FAQs

Why should I invest in alternatives?

As David Swenson, former CIO of Yale's endowment, said: "True diversification requires owning assets that respond differently to fundamental forces that drive markets." Alternative investments, like those that we create and curate, provide investors with the opportunity to invest in a class of assets that have little to no correlation with public markets. This type of diversification can help protect an investor's portfolio during times of turbulence or market downturn, and help produce outsized returns over the long run.

Why should I trust Equi?

We're a registered investment advisor and all Equi funds are fully audited by RSM (a top 5 US audit firm), plus all performance reporting is done by a top-10 fund administrator so you can trust the information you see. Also, our skin is in the game. The majority of our cofounders' personal capital (over 70%) is invested on our platform alongside their parents, friends, team members, and customers. We have an experienced leadership team focused on compliance, investment diligence, and risk management. Check out why Loom founder, Shahed Khan, trusts Equi in this Fortune article.

You should still refer to the PPM and ensure you understand all the risks involved and are comfortable with them prior to making any investment.

Can you share names of underlying fund managers?

We aim to be as transparent as possible, while protecting the hard work our team has done in sourcing fantastic investments for our platform. Some fund managers are revealed within the app, while others are only revealed to customers.

What is the selection criteria for your underlying managers?

Criteria may change slightly over time. However, we generally target managers with the following characteristics: 1) 8+ year track record; 2) greater than 10% annualized returns*; 3) less than 15% annualized volatility; 4) less than 0.5 correlation to the S&P 500.

*Historical performance (2010 to 2021) of the underlying investments in the Growth Fund, net of all fees.

Can you provide a complete breakdown of underlying fees?

When you view performance record on the app, you will see the performance net of all fees. The fee structure is based on equal weight and doesn't take into account the optimization work that is done on the portfolio. We've successfully negotiated fee discounts with 70%+ of the underlying managers, our goal is to provide a blended rate that is equal to or lower than going direct.

How do I transfer funds to Equi?

We accept funds by wire and will soon support ACH as well. After onboarding via our web app, verifying your identity and confirming you're qualified for the investment, you'll sign subscription documents and receive individualized wire instructions. Once you have invested, you'll be able to monitor your investment directly within our app from your investor dashboard.

Why should I invest in alternatives?

As David Swenson, former CIO of Yale's endowment, said: "True diversification requires owning assets that respond differently to fundamental forces that drive markets." Alternative investments, like those that we create and curate, provide investors with the opportunity to invest in a class of assets that have little to no correlation with public markets. This type of diversification can help protect an investor's portfolio during times of turbulence or market downturn, and help produce outsized returns over the long run.

Why should I trust Equi?

We're a registered investment advisor and all Equi funds are fully audited by RSM (a top 5 US audit firm), plus all performance reporting is done by a top-10 fund administrator so you can trust the information you see. Also, our skin is in the game. The majority of our cofounders' personal capital (over 70%) is invested on our platform alongside their parents, friends, team members, and customers. We have an experienced leadership team focused on compliance, investment diligence, and risk management. Check out why Loom founder, Shahed Khan, trusts Equi in this Fortune article.

You should still refer to the PPM and ensure you understand all the risks involved and are comfortable with them prior to making any investment.

Can you share names of underlying fund managers?

We aim to be as transparent as possible, while protecting the hard work our team has done in sourcing fantastic investments for our platform. Some fund managers are revealed within the app, while others are only revealed to customers.

What is the selection criteria for your underlying managers?

Criteria may change slightly over time. However, we generally target managers with the following characteristics: 1) 8+ year track record; 2) greater than 10% annualized returns*; 3) less than 15% annualized volatility; 4) less than 0.5 correlation to the S&P 500.

*Historical performance (2010 to 2021) of the underlying investments in the Growth Fund, net of all fees.

Can you provide a complete breakdown of underlying fees?

When you view performance record on the app, you will see the performance net of all fees. The fee structure is based on equal weight and doesn't take into account the optimization work that is done on the portfolio. We've successfully negotiated fee discounts with 70%+ of the underlying managers, our goal is to provide a blended rate that is equal to or lower than going direct.

How do I transfer funds to Equi?

We accept funds by wire and will soon support ACH as well. After onboarding via our web app, verifying your identity and confirming you're qualified for the investment, you'll sign subscription documents and receive individualized wire instructions. Once you have invested, you'll be able to monitor your investment directly within our app from your investor dashboard.

Why should I invest in alternatives?

As David Swenson, former CIO of Yale's endowment, said: "True diversification requires owning assets that respond differently to fundamental forces that drive markets." Alternative investments, like those that we create and curate, provide investors with the opportunity to invest in a class of assets that have little to no correlation with public markets. This type of diversification can help protect an investor's portfolio during times of turbulence or market downturn, and help produce outsized returns over the long run.

Why should I trust Equi?

We're a registered investment advisor and all Equi funds are fully audited by RSM (a top 5 US audit firm), plus all performance reporting is done by a top-10 fund administrator so you can trust the information you see. Also, our skin is in the game. The majority of our cofounders' personal capital (over 70%) is invested on our platform alongside their parents, friends, team members, and customers. We have an experienced leadership team focused on compliance, investment diligence, and risk management. Check out why Loom founder, Shahed Khan, trusts Equi in this Fortune article.

You should still refer to the PPM and ensure you understand all the risks involved and are comfortable with them prior to making any investment.

Can you share names of underlying fund managers?

We aim to be as transparent as possible, while protecting the hard work our team has done in sourcing fantastic investments for our platform. Some fund managers are revealed within the app, while others are only revealed to customers.

What is the selection criteria for your underlying managers?

Criteria may change slightly over time. However, we generally target managers with the following characteristics: 1) 8+ year track record; 2) greater than 10% annualized returns*; 3) less than 15% annualized volatility; 4) less than 0.5 correlation to the S&P 500.

*Historical performance (2010 to 2021) of the underlying investments in the Growth Fund, net of all fees.

Can you provide a complete breakdown of underlying fees?

When you view performance record on the app, you will see the performance net of all fees. The fee structure is based on equal weight and doesn't take into account the optimization work that is done on the portfolio. We've successfully negotiated fee discounts with 70%+ of the underlying managers, our goal is to provide a blended rate that is equal to or lower than going direct.

How do I transfer funds to Equi?

We accept funds by wire and will soon support ACH as well. After onboarding via our web app, verifying your identity and confirming you're qualified for the investment, you'll sign subscription documents and receive individualized wire instructions. Once you have invested, you'll be able to monitor your investment directly within our app from your investor dashboard.