Equal Ventures

Home
All Posts

Retail & Logistics

Equal’s POV on Investing in Retail
Today, we’re publishing the last of Equal’s Product Owner perspectives on retail, a sector that makes up almost 20% of U.S. GDP (see previous posts on…
 • 
Chelsea Zhang
Equal’s POV on Investing in Supply Chain & Logistics
As part of Equal’s AGM this year, the Equal Product Owners did mini deep dives into the current investment landscape of our various sectors (see Adam’s…
 • 
Chelsea Zhang
Be Mindful of the Power of Platforms
The Power (and Dangers) of Platforms within Commerce A long-time guiding principle for Equal Ventures’ investment into the retail space has been “Be…
 • 
Chelsea Zhang
 and 
Rick Zullo
Commerce Flows vs. Capital Flows
As we highlighted in our Death to DTC? post, the DTC-only strategy is no longer a viable path for the vast majority of brands. In 2016, Andy Dunn, CEO …
 • 
Chelsea Zhang
 and 
Rick Zullo
Next Generation Conglomerates
A Playbook for Digital Disruption
 • 
Rick Zullo
The Unbundling of Retail
The State of the Commerce 2022 saw perhaps the most emphatic rejection of the DTC-only narrative. As we beleaguered in our Death to DTC and Point of No…
 • 
Chelsea Zhang
 and 
Rick Zullo
Equal's 2023 Research POV
Themes we're watching in the year ahead
 • 
Chelsea Zhang
, 
Simran Suri
, and 
Adam Chadroff
Niche is the Next Big Thing
Why VC's Obsession with Big TAM is a Big Mistake
 • 
Rick Zullo
1
The Point of No Return? A New Model for Reverse Logistics
Free and seamless returns have long been cited as a critical part of the ecommerce customer experience. Over the past few years, as retailers and brands…
 • 
Chelsea Zhang
 and 
Rick Zullo
Welcoming MVMNT to the Equal Ventures Portfolio
We’re proud to announce our investment in MVMNT, a platform to democratize access to software for freight shippers and brokers, and to congratulate them…
 • 
Rick Zullo
Welcome Bikky to the Equal Ventures Portfolio
At Equal, we love partnering with founders that are building verticalized software platforms. We believe that there are many markets and sectors that…
 • 
Richard Kerby
Introducing Ghost - A B2B marketplace to solve for >$1T of excess inventory
Back in 2020, our team started to see a seismic shift in brand/retailer balance sheets as supply chain constraints and demand forecasting challenges…
 • 
Rick Zullo
© 2024 Equal Ventures
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture