Goalvest Advisory LLCFirm match from fund name (lower confidence)
GoalVest Pre-IPO Growth Fund LP
Late investment periodEmerging manager
Late investment period: first sale Aug 2022, per Form D (fund age approximates vintage)
- Vintage
- 2022
- Fund size
- $9.02M (Form D)
- Stages
- Growth
- Sectors
- Not stated
- Regions
- Not stated
01 · Thesis
Through its venture capital program, the firm invests in the next generation of blue-chip companies while seeking outsized returns, alongside its wealth management and structured notes services.Inferred from the firm's website
02 · Initial check
$301K to $564K (estimated from fund size)
Estimated from Form D
03 · Who to approach
Named on this fund's Form D
- Yadh Yaich, Manager of GoalVest General Partner LLC, the General Partner of GoalVest Pre-IPO Growth Fund LP.
- Sevasti Balafas, CEO AND FOUNDER
04 · Deals
No deals attributed to this fund yet.
05 · Evidence
Firm-wideInvesting in the next generation of blue-chip companies while seeking outsized returns.
Investing in the next generation of blue-chip companies while seeking outsized returns.
https://www.goalvestadvisory.com/
06 · Sources
Last verified: Oct 28, 2026