We dive deep into our sectors. Our research drives our insights and thesis-driven approach.

Since the founding of Equal, we have focused on the application of technology within our industries to transform their respective value chains (or as we say “To bridge the digital divide”). As we put this into practice over the last 5 years, in many cases it has meant that we’re not investing in traditional software, but rather the deployment of that software within the industry. This is a theme we started to recognize almost 8 years ago as we saw the challenges many SaaS companies ran into in legacy markets.

At Equal, we’ve been long time admirers of the power of platforms and their role in creating long-term value.

As inflation appears to be coming down to earth, this post examines why insurance rates continue to rise despite lower CPI in other sectors, and what it might mean going forward.

At Equal, we love to “follow the money” within retail. Today, we’re excited to showcase a massive segment that is severely underserved by technology solutions and services - Consumer Packaged Goods (CPG), which includes food & beverage (F&B), household supplies, personal care, health & wellness, pet, and baby - totalling almost $2T in spend in 2022.

Recently, I have been thinking a lot about the value of habit forming. I’m reading “Clear Thinking” by Shane Parish (highly recommend) and thinking about the positive and negative habits I’ve formed within my own routines. Similarly, I’m thinking about the habits of our team at Equal (especially given the new hires we brought on as we launched Fund 2) and those of our founders.