Salesforce, Amplitude, and the fat data layer in B2B SaaS
Hi everyone 👋 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...
How Figma defied Adobe's bundlenomics
Hi everyone 👋 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...
Sydecar and the new atomic unit of the private markets
Hi everyone 👋 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...
Compound, Savvy, and the Mint for the 0.1%
Hi everyone 👋 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...
Gusto vs. Rippling vs. Deel vs. Check
Hi everyone 👋 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 Gusto—check it out here. Sacra members can access...
Hiive: the order book for the private markets
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [order-book-for-the-private-markets] We’re excited to announce our partnership with Hiive, which is embedding Sacra research directly...
Vercel, Netlify, and the consumerization of developer tools
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [vercel-netlify-consumerization-dev-tools] TL;DR: We did interviews with Kleiner Perkins’ Bucky Moore, Netlify’s VP of Developer Experience...
How Vanta, Secureframe and Laika are arming the rebels of B2B SaaS
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [vanta-secureframe-laika-arming-the-rebels] TL;DR: We did interviews with the CEOs of Secureframe, Vanta, and Laika—three compliance companies...
Rubrik: the $4B Snowflake of data backups
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [the-4b-snowflake-of-data-backups] TL;DR: We did a report on Rubrik, the enterprise data backup and security company...
Flexport's $140B vision
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [flexport-140b-vision] TL;DR: We did a report on Flexport—check it out here. Key points from our...
Kraken: the unsexy crypto exchange
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [unsexy-crypto-exchange] TL;DR: We did an interview with David Ripley, the COO of Kraken—check it out...
Rutter, Finch, and "Plaid for X"
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [plaid-for-x] Universal APIs serve as middleware that save developers from integrating one-by-one with individual platforms...
Figma, Canva, and the Wasm-enabled startups unseating Adobe Creative Suite
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [wasm-startups-adobe-creative-suite] Gmail launched in 2004, along with Docs and Sheets (created by XL2Web, later acquired...
Why Rippling & Ramp raised up rounds in 2022
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [rippling-ramp-up-rounds-2022] Box passed $300M ARR through its 2015 IPO as a single-product company. Later that...
The NFT winter
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [the-nft-winter] With NFT sales down 92% since September, investors and developers alike are now looking...