Investor Portal

Overview

Strategy

Team

FAQ

Overview

Strategy

Team

FAQ

DIVERSIFIED. SYSTEMATIC. PRIVATE.

EQUIAM believes there is a better way to invest in private markets.

EQUIAM is a non-traditional, systematic VC firm. We use deeply researched, data-driven algorithms to make our investment decisions. Our firm focuses on finding great firms and capturing the high returns associated with these bets, but we are equally invested in bringing world-class portfolio engineering practices to the private markets, mitigating risk and increasing long-term performance.

The Private Alpha Fund has launched. Express interest.

Learn More

Overview

Strategy

Team

FAQ

Invest in a diversified portfolio of dynamically selected private companies

Download our Latest Research Reports

Overview

Strategy

Team

FAQ

Why Invest in Private Technology

Companies are staying private longer, and this trend is continuing.

Multiple While Private vs. Multiple While Public

While 90s tech startups grew 100x post-IPO, that public multiple is now < 10x.

Private multiple

from Series A to IPO

Public multiple
There is a recent trend that more and more of company's growth happens when it is private
10,000X
1,000X
100X
10X
1X
 
There is a recent trend that more and more of company's growth happens when it is private
IPO Year
1990
Cisco
1997
Amazon
2002
Netflix
2004
Google
2011
Facebook
2014
Alibaba

Overview

Strategy

Team

FAQ

EQUIAM Provides Attractive Risk-Adjusted Returns via Growth & Late Stage Companies

We use data-driven, programmatic strategies to identify the highest potential growth and late stage companies while mitigating risk.

Private company
Public company
Early Stage
Value Creation
Axis icon on a chart displaying that late stage companies strike a balance between risk and growth, in terms of investments
Growth Stage
Late Stage
Line icon
IPO
Time

Angel, Seed, Series A & B

  • Concept driven global idea
  • Need capital to grow
  • Valuations are based on top-level opportunity
  • Binary outcomes (70%+ failure rate)

Series C & D

  • Proven business models
  • Accelerating KPIs
  • Valuations based on core financial metrics
  • High risk, high returns

Series E+

  • Highly recognizable business
  • Valuation driven by visbility of near term IPO
  • “Winner takes all” phenomenon comes into play

Based on “The Startup Investment Cycle”, by Credo Venture

Overview

Strategy

Team

FAQ

EQUIAM is led by a veteran team of asset management, venture, and technology professionals with decades of collective experience.

Meet the team

Ziad Makkawi

Ziad Makkawi

Founder & CEO

30+ years of experience building and running Asset Management & Private Equity firms and Investment Banks.

John Zic

John Zic

Head of Trading, Portfolio Strategist

Former Director of Business Operations at Forge (f.k.a. Equidate), where he facilitated $400M+ in private secondary transactions.

Jacob Miller

Jacob Miller

Portfolio Strategist

Former Investment Associate at Bridgewater, specialized in developing systematic trading strategies for emerging markets and fixed income.

Najam Kidwai

Najam Kidwai

Executive Committee

Entrepreneur, investor and advisor at 23&Me, Boxed, Forge (f.k.a. Equidate), TechSync, and Mio Global.

Overview

Strategy

Team

FAQ

Strategic Partnership with

EQUIAM has strategically partnered with Forge, the stock market for private companies. Forge has executed $1B+ in transaction volume over the past year and maintains a $2B+ active order book.

Forge gives EQUIAM a competitive edge in execution

Bank icon

Tap into a massive network

Forge has transacted with thousands of individuals and institutions accross the world, in dozens of companies via secondary transactions.

Chess icon

Access more companies

Forge employs flexible transaction structures that enable access to more companies than its competitors.

Chart icon

Execute confidently

Forge has a deep, and ever growing, knowledge base of company specific information that brings transparency and confidence in execution to a previously opaque market.

Overview

Strategy

Team

FAQ

Term Sheet

Fund The EQUIAM Private Alpha Fund
Structure The Fund is a closed-ended Master/Feeder fund with an onshore limited partnership (for US Investors) and an offshore Cayman Islands exempted limited partnership (for US tax exempt and non-US Investors)
Fund Size USD $85M – $125M
Duration 4 years + 1 + 1
Target Returns* 20%+ IRR (net of fees and expenses)
Applicable Fees
Commitments1
$150K Min. Investment
1.75% Management Fee2
17.5% Carry (6% Hurdle)
An investor is "committed" upon execution of their subscription documents.
On outstanding principal only.
Commitment Period Ending Date Capital Contribution Cut‑Off Additional Fees
Apr. 30th, 2020
May 15th, 2020 —
Legal Counsel Tannenbaum Helpern Syracuse & Hirschtritt LLP (U.S.)
Ogier (Cayman Islands)
Fund Auditor KPMG
Fund Administrator Maples Fund Services
Target returns are not intended to be actual performance and should not be relied upon as an indication of actual or future performance.

Overview

Strategy

Team

FAQ

until the final closing

Get diversified access to 30+ US-based venture-backed companies

 

Interested in investing via your IRA?

We've partnered with AltoIRA to make that possible. Contact [email protected] to learn more.

Overview

Strategy

Team

FAQ

Overview Strategy Team FAQ
[email protected]
Private investments are not appropriate for all investors. This asset class involves a high degree of risk, volatility and illiquidity, beyond that associated with traditional asset classes. Investors should consider private investments a supplement, comprising a modest portion of an overall investment strategy. Investors are solely responsible for, and are advised before making an investment decision with respect to the Fund to, review carefully the respective offering documents (including any relevant underlying agreements) and the related subscription documents regarding the Fund and are responsible for performing such due diligence as deemed appropriate, including consulting their own legal, tax, ERISA, and financial advisers. Any information provided by EQUIAM and its affiliates should not form the primary basis of an investor's investment decision. The material contained on this website is based upon information EQUIAM believes is reliable. However, EQUIAM does not represent or warrant that it is accurate, complete, and/or up-to-date. EQUIAM does not accept any responsibility to update any opinion, analyses or other information contained in the material. This material is for your general information only and solely to assist you in deciding whether to proceed with a further investigation of the Fund. It is not an offer or solicitation to buy or sell any security, which can be made only through the delivery of formal offering document(s) which include, among others, a confidential offering memorandum, limited partnership agreement, subscription agreement, and related subscription documents. Such formal offering documents contain additional information not set forth herein, including information regarding certain risks of investing, which such additional information is material to any decision to invest in the Fund. The information contained herein is based on certain assumptions, hypotheses, estimates, and anticipated outcomes which may or may not be true. decision...  More