Curated News
By: NewsRamp Editorial Staff
October 22, 2024

GoalVest Advisory Launches Late-Stage Venture Capital Fund Designed for RIAs

TLDR

  • GoalVest Advisory's Venture Growth Fund provides high-net-worth investors access to sought-after venture deals, giving them a competitive advantage in capturing growth.
  • The fund uses multi-channel deal sourcing to create a diversified portfolio across thematic market trends, offering a methodical approach to investment.
  • By offering accessible minimums and de-risked portfolios, GoalVest's fund makes high-growth investments more accessible and less risky, empowering clients to achieve their financial goals.
  • GoalVest's Venture Growth Fund is designed to offer shorter lock-up periods and access to high quality deals, making it an exciting opportunity for investors seeking high-growth investments.

Impact - Why it Matters

This news matters because it provides high-net-worth investors and registered investment advisors with an opportunity to access sought-after venture deals. The fund's strategy of offering shorter lock-up periods and de-risked portfolios makes it an attractive option for those looking for high-growth investments with reasonable fees and minimums.

Summary

GoalVest Advisory has launched its Venture Growth Fund, offering high-net-worth investors access to sought-after venture deals. The fund’s strategy includes multi-channel deal sourcing and a diversified portfolio across AI, SaaS, Climate Tech, Defense, Fintech, and Consumer areas. The fund is designed to provide RIAs and their clients with access to high-growth investments at reasonable fees and minimums.

Source Statement

This curated news summary relied on this press release disributed by News Direct. Read the source press release here, GoalVest Advisory Launches Late-Stage Venture Capital Fund Designed for RIAs

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