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

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.

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.