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The case for the baby and the bathwater amidst “SaaSpocalypse”?
Follow the conversation on X and LinkedIn
 • Rick Zullo
Winning in Vertical AI: The 2 Pathways for Success
As we highlighted in our recent Insurance x AI and Logistics x AI posts, we’re starting to see the first wave of breakout Vertical AI companies across…
 • Ali Afridi
Investing at the Intersection of Climate and Innovation
A Conversation With Rick Zullo and Enki Toto
 • Rick Zullo
Before Day Zero
Our approach to working with founders at the earliest stage–Before Day Zero.
 • Rick Zullo
Inventory Apocalypse 2.0
Retail is no stranger to uncertainty and the resulting volatility.
 • Sophia Dodd and Chelsea Zhang
Investing in "Return on Atoms"
Follow the discussion on LinkedIn.
 • Sophia Dodd
Marketplaces, Brokers and Storefronts
Over the last decade, we’ve seen tremendous growth in commerce transacted online.
 • Rick Zullo
The Technology Deployment Phase
Since the founding of Equal, we have focused on the application of technology within our industries to transform their respective value chains (or as we…
 • Rick Zullo
The Premium of Platforms
Valuation Insights from the Bessemer Cloud Index
 • Sophia Dodd and Rick Zullo
Hick’s Law – Why Fortune Favors the Focused
Throughout my life, I’ve been focused on making the most of what I had. At our dinner table, we finished our plates clean every night to not waste food…
 • Rick Zullo
A Playbook for Value Creation
While the process for identifying great companies is never uniform, there are indeed best practices to follow in building scalable, defensible…
 • Rick Zullo
Evolution of Investors in the New Digital Age
In the last year, we’ve seen the high profile bankruptcies of WeWork and Convoy. Each of these were poster-children “disruptors” over the last…
 • Rick Zullo
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