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 80% of our investments have been at the Pre-Seed, 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 1.5 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 minority GP stake acquisition in crypto investment firm Polychain.
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 and compounding wealth, as well as generating yield. Our funds are low cost, tax efficient, and primarily passive.
2025
We're thrilled to celebrate our 10 year anniversary. We plan to share our first Founder Letter summarizing everything we've learned over the last decade.
ARCADE DISPATCH
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