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

What started as a thought experiment back in Q4 turned into a real event last week. Equal Ventures, along with our sponsors SVB, Nationwide, and Holland & Knight, hosted the first Insurance Capital Summit on Thursday, May 8th at Tribeca360 in lower Manhattan.

Retail is no stranger to uncertainty and the resulting volatility. Regularly adjusting to cyclical consumer demand and episodic shocks has long been the price of doing business within the context of a dynamic, global logistics network. However, “Liberation Day,” has taken this disruption to new heights. It is reshaping the industry’s operating environment affecting the entire spectrum, from the world’s largest brands and retailers to small mom & pop businesses.

The Equal Ventures Insurance Index is a quarterly summary of market activity in the P&C insurance sector. We look at segments of relevant public equities to highlight key themes and draw insights about trends underlying market performance. This post summarizes our indices in Q1 2025. As always, our goal is to help support observers of the insurance industry in identifying key drivers and catalysts (and never to recommend any specific investments).

Leveraging AI to scale insurance distribution

As investor and boardroom appetite for vertical AI solutions explodes, we see few sectors better positioned for innovation than insurance. Legacy workflows – across customer support, regulatory filings, and claims– remain labor-intensive, highly manual, and costly to fulfill. Reliance on outdated processes and outsourcing relationships puts a drag on expense ratios while detracting from customer experience and revenue retention.