Illustration for: VC Firms Are Buying Sports Teams And Cards

VC Firms Are Buying Sports Teams And Cards

Thrive Capital, Collaborative Fund and a Griffin Gaming managing director are all redirecting venture money and personal capital into sports franchises and trading cards as a hedge against startup-market froth.

By the Numbers

$12.5B
Thrive/Iger Lakers deal
D.C. United
Collaborative Fund target
500,000 cards
Griffin Gaming card collection
3,821%
Pokemon cards, 2004-2025 return
483%
S&P 500, same period
TC
By the Funding Desk
Edited by Trace Cohen · Early-stage VC & angel · Founder, New York Venture Partners
2 min read
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THE RUNDOWN

1

Thrive built a standalone permanent-capital vehicle, Thrive Eternal, for its San Francisco Giants stake and the record $12.5 billion Lakers purchase with Bob Iger, while Collaborative Fund is taking its D.C. United and Audi Field stake out of the fund it writes seed checks from.

2

An early-stage fund holding an illiquid stadium stake next to seed and Series A equity hands its LPs a liquidity profile they never underwrote -- the structure, not the asset, is where the risk actually sits.

3

Peter Levin's case rests on Pokemon cards returning roughly 3,821% from 2004 to 2025 against the S&P 500's 483%, a backward-looking record set by the same small pool of wealthy buyers now doing the bidding.

4

None of these positions carry the diligence, reporting or milestone-based downside protection of a venture term sheet, so what to watch is whether the next firms copy Thrive's dedicated vehicle or Collaborative's commingled route.

TC

The VC Read · Trace's Take

Trace Cohen

LPs should ask which structure a manager is actually using for these bets -- Thrive Eternal is a dedicated permanent-capital vehicle, Collaborative Fund is writing a sports stake out of the same fund it uses for seed checks, and that structural difference is the whole risk story. An early-stage fund holding an illiquid stadium stake alongside seed-stage equity has a very different liquidity profile than its LPs signed up for.

Analysis

A cluster of stories this week shows venture firms increasingly deploying capital outside traditional startup equity, into professional sports ownership and physical collectibles, as TechCrunch documented and Fortune separately reported.

  • Thrive Capital / Thrive Eternal -- Joshua Kushner's growth firm launched a standalone, permanent-capital vehicle explicitly built to hold 'iconic franchises and cultural institutions' for decades. It started with a stake in the San Francisco Giants, then, with former Disney CEO Bob Iger joining as co-owner, bought the Los Angeles Lakers outright for a record $12.5 billion.
  • Collaborative Fund -- the 15-year-old, New York-based generalist venture firm, with roughly $1 billion under management, is taking a stake in soccer club D.C. United and its stadium, Audi Field -- investing out of the same early-stage fund it uses for seed and Series A checks, rather than a dedicated vehicle like Thrive's.
  • Premier Lacrosse League -- closed a $100 million Series E in June led by Ares Management and Joe Tsai, with additional participation from ESPN, actor Glen Powell and former Wrexham A.F.C. co-owner Rob McElhenney, the largest capital raise in the history of professional lacrosse.
  • Griffin Gaming Partners -- co-founder and managing director Peter Levin has personally amassed roughly 500,000 trading cards, including about 100,000 Pokemon cards, framing collectibles as 'safer places to store hard-earned cash' against a national debt exceeding $40 trillion and Treasury yields near 5%.

- Collaborative Fund -- the 15-year-old, New York-based generalist venture firm, with roughly $1 billion under management, is taking a stake in soccer club D.C.

The numbers Levin cites are real: Pokemon cards generated a roughly 3,821% return between 2004 and 2025, versus the S&P 500's 483% gain over the same period, and a Pikachu Illustrator card sold for about $16.5 million in February 2026.

None of these allocations are subject to the diligence, reporting or liquidity standards of a normal venture portfolio company. Trophy-asset and collectible prices are notoriously reflexive -- driven by the same small pool of wealthy buyers doing the purchasing -- and a downturn in either sports-franchise valuations or card-market speculation would hit these positions with none of the staged, milestone-based downside protection a normal venture term sheet provides.

What to watch: whether more venture firms follow Thrive's dedicated permanent-capital-vehicle structure, versus Collaborative Fund's riskier choice to write illiquid sports stakes directly out of an early-stage fund meant for seed and Series A checks.

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Key Sources

2 sources

Reported by TechCrunch · Analysis by Value Add Pulse.

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