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>Manna is valued at over $150 million following a $30 million funding round in March 2025 led by Molten Ventures and Tapestry VC.</li><li>Manna operates autonomous drone delivery services using custom-built eight-motor electric aircraft designed to deliver items in suburban neighborhoods.</li><li>The company aims to expand its service area from 150,000 people in Dublin to over 1 million residents by the end of the year.</li></ul>

Manna is valued at over $150 million following a $30 million funding round in March 2025 led by Molten Ventures and Tapestry VC.Manna operates autonomous drone delivery services using custom-built eight-motor electric aircraft designed to deliver items in suburban neighborhoods.The company aims to expand its service area from 150,000 people in Dublin to over 1 million residents by the end of the year.

<ul><li>Alvys closed a $40M Series B in September 2025 led by RTP Global, though the company has not disclosed its post-money valuation from this round.</li><li>The company says it serves 1,000+ customers and has tripled revenue in each of the past two years, aiming to double again in 2025.</li><li>Alvys operates as a B2B SaaS platform targeting small-to-mid-market trucking companies and freight brokers.</li></ul>

Alvys closed a $40M Series B in September 2025 led by RTP Global, though the company has not disclosed its post-money valuation from this round.The company says it serves 1,000+ customers and has tripled revenue in each of the past two years, aiming to double again in 2025.Alvys operates as a B2B SaaS platform targeting small-to-mid-market trucking companies and freight brokers.

<ul><li>HappyRobot closed a $44 million Series B round in September 2025 led by Base10 Partners at approximately $500 million valuation.</li><li>HappyRobot operates a B2B SaaS model selling AI worker subscriptions to logistics enterprises.</li><li>HappyRobot&#39;s go-to-market strategy relies heavily on Forward-Deployed Engineers who work on-site with customers to customize AI workers for specific operational needs.</li></ul>

HappyRobot closed a $44 million Series B round in September 2025 led by Base10 Partners at approximately $500 million valuation.HappyRobot operates a B2B SaaS model selling AI worker subscriptions to logistics enterprises.HappyRobot&#39;s go-to-market strategy relies heavily on Forward-Deployed Engineers who work on-site with customers to customize AI workers for specific operational needs.

<ul><li>Overhaul raised $105 million in Series C funding in August 2025, led by Springcoast Partners and Edison Partners, with additional debt financing from MidCap Financial.</li><li>The platform operates seven global control centers staffed by former law enforcement analysts who can intervene directly or coordinate with local police and private security during incidents.</li><li>Overhaul's cargo insurance brokerage provides access to the $60-70 billion global cargo insurance market, which is typically inaccessible to traditional software vendors.</li></ul>

Overhaul raised $105 million in Series C funding in August 2025, led by Springcoast Partners and Edison Partners, with additional debt financing from MidCap Financial.The platform operates seven global control centers staffed by former law enforcement analysts who can intervene directly or coordinate with local police and private security during incidents.Overhaul's cargo insurance brokerage provides access to the $60-70 billion global cargo insurance market, which is typically inaccessible to traditional software vendors.

<ul><li>With DoorDash, Uber and others paying $50B to drivers annually and continually increasing labor costs courtesy of worker re-classifications and earnings regulations, autonomous delivery's 10x cost reduction turns from nice-to-have into existential necessity for platforms to maintain margins.</li><li>Autonomous food delivery has to be engineered for “two nines on the way to three” (99.9%) via one‑to‑many teleops oversight paired with autonomy that keeps interventions rare enough for an operator to safely oversee 10+ robots—versus human drivers' 95-98% reliability that destroys profits through refunds on late or missing orders.</li><li>Ground-based delivery robots (Coco Robotics, Serve, Starship) handle heavy payloads like pizza boxes and 2-liter sodas in urban environments and in adverse weather conditions while aerial drones struggle in rain, snow & high winds and spend 3-15 minutes hovering per-delivery, killing battery & speed.</li></ul>

With DoorDash, Uber and others paying $50B to drivers annually and continually increasing labor costs courtesy of worker re-classifications and earnings regulations, autonomous delivery's 10x cost reduction turns from nice-to-have into existential necessity for platforms to maintain margins.Autonomous food delivery has to be engineered for “two nines on the way to three” (99.9%) via one‑to‑many teleops oversight paired with autonomy that keeps interventions rare enough for an operator to safely oversee 10+ robots—versus human drivers' 95-98% reliability that destroys profits through refunds on late or missing orders.Ground-based delivery robots (Coco Robotics, Serve, Starship) handle heavy payloads like pizza boxes and 2-liter sodas in urban environments and in adverse weather conditions while aerial drones struggle in rain, snow & high winds and spend 3-15 minutes hovering per-delivery, killing battery & speed.

Zach Rash & Daniel Singer, CEO & CBO Of Coco Robotics, On Why Ground Delivery Beats Drones

Canada

Autonomous drone network for delivering physical goods

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Zipline (ZIPLINE CA)

Primer: Manna - 07 Dec 2025

Drone delivery service enabling rapid, autonomous delivery of goods including food, groceries, and medicines

Sacra

Primer: Alvys - 06 Oct 2025

Cloud-based transportation management system integrating dispatch, load management, tracking, billing, and driver management into a single platform

Sacra

Primer: HappyRobot - 25 Sep 2025

AI platform enabling enterprises to build and deploy AI workers for automating communication and operational tasks in logistics

Sacra

Primer: Overhaul - 01 Sep 2025

Platform for in-transit supply chain risk management and intelligence, offering real-time monitoring and proactive threat responses

Sacra

Zach Rash & Daniel Singer, CEO & CBO Of Coco Robotics, On Why Ground Delivery Beats Drones

Coco was founded in 2020 specifically to tackle last-mile delivery. What was that original moment—the problem you were really fired up to solve...

Sacra

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