Equati Bridges the Generational Gap for
Family Offices
Introducing a shared, holistic view of pre-IPO equity opportunities while aligning your Family Office's vision, values, and goals in a seamless interface.
Unlock Impact and Return.
Access alternative investments that drive both impact and returns.
With Equati, Family Offices discover opportunities aligned with purpose, sustainability, diversity, and innovation—ensuring your wealth drives meaningful change.
Personalised Opportunity Scoring.
Real-time matching generates tailored scores for each opportunity.
Transform investment decisions into a dynamic, intergenerational conversation, aligning closely with your family’s vision for a lasting legacy.*
Fewer than 10% of Family Offices make it to the 3rd generation.
Preserve Legacy
Bridge Generations.
Equati fosters alignment across generations, preserving wealth, relationships, and trust.
Enhance transparency and collaboration to ensure your family’s legacy thrives.
Only our technology bridges generational wealth and values;
enabling inclusive communication, collaborative decision-making, and data insights, unlike traditional portfolio management solutions that focus solely on risk and financial reporting.
HOW IT WORKS
A Unified Solution for Family Offices
We create a 10-point personalised score for each new qualified opportunity.
This ensures a unique experience aligning your Family Office values and the legacy impact of the equity investment. It helps you bridge generational gaps so that you can focus on growing and extending your legacy.
Streamline Processes.
Values Alignment.
Using proprietary algorithms, we integrate Family Office and business objectives to streamline decision-making.
Access the opportunities and receive in real time updates, no more endless emails streams or waiting for someone else to provide the information.
Bottom line: Optimize your time.
Deal Decision Intelligence for Future Outcomes.
Every decision today shapes the strategy and legacy of tomorrow.
By understanding the impact of these decisions, families can foster alignment, reduce misunderstandings, and refine strategies to extend their legacy.
Bottom Line:
Understand how today's decisions impact your future legacy.
Pre-Qualified
Deal Marketplace.
You will have access to our exclusive marketplace of pre-IPO opportunities.
Here, you’ll discover untapped markets, connect with Family Office peers, and explore co-investment opportunities.
This rich ecosystem broadens your global reach, offering diverse options that align with your vision and legacy.