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

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.

You’ve probably heard the saying, “the whole is greater than the sum of its parts,” a concept often credited to Aristotle. The idea is that a well-coordinated team can achieve more collectively than the individual contributions of its members.

The Equal Ventures Insurance Index is a quarterly summary of public equity performance in P&C insurance. This post provides an overview of performance of indices of legacy and insurtech companies in Q2 2024, highlighting themes, catalysts, and trends in the insurance sector.

Prepared Mind deep-dive into tech-enabled insurance brokerage consolidation and the "GBO" model

The frequency and severity of extreme weather events are getting worse. This trend has become increasingly apparent to stakeholders who stand to lose from property damages, as well as to the tens of millions of people impacted by storms, fires, and heat. We write this post in the midst of a severe heat wave that continues to linger over much of the US, and just days after Hurricane Beryl, the earliest Category 5 storm in history, incurred billions in damage across the Caribbean and the Gulf Coast. For insurers, businesses, local governments, and the federal entities that ultimately foot the bill on tail risk events, the situation has already become impossible to ignore.