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 Owner hit $100M in annual recurring revenue (ARR) in July 2026, up from $81M at the end of 2025.</li><li>Owner.com raised $240 million in a Series D round in August 2026 at a $2.3 billion post-money valuation, led by Growth Equity at Goldman Sachs Alternatives.</li><li>Owner.com found product-market fit as an all-in-one digital platform for independent restaurant owners who were struggling with high commission fees from third-party delivery apps.</li></ul>

Sacra estimates that Owner hit $100M in annual recurring revenue (ARR) in July 2026, up from $81M at the end of 2025.Owner.com raised $240 million in a Series D round in August 2026 at a $2.3 billion post-money valuation, led by Growth Equity at Goldman Sachs Alternatives.Owner.com found product-market fit as an all-in-one digital platform for independent restaurant owners who were struggling with high commission fees from third-party delivery apps.

<ul><li>During COVID, restaurant margins fell to 1-2% as discovery, ordering and delivery shifted to online aggregators like DoorDash and Uber Eats.</li><li>Sacra estimates Owner hit $34M ARR in 2024, up 113% YoY, as it continues to scale post-COVID at 100%+ YoY.</li><li>Owner's next act hinges on expanding beyond the $23B restaurant marketing industry into the $100B+ market for adjacent local services—dog groomers, hardware stores, salons, and more.</li></ul>

During COVID, restaurant margins fell to 1-2% as discovery, ordering and delivery shifted to online aggregators like DoorDash and Uber Eats.Sacra estimates Owner hit $34M ARR in 2024, up 113% YoY, as it continues to scale post-COVID at 100%+ YoY.Owner's next act hinges on expanding beyond the $23B restaurant marketing industry into the $100B+ market for adjacent local services—dog groomers, hardware stores, salons, and more.

<ul><li>Sacra estimates Tarro reached an $85M revenue run rate at the end of 2024, accelerating to 118% YoY growth with ~50% gross margin.</li><li>Tarro lands inside restaurants with outsourced phone order-takers who are 5-10% cheaper than domestic labor, and they expand by selling into additional services like marketing ($8,500/year) and delivery services launched in September 2024.</li><li>Tarro&#39;s hybrid approach of AI-assisted human agents positions it between these extremes, claiming higher accuracy (99.5%) than AI-only solutions while maintaining lower costs than traditional BPOs.</li></ul>

Sacra estimates Tarro reached an $85M revenue run rate at the end of 2024, accelerating to 118% YoY growth with ~50% gross margin.Tarro lands inside restaurants with outsourced phone order-takers who are 5-10% cheaper than domestic labor, and they expand by selling into additional services like marketing ($8,500/year) and delivery services launched in September 2024.Tarro&#39;s hybrid approach of AI-assisted human agents positions it between these extremes, claiming higher accuracy (99.5%) than AI-only solutions while maintaining lower costs than traditional BPOs.

<ul><li>Tarro reached an $85M revenue run rate at the end of 2024, growing 118% YoY.</li><li>Tarro lands inside restaurants with outsourced phone order-takers who are 5-10% cheaper than domestic labor, and they expand by selling into additional services like marketing.</li><li>While recent "Shopify for restaurants" SaaS like ChowNow (General Catalyst, $94M raised) and Lunchbox (Coatue, $72M raised) focused on giving restaurants websites with online ordering & delivery to own and grow revenue through digital, the next wave of vertical SaaS built on voice AI —companies like Tarro, SoundHound, Presto and Hi Auto—look to save restaurants that run at 3-5% margins $30,000+ in labor costs per year.</li></ul>

Tarro reached an $85M revenue run rate at the end of 2024, growing 118% YoY.Tarro lands inside restaurants with outsourced phone order-takers who are 5-10% cheaper than domestic labor, and they expand by selling into additional services like marketing.While recent "Shopify for restaurants" SaaS like ChowNow (General Catalyst, $94M raised) and Lunchbox (Coatue, $72M raised) focused on giving restaurants websites with online ordering & delivery to own and grow revenue through digital, the next wave of vertical SaaS built on voice AI —companies like Tarro, SoundHound, Presto and Hi Auto—look to save restaurants that run at 3-5% margins $30,000+ in labor costs per year.

United States

Call center service routing phone orders for small Chinese restaurants to remote agents

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Tarro (TARRO US)

Primer: Owner - 28 Aug 2026

Software suite for restaurants to manage online ordering, websites, marketing, and loyalty

Sacra

Owner At $34M ARR

TL;DR: During COVID, restaurant margins fell to 1-2% as discovery, ordering and delivery shifted to online aggregators like DoorDash and Uber Eats,...

Sacra

Primer: Tarro - 07 Feb 2025

Call center service routing phone orders for small Chinese restaurants to remote agents

Sacra

Scale AI For Chinese Restaurants

TL;DR: By routing phone-in orders to a Filipino call center, Tarro helps small Chinese restaurants save $30,000+ in annual labor costs. Sacra...

Sacra

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