Introducing AI-powered diligence
Automate Your Hedge Fund Diligence Workflows
Equi is the go-to partner for Capital Allocators, automating pre-trade diligence workflows so your team can focus on what matters: deploying capital.
Get early access to automate your diligence workflows
AI-Powered Pre-Trade Workflow
From idea to investment memo, our AI automates every step of your diligence process, saving you countless hours while ensuring nothing falls through the cracks.
Idea Generation
AI analyzes market trends and generates investment opportunities
Fund Discovery
Automatically find conferences and funds matching your criteria
Note Organization
Smart categorization and structuring of research notes
Data Extraction
Extract key insights from emails, PDFs, and documents
Memo Generation
Generate comprehensive investment memo drafts automatically
95% time reduction in pre-trade diligence workflows
Stop Wasting Time on Pre-Trade Diligence
Capital allocators waste 40% of their research hours on manual, repetitive tasks. Equi's AI-powered platform automates the entire pre-trade workflow, so you can focus on what matters most: making smart investment decisions.
Hey, I need help scheduling a team meeting that works well for everyone. Any suggestions for finding an optimal time slot?
Disorganized Data Rooms
Spend less time chasing down documents and more time analyzing opportunities.
AI Note Organization
Automatically capture and organize key insights from all your research.
Regulatory Friction
Streamline compliance with a built-in audit trail for every decision.
Magic Inbox
Advanced RAG (Retrieval-Augmented Generation) processing intelligently extracts, indexes, and stores key data from pitch decks, performance reports, and manager communications. Query your entire document history with natural language for instant insights.
Kanban Diligence Board
Track investment managers through every stage of your diligence process, from initial research to compliance review.
Initial Research
Strategy analysis & screening
Sarah Chen
Alpha Growth Partners
Due Diligence
Performance data review
Michael Torres
Quantum Value Fund
Data Room Review
Document organization
Jennifer Liu
Tech Frontier Capital
Memo Drafting
Investment memo creation
David Rodriguez
Emerging Markets Plus
Compliance Review
Regulatory requirements
Lisa Anderson
Healthcare Innovation
See It in Action
Words can only say so much. See for yourself how Equi can transform your pre-trade diligence workflow in this interactive demo.Request Early Access
A Better Way to Work
Equi's AI-powered platform is designed to help you work smarter, not harder. Here's how we do it.
Built for Secure Growth
Where advanced security meets seamless scalability—designed to protect your data and empower your growth.
Advanced Task Security
Safeguard your tasks with state-of-art encryption and secure access to your workflow data.
Scalable for Teams
Grow with your team. Track tasks across multiple workspaces and all team members.
Get Started with Equi
Request early access to the Equi platform and start automating your pre-trade diligence workflows today.
Early Access
Get access to the Equi platform and all of its features.
Get early access to automate your diligence workflows
Trusted by Capital Allocators
Leading institutional investors rely on Equi to streamline their diligence workflows and make faster, more informed investment decisions.
“Equi transformed our manager evaluation process. What used to take our team 3 weeks now happens in 3 hours. The AI-powered due diligence is incredibly thorough.”
Alfred Morrison
Senior Analyst, Blackstone Capital
“The Magic Inbox feature is revolutionary. PDFs, pitch decks, and performance reports are automatically organized and searchable. Our compliance team loves the audit trail.”
Sarah Chen
Head of Investments, CalPERS
“Equi's Kanban board gives us complete visibility into our diligence pipeline. We can track 50+ managers simultaneously across different investment stages.”
David Rodriguez
CIO, University of Texas Investment Office
“Equi transformed our manager evaluation process. What used to take our team 3 weeks now happens in 3 hours. The AI-powered due diligence is incredibly thorough.”
Alfred Morrison
Senior Analyst, Blackstone Capital
“The Magic Inbox feature is revolutionary. PDFs, pitch decks, and performance reports are automatically organized and searchable. Our compliance team loves the audit trail.”
Sarah Chen
Head of Investments, CalPERS
“Equi's Kanban board gives us complete visibility into our diligence pipeline. We can track 50+ managers simultaneously across different investment stages.”
David Rodriguez
CIO, University of Texas Investment Office
“Equi transformed our manager evaluation process. What used to take our team 3 weeks now happens in 3 hours. The AI-powered due diligence is incredibly thorough.”
Alfred Morrison
Senior Analyst, Blackstone Capital
“The Magic Inbox feature is revolutionary. PDFs, pitch decks, and performance reports are automatically organized and searchable. Our compliance team loves the audit trail.”
Sarah Chen
Head of Investments, CalPERS
“Equi's Kanban board gives us complete visibility into our diligence pipeline. We can track 50+ managers simultaneously across different investment stages.”
