Private Markets, Angel and Secondary Investing, Sacra

Sacra

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 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>Telehealth usage grew 38x worldwide in the first year of COVID—as European national health services raced to set up telehealth-friendly reimbursement structures, Kry emerged as one of the top digital healthcare providers in Europe, growing 124% from $38M revenue in 2019 to $85M in 2020 and then 92% to $164M in 2021.</li><li>With barriers to entry lowered and competitors flooding into telehealth during the pandemic, the market took a bearish sentiment post-COVID, with Teladoc (NYSE: TDOC) falling by 70% ($294 to $89 per share), Amwell (NYSE: AMWL) falling nearly 86% ($35 to $5 per share), and Hims (NYSE: HIMS) falling 75% (from $24 to under $6 per share).</li><li>Like the locally forged resistance faced by Vikings in their raids across Europe, Kry faces regional threats from established and well-capitalized players such as Doctolib ($815M raised) in France, Ada Health ($189.5M raised) in Germany, Babylon Health ($1.1B revenue in 2022) in the UK, and DocPlanner ($140.5M raised) in Poland.</li></ul>

Telehealth usage grew 38x worldwide in the first year of COVID—as European national health services raced to set up telehealth-friendly reimbursement structures, Kry emerged as one of the top digital healthcare providers in Europe, growing 124% from $38M revenue in 2019 to $85M in 2020 and then 92% to $164M in 2021.With barriers to entry lowered and competitors flooding into telehealth during the pandemic, the market took a bearish sentiment post-COVID, with Teladoc (NYSE: TDOC) falling by 70% ($294 to $89 per share), Amwell (NYSE: AMWL) falling nearly 86% ($35 to $5 per share), and Hims (NYSE: HIMS) falling 75% (from $24 to under $6 per share).Like the locally forged resistance faced by Vikings in their raids across Europe, Kry faces regional threats from established and well-capitalized players such as Doctolib ($815M raised) in France, Ada Health ($189.5M raised) in Germany, Babylon Health ($1.1B revenue in 2022) in the UK, and DocPlanner ($140.5M raised) in Poland.

Kry

Sweden’s $215M/year Telehealth Giant