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Equality Asset Management

Private equity

Boston · Growth–Late Stage · 15 people tracked

Find your way into Equality Asset Management

2,856 people in our graph share verified history with the Equality Asset Management team — schools, employers, funds. One of them is your warm intro.

Niki Pezeshkiunlockedknows Tom Roberts · together at Summit Partners (overlapped)
×5knows the team · via Harvard Business School
×2knows the team · via Parthenon
knows the team · via Harvard University
knows the team · via Boston College
knows the team · via Summit Partners
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Investment thesis

EAM is a growth-focused private equity firm building a lower mid-market, software-focused growth buyout platform. It invests exclusively in software and software-enabled services companies, backing founder-led, product-led category leaders with strong growth potential. The firm typically deploys $25M to $150M of equity per portfolio company, targeting capital-efficient, profitable businesses with roughly $10M-$50M in recurring revenue. Through its Investor-Operator approach, EAM provides tailored capital plus strategic and operating support to help companies scale efficiently, expand capabilities, and pursue operational excellence. It emphasizes long-term profitable growth, data-driven candor, and lasting partnership with founders and CEOs.

Source: firm website, verified Aug 7, 2026.

Stage
Growth–Late Stage
Check
$25M – $150M
HQ
Boston, US
Leads rounds
Follows
Instruments
Equity
Founded
2018
AUM
$575M
Tracked investments
19

Team · 15 people

from the firm's website & curated
Fiona Beery· Executive Assistantin

Joined EAM in 2026. Graduated from Virginia Tech with a B.S. in Finance.

Founder mafia

3 people who came through Equality Asset Management went on to found or lead other companies.

What they invest in

from 15 of 19 portfolio companies

SaaS ×12Enterprise Software ×10Fintech ×7AI & Machine Learning ×4Data & Infrastructure ×3InsurTech ×3Cloud Computing ×2GovTech ×2

HQs:United States×9United Kingdom×1

Investments · 19 tracked

founders shown can be your intro path

By year:2025 · 12021 · 12017 · 13 dated

OptionMetricsoptionmetrics.comin𝕏✓ verified

OptionMetrics provides historical options and implied volatility data to institutional investors, traders, and academic researchers worldwide.

Data & InfrastructureEnterprise SoftwareFintechNew York City, US

David J. Hait(CEO and Founder)in

Co-investorsLeeds

PCMIpcmicorp.comin𝕏✓ verified

PCMI provides AI-powered software that automates the administration of F&I products, warranties, and service contracts for TPAs, OEMs, and automotive dealers worldwide.

AI & Machine LearningEnterprise SoftwareInsurTechSaaS

Mark Nagelvoortin

Co-investorsThoma Bravo

Advanced GRCadvancedgrc.com

Advanced GRC provides digital modernization solutions for government agencies, including licensing management, case management, financial disclosure, and grant tracking systems to improve operational efficiency and regulatory oversight.

Enterprise SoftwareGovTechLegalTechSaaSNew York, US

Auctivoauctivo.com
Cloudagecloudage.comin𝕏

Cloud Age develops SaaS solutions for telecom infrastructure management and lifecycle operations.

Cloud ComputingEnterprise SoftwareFintechSaaS

Connectbaseconnectbase.comin𝕏Mar 2025

Connectbase operates The Connected World, a location-intelligence and automation platform for buying and selling network connectivity.

Data & InfrastructureSaaSSales TechWestborough, US

Benjamin Edmond(Executive Officer, Director)Stephen Joseph Sincavage(Executive Officer)

BoardSean Dowling(Director)Alexandre Villela(Director)Matt Fates(Director)Thomas D. Roberts III(Director)

Co-investorsAscent Venture PartnersHarbert Growth PartnersNauta CapitalOsage Venture Partners

Elation Systemselationsys.com

Elation Systems provides web-based compliance management systems for government agencies, non-profits, and private organizations to automate labor compliance tracking, prevailing wage reporting, and project administration.

Construction TechEnterprise SoftwareGovTechLegalTechSaaSPortsmouth, US

Equality Asset Managementequalityasset.com
Equality Asset Managementequalityassetmanagement.comin

Equality Asset Management (EAM) is a Boston-based growth-oriented private equity firm that invests in lower mid-market software and software-enabled services companies, typically deploying $25M to $150M of equity per portfolio company.

