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>Snyk (2015) grew to 100K developers in 2 years with its free vulnerability scanning tool that made it easy for Node.js developers to hook up a GitHub repo and automatically scan all its open source dependencies for known vulnerabilities.</li><li>Shrinking development cycles have obsoleted the traditional security review, shifting responsibility for app security from security teams to developers themselves, giving Snyk tailwinds such that Sacra estimates ARR hit $250M in 2023, up 25% year-over-year.</li><li>Snyk is now rebundling security around the developer, taking on incumbents like Palo Alto Networks and Wiz as they expand into container security (Aqua Security), infrastructure-as-code protection (HashiCorp), and cloud security (Wiz).</li></ul>

Snyk (2015) grew to 100K developers in 2 years with its free vulnerability scanning tool that made it easy for Node.js developers to hook up a GitHub repo and automatically scan all its open source dependencies for known vulnerabilities.Shrinking development cycles have obsoleted the traditional security review, shifting responsibility for app security from security teams to developers themselves, giving Snyk tailwinds such that Sacra estimates ARR hit $250M in 2023, up 25% year-over-year.Snyk is now rebundling security around the developer, taking on incumbents like Palo Alto Networks and Wiz as they expand into container security (Aqua Security), infrastructure-as-code protection (HashiCorp), and cloud security (Wiz).

<ul><li>Wiz (founded January 2020) went from $1M ARR to $100M in 18 months, faster than any software company in history, with their agentless scanner that hooks into your AWS, Azure, and/or Google Cloud and prioritizes the most vulnerable attack surfaces.</li><li>Sacra estimates that Wiz is at $396M ARR as of April 2024, up 128% year-over-year, with about 800 customers for an annual contract value of $495K.</li><li>Wiz is betting that their “suicide plan” for building a cybersecurity giant—raising $900M and hiring 750 employees—can get them into multi-year contracts in the enterprise before incumbents can get traction with their own CNAPPs.</li></ul>

Wiz (founded January 2020) went from $1M ARR to $100M in 18 months, faster than any software company in history, with their agentless scanner that hooks into your AWS, Azure, and/or Google Cloud and prioritizes the most vulnerable attack surfaces.Sacra estimates that Wiz is at $396M ARR as of April 2024, up 128% year-over-year, with about 800 customers for an annual contract value of $495K.Wiz is betting that their “suicide plan” for building a cybersecurity giant—raising $900M and hiring 750 employees—can get them into multi-year contracts in the enterprise before incumbents can get traction with their own CNAPPs.

<ul><li>Over time, we worked on merging these two worlds to create a product that now covers a broad range of requirements and serves the needs of various communities.</li><li>This is where attribute-based dynamic data masking, a key feature of the Immuta platform, becomes crucial.</li><li>Detect helps identify scenarios such as overprovisioned access or excessive querying by a single user during odd hours.</li></ul>

Over time, we worked on merging these two worlds to create a product that now covers a broad range of requirements and serves the needs of various communities.This is where attribute-based dynamic data masking, a key feature of the Immuta platform, becomes crucial.Detect helps identify scenarios such as overprovisioned access or excessive querying by a single user during odd hours.

Zachary Friedman, Associate Director Of Product Management At Immuta, On Security In The Modern Data Stack

United States

Cloud security tool for enterprises to detect and prioritize risks across AWS, Azure, GCP

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Wiz (IO US)

Snyk At $250M ARR

TL;DR: Sacra estimates that Snyk hit $250M annual recurring revenue (ARR) in 2023, up 25% year-over-year, as they rebundle the entire app security...

Sacra

Israel's YC Of Cybersecurity

TL;DR: Wiz went from $1M to $100M ARR in 18 months, faster than any software company before—today, Sacra estimates Wiz is at $396M ARR, up 128%...

Sacra

Zachary Friedman, Associate Director Of Product Management At Immuta, On Security In The Modern Data Stack

Sacra interview with Zachary Friedman, associate director of product management at Immuta.

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