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2022-12-08

The $33M ARR About.me for Gen Z

Hey everyone! ๐Ÿ‘‹ TL;DR: Link-in-bio companies found initial product-market fit as a demilitarized zone (DMZ) that created a buffer between authoritarian, puritanical social media platforms like TikTok/Instagram and debaucherous, prosperous...


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2022-12-01

The $6.8B Dropbox of secrets

Hey everyone! ๐Ÿ‘‹ Sign up for our email list here for weekly insights like this in your inbox. [1password-dropbox-of-secrets] TL;DR: 1Password turned their bootstrapped consumer tool into the โ€œDropbox for...

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2022-11-17

The $72M ARR Google Suite of generative AI

Hey everyone! ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [the-google-docs-of-generative-ai] TL;DR: Generative AI copywriting apps Jasper ($72M ARR) and Copy.ai ($11M ARR) grew fast...

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2022-11-10

The $200M/yr Zapier of ETL

TL;DR: Fivetran ($5.6B) has built a ~$190M a year business as the Zapier of ETL, but like Zapier, they face an existential threat as SaaS companies like Salesforce and Stripe...

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2022-11-03

The Xbox of connected fitness

Hey everyone! ๐Ÿ‘‹ TL;DR: Post-COVID headwinds broke the unit economics of connected fitnessโ€”now, weโ€™re seeing startups vie to build the core fitness "gaming console" of this emerging ecosystem with software...

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2022-10-28

The APIs funding $10T to neobanks

Hey everyone! TL;DR: Direct deposit switching APIs like Pinwheel are redirecting the $10T of payroll deposited in incumbent banks towards neobanks and novel vertical finance apps. Read our interview with...

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2022-10-19

The Cash App for the global labor market

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [cash-app-global-labor-market] TL;DR: Global payroll companies like Deel, along with up-and-comers like Wingspan and Bonsai and...

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2022-10-06

The telehealth capital cycle

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [telehealth-capital-cycle] TL;DR: D2C telehealth companies have come a long way from hocking generic Viagra, but...

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2022-09-29

Deel at $100M ARR

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [deel-100m-arr] Yesterday, global payroll company Deel announced that 20 months after launching, it hit $100M...

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2022-09-29

The fat data layer in B2B SaaS

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [fat-data-layer-b2b-saas] TL;DR: We interviewed Julia Schottenstein from dbt Labs, Sean Lynch from Census, Earl Lee...

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2022-09-15

How Figma defied Adobe's bundlenomics

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [how-figma-defied-adobe-bundlenomics] TL;DR: Figma's $20B sale to Adobe reflects both that it beat back Adobe's attempt...

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2022-08-26

The new atomic unit of the private markets

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [atomic-unit-private-markets] TL;DR: LP interests in SPVs are the next frontier, taking over from the cap...

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2022-08-18

Mint for the 0.1%

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [mint-for-the-ultra-wealthy] TL;DR: We interviewed Carta CFO Charly Kevers, Savvy CEO Ritik Malhotra, and produced a...

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2022-08-11

Gusto vs. Rippling vs. Deel vs. Check

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [gusto-vs-rippling-vs-deel-vs-check] TL;DR: We did a report on Gustoโ€”check it out here. Sacra members can access...

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2022-08-03

The order book for the private markets

Hi everyone ๐Ÿ‘‹ Sign up to our email list for more weekly private market insights. [order-book-for-the-private-markets] Weโ€™re excited to announce our partnership with Hiive, which is embedding Sacra research directly...

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