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Bridging the Digital Divide

Investing in the future of

( Climate )

We partner with founders and businesses deploying technology within legacy industries.

Installation Period

Turning Point

Deployment Period

Time

Technology adaptation

For more innovation on the life cycles of technology revolutions, see the research by Carlota Perez

Installation Period

Rapid growth in technology infrastructure. Hyper-localized to innovation “hub”. Funded by speculation in value of IP, rather than economics / profitability.

Turning Point

Technology adoption has led to income disparity and economic displacement. Massive polarization across society. Calls for regulation as society adapts to the power created by technology movement.

Deployment Point

Rapid adoption of technology across science and industry. Democratized, open access to innovation. Funding of “real” businesses, not just IP. Also known as the “Golden Era” for society and innovation.

Installation Period

Rapid growth in technology infrastructure. Hyper-localized to innovation “hub”. Funded by speculation in value of IP, rather than economics / profitability.

Installation Period

Rapid growth in technology infrastructure. Hyper-localized to innovation “hub”. Funded by speculation in value of IP, rather than economics / profitability.

Turning Point

Technology adoption has led to income disparity and economic displacement. Massive polarization across society. Calls for regulation as society adapts to the power created by technology movement.

Deployment Point

A “prepared mind” powers our

thesis-driven approach

We make high-conviction bets before they are consensus.

We are all-in partners to exceptional founders at the earliest stages. Concentration enables dedication, expertise, and alignment.

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August 20, 2024

Insurance Pricing Power

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.

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August 8, 2024

The CPG Dilemma (and Opportunity)

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.

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August 6, 2024

Habit Forming & Compounding

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.

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September 20, 2024

Untangling Luck from Skill

Venture capital has a habit of relying on outdated practices and data. I’m seeing a lot of commentary on what fund sizes are most effective on Twitter, but the truth is that the fund strategies of individual firms are so nuanced that when you zoom too far out on the data, it loses a lot of signal.

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September 12, 2024

Being an "N of 1" firm

When I was starting off in venture, a more senior investor told me that ‘you need to be one of the first 5 investors a founder calls to have a shot at winning that deal…if you’re not a top 5 investor for at least some portion of founders, you’ll likely not make it in this business’. This really stuck with me. I was at a VC firm in Chicago trying to build my career and left myself asking “how could I possibly be a top 5 investor for some hot SaaS company in the valley?” The reality is that I couldn’t and that realization laid the foundation for what is now Equal Ventures - an ardent focus on prepared mind investing in areas that I/we feel we can be a top 5 investor.

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September 4, 2024

The Extinction of Venture Capital?

Last week, Josh Wolfe wrote about some of the trends he’s seeing around the venture industry and how that might play out in the years/decades to come. Amongst those was a prediction that 30-50% of venture firms may cease to exist. When you combine this data with the fact that 17% of venture funds make it to fund 4 and 44% of VC capital raised this year went to just 2 firms, my belief is that the consolidation and extinction of firms could unfortunately be far greater.

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August 29, 2024

Energy’s Next Frontier: Knowing Your Customer

Traditionally, energy companies were just in the business of powering homes. They had a set of customers in their region with a relatively defined need for power. Their job was simply to build enough generation to meet customer demand and to deliver it to their customers. Their generation power was largely controllable (firing up power plants), making the process of mapping supply and demand relatively straightforward.

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August 27, 2024

The Technology Deployment Phase

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.

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August 22, 2024

The Premium of Platforms

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

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Equal Ventures

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( Climate )

( Insurance & Benefits )

( Retail )

( Supply Chain & Logistics )

( Other )

( Climate )

( Insurance & Benefits )

( Retail )

( Supply Chain & Logistics )

( Other )

Sophia Dodd

Grace Penders

Ali Afridi

Equal Ventures

Simran Suri

Adam Chadroff

Chelsea Zhang

Rick Zullo

Richard Kerby

Sophia Dodd

Grace Penders

Ali Afridi

Equal Ventures

Simran Suri

Adam Chadroff

Chelsea Zhang

Rick Zullo

Richard Kerby

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