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 Recall.ai hit $31M in annual recurring revenue (ARR) in January 2026, up from $26M ARR at the end of 2025 and $8M ARR at the end of 2024.</li><li>Recall.ai operates as an "infrastructure SaaS" with a B2D (Business-to-Developer) go-to-market model.</li><li>In September 2025, Recall.ai closed a $38M Series B led by Bessemer, bringing total funding to $51M and valuing the company at $250M.</li></ul>

Sacra estimates that Recall.ai hit $31M in annual recurring revenue (ARR) in January 2026, up from $26M ARR at the end of 2025 and $8M ARR at the end of 2024.Recall.ai operates as an "infrastructure SaaS" with a B2D (Business-to-Developer) go-to-market model.In September 2025, Recall.ai closed a $38M Series B led by Bessemer, bringing total funding to $51M and valuing the company at $250M.

<ul><li>Vidyard closed a $15M funding round in April 2024, bringing total funding raised to approximately $91M.</li><li>In February 2025, Vidyard launched Video Sales Agent to automate personalized video outreach for sellers.</li><li>Vidyard operates a B2B SaaS model targeting sales, marketing, and customer success teams within mid-market and enterprise organizations.</li></ul>

Vidyard closed a $15M funding round in April 2024, bringing total funding raised to approximately $91M.In February 2025, Vidyard launched Video Sales Agent to automate personalized video outreach for sellers.Vidyard operates a B2B SaaS model targeting sales, marketing, and customer success teams within mid-market and enterprise organizations.

<ul><li>Velvet raised approximately $500,000 in a pre-seed round as part of Y Combinator's Fall 2025 batch.</li><li>Velvet consolidates this fragmented workflow into a single browser-based video studio that integrates leading AI models behind a unified timeline editor.</li><li>Velvet's team demonstrated the platform's capabilities by producing their own YC launch video in approximately 5 hours for $50 in generation credits.</li></ul>

Velvet raised approximately $500,000 in a pre-seed round as part of Y Combinator's Fall 2025 batch.Velvet consolidates this fragmented workflow into a single browser-based video studio that integrates leading AI models behind a unified timeline editor.Velvet's team demonstrated the platform's capabilities by producing their own YC launch video in approximately 5 hours for $50 in generation credits.

<ul><li>As AI commoditizes video creation features like AI avatars, transcription, and dubbing, AI-native startups like Synthesia are colliding with incumbent platforms like Canva, Vimeo &amp; Wistia around the vision of an all-in-one AI video workflow platform.</li><li>Starting with COVID circa 2020-2022, two trends put every person in front of the camera and drove mass acceptance of low-fi video.</li><li>As AI video avatar startups like Synthesia ($146M ARR in September 2025) and HeyGen ($95M ARR in September 2025) exploded in 2023, B2B video went from scarce to incredibly abundant with AI platforms monetizing high-velocity video creation.</li></ul>

As AI commoditizes video creation features like AI avatars, transcription, and dubbing, AI-native startups like Synthesia are colliding with incumbent platforms like Canva, Vimeo &amp; Wistia around the vision of an all-in-one AI video workflow platform.Starting with COVID circa 2020-2022, two trends put every person in front of the camera and drove mass acceptance of low-fi video.As AI video avatar startups like Synthesia ($146M ARR in September 2025) and HeyGen ($95M ARR in September 2025) exploded in 2023, B2B video went from scarce to incredibly abundant with AI platforms monetizing high-velocity video creation.

<ul><li>Sacra estimates Otter crossed $100M ARR in March 2025, up from $81M at the end of 2024.</li><li>With AI enabling Otter customers to do more with transcripts like create and assign todos, chat with them, and get call coaching and sales insights, Sacra estimates that Otter crossed $100M in annual recurring revenue (ARR) at the end of March 2025, up from $81M ARR at the end of 2024.</li><li>As transcription has been commoditized, meeting recording has become highly competitive between other horizontal bots like Fireflies ($19M raised, Lightspeed), sales/success-focused notetakers like Grain ($51M raised, Tiger Global), AI-native agents like Granola ($24M raised, Spark Capital), and vertical SaaS tools like HubSpot (NYSE: HUBS) and Apollo ($134M ARR) embedding call recording as a monetization lever.</li></ul>

Sacra estimates Otter crossed $100M ARR in March 2025, up from $81M at the end of 2024.With AI enabling Otter customers to do more with transcripts like create and assign todos, chat with them, and get call coaching and sales insights, Sacra estimates that Otter crossed $100M in annual recurring revenue (ARR) at the end of March 2025, up from $81M ARR at the end of 2024.As transcription has been commoditized, meeting recording has become highly competitive between other horizontal bots like Fireflies ($19M raised, Lightspeed), sales/success-focused notetakers like Grain ($51M raised, Tiger Global), AI-native agents like Granola ($24M raised, Spark Capital), and vertical SaaS tools like HubSpot (NYSE: HUBS) and Apollo ($134M ARR) embedding call recording as a monetization lever.

United States

Video marketing software for businesses to create, host, and analyze on-brand video content

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Wistia (WISTIA US)

Primer: Recall.ai - 10 Feb 2026

API for deploying bots to capture data from video conferencing meetings

Sacra

Primer: Vidyard - 22 Dec 2025

Platform for businesses to create, host, and analyze video content to enhance marketing and sales efforts

Sacra

Primer: Velvet - 03 Nov 2025

Tool for creative teams to instantly generate and edit cinematic AI videos

Sacra

Video Scarcity To Video Abundance

TL;DR: As AI commoditizes video creation features like AI avatars, transcription, and dubbing, AI-native startups like Synthesia are colliding with...

Sacra

Otter At $100M ARR

TL;DR: As COVID turned every meeting into a Zoom call, Otter’s automatic transcription meeting bots became ever-present, driving a viral growth...

Sacra

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