PORTFOLIO | Arcadian Capital

PORTFOLIO ECOSYSTEM

INVESTMENT PROFILE

We have successfully created an investment process designed to be predictable, scalable, and profitable.

Cannabis ancillary companies with proven business models

At, or near the breakeven inflection point with defined plans to achieve profitability

Proven management teams with meaningful equity ownership

Demonstrated commitment to environmental, social, and governance responsibility

Market leaders within their respective verticals

ENTERPRISE DATA & TECHNOLOGY SERVICES

Akerna consolidates cannabis technology companies to connect data points in the global cannabis supply chain. In doing so, Akerna creates one of the world’s most transparent and accountable consumer packaged goods supply chain with global scale. We believe connected data and information will modernize and propel the cannabis industry increasing the power of businesses, governments, patients and consumers to make smart decisions.

BDS Analytics offers a full understanding of the evolving cannabinoids market. Its Retail Sales Tracking, Consumer Insights, and Industry Intelligence, all powered by our industry-leading GreenEdge® platform, work together seamlessly to provide the answers its customers are looking for.

Flowhub innovates how cannabis retailers manage complex compliance mandates, supply chain data, sales transactions and reporting by delivering compliance, point of sale, inventory tracking, and business intelligence data from a single, highly-customizable platform.

Headset builds market leaders. The old model of market research doesn’t fit the new paradigm of cannabis.
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Headset provides leading insights into cannabis consumer trends for today’s world - a world when decisions are made on timely data, not stale, months-old information. You need reliable data that gives you the big picture while allowing you to drill into details, with insight into consumer demographics and shopping behavior sourced directly from retail. Make decisions with confidence so you can quickly take action and get ahead.

Lucid Green provides unfettered access to all of the information people need to be a responsible cannabis consumer while solving critical industry challenges.

Meadow builds powerful dispensary Point of Sale software for cannabis retail and delivery. It builds software solutions for California’s cannabis industry. First Y-Combinator company to operate in the cannabis space.

Treez is an enterprise-quality cannabis business management software platform used by dispensaries and cultivations in the United States to track sales and inventory from seed-to-sale.

Würk is the future of workforce management for cannabis software. payroll, timekeeping, scheduling, 280E management, onboarding, human resources consulting, and more.

MEDIA, ADVERTISING & E-COMMERCE

Founded in 2018 in San Francisco, Custom Social is dedicated to diversity, inclusion and economic growth as the cornerstones of US prosperity and growth. Our tools are made for small and medium sizes businesses, the everyday entrepreneurs that are the backbone of America!

As an aggregation of several notable companies from both inside and outside of cannabis, Enlighten is the first full scale media enterprise solution in the cannabis space. Its technology solutions are intended to increase revenue and awareness and keep customers engaged.

Fyllo is leveling the playing field for cannabis companies with the Fyllo Compliance Cloud, a suite of enterprise-grade software and services powered by RegsTechnology, the largest database of cannabis laws and regulations at the federal, state and local level.

Sava rigorously vets the vast world of cannabis and hand-pick the highest quality products, tailored to real-life needs that range anywhere from post-marathon pain relief to good old-fashioned relaxation. uses data-driven technology to build connections between consumers and brands.

Tökr uses data-driven technology to build connections between consumers and brands. It allows consumers to design a cannabis experience that is customized to fit their lifestyle while providing brands with an efficient tool to market products, drive traffic, and increase sales.

CONSUMER PRODUCT PLATFORMS

The Cann + Botl Company is a start-up beverage formulation and branding incubator.

They work with the most creative and innovative people in the beverage industry today to bring cutting-edge, on-trend beverage products to market on accelerated timeframes. They develop and own a range of unique beverage formulas under a number of current consumer brands.

Many cannabinoids occur in only small amounts. But thanks to one of nature’s oldest processes, fermentation, Creo pioneered a way to produce these cannabinoids at mass market scale.
These ingredients are ready to unleash a huge wave of product innovation across the beauty, skincare, food, beverage, health and wellness sectors. And now Creo is ready to help customers bring the benefits of cannabinoids to every home, everywhere.

Kadenwood was formed to create exciting brands for the future, with both consumer and industrial products shaping CBD into a trusted, mainstream wellness category. To ensure success, Kadenwood merged a team of proven industry heavyweights in CPG marketing and innovation with a seed-to-shelf CBD farm group.

