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

To unlock the energy transition, we need to make DERs “bankable”

The other day, a far more accomplished GP in the industry asked me if we could discuss our research process. They’ve been part of some incredible outcomes, but had done that by following the founders, more so than being thesis-driven in the way we are. For better or worse, myself and our firm have always been thesis-driven and I thought it could be helpful to explain how we model our process for research and thesis development.

Around this time last year, I was getting ready to re-enter the Venture world after a few years away. With a rare month of downtime, I ended up going deep down the rabbit hole on some of the archives of the industry.

The Equal Ventures Insurance Index is a quarterly summary of price action and takeaways from the P&C insurance industry. We look at segments of relevant public equities to highlight key themes and trends underlying performance. This post summarizes performance of our indices in Q4 2024 and over 2024 more broadly. As always, our goal is to help support observers of the insurance industry in identifying key drivers and catalysts (and not to recommend any specific investments).

Every year, I tell myself that the upcoming year will FINALLY be the year where things will start to slow down and that I can achieve a bit more balance in my life. I’ve been telling myself this for nearly 15 years and really believed it heading into 2020 when we finally raised Equal 1 (boy, did I get that wrong…).