About Arcadea Group

Arcadea Group is a long-duration investor in typically founder-led vertical software (VSaaS) companies with permanent capital focus. They specialize in high-quality, rapid-growth VSaaS businesses with ultra-long-range potential.

Investment Philosophy

• Founded: 2020/2021 in Toronto, Ontario, Canada
• Focus: Permanent capital for founder-led VSaaS companies
• Duration: Long-term investment horizon with no exit pressure
• Target: High-quality, rapid-growth vertical software businesses

Investment Criteria

• Revenue Range: $1M to ~$20M+ ARR
• Target Markets: All verticals with VSaaS focus
• Structure: Primary capital for 50%+ growth or majority recapitalization/buyout
• Geographic Scope: Global mandate across North America, Europe, Australia, and New Zealand

Portfolio Diversity

With 23+ investments/acquisitions, Arcadea Group serves various verticals:

Aviation & Transportation:

• Spidertracks (aviation tracking and safety)
• FlightLogger (aviation logging and management)

Agriculture & Food:

• AgCode (agricultural software solutions)
• Agdata Holdings/Phoenix (agricultural data management)

Healthcare:

• Intuitive Care (healthcare software solutions)

Technology & Media:

• Computer Information Systems (information management)
• Animati (animation and media software)
• Radfords Software (industry-specific solutions)

Capital Structure

• Committed Capital: $500M permanent capital model
• Investment Approach: Permanent capital with no forced exit timeline
• Target Structure: Growth capital and majority recapitalizations
• Focus: Founder-controlled VSaaS businesses

Global Reach

• Primary Base: Toronto, Ontario, Canada
• Investment Geography: North America, Europe, Australia, New Zealand
• Market Coverage: Global mandate for vertical software investments
• Approach: Long-term partnership with founder-led businesses

Value Proposition

Arcadea Group offers VSaaS companies:

• Permanent capital structure with no exit pressure
• Focus on founder-controlled businesses
• Long-term growth partnership
• Global investment mandate
• Specialized expertise in vertical software markets
• Ultra-long-range investment horizon