David Rodriguez
CIO, University of Texas Investment Office
“Equi transformed our manager evaluation process. What used to take our team 3 weeks now happens in 3 hours. The AI-powered due diligence is incredibly thorough.”
Alfred Morrison
Senior Analyst, Blackstone Capital
“The Magic Inbox feature is revolutionary. PDFs, pitch decks, and performance reports are automatically organized and searchable. Our compliance team loves the audit trail.”
Sarah Chen
Head of Investments, CalPERS
“Equi's Kanban board gives us complete visibility into our diligence pipeline. We can track 50+ managers simultaneously across different investment stages.”
David Rodriguez
CIO, University of Texas Investment Office
“The automated investment memo generation saved us weeks per evaluation. The AI understands our investment criteria and produces institutional-quality reports.”
Jennifer Walsh
Portfolio Manager, Yale Endowment
“Equi's pattern detection identified performance inconsistencies we missed in traditional analysis. The ROI on our diligence process improvement is measurable.”
Marcus Thompson
Managing Director, Apollo Global
“Our operational team was drowning in manual processes. Equi's workflow automation lets us focus on strategy instead of paperwork. Game-changing efficiency.”
Lisa Park
Chief Investment Officer, Teacher's Pension
“The automated investment memo generation saved us weeks per evaluation. The AI understands our investment criteria and produces institutional-quality reports.”
Jennifer Walsh
Portfolio Manager, Yale Endowment
“Equi's pattern detection identified performance inconsistencies we missed in traditional analysis. The ROI on our diligence process improvement is measurable.”
Marcus Thompson
Managing Director, Apollo Global
“Our operational team was drowning in manual processes. Equi's workflow automation lets us focus on strategy instead of paperwork. Game-changing efficiency.”
Lisa Park
Chief Investment Officer, Teacher's Pension
“The automated investment memo generation saved us weeks per evaluation. The AI understands our investment criteria and produces institutional-quality reports.”
Jennifer Walsh
Portfolio Manager, Yale Endowment
“Equi's pattern detection identified performance inconsistencies we missed in traditional analysis. The ROI on our diligence process improvement is measurable.”
Marcus Thompson
Managing Director, Apollo Global
“Our operational team was drowning in manual processes. Equi's workflow automation lets us focus on strategy instead of paperwork. Game-changing efficiency.”
Lisa Park
Chief Investment Officer, Teacher's Pension
“The automated investment memo generation saved us weeks per evaluation. The AI understands our investment criteria and produces institutional-quality reports.”
Jennifer Walsh
Portfolio Manager, Yale Endowment
“Equi's pattern detection identified performance inconsistencies we missed in traditional analysis. The ROI on our diligence process improvement is measurable.”
Marcus Thompson
Managing Director, Apollo Global
“Our operational team was drowning in manual processes. Equi's workflow automation lets us focus on strategy instead of paperwork. Game-changing efficiency.”
Lisa Park
Chief Investment Officer, Teacher's Pension
“Equi's compliance tracking ensures we never miss regulatory requirements. The automated audit trail gives our board confidence in every investment decision.”
Robert Kim
Investment Committee Chair, Harvard Management
“The document processing is phenomenal. Our team uploads hundreds of manager reports monthly, and Equi instantly extracts key metrics and flags potential concerns.”
Amanda Foster
Senior Portfolio Manager, Vanguard
“Equi's compliance tracking ensures we never miss regulatory requirements. The automated audit trail gives our board confidence in every investment decision.”
Robert Kim
Investment Committee Chair, Harvard Management
“The document processing is phenomenal. Our team uploads hundreds of manager reports monthly, and Equi instantly extracts key metrics and flags potential concerns.”
Amanda Foster
Senior Portfolio Manager, Vanguard
“Equi's compliance tracking ensures we never miss regulatory requirements. The automated audit trail gives our board confidence in every investment decision.”
Robert Kim
Investment Committee Chair, Harvard Management
“The document processing is phenomenal. Our team uploads hundreds of manager reports monthly, and Equi instantly extracts key metrics and flags potential concerns.”
Amanda Foster
Senior Portfolio Manager, Vanguard
“Equi's compliance tracking ensures we never miss regulatory requirements. The automated audit trail gives our board confidence in every investment decision.”
Robert Kim
Investment Committee Chair, Harvard Management
“The document processing is phenomenal. Our team uploads hundreds of manager reports monthly, and Equi instantly extracts key metrics and flags potential concerns.”
Amanda Foster
Senior Portfolio Manager, Vanguard
Frequently Asked Questions
Answers to common questions about Equi and its features. If you have any other questions, please don't hesitate to contact us.
