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>Today, at more than $100M in annually recurring revenue growing 70% year-over-year, Airtable’s growth is accelerating, both due to COVID tailwinds and Airtable’s aggressive push upmarket.</li><li>Airtable does have the opportunity to be one of the biggest players in the no/low-code industry.</li><li>We estimate Airtable’s ARR at $115M for a valuation of about $7.7B.</li></ul>

Today, at more than $100M in annually recurring revenue growing 70% year-over-year, Airtable’s growth is accelerating, both due to COVID tailwinds and Airtable’s aggressive push upmarket.Airtable does have the opportunity to be one of the biggest players in the no/low-code industry.We estimate Airtable’s ARR at $115M for a valuation of about $7.7B.

Airtable: The $7.7B Roblox Of The Enterprise

<ul><li>The main thing I use it for is our application form to join the community.</li><li>Airtable was definitely the easiest of those.</li><li>Managing and keeping track of my customers has been real useful.</li></ul>

The main thing I use it for is our application form to join the community.Airtable was definitely the easiest of those.Managing and keeping track of my customers has been real useful.

Startup CEO And Founder On Airtable Use Cases And Process

<ul><li>It seemed clear that they were going to be collecting a ton of information on our user behavior, but they were really not used to this more two way street-type relationship.</li><li>There&#39;s Tray.io, and something called Paragon that’s more developer-centric, and both are basically trying to build at the developer level and integration layer so you can deliver more integrations faster and they manage them.</li><li>Zapier is not going to be able to be better than the apps themselves at providing integrations.</li></ul>

It seemed clear that they were going to be collecting a ton of information on our user behavior, but they were really not used to this more two way street-type relationship.There&#39;s Tray.io, and something called Paragon that’s more developer-centric, and both are basically trying to build at the developer level and integration layer so you can deliver more integrations faster and they manage them.Zapier is not going to be able to be better than the apps themselves at providing integrations.

Former Zapier Partner On Zapier's Commoditization Of SaaS

<ul><li>I probably have a dozen apps running right now that save me, I don&#39;t know, five hours a week.</li><li>Zapier already covers my bases.</li><li>Let me invite people directly through a Slack channel.</li></ul>

I probably have a dozen apps running right now that save me, I don&#39;t know, five hours a week.Zapier already covers my bases.Let me invite people directly through a Slack channel.

Bootstrapped CEO And Zapier power-user On Designing An Automation Workflow

<ul><li>In early March, Zapier announced a valuation of $5B and annually recurring revenue of $140M—a remarkable feat on just $1.4M raised.</li><li>Our model values Zapier at $7B in the company’s base case, about 40% higher than the $5B price at which early investors recently sold stock to Sequoia and Steadfast Financial in a secondary sale.</li><li>In our bull case, Zapier builds the no-code super aggregator and is able to grow at 50% CAGR for the next five years, growing into a nearly $30B valuation.</li></ul>

In early March, Zapier announced a valuation of $5B and annually recurring revenue of $140M—a remarkable feat on just $1.4M raised.Our model values Zapier at $7B in the company’s base case, about 40% higher than the $5B price at which early investors recently sold stock to Sequoia and Steadfast Financial in a secondary sale.In our bull case, Zapier builds the no-code super aggregator and is able to grow at 50% CAGR for the next five years, growing into a nearly $30B valuation.

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Automation tool for connecting and triggering actions across thousands of SaaS apps

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Zapier (ZAPIER US)

Airtable: The $7.7B Roblox Of The Enterprise

At more than $100M ARR, we estimate spreadsheet-database hybrid Airtable, co-founded by CEO Howie Liu, to have a valuation at $7.7B based on their...

Sacra

Startup CEO And Founder On Airtable Use Cases And Process

We talked with a startup CEO and founder about how he uses Airtable as a part of his low-code stack for running his business.

Sacra

Former Zapier Partner On Zapier's Commoditization Of SaaS

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

Sacra

Bootstrapped CEO And Zapier power-user On Designing An Automation Workflow

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

Sacra

Zapier: The $7B Netflix Of Productivity

Zapier is an integration platform and marketplace competitive with Integromat and Automate.io. Our base model values Zapier at $7B, up 40% from...

Sacra

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