Arrow Fund — Quarterly Report
Arrow Fund's August 2026 LP memorandum — portfolio metrics, secondary market outlook, active deal pipeline, and upcoming investor network events.
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Every published piece from the Arrow desk — reports, briefs, and long-form articles. Gated pieces are available to qualified investors following a brief conversation.
Arrow Fund's August 2026 LP memorandum — portfolio metrics, secondary market outlook, active deal pipeline, and upcoming investor network events.
Institutional research memorandum on Paradromics' Connexus® BCI program — clinical and regulatory progress, competitive landscape, a risk-adjusted financing-anchor valuation model, and risk assessment.
San Francisco-based foundational AI research lab pursuing sample-efficient model architectures — a $180M Seed round at a $1.5B valuation, with subsequent-round talks reportedly targeting a ~$5.0B mark.
Secondary market & investor demand analysis for Polymarket — capitalization history, institutional demand signals, competitive landscape, valuation framework, and the structural risks facing late-stage holders.
Private market intelligence on Saronic Technologies — capitalization history, combat-validated autonomous surface vessels, commercial strategy, valuation bridge, and the structural risks facing late-stage holders.
Secondary market & investor demand analysis following SpaceX's historic public debut — float dynamics, institutional positioning, valuation re-rating, and the key risks for late-stage holders.
A decision framework for deploying capital into closed cap tables — when to buy shares directly, when to use structured instruments, and the risk most memos miss.