Arcade Due Diligence

Run due diligence on Arcade: check compliance and get alerts when suppliers change.

United States · www.arcade.software · 19 vendors

Arcade is an AI-powered interactive demo platform that enables go-to-market teams to create engaging product demos, videos, and visuals. It helps marketing, sales, and product teams showcase their products and tell better product stories without requiring design or engineering resources. The platform allows users to record product workflows and turn them into interactive, embeddable content for websites, campaigns, and onboarding.

Resilience scores

Technology vendors

Services catalogue

5 services in catalogue across 3 categories; runs on 19 sub-vendors.

Insights

Last updated 2026-10-23 · revision 5

19 direct vendors, 212 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

3 in-scope frameworks identified; showing 3.

GDPR (source) — No public evidence

Evidence: https://www.arcade.software/privacy

SOC 2 (source) — Evidence found

Evidence: https://www.arcade.software/security

ISO 27001 (source) — No public evidence

Evidence: https://www.arcade.software/security

Financials

Three-year financials

Financial Resilience Score: 5/10

Arcade demonstrates meaningful qualitative indicators of product-market fit, including a customer base of 30,000+ companies featuring high-profile names such as Salesforce, Atlassian, OpenAI, and Zapier. The company operates a freemium-to-paid SaaS model with recurring subscription revenue, which provides structural predictability, and is backed by tier-1 investor Bessemer Venture Partners following a reported ~$7.8M Series A in 2022. These factors support a baseline level of financial credibility for an early-stage startup. However, the company is entirely financially opaque from a public disclosure standpoint. No audited revenue, EBIT, burn rate, runway, or equity figures are available. Total disclosed funding of approximately $10–12 million is modest relative to the competitive intensity of the interactive demo space, and no Series B has been announced as of mid-2025, raising questions about capital sufficiency and investor conviction at later stages. The competitive landscape poses a significant structural risk. The interactive demo market is crowded with well-funded rivals including Navattic, Walnut, Reprise, Storylane, and Demostack, and larger incumbent platforms could replicate or acquire similar capabilities. Arcade's buyer persona — product marketing and sales engineering teams — is also exposed to budget cuts during economic downturns, adding cyclical vulnerability. With an estimated headcount of 50–100 employees, the company carries key-person risk and limited operational redundancy. The freemium model, while effective for top-of-funnel growth, introduces uncertainty around paid conversion rates and enterprise deal sizes. The overall resilience score reflects a company with genuine product traction but insufficient financial transparency and capital scale to warrant a higher rating.

Key strengths: 30,000+ company customer base including Salesforce, Atlassian, OpenAI, and Zapier, Freemium-to-paid SaaS subscription model providing recurring revenue structure, Tier-1 VC backing from Bessemer Venture Partners, Active product expansion into AI-powered features (Creator Studio, AI Videos & Visuals), Reported ~$7.8M Series A funding in 2022, Total disclosed funding of approximately $10–12 million, High-growth interactive demo / PLG software market category

Risk factors: Zero publicly available audited financial data — burn rate, runway, and profitability entirely unknown, No Series B announced as of mid-2025, raising follow-on funding uncertainty, Highly competitive market with well-funded rivals (Navattic, Walnut, Reprise, Storylane, Demostack), Freemium model risk — large free user base with unknown paid conversion rates, Small team (estimated 50–100 employees) creating key-person and operational redundancy risk, Buyer concentration in product marketing and sales engineering budgets, which are vulnerable to economic downturns, Larger platforms (Salesforce, HubSpot) could build or acquire competing capabilities, Venture capital contraction in 2022–2024 has made follow-on fundraising more difficult

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Revenue by product/service

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