Systematic Ranking Index (ESRI) Top 30
Historical Performance †
EQUIAM is a non-traditional, systematic VC firm. We use deeply researched, proprietary, 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. This focus, along with our proven execution capability, allows us to offer our investors diversified portfolios of private firms designed to outperform in even the most challenging environments.
We are deal-structure agnostic, tapping both primary and secondary markets for private firms. We leverage a variety of private and publicly available data streams to create a book of signals that identifies private firms positioned for outperformance. Our visibility on both historical and live price-data, combined with our logic-driven models, allows us to identify and unlock the most attractive entry and exit points for our investors.
Traditional, network-driven, venture investing is ripe for disruption, as increased competition and the need to write larger checks have degraded value-ad. We believe there is space for a new breed of non-traditional capital providers. These players are bringing the same level of rigorous, quantitative analysis that revolutionized the public markets to an otherwise opaque and clubby investment space. Our current data access, combined with the development of more liquid private capital markets allows EQUIAM to be a key disruptor in this space.
The EQUIAM team is uniquely equipped to deploy our novel strategy. We have over 40 years of experience launching and operating investment firms, developing robust quantitative strategies, and executing hundreds of millions of dollars in primary and secondary transactions.
Ultimately, our core mission is to deliver outsized returns by systematizing and modernizing the way people invest in the companies that are modernizing the world.
We look at over 10 million unique data points from 2005 to present, including venture capital deal data, financial and trading data on comparable public market companies, alternative data sources for company performance, hiring and cash position, and coincident pricing and flows information, leading to dynamic company level scoring that allows us to simultaneously monitor over 10,000 firms.
- We limit our universe to companies that have had at least 3 Funding rounds proving market fit, widespread adoption, and robust revenue generation.
- Then we filter down to ~600 top firms using proprietary metrics of enterprise valuation and health. We rank these firms via the EQUIAM Systematic Ranking (ESR) process, the result of which forms the ESR Index (ESRI).
- The top 30 ranked firms per the ESRI form the core of the Private Alpha Fund. These firms are dynamically reassessed and rebalanced throughout the life of the fund.