Equality Asset Management — Full Portfolio
17 tracked investments · listed companies and verified rows first
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
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
Co-investorsThoma BravoFirst Analysis
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
Auctivo provides governance, risk, and compliance (GRC) software combined with AI for organizations in regulated industries and government agencies, covering sectors such as insurance, financial services, healthcare, and construction.
AI & Machine LearningGovTechSaaS
Connectbase provides tools for telecom wholesale sales teams to identify their total addressable market, set location-level pricing, and automate distribution of building and network serviceability data to partners.
Data & InfrastructureEnterprise SoftwareLogistics & Supply ChainSaaSSales TechWestborough, US
Ben Edmond(CEO & Founder)inShivani York(Chief Operating Officer)inSteve Sincavage(Chief Financial Officer)Trey(Chief Technology Officer)
BoardSean Dowling(Director)inAlexandre Villela(Director)in
Co-investorsDigitalBridgeHarbert Growth PartnersOsage Venture PartnersAscent Venture PartnersNauta Capital
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 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
Co-investorsCatalyst PartnersFirst Analysis
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
Mike Baldinger(Founder)in
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
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 VenturesHeritage GroupAtlantic Vantage PointAXA Venture Partners
Miva provides ecommerce platform solutions that help merchants grow revenue through its proprietary technology.
E-commerceRetail TechSaaSSan 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
Optionstrat provides educational tools and analytics for options traders, including a strategy builder, optimizer, and market flow scanner.
FintechSaaS
Heath M.(Founder)in
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
Duck Creek Loss Control is a loss control product for property and casualty insurers that embeds risk inspection and predictive risk data into underwriting and policy workflows.
FintechInsurTechSaaS
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Evention
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.



























