Company

Sacra

Equity research firm that publishes reports, revenue estimates and executive interviews on private technology companies and startups.

Current stories

investConfirmed6 publishers

Airtable and Miro's own balance sheets fund a third of what Bending Spoons agreed to pay

Bending Spoons has bought two of the decade's better-known B2B software brands inside about a month, and in both the cash the companies had banked went back to sellers at face value while the growth rate moved the price.

Publishers:eu-startups.commorningstar.compymnts.comsaastr.comsifted.eutechfundingnews.com

Perspective Coverage

6 publishers

Builder: Builder 10%
Operator: Operator 38%
Investor: Investor 52%

Reality

Evidence66
Adoption52
Hype gap+20
Incentives58
Confidence63

investOne report1 publisher

An existing Zipline backer is negotiating to lead the round that reprices it at $20bn

Bloomberg reports Zipline is in early talks for about $1bn at roughly $20bn, with Paradigm, a shareholder since March, in line to lead. That is 2.6 times the $7.6bn its Series H set in January.

Publishers:techfundingnews.com

Reality

Evidence42
Adoption52
Hype gap+30
Incentives72
Confidence45

investOne report1 publisher

Runway's ARR doubled to $200M in five months, driven by enterprise growth

The revenue Runway names is advertising and marketing production, and the Paris robotics team it just absorbed has produced none of it, which makes world models an option that ad money is currently funding.

Publishers:techtimes.com

Reality

Evidence33
Adoption62
Hype gap+41
Incentives74
Confidence47

investOne report1 publisher

Oura's $3B IPO asks $16B for a business where four fifths of revenue is still hardware

The 45% markup in eleven months is measured off October's $11B round. Membership at $5.99 covers roughly a fifth of forecast 2026 sales, and the draft filing carries no audited numbers.

Publishers:techfundingnews.com

Reality

Evidence34
Adoption62
Hype gap+38
Incentives72
Confidence40

investConfirmed3 publishers

Higgsfield's $400M round prices the collapse of production cost, and agencies are the line item

Goldman Sachs and Intel are funding a company whose founder says broadcast-quality video fell from $100,000 to $500 a minute. The enterprise revenue mix is the part to read closely.

Publishers:cryptopolitan.compymnts.comtechfundingnews.com

Perspective Coverage

3 publishers

Builder: Builder 27%
Operator: Operator 38%
Investor: Investor 35%

Reality

Evidence44
Adoption57
Hype gap+33
Incentives74
Confidence56