Equi
PrivateLast Round
Series A
Oct 3, 2022
Est. Valuation
$99M
Total Funding Raised
$25M
Company Overview
Equi operates in FinTech and is based in San Francisco, California. Its latest recorded funding round was a Series A round in October 2022.
Equi is a fintech company that provides a digital platform for accredited investors to access and manage portfolios of alternative investments, such as hedge funds and private credit.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Lending & Credit
Business Model
B2C
Customer Profile
Services & Consulting, Payment Processing Fee
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Equi Comparables
Compare Equi with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Allocate | 85% | |
| Moonfare | 77% | |
| Proteus | 77% |
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Equi Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Oct 3, 2022 | ||||
| Seed | Mar 29, 2022 |
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Key People
Founding team and executive leadership
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Equi Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Montage Ventures | Seed, Series A |
| Gaingels | Seed |
| Foundation Capital | Seed |
| Smash Capital | Series A |
| F7 Ventures | Seed |
| Calm Ventures | Seed |
| Vesey Ventures | Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jan 1, 2026
Signed Letter of Intent to launch an additional fund of funds product.
- Mar 29, 2022
$10M round led by Foundation Capital.
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Equi Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Equi's valuation, stock price, and market status.
Is Equi a public or private company?
Equi is a private company.
What is the current stock price of Equi?
Equi is a private company, so its shares have no public market price. Caplight tracks Equi's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Equi worth (valuation)?
Equi's valuation is estimated at $99.0M based on funding round data.
Can I buy Equi stock?
Equi shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Equi's last funding round?
Equi's most recent funding round was Series A on October 3, 2022.
Who are the main investors in Equi?
Key investors in Equi include Foundation Capital, Smash Capital.
Will Equi IPO soon?
No public IPO plans have been announced for Equi.
How can I track Equi secondary market activity?
Caplight tracks bids, offers, and trades in Equi's shares on secondary markets.