Arc · Investor Presentation · 2026

Chemistry can't
be swiped.

The dating app built on relationship science — the bridge between the two rebellions reshaping how people meet, plugged into the real places where singles already gather.

Seed round · Consumer social · Confidential — includes live product demo

The insight

Every app optimizes the one thing science says is impossible to predict.

"Researchers fed 100+ profile measures — traits, values, dealbreakers — into machine learning to predict who would desire whom. It couldn't. Pre-match attraction was essentially unpredictable from anything a profile can hold."

Joel, Eastwick & Finkel · Psychological Science · 2017

Swiping is a bet on the profile. The profile is exactly where the signal isn't.

The users

A generation is quitting the swipe.

79%

of Gen Z report dating-app burnout — highest of any age group

80%

of women cite fatigue; 40% blame the lack of real connection

41%

have been ghosted; hollow repetitive chat drives them off

+175%

surge in "matchmaker" searches — people pay humans to escape

They're not leaving dating. They're leaving the slot machine.

Forbes Health 2025 · Global Dating Insights 2026

The market split

Two rebellions against the swipe.

Ⅰ · The AI wave

Sitch — AI matchmaker, $5M seed, sells setups at $90–160/pack and sells out. 54% of dating apps now use AI, +333% in one year. Hinge's founder is building the next one.

Ⅱ · The IRL renaissance

Timeleft & Thursday selling out across dozens of cities. Run-club singles events +136%, game-night speed dating +400%, singles-event attendance +49% YoY. Even Tinder now throws IRL events.

The AI wave has the intelligence but no real-world moment. The IRL wave has the moment but no intelligence. Arc is the bridge.

TechCrunch · M13 · Eventbrite Meet-Cute Index 2026 · Morning Brew 2026

The science

Compatibility is a verb.

What barely matters

A partner's traits, looks and stated preferences — the entire content of a profile — are weak predictors of lasting relationship quality.

What actually matters

Commitment, appreciation, responsiveness — dynamics that only emerge through interaction — explain ~45% of the variance. (43 datasets, 11,000+ couples.)

"You can't rank chemistry before two people meet. You can only measure it in motion — and engineer the situations where it forms."

Joel et al. · PNAS · 2020 · full science base: Eastwick corpus, project doc 01

The product

Full-stack chemistry.

01

Calibrate — swipes with an ML off-switch

A finite First Glance deck learns your type; active learning picks each face and stops when the model is confident (typically 30–80). The only swiping in the product.

02

Match — avatars first, photos on accept

Members choose stylized avatars; match cards lead with behavior and a why-you-two note. Real photos unlock only when both accept — attraction is pre-verified, so decisions focus on what matters. 5 matches/week free, 10 on Arc+.

03

The three-date arc

Talk → Do → Solve. Paired prompt decks, post-date reflections. Chemistry measured in motion, across real situations.

04

Meet — and leave the app

Strong signal → a table held at a partner café or a shared activity. Consented follow-ups close the outcome loop.

One metric no incumbent optimizes: connections that leave the app.

The IRL layer — our unfair distribution

We don't build the real world.
We plug into it.

🏃 The activity graph

Arc integrates established platforms — Strava clubs, Meetup, Eventbrite, local run-club calendars — to surface running clubs, cycling groups, hiking buddies in every city. Match two people who both run and Arc says: "Saturday club meets 9am at the park." Shared effort, low pressure — the fastest-growing meeting channel (+136% / +400%). Instant IRL inventory, zero ops cost.

☕ The venue network

Partner cafés & restaurants take the match to a table: held reservations, date-night offers, "first round on us" sponsorships. Venues get guaranteed weeknight footfall; Arc earns a referral fee per seated date plus sponsored placements; daters get a frictionless plan.

Timeleft seats strangers at random. Arc fills the same rooms with people its engine already knows fit.

Launch cities chosen by activity density · platform ToS diligence on roadmap

The engine — simulated, not asserted

We built the matching engine and tested it in silico.

3.3×

the swipe leaderboard's happy-date rate — a Thompson-sampling bandit that learns from real outcomes, needing no chemistry prediction at all

0.86 → 0.27

Gini of attention received: the swipe "kleptocracy," reproduced in simulation — and dissolved by design

300×300 agents, 26 weeks, outcome model calibrated to Joel/Eastwick/Finkel 2017 · reproducible: analyses/arc_models.py

Business model

We monetize dates, not attention.

Arc+ membership

$39/mo

Buys capacity, not access: 10 matches/week (vs 5 free) and up to 3 simultaneous second-date pairs (vs 1) — always disclosed, with a universal "no multi-daters" consent toggle. $24.99 Gen Z tier at expansion.

Venue & activity referrals

$6/seated date

Plus sponsored perks. Monetizes date activity, not time-on-app — the line that makes "we win when you leave" survive the P&L.

Events

B2B2C

Ticketed small-group formats; member hosts keep supply cheap. Couple-mode & reports: unmodeled upside.

$253

median member LTV (Monte Carlo, 20k members)

3.98×

median LTV/CAC · P(>3×) = 62%

1.3 mo

CAC payback at $49 monthly contribution

5.5 mo

median lifetime — short by design: success-churn is the promise

City economics — modeled

One city pays for itself in nine months.

