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Applied Equity

Venture Capital Firm, Private Equity Firm

Private investment partnership that invests in search funds and early-stage growth companies. Unique expert-advisor model for entrepreneurs.

Overview and Management

Establishment Year

2004

Mission

Dedicated to helping young entrepreneurs succeed through a unique expert-mentor model.

Values

Integrity, street smarts, self-awareness, coachability, and strong personal connection and chemistry.

Investment Roles

Direct Investor

Participant Demographics

Supports searchers and entrepreneurs with distinctive professional backgrounds.

Generational Wealth Planning

Risk Tolerance

Long-term investment perspective.

References or Case Studies

Can reference over 70 companies acquired and 100+ searchers supported.

Team Experience

Former McKinsey Senior Partners with decades of experience in relevant industries.

Notable Achievements

Supported 100+ searchers, acquired 70+ companies.

Project Track Record

Portfolio includes entrepreneurs such as Jenna Whigham (Abound Health), Adam Ilowite (Axero), Brian Williams (FIMC), Jason Forehand (ISI), Keegan Dum (eGenuity), and Trista Engel (Paragon Legal).

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

Compliance History

Email

Phone Number

Address

Boston United States

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