In September 2019, Kadenwood launched its collection of branded products with the goal of creating enduring brands people trust as being safe and effective. Currently we have three exciting brands in our lineup: LEVEL SELECT™ CBD, in the personal care category, Purity Preferred™ Pet CBD and Purity Organic™ CBD Teas.

In order to ensure the finest and most consistent product possible, vertical integration was key. Recently EcoGen joined the Kadenwood team, and along with Kadenwood Biosciences, we provide all brands’ CBD oil from our own U.S. hemp farms and extraction laboratories - ensuring the highest quality and purity of CBD with 0% THC. This quality is further backed by farm leadership who received the “Best CBD Farmers of 2018 Nationwide” award. Kadenwood is also partnering with government agencies to help define strong standards and regulations for CBD.

KelSie specializes in dry powder Formulation development, which encompasses processes that incorporate an Active Pharmaceutical Ingredient (API) into a drug product.

Leaf is a plug-n-plant system that automatically grows plants and food. It’s the first Smartphone controlled system that helps costumers grow medical plants and food.

Cannabis-infused topicals represent an ideal solution for those seeking an effective natural and non-addictive way to treat joint pain, inflammation, and muscle soreness. Also, anecdotal evidence points to cannabis topicals as an aid in treating other ailments such as cramping, headaches, itching, dermatitis, and psoriasis.

OpenNest Labs represents
institutional and operational
expertise from traditional tech,
finance and entertainment,
combined with deep cannabis
knowledge and the strongest
collective network in the industry.

Southern Sky is an African cannabis company focused on cultivating, processing and producing uniquely African brands and products lines.

Capitalising on the transformational shift in the global cannabis industry, we combine international innovation with local execution and expertise on the African continent.

Goodleaf, the retail and distribution arm of the company, is overseen by a team of veteran South African retailers who have successfully built brands from inception, growing them into major retail chains.

HEALTHCARE

Heally turns the lengthy, confusing, and often frustrating process of connecting patients with doctors into something anyone can do with ease and convenience. The cornerstone of Heally is its telehealth service, where patients can schedule an in-office or online doctor’s visit to speak to a licensed physician about alternatives to pharmaceuticals.

Skylight Health emerged as a need to help solve the imbalance in access to quality healthcare in the US. That’s right, for us it’s a movement. This is not socialism, Skylight Health is taking the bull by the horns and making the change ourselves. Over 18% of the population is without proper access to healthcare, primarily driven by the increased cost and lack of insurance coverage. How is that fair? Healthcare is a human right.

LIFE SCIENCES & AGTECH

Agrify is a rapidly growing developer of premium indoor grow solutions for the cannabis and hemp marketplace. Our comprehensive grow solutions have been developed with one mission in mind: to assist horticulturalists in producing the highest quality crop possible with consistency and superior yields. Agrify is a non-plant touching company.

Formed by a diverse group of biotech researchers, plant scientists and modern farming experts working together to grow the highest performing hemp, coffee and other high-value crops, FRB is taking on the challenges of this new frontier and creating solutions that pave the way for increased profitability and sustainability.

Supports growers with high quality seeds backed by a team of breeders, data scientists, and agronomists who are on the ground supporting farmers in planting, cultivation, and harvest resources to further mitigate risk in entering a new, frequently changing industry.

SUPPLY CHAIN INFRASTRUCTURE & TECHNOLOGIES

Abstrax is a leading manufacturer of award-winning, naturally derived terpene blends that are procured from plants found all around the world.

These terpene isolates are sourced and purified using proprietary post-processing systems to achieve the absolute finest purity. Sourcing terpenes from natural plant sources are instrumental ingredients in manufacturing and other related operations.

KushCo Holdings, Inc. (KSHB) is a publicly traded company and the parent company to a diverse group of business units that are transformative leaders in the cannabis, CBD and other related industries. Its the premier producer of ancillary products and services to the legal Cannabis and CBD industries.

PathogenDx has developed a microarray-based test specifically designed for the cannabis, botanical, food and agricultural testing markets. Its the best microbial testing technology, creating DNA-based microbial testing solutions that identify harmful contaminants for Cannabis growers.