A
ARC Group Acquisition II
CLMZFiledARC Group Acquisition II Corp. · Nasdaq Capital Market (proposed) · Blank-check company / SPAC · Report filing 2026/08/20 · SEC checked 2026-10-07
DAILY SEC UPDATES-1 analysed from the latest filing
The issuer filed a preliminary Form S-1 on August 20, 2026 for a proposed offering of 10.5 million units at $10.00 per unit.
One-minute decisionBASIC RESEARCHSource completeness · 78%
SPAC structure is clear, but sponsor dilution and the unidentified target require caution
ARC Group Acquisition II filed to offer 10.5M units at $10.00, but SEC effectiveness and the trading date remain unannounced.
Capital destination
—No estimate is substituted for missing offer terms.
Share-type percentages are not net-proceeds percentages. Amounts retain their stated gross/net basis; do not add unlike bases.
Check the source · S-1 ↗Capital destination
—No estimate is substituted for missing offer terms.
Share-type percentages are not net-proceeds percentages. Amounts retain their stated gross/net basis; do not add unlike bases.
Check the source · S-1 ↗BOOKRUNNERS / LEAD UNDERWRITERSSole bookrunner
PRELIMINARY- 1ARC Group Securities LLC——
Fully diluted valuation bridge
| Status | Reference |
|---|---|
| Awaiting verification | Source ↗ |
Basic-price scenario
A verified single offer price and basic post-offer share count are required. This is a data gap, not a paid lock.
Check the source · S-1 ↗Founder shares
5.175MFounder shares cost approximately $0.0048 each versus the $10.00 public unit price.
SPAC phase before an initial business combination · 2026/08/20
Founder shares, rights and warrants create layered influence and dilution
One disclosed holder; not a complete ownership distribution.Check the source · S-1 ↗Conditional lock-up timeline
Conditional lock-up timeline
Eligibility is not a sale. Release conditions, holder groups and exceptions remain separate.
Milestones and unconfirmed releases
| Holder / event | Term / date | Conditions |
|---|---|---|
| Business combination | Within 18–21 months +25% · 2.625M right shares | Business combination · Public right holders · Not yet published — awaiting the effective or final prospectus. · Completion of a qualifying business combination |
Basis and evidence
Business combination
Business combination · Public right holders · Not yet published — awaiting the effective or final prospectus. · Completion of a qualifying business combination
Lock-up / shares eligible for future sale ↗Financial quality and runway
| Status | Reference |
|---|---|
| Awaiting verification | Source ↗ |
Latest filing update
Loading saved filing update…
No acquisition target has been selected and investors cannot assess an operating business.
- Potential impact
- High
- Monitor
- SEC effectiveness and final prospectus
- Evidence
- S-1 · 2026/08/20 ↗
DocumentS-1✓ Verified against the SEC source · SEC registration statement
Filed2026/08/201 public filings identified
Research updated2026/08/20SEC EDGAR
Evidence coverage78%Unit economics, founder capital and trust mechanics filed; effectiveness and target remain open
What remains missing22% of the evidence set remains unresolved. This may affect unconfirmed pricing, valuation, dilution or supply conclusions; no missing term is estimated.
View the filing's actual first page ＋
