Equi

About Equi

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.

<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. </problem> <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. </solution> <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 </features> <target_audience> Equi serves investment advisors, family offices, and high-net-worth individuals seeking diversified investment opportunities uncorrelated with traditional public markets. </target_audience>

What does Equi do?

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.

Where is Equi located?

Equi is based in Austin, United States.

When was Equi founded?

Equi was founded in 2020.

How much funding has Equi raised?

Equi has raised 25000000.

Location
Austin, United States
Founded
2020
Funding
25000000
Employees
60 employees
Major Investors
Smash Capital

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Equi

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Executive Summary

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.

equi.com3K+
cb
Crunchbase
Founded 2020Austin, United States

Funding

$

Estimated Funding

$20M+

Major Investors

Smash Capital

Team (50+)

No team information available.

Company Description

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.

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

Target Audience

Equi serves investment advisors, family offices, and high-net-worth individuals seeking diversified investment opportunities uncorrelated with traditional public markets.

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