OUR STORY
In 2015, we founded Arcade Group to fund next-generation companies with patient, risk-on capital — investing years before novel ideas become consensus. Over the last decade we've made substantial progress while broadening our focus to include global public equities.
BY THE NUMBERS
150+
Portfolio Companies
Over the last decade, we've invested in over 150 early-stage companies. Historically 90% of our investments have been at the Pre-Seed and Seed stages.
58%
Historical IRR
To date, we've generated a blended internal rate of return of 58.3% across public and private markets. That amounts to doubling the value of our investments every 3 years.
10+
Substantial Exits
Our exits include Palantir, Planet Labs, Guardant Health, Robinhood, and Desktop Metal. As well as public market acquisitions including Playtika's purchase of SuperPlay, Coinbase's purchase of Bison Trails, and Hut 8's merger with U.S. Bitcoin.
TIMELINE
2015
Arcade Group was founded with the mission of funding next-generation companies and embodying patient, risk-on capital over a decades long time horizon.
2016
We founded Blackletter and began making our first venture capital investments. Among them were early investments in Notion and Empower. Followed by our first general partnership acquisition for a minority interest in crypto investment firm Polychain's GP.
2018
We founded Wildside with a $100,000 gift and a commitment to give 5% of our annual profits to the foundation each year. Its sole focus is protecting and preserving the natural world through conservation, rewilding, sustainable farming, and nature education.
2019
2021
We founded Primal Funds to expand our investment practice into global public equities after several years of R&D. Primal Funds are optimized for preserving, compounding, and generating yield using a low cost, tax-efficient approach.
2025
As we look ahead, we're thrilled to celebrate our 10 years anniversary. In 2025, we plan to share our first Annual Letter summarizing everything we've learned over the last decade.
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