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

As some of you may have seen, we already posted our 26 predictions for 2026 a few weeks earlier. We did this year’s predictions as a team, but it nudged me to reflect on my predictions from last year to see how we fared.

Every year, I try to give myself a rally cry – something that will serve as my manifesto for the year. Historically, I haven’t publicized these, but those around me hear them early and often (likely to the point of ad nauseam). That said, I think these rallying cries warrant their purpose. It’s impossible to capture everything you want to accomplish with a single line, but simplifying your priorities into a single constraint often provides a lot more clarity.

Equal Ventures is a thesis-driven, early stage venture firm focused on bridging the digital divide. We partner with founders and businesses deploying technology within legacy industries, specifically climate, insurance, retail, and supply chain.

Equal Ventures is a thesis-driven, early-stage venture firm focused on bridging the digital divide. Climate & Energy are among the core focus areas of our firm, and we are excited to add a senior investor to help scale our efforts in this area.

In a report last week, Gallagher Re referred to Jan 1 renewals as a “period of choice..and opportunity for cedants.” Reinsurance capital is at record levels, driven by “strong retained earnings” in reinsurance, growing availability of “alternative”, non-traditional capacity, and “structural” rate adequacy across most lines of business. They conclude that we are entering a market with both “record levels of capital” and a strong “motivation to deploy it.”