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.
Invest in a diversified portfolio of dynamically selected private companies
Download our Latest Research Reports
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.
from Series A to IPO
10,000X 1,000X 100X 10X 1X |  |
| IPO Year |
1990
Cisco
1997
Amazon
2002
Netflix
2004
Google
2011
Facebook
2014
Alibaba
|
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.
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
EQUIAM is led by a veteran team of asset management, venture, and technology professionals with decades of collective experience.
Ziad Makkawi
Founder & CEO
30+ years of experience building and running Asset Management & Private Equity firms and Investment Banks.
John Zic
Partner, Founding Team Member
Former Director of Business Operations at Forge (f.k.a. Equidate), where he facilitated $400M+ in private secondary transactions.
Jacob Miller
Advisor, Systematic Signal Development & Analytics
Former Investment Associate at Bridgewater, specialized in developing systematic trading strategies for emerging markets and fixed income.
Najam Kidwai
Executive Committee
Entrepreneur, investor and advisor at 23&Me, Boxed, Forge (f.k.a. Equidate), TechSync, and Mio Global.
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
Tap into a massive network
Forge has transacted with thousands of individuals and institutions accross the world, in dozens of companies via secondary transactions.
Access more companies
Forge employs flexible transaction structures that enable access to more companies than its competitors.
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.
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 | ||||||||||||||||
On outstanding principal only.
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| Legal Counsel | Tannenbaum Helpern Syracuse & Hirschtritt LLP (U.S.) Ogier (Cayman Islands) | |||||||||||||||
| Fund Auditor | KPMG | |||||||||||||||
| Fund Administrator | Maples Fund Services | |||||||||||||||
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