Our thesis
Making a game used to take a publisher and an enormous budget. Now a five-person team can build a hit on Roblox, Fortnite or Minecraft, and the platform reports what it pays them every month. Growth still costs money up front: new worlds, live ops, user acquisition. Venture investors want equity for it, and banks don’t understand payouts. We advance growth capital against the revenue a game already earns, so the team keeps the studio.
Why we find it interesting
Creator payouts are compounding.
Roblox paid creators $1.5B through DevEx in 2025, up 63% from $922.8M in 2024.1
The audience shows up daily.
Roblox averaged 144M daily active users in the fourth quarter of 2025, up 69%.2
It’s bigger than one platform.
Epic has paid Fortnite creators more than $1B since its creator tools launched in March 2023.3
Who we’re looking for
- Roblox, Fortnite and Minecraft studios with a live game and steady payouts.
- Minecraft server networks and community platforms with store revenue.
- Mobile and PC studios with a proven title that need to fund user acquisition or content.
- Teams that want to buy games that are already earning.
What we look at
Six to twelve months of payouts, retention and session data, spend per player, and how much revenue depends on the top title.
Music in games
Our label partners can launch records inside the games we work with, and our studios get music and creators to promote them. Ask us about integrations.
Partners in gaming
See the full portfolioSources
- Roblox Corporation, Form 10-K for fiscal year 2025.
- Roblox Corporation, fourth quarter 2025 shareholder letter.
- Epic Games, State of Unreal 2026, June 17, 2026.
Have a game that’s already earning?
Tell us about it. A partner replies within two business days.