Figma's PLG sales motion
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [figma-plg-sales-motion] A SaaS company’s sales and marketing expense has historically been its biggest drag on...
Finix and why platforms become payfacs
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [why-platforms-become-payfacs] As millions of businesses join the digital economy to meet the shift in demand...
Salesforce vs. Snowflake
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [salesforce-vs-snowflake] Systems of record like Salesforce ($250B) and HubSpot ($32B) built giant moats by becoming...
Drift, Canva, Loom, and the B2B camera platform
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [b2b-camera-platform] As smartphone cameras became ubiquitous, the initial consumer use case of taking and printing...
JOKR CEO Ralf Wenzel on the biggest misconceptions about ultrafast delivery
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [jokr-ceo-ralf-wenzel-misconceptions] Critics of ultrafast delivery services say they're just another example of VCs subsidizing impossible...
Unbundling FIS and Fiserv, fintech's $137B legacy core
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [unbundling-fis-and-fiserv] Startup fintech services like Lithic and Sila are coming after incumbents like Jack Henry,...
Panther: the Stripe for global payroll
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [stripe-for-global-payroll] As remote work takes off, global payroll companies are coming after ADP, Paychex, Paylocity...
Mux: the AWS of video
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [the-aws-of-video] Online video experienced massive COVID tailwinds, with live streaming driving the rapid ascendance of...
Deel COO Dan Westgarth on the rise of global payroll
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [deel-coo-dan-westgarth-global-payroll-rise] Global payroll startups like Deel, Remote, Papaya Global and Panther are on track to...
Bond CEO and former COO of Twilio Roy Ng on BaaS's business model
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [bond-ceo-roy-ng-baas] BaaS (banking-as-a-service) is in its nascency, pushing $1B in transaction volume through its pipes,...
Canva: the $40B creative suite taking on Microsoft Office and GSuite
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [canva-40b-creative-suite-taking-on-microsoft] Canva has gone from a simple social media asset designer to a nearly $1B...
Banking-as-a-service: The $1T market to build the Twilio of embedded finance
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [banking-as-a-service-market] Today, we launched our report on Banking-as-a-Service: The $1T Market to Build the Twilio...
Introducing the Sacra member bundle ($1,500+ in perks)
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [cash-app-global-labor-market] When we didn't see a bundle of products and discounts designed for the rising...
Sacra this week: $FWB community developer Raihan Anwar and member Colby Holliday
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [fwb-community-raihan-anwar-colby-holliday] On Friday (9/10) at 11am PT/2pm ET, join us for a Q&A with Friends...
Sacra this week: Fixable co-founder Daniel Spinosa
Hi everyone 👋 Sign up to our email list for more weekly private market insights. [sacra-this-week-fixable-cofounder-daniel-spinosa] On Friday (9/17) at 10am PT/1pm ET, join us for an investor Q&A with...