~350

couples formed in year one; ~1,055 cumulative by year two (liquidity model)

45–55%

gender band enforced by acquisition throttling — at 40% female share the funnel runs at 80% capacity

Modeled scenarios with stated assumptions — swap in beta cohort data · analyses/results.json

Market

A billion-dollar market looking for its next home.

TAM

$8.4B

global online dating

SAM

~$3.0B

intent-driven daters, 25–45

SOM

~$250M

5-yr science-first target

Willingness to pay is proven: Sitch sells $90–160 setup packs out; ~2M people pay Hinge $20–40/mo. Arc prices inside a validated band.

Statista 2026 · Business of Apps · TechCrunch · Match Group filings

Defensibility

The moat is a dataset no one else is collecting.

Proprietary signal

AI matchmakers own intake interviews. Incumbents own swipes. Arc owns interaction → date → outcome chains, closed by consented real-world follow-ups.

Compounding flywheel

More arcs → better bandit posteriors → better intros → more happy dates. Plus a venue & activity network that must be rebuilt city by city to copy.

Science core

Relationship-science advisors and ML talent recruited with the rarest asset in the field: this outcome dataset. Published Transparency Report keeps us honest — and unmatchable.

Tinder can copy a feature in a sprint. It cannot copy years of outcome-closed behavioral data.

The ask

Raising $3M seed.

18-month runway: build the interaction engine, sign the first venue partners, launch one activity-dense city past breakeven, and stand up the outcome dataset that becomes the moat. Path to Series A: city breakeven + published Transparency Report.

45%

product & engineering

30%

launch, growth & venue network

15%

data science & research

10%

operations & G&A

Allocations illustrative — tailor before sending

Arc · Thursday
Good evening, Sam.
A match · 4 of 10 this week (Arc+)
We'd like you to meet 🌿 Elena.

Chosen for how you two would connect — not who's nearby.

Your arc with Nadia — Date 2

Sat 9am · Prospect Run Club · via Strava clubs

Sunday supper club

8 seats · Casa Nera · 3 people you've met before

That's everything. Nothing to scroll.

🌿
Elena Marsh, 38
The wanderer · Landscape architect · 3 km · Verified ✓
How she shows up

· Took a stranger's keys at a wedding — then drove him home
· "I build it wrong first, happily" — the IKEA test
· Organizes the Thursday trail-run picnic, every week

Why you two

We can't predict chemistry — nobody can. But you're both "better in person" people who go deeper when an evening stalls, and you both run. That's worth three dates.

Wants kids: openMonogamousDating: just you 🔒
Avatar-first: real photos unlock when you both accept. She's already within your First Glance range.
You both accepted ✨
Elena, revealed.

You chose each other for how you show up. Here's who you'll meet.

photo · trail
photo · studio
photo · laughing
24-hour grace window: either of you may withdraw quietly — honesty feeds the taste model.
Your arc with Elena
Date 1 of 3 — Talk
① Talk — Café Lune

Thu 7pm · 4 min from you both · table held · Arc venue partner

② Do — you both run

Prospect Run Club · Sat 9am · via Strava clubs · activity graph

③ Solve — unlocks after date 2

Escape room, cooking mission, or a build — you'll pick together.

Chat stays light until the arc is done — the research says texting selects for thumbs, not partners.
Flip together · card 3 of 6
Phones side by side. Flip on three.

"What's something you've made with your hands that you're quietly proud of?"

Elena, out loud:

"A retaining wall that's secretly a bench. The city never noticed. Sit on it every lunch."

You:

"A bookshelf that leans 4 degrees. It's load-bearing spite at this point."

After date 1 · private
Name one specific moment from tonight.

"When she sketched the bench-wall on a napkin and gave it to the waiter as a tip suggestion."

Arc signal
Reciprocity, depth & momentum — all rising.

Date 2 is already on the books: Prospect Run Club, Sat 9am. Shared effort, low pressure.

The proof loop · shared with consent
Still together.

"We skipped the small talk and ran a 10k instead. Three months in, the leaning bookshelf holds her plants."

— Elena & Sam · matched on Arc

Outcome feeds the model. The loop closes. ↺
Live demo

Try it.
Tap inside the phone.

  1. A match — avatar-first, behavior leads
  2. Accept → real photos reveal
  3. The arc — café table held, run club synced
  4. Flip-together prompts at the table
  5. Reflection → rising signal
  6. Three months later — the loop closes

Tiers: 5 matches/week free · 10 + up to 3 concurrent pairs on Arc+, always disclosed, opt-out respected.

All profiles are illustrative and generated for this demo.
Venue & activity data via partner network + public platform integrations.

Arc

They optimized for attention.
We optimize for each other.

Let's build the bridge.

ak2170@scarletmail.rutgers.edu · Sources: Joel, Eastwick & Finkel 2017 · Joel et al., PNAS 2020 · Forbes Health 2025 · Eventbrite Meet-Cute Index 2026 · TechCrunch/M13 2025–26 · Match Group filings · Morning Brew 2026 · full corpus in project docs 01 & 08