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>Merge found initial traction with B2B SaaS companies struggling to build and maintain integrations.</li><li>Early customers like Ramp used Merge to quickly build HR integrations for their "Ramp for HR" product.</li><li>By October 2022, Merge had grown to 55 employees and raised $75 million in funding, positioning itself as a key player in the B2B integration space.</li></ul>

Merge found initial traction with B2B SaaS companies struggling to build and maintain integrations.Early customers like Ramp used Merge to quickly build HR integrations for their "Ramp for HR" product.By October 2022, Merge had grown to 55 employees and raised $75 million in funding, positioning itself as a key player in the B2B integration space.

<ul><li>Make was formerly known as Integromat—built by the Czech systems integrator Integrators.cz as part of their work doing integration consulting work for large Czech companies like banks.</li><li>For several years, Make differentiated from Zapier on the basis of being lower-cost, having a visual automation builder (as opposed to Zapier&#39;s more linear, table-based builder), and having 2x more API endpoints per app (though fewer apps overall, with Make boasting 1,600 app integrations to Zapier&#39;s 5,000+).</li><li>In August 2023, Zapier released a visual builder to go along with their more linear builder experience, but the pricing is still a point of differentiation—the core paid plan on Make is $9/month with an allowance for 10,0000 tasks per month, while on Zapier the equivalent plan costs $19/month and only allows for 750 tasks per month.</li></ul>

Make was formerly known as Integromat—built by the Czech systems integrator Integrators.cz as part of their work doing integration consulting work for large Czech companies like banks.For several years, Make differentiated from Zapier on the basis of being lower-cost, having a visual automation builder (as opposed to Zapier&#39;s more linear, table-based builder), and having 2x more API endpoints per app (though fewer apps overall, with Make boasting 1,600 app integrations to Zapier&#39;s 5,000+).In August 2023, Zapier released a visual builder to go along with their more linear builder experience, but the pricing is still a point of differentiation—the core paid plan on Make is $9/month with an allowance for 10,0000 tasks per month, while on Zapier the equivalent plan costs $19/month and only allows for 750 tasks per month.

Alloy Automation / Private Capital Markets

<ul><li>Along with the explosion of vertical SaaS companies, we’ve seen that people building those integrations in-house are slowly starting to realize it's becoming unmanageable.</li><li>Ultimately, long-term and currently, a lot of ETL tools and iPaaS tools are jointly educating the market on what our differences are and why we shouldn't be bucketed together.</li><li>AI and LLMs decreasing the barrier to entry is going to create so much more software for super niche use cases.</li></ul>

Along with the explosion of vertical SaaS companies, we’ve seen that people building those integrations in-house are slowly starting to realize it's becoming unmanageable.Ultimately, long-term and currently, a lot of ETL tools and iPaaS tools are jointly educating the market on what our differences are and why we shouldn't be bucketed together.AI and LLMs decreasing the barrier to entry is going to create so much more software for super niche use cases.

Sara Du, co-founder And CEO Of Alloy, On iPaas Vs. Universal APIs

<ul><li>Sacra estimates Tray.io hit $70M in annual recurring revenue (ARR) in 2023, up approximately 40% year-over-year from $50M ARR in 2021, and up from just $500K ARR in 2018.</li><li>Tray.io is a subscription SaaS company that offers a low-code automation platform for enterprises, with pricing based on a combination of user seats and usage volume.</li><li>The company has the opportunity to grow and expand into adjacent markets like AI-powered process optimization, advanced data analytics, and enterprise-wide workflow management.</li></ul>

Sacra estimates Tray.io hit $70M in annual recurring revenue (ARR) in 2023, up approximately 40% year-over-year from $50M ARR in 2021, and up from just $500K ARR in 2018.Tray.io is a subscription SaaS company that offers a low-code automation platform for enterprises, with pricing based on a combination of user seats and usage volume.The company has the opportunity to grow and expand into adjacent markets like AI-powered process optimization, advanced data analytics, and enterprise-wide workflow management.

<ul><li>Guest: Yeah, I think a fair amount, to be honest.</li><li>And my guess is that a lot of the value will be captured in the top 10 integrations.</li><li>It’s like the land of forgotten toys, And then I think it becomes a lot harder to enforce the premium pricing, which has already gone up a lot.</li></ul>

Guest: Yeah, I think a fair amount, to be honest.And my guess is that a lot of the value will be captured in the top 10 integrations.It’s like the land of forgotten toys, And then I think it becomes a lot harder to enforce the premium pricing, which has already gone up a lot.

Senior Executive At no-code Startup On The Rise Of Native Integrations

United States

Low-code tool for automating workflows and integrating SaaS apps via drag-and-drop builder

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Tray.io (IO US)

Primer: Merge - 02 Sep 2024

API for accessing multiple third-party services through a unified data model

Sacra

Primer: Make - 06 Oct 2023

No-code automation tool for building workflows across thousands of integrated apps

Sacra

Sara Du, co-founder And CEO Of Alloy, On iPaas Vs. Universal APIs

You're a B2B SaaS company in 2023. How do you build integrations and how has that process changed over the last 5 years? What will it look like...

Sacra

Primer: Tray.io - 24 Jul 2023

Low-code tool for automating workflows and integrating SaaS apps via drag-and-drop builder

Sacra

Senior Executive At no-code Startup On The Rise Of Native Integrations

Our first of 3 expert interviews with senior executives and founders on the future of Zapier and the no-code industry.

Sacra

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