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>I joined Skydio in November 2020.</li><li>Skydio is the only drone companies where all the hardware components are made in the US.</li><li>Adam [founder and CEO Adam Bry] had to develop groundbreaking technology.</li></ul>

I joined Skydio in November 2020.Skydio is the only drone companies where all the hardware components are made in the US.Adam [founder and CEO Adam Bry] had to develop groundbreaking technology.

Enterprise Sales Director At Skydio On Selling Autonomy To Energy & Government Buyers

<ul><li>Right when I came on board, we started switching over to the more professional set.</li><li>In construction, if an excavator goes down, contractors can't wait for somebody ten states away or two continents away to help.</li><li>I&#39;d say 80%-plus use drones at least monthly.</li></ul>

Right when I came on board, we started switching over to the more professional set.In construction, if an excavator goes down, contractors can't wait for somebody ten states away or two continents away to help.I&#39;d say 80%-plus use drones at least monthly.

Head Of Business Development At Propeller Aero On Bringing Drone Mapping To Construction And Earthmoving

<ul><li>U.S.-China tension has created a premium domestic drone market virtually overnight: Customers across the commercial drone value-chain, not just government customers, are banning DJI, yet alternatives still fall short of DJI-class performance with substitutes from Freefly or Skydio at ASPs 2x or 3x higher than DJI while under-delivering on sensor quality, zoom and flight time.</li><li>Software and AI are already slashing post-flight imagery- and data-analysis costs, and the gains mean end customers can process data from flights much more quickly and cheaply than in the past, upping throughput and potentially — demand for hardware, sensors, and flight services:</li><li>Large engineering-services firms and smaller contractors play a key part in the UAS value chain, purchasing drones in order to then provide services to commercial and government customers, which often prefer to outsource UAS-purchasing and piloting given their demand for UAS flights is bursty rather than routine and predictable.</li></ul>

U.S.-China tension has created a premium domestic drone market virtually overnight: Customers across the commercial drone value-chain, not just government customers, are banning DJI, yet alternatives still fall short of DJI-class performance with substitutes from Freefly or Skydio at ASPs 2x or 3x higher than DJI while under-delivering on sensor quality, zoom and flight time.Software and AI are already slashing post-flight imagery- and data-analysis costs, and the gains mean end customers can process data from flights much more quickly and cheaply than in the past, upping throughput and potentially — demand for hardware, sensors, and flight services:Large engineering-services firms and smaller contractors play a key part in the UAS value chain, purchasing drones in order to then provide services to commercial and government customers, which often prefer to outsource UAS-purchasing and piloting given their demand for UAS flights is bursty rather than routine and predictable.

Director Of UAS Operations At NV5 On Navigating The DJI Ban To Build A Compliant Drone Fleet

<ul><li>With federal buyers moving away from China's DJI, California’s Skydio is well-positioned to capitalize as a domestic drone producer that can help satisfy the aims of Trump's "Drone Dominance" executive order.</li><li>Sacra estimates Skydio hit $180M in revenue in 2024, up 80% YoY from $100M in 2023.</li><li>As Blue List procurement restrictions expand outwards from the DoD to all defense contractors (Oct 2024) to any federally funded agency (late 2025), Skydio is positioned to be the domestic DJI replacement that helps fulfill Trump’s Drone Dominance executive order about supporting the U.S.’s domestic drone capabilities.</li></ul>

With federal buyers moving away from China's DJI, California’s Skydio is well-positioned to capitalize as a domestic drone producer that can help satisfy the aims of Trump's "Drone Dominance" executive order.Sacra estimates Skydio hit $180M in revenue in 2024, up 80% YoY from $100M in 2023.As Blue List procurement restrictions expand outwards from the DoD to all defense contractors (Oct 2024) to any federally funded agency (late 2025), Skydio is positioned to be the domestic DJI replacement that helps fulfill Trump’s Drone Dominance executive order about supporting the U.S.’s domestic drone capabilities.

<ul><li>Teal Drones has raised approximately $14 million in total funding since its founding in 2015.</li><li>The company operates as a vertically integrated defense contractor with a B2B go-to-market model focused on government and military customers.</li><li>The U.S. Army SRR program provides immediate scale with 5,880 systems planned over five years.</li></ul>

Teal Drones has raised approximately $14 million in total funding since its founding in 2015.The company operates as a vertically integrated defense contractor with a B2B go-to-market model focused on government and military customers.The U.S. Army SRR program provides immediate scale with 5,880 systems planned over five years.

Singapore

Autonomous drone system for inspections, surveillance, and public safety operations

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Skydio (SKYDIO SG)

Enterprise Sales Director At Skydio On Selling Autonomy To Energy & Government Buyers

Can you tell me a bit about your background in the drone industry...

Sacra

Head Of Business Development At Propeller Aero On Bringing Drone Mapping To Construction And Earthmoving

To get started, could you walk me through what Propeller's core value proposition was when you joined and how that changed, if at all, by the time...

Sacra

Director Of UAS Operations At NV5 On Navigating The DJI Ban To Build A Compliant Drone Fleet

Can you first just walk us through your current role and your company and who you usually work with...

Sacra

Skydio At $180M/year Growing 80% YoY

TL;DR: With federal buyers moving away from China's DJI, California’s Skydio is well-positioned to capitalize as a domestic drone producer that can...

Sacra

Primer: Teal Drones - 13 Jul 2025

Developer of small unmanned aerial systems for defense, public safety, and commercial applications

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)