A shaky foundation impacts valuable interfamily and intrafamily collaborations and peer insights. While this may seem logical; what is often missed is overlooking values-aligned investment opportunities and collaborations within the family and other Family Offices that have great potential to bridge the generations. We are here to reveal your true potential. Read more about family office collaboration here: https://lnkd.in/gkiGcjr5
Equati
Technology, Information and Internet
The first intelligent legacy technology for Family Offices.
About us
Equati: /ˌɛˈkwɑː.ti/ is a data aggregation and analysis platform designed to align family office values and investment theses with the strategic priorities of capital-raising businesses. Ensuring alternative investments are guided through shared values and strategic priorities to uncover the next value-aligned opportunity. 𝐇𝐨𝐰 𝐖𝐞 𝐃𝐨 𝐈𝐭? Using proprietary algorithms, we integrate values, business data and investment objectives to create a streamlined approach to informed decision making. 𝐖𝐡𝐲 𝐢𝐬 𝐢𝐭 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭? Reduces discovery and time to decision, centralizes information as a single source of truth, tracking trends, and preferences. 𝐖𝐡𝐲 𝐍𝐨𝐰? The speed of change and innovation is accelerated. Opportunities come and go at the blink of an eye. Family Offices are significant capital contributors with different motivators and influences than traditional VC: 🟢$162B (32.5%) of Capital allocation from all capital invested in startups came from Family Office 🟢4% of the world’s impact investment are from Family Office 🟢$12T (of the $84T **#greatwealthtransfer**) will transfer to the NexGen and impact 15-20K Family Offices globally ⛔10% of Family Offices survive beyond the 3rd generation ⛔Polarized thinking and investment strategies divide older and younger generations, yet change is inevitable. 𝐖𝐡𝐨 𝐄𝐪𝐮𝐚𝐭𝐢 𝐒𝐞𝐫𝐯𝐞𝐬: Single, multi and embedded Family Offices in the US, UK and Europe who actively invest in alternative investments and are on the cusp of generational transfer and/or are understand the change in front of them and want a solution that goes beyond financial metrics. 𝐇𝐨𝐰 𝐭𝐨 𝐋𝐞𝐚𝐫𝐧 𝐌𝐨𝐫𝐞: DM or email me [email protected]
- Website
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https://www.equati.ai
External link for Equati
- Industry
- Technology, Information and Internet
- Company size
- 2-10 employees
- Headquarters
- London
- Type
- Privately Held
- Founded
- 2023
- Specialties
- WealthTech, Data Insights, Family Business, Family Office, and Succession
Locations
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Primary
London, GB
Employees at Equati
Updates
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What if alternative investment decisions were free from emotional complexities? What if it was possible to transform your Family Offices’ alternative investment due diligence process? What if Family Offices weren’t only playing the game, but transforming it? Equati gives the advantage of always playing a winning hand. Find out how Family Offices can thrive in alternative investment decisions: https://lnkd.in/g6KJGrV4
Changing the Game with AI-driven Alternative Investment Decisions for Family Offices
equati.ai
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When business and family life intertwine, the struggles and conflicts cut deeper than mere numbers. This issue transcends the fiscal realm, affecting relationships, emotional well-being, and the legacy that we expect to leave behind. Growing up, I felt the struggle, the isolation, and the hurt inflicted by this intersection. My childhood family dinners were budget discussions and business meetings. This created an environment where love and profit seemed to be at odds. Family Offices can take a turn from all these struggles to head to a state of lively and transformational communication. Here is a starting point to explore what transformational communication can help Family Offices: https://lnkd.in/gUQHF-yy
The Root of Dying Legacies: Miscommunication and How to Overcome It
equati.ai
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Family Offices experience immense pressure to preserve their legacy, both financially and ethically. This is often in direct conflict with tradition. Given that less than 10% of Family Offices survive past the third generation, the need for technology solutions to solve these problems for Family Offices is more urgent than ever. When the goal is keeping the legacy alive, it's not just about financial stability but also honouring family values. That's why alternative investment strategies and choosing impact investments that align with those values are imperative for Family Offices. Equati synchronises family values and business strategies and acts as a single source of truth, thus enabling multi-layer decision modelling for impact investments of Family Offices. Explore how AI-driven insights change the way Family Offices make alternative investment decisions: https://lnkd.in/gXJ-vkiE
Legacy and Logic: Value-Aligned Investments for Generational Impact
equati.ai
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Imagine communication as a coin. The head of the coin is the traditional approach—direct, straightforward, and often rigid; while the tail of the coin is compassion, understanding, empathy, and connection. 'Flipping the coin' on communication invites you to explore alternative ways to embrace a perspective that is not so different from yours. For example, in a discussion about your alternative investment strategies in the Family Office, rather than insisting on traditional methods, you explore the opposite to understand innovative approaches, integrating younger members' insights on digital assets, social impact, and sustainability. Explore more ways of changing how you communicate in this article: https://lnkd.in/gjADVUv2
Flipping the Coin: Transformative Communication in Family Offices
equati.ai
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"Growing up, my father was a generational small business owner, and my mother, an entrepreneur. However, witnessing the toll that the family business took on my parents, I chose to exit stage left. What has come next was a years-long journey that expands to build Equati, the first intelligent impact investing legacy platform for Family Offices, harnessing AI for value-aligned alternative investment strategies that sustains wealth across generations." To learn more about Stacy Kehren Idema's journey from the heart of a family business to founding Equati click here: https://lnkd.in/gTeZETtS
The Genesis of Equati
equati.ai
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As we stand on the cusp of the impending hashtag #GreatWealthTransfer—we're witnessing more than a mere change in asset distribution. 𝙒𝙤𝙢𝙚𝙣 𝙖𝙧𝙚 𝙨𝙩𝙖𝙣𝙙𝙞𝙣𝙜 𝙩𝙤 𝙞𝙣𝙝𝙚𝙧𝙞𝙩 𝙢𝙤𝙧𝙚 𝙩𝙝𝙖𝙣 60% 𝙤𝙛 𝙩𝙝𝙞𝙨 $84 𝙩𝙧𝙞𝙡𝙡𝙞𝙤𝙣 𝙬𝙞𝙣𝙙𝙛𝙖𝙡𝙡. This shift presents a special opportunity to redefine investment strategies, especially in supporting impact businesses and women-owned businesses. For Family Offices, the traditional pillars of wealth management —preservation, growth, and succession— are also experiencing a shift. Equati is at the forefront of this change. For more, click on: https://lnkd.in/gFtnWzi4
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Developing and nurturing connections with the unexpected questions provide a wealth of knowledge and potential collaboration opportunities including but not limited to joint ventures and co-investment opportunities. Click for more https://lnkd.in/gWxc5MjZ #ArtificialIntelligence #AlternativeInvestment #equati #ImpactInvesting #FamilyOffice #WealthTech
Breaking Barriers: How Collaboration Can Secure Your Family Office Legacy
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Collaboration in Family Offices The concept isn’t new; in fact, it is quite old. Click for more https://lnkd.in/gWxc5MjZ #AlternativeInvestment #FamilyOffice #ImpactInvesting #ArtificialIntelligence #WealthTech #equati
Breaking Barriers: How Collaboration Can Secure Your Family Office Legacy
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The need for technology solutions to solve the problems for family offices is more urgent than ever. Click for more https://lnkd.in/gXJ-vkiE #ValuesAlignedInvesting #ArtificialIntelligence #WealthTech #equati #FamilyOffice #AlternativeInvestment #ImpactInvesting
Legacy and Logic: Value-Aligned Investments for Generational Impact
https://equati.ai