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 Kissflow&#39;s true valuation at about $400M, based on the assumption of a roughly 15x EV to sales multiple.</li><li>Kissflow focuses on solving problems in the &quot;middle-office&quot; where existing company-wide software suites like CRMs and ERPs do not live.</li><li>By 2025, more than 70% of new applications made by enterprises are expected to use low/no-code, compared to 25% today.</li></ul>

Sacra estimates Kissflow&#39;s true valuation at about $400M, based on the assumption of a roughly 15x EV to sales multiple.Kissflow focuses on solving problems in the &quot;middle-office&quot; where existing company-wide software suites like CRMs and ERPs do not live.By 2025, more than 70% of new applications made by enterprises are expected to use low/no-code, compared to 25% today.

<ul><li>Gamma started as a kind of Notion for slides which made it easy to create slides—to be presented and read.</li><li>Last summer, we were at a point where we’d come a long way as a product.</li><li>The difference between our original launch in August and our launch in March was like night and day.</li></ul>

Gamma started as a kind of Notion for slides which made it easy to create slides—to be presented and read.Last summer, we were at a point where we’d come a long way as a product.The difference between our original launch in August and our launch in March was like night and day.

Jon Noronha, co-founder Of Gamma, On Building AI-powered Slides

<ul><li>Software buyers have always wanted to self-educate before making a large purchase.</li><li>Time-to-value is incredibly important in product-led growth.</li><li>The days of building PLG on “easy mode” are over, and we need to accept that and embrace what’s next.</li></ul>

Software buyers have always wanted to self-educate before making a large purchase.Time-to-value is incredibly important in product-led growth.The days of building PLG on “easy mode” are over, and we need to accept that and embrace what’s next.

Blake Bartlett, Partner At OpenView, On The Future Of product-led Growth

<ul><li>The early use cases were simple CRUD applications where somebody was displaying data from their database in a table and then providing a form to edit and update that data or add new data.</li><li>Today of course, we have a lot of Fortune 100, Fortune 500 companies using us where people will have thousands of users on Appsmith.</li><li>Appsmith today has around 10,000 companies that use us every month, but we have sent zero cold emails and we have never run ads.</li></ul>

The early use cases were simple CRUD applications where somebody was displaying data from their database in a table and then providing a form to edit and update that data or add new data.Today of course, we have a lot of Fortune 100, Fortune 500 companies using us where people will have thousands of users on Appsmith.Appsmith today has around 10,000 companies that use us every month, but we have sent zero cold emails and we have never run ads.

Abhishek Nayak, CEO Of Appsmith, On Building An Open Source Internal Tool Builder

<ul><li>Scale (2021 valuation: $7.3B) launched in 2016 as a Mechanical Turk for machine learning, providing an API and workflow into Filipino, Nigerian and Kenyan workers for machine learning data labeling tasks—in 2022, Scale AI grew 61% to ~$290M in revenue.</li><li>In the post-zero interest rate environment of 2022-23, AV data labeling workloads have declined alongside the decreasing investment in R&D—see the closure of AV startups like Argo AI (2021 valuation: $7.5B) and Lyft (NASDAQ: LYFT) and Uber (NYSE: UBER) discontinuing their self-driving car units.</li><li>Scale’s vertically integrated platform helps them sell into enterprise and government—who have a greater need for consolidation and a harder time hiring to build and secure their own ML infrastructure—with Scale already winning $300M+ in contracts with the Department of Defense to work on image and text analysis for national security.</li></ul>

Scale (2021 valuation: $7.3B) launched in 2016 as a Mechanical Turk for machine learning, providing an API and workflow into Filipino, Nigerian and Kenyan workers for machine learning data labeling tasks—in 2022, Scale AI grew 61% to ~$290M in revenue.In the post-zero interest rate environment of 2022-23, AV data labeling workloads have declined alongside the decreasing investment in R&D—see the closure of AV startups like Argo AI (2021 valuation: $7.5B) and Lyft (NASDAQ: LYFT) and Uber (NYSE: UBER) discontinuing their self-driving car units.Scale’s vertically integrated platform helps them sell into enterprise and government—who have a greater need for consolidation and a harder time hiring to build and secure their own ML infrastructure—with Scale already winning $300M+ in contracts with the Department of Defense to work on image and text analysis for national security.

Scale: The $290M/year Mechanical Turk Of Machine Learning

United States

Website builder with visual editor, CMS, and hosting for no-code custom sites

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

Webflow (WEBFLOW US)

Primer: Kissflow - 06 Oct 2023

Work platform for enterprises to build apps and automate workflows with low-code tools

Sacra

Jon Noronha, co-founder Of Gamma, On Building AI-powered Slides

Sacra interview with Jon Noronha, co-founder of Gamma.

Sacra

Blake Bartlett, Partner At OpenView, On The Future Of product-led Growth

Sacra interview with Blake Bartlett, partner at OpenView.

Sacra

Abhishek Nayak, CEO Of Appsmith, On Building An Open Source Internal Tool Builder

Sacra interview with Abhishek Nayak, CEO and co-founder of Appsmith.

Sacra

Scale: The $290M/year Mechanical Turk Of Machine Learning

Scale (dataset), formerly Scale AI, built a $290M/year revenue business indexed on labeling data for AI in the world of atoms, from autonomous...

Sacra

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)