This startup offers an alternative investment platform that provides individual investors access to institutional-grade investment opportunities, enabling them to diversify their portfolios with assets that are not correlated to the stock market. By facilitating investments typically reserved for ultra-wealthy individuals, the platform aims to enhance portfolio resilience against market volatility and improve overall returns.
Funding
$25M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+2Founders
Product
Problem
Individual investors often lack access to alternative investment opportunities typically reserved for institutions and high-net-worth individuals, limiting their ability to diversify portfolios and potentially enhance returns. Traditional investment strategies may be highly correlated with public market volatility, leaving investors vulnerable during economic downturns.
Solution
Equi provides a platform that curates alternative investment portfolios designed to be uncorrelated with public markets, offering individual investors access to institutional-grade opportunities. The platform employs active management and hedging strategies, aiming to optimize returns across various market conditions. By integrating diverse, uncorrelated return drivers and proprietary risk-management software, Equi seeks to deliver consistent results and robust downside protection. The platform's technology streamlines the investment process, from pre-trade analysis to post-trade reporting, enhancing the client experience.
Target Audience
Equi serves investment advisors, family offices, and high-net-worth individuals seeking diversified investment opportunities uncorrelated with traditional public markets.
Features
- Curated portfolios of alternative investments, including volatility arbitrage strategies
- Active portfolio management with internal hedging program
- Proprietary risk-management software for downside protection
- Access to investment opportunities typically reserved for institutions
- Streamlined technology platform for pre- and post-trade reporting
- Multi-manager hedge fund platform providing access to alpha-focused strategies