Simplify Bourbon Barrel Investments for Your Group

CaskEquity is built for the new wave of group-based investing.Whether you’re a friends-and-family syndicate, an investment club, or a financial advisor managing assets on behalf of clients, our platform gives you the tools to manage bourbon barrel investments with clarity and confidence.

Why We Built CaskEquity

Built for Group Ownership

Unified Dashboard

Easily view and manage all barrels held by your group in one centralized dashboard. Quickly see details like fill dates, mash bills, and projected bottling windows.

Role-Based Access

Each member of your group gets a personalized login, with custom permissions based on their role—whether they’re a managing partner or simply along for the ride.

Transparent Financials

Purchase prices, current valuations, and key aging milestones are clearly displayed, so everyone stays aligned and informed.

Who It's Perfect For

  • Friends forming investment clubs

Pool funds, share access, and track your portfolio together—no spreadsheets needed.

  • Wealth managers

Offer high-net-worth clients a modern platform to track unique alternative assets.

  • Estate planners & trustees

Add structure and visibility to barrel assets held in trusts or family LLCs.

Ready to Modernize Your Group Investment Strategy?

CaskEquity brings structure and transparency to a space traditionally managed through email chains and Excel files. Request a demo and see how we make group investing in bourbon seamless.

Schedule a Demo