Enterprise SoftwareFintechSaaSBoston, US

Jeff Del Papa(Co-Founder & Managing Partner)inTom Roberts(Co-Founder & Managing Partner)in

Evention

Chicago-based back-office services provider to hotels, restaurants and retailers; EAM invested in 2022.

Eventionllceventionllc.comin𝕏

Evention provides financial reconciliation and payment processing solutions for hospitality and retail organizations, automating credit card settlement, gratuity payroll, and audit reporting across thousands of locations globally.

Enterprise SoftwareFintechSaaS

Ionanalyticsionanalytics.comin

ION Analytics provides data and analytics services for global capital markets, combining human research with AI to deliver predictive market intelligence.

AI & Machine LearningData & InfrastructureEnterprise SoftwareFintechMedia & Entertainment

Co-investorsLiquidity Capital

Mindoulamindoula.comin

Mindoula is a population health management company that identifies, engages, and supports people with complex behavioral health, medical, and social needs using a technology suite of data science, psychometrics, predictive analytics, and AI combined with virtual and in-person care teams.

Digital HealthHealthtechMental HealthSilver Spring, US

Steven Sidel(Executive Officer, Director)Greg Couto(Executive Officer, Director)

BoardNavid Farzad(Director)Manish Agarwal(Director)in

Co-investorsFrist Cressey VenturesAtlantic Vantage Point

MivaNov 2021

San Diego, US

David Hubbard(Executive Officer, Director)Richard Rauscher(Executive Officer)Rick Wilson(Executive Officer, Director)Jon Burchmore(Executive Officer)Nathan Osborne(Executive Officer)Russ Carroll(Director)

Co-investorsBison Capital

Mivamiva.comin𝕏

Miva provides ecommerce platform solutions that help merchants grow revenue through its proprietary technology.

E-commerceRetail TechSaaSSan Diego, US

OptionStratoptionstrat.com𝕏

Optionstrat provides educational tools and analytics for options traders, including a strategy builder, optimizer, and market flow scanner.

FintechSaaS

ProjectDiscoverymimecast.comin𝕏Dec 2017

Mimecast provides email security, data loss prevention, cloud archiving, and human risk management products used by organizations to protect communications and data.

AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSaaSLondon, GB

Michael Madon(Executive Officer, Director)inRanjan Singh(CEO)Peter Bauer(Founder)inTimothy Jackson(Executive Officer)Marc van Zadelhoff(CEO)in

BoardAdam Fletcher(Director)

Co-investorsAccelCyber Mentor FundFloodgateGlilot Capital PartnersJobsOhio VenturesMaryland TEDCO+5 more

Rhoads Onlinerhoadsonline.comin

Rhoads provides a platform that connects regulatory intelligence with operational workflows to help insurance organizations manage licensing, appointments, and compliance requirements across their distribution networks.

Enterprise SoftwareFintechInsurTechSaaS

Riskcontroltechriskcontroltech.cominacquired by Duck Creek Technologies

AI & Machine LearningInsurTechSaaS

Exits · 1

IPOs and acquisitions across the tracked portfolio

Riskcontroltechacq. by Duck Creek Technologies

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Equality Asset Management made?
Equality Asset Management has 18 tracked investments, 1 of which have exited via acquisition or IPO, including 1 dated in the last 24 months.
What stage does Equality Asset Management invest at?
Equality Asset Management invests at the Growth, Late Stage stages.
What is Equality Asset Management's typical check size?
Equality Asset Management typically writes checks of $25M – $150M.
What sectors does Equality Asset Management focus on?
Equality Asset Management focuses on Cloud Computing, Enterprise Software, Fintech, SaaS.
Where is Equality Asset Management located?
Equality Asset Management is headquartered in Boston, US.
Does Equality Asset Management lead rounds?
Equality Asset Management typically participates in rounds rather than leading them.
Who does Equality Asset Management co-invest with?
Equality Asset Management most often shares deals with Accel, Floodgate, Frist Cressey Ventures, among 13 tracked co-investors.

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