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Overview
Sacra is a research platform for private markets, angel and secondary investing. We provide research on pre-IPO, growth stage and early-stage companies.
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ConvertKit at $38M ARR
TL;DR:Subscription SaaS creator economy companies likeConvertKitandBeehiivwith simple business models are growing through the creator contraction as the lines start to blur between creators and SMBs. For more, check out our reports onConvertKit(dataset)Be
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OpenAI vs. Anthropic vs. Cohere
TL;DR: The surprise success of ChatGPT has expandedOpenAI's consumer ambitions, creating an opportunity for LLM startups likeAnthropicandCohereto go after businesses and enterprise use cases. For more, check out our reports onAnthropic($200M ARR projected
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Substack: the $19M/year content LVMH
Substack grew revenue an estimated 10x during COVID and built a star-studded roster of writers. Now, it faces growing tensions between building for the mass market and building for its roots as a luxury, niche brand. For more, check out our Substack repor
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Zapier's 100x LLM opportunity
Zapier's ChatGPT plugin gives LLMs the key thing they've been missing: the ability to manipulate external software. But Zapier's mission now is to harness LLMs themselves to reinvent the concept of a 'zap' and commoditize OpenAI-for more, check out our in
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