer tool into the “Dropbox for secrets”, making ~$200M per year. Now, on the brink of passwordless...

Sacra

Contractor Payroll: The $1.4T Market To Build The Cash App For The Global Labor Market

Some of the biggest B2B companies in the world are going after the $1.4T market for contractor payroll.

Sacra

Gusto Vs. Rippling Vs. Deel Vs. Check

TL;DR: We did a report on Gusto—check it out here. Sacra members can access our full revenue, growth, and comps dataset here...

Sacra

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