Key facts
- GoalVest Advisory is an investor with 15 tracked portfolio companies.
- Notable positions include Anduril Industries, Applied Intuition, Shield AI, OpenEvidence, Lambda.
- Private Market View records 2 deal participations by GoalVest Advisory.
- GoalVest Advisory’s most recent recorded investment was in Mar 2026, one of 1 in the last 12 months.
- GoalVest Advisory reports $7.0M in regulatory assets under management across 4 private funds, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 285374- Regulatory AUM
- $7.0M
- Private fund assets
- $16.8M
- Private funds
- 4 · 1 venture, 1 private equity, 2 other
- Staff
- 10
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as GOALVEST ADVISORY LLC).
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- ·The book's top 25 — of 15 recorded positions
- ·Every recorded deal — 2 rounds
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Portfolio, priced
15 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| Anduril Industries | Aerospace and Defense | $110.9B | — | |
| Applied Intuition | Business/Productivity Software | $15.0B | — | |
| Shield AI | Aerospace and Defense | $13.6B | — | |
| OpenEvidence | — | $12.0B | — | |
| Lambda | Systems and Information Management | $9.1B | — | |
| Plaid | Financial Software | $8.0B | — | |
| Glean | Business/Productivity Software | $5.6B | — | |
| Redwood Materials | Other Materials | $4.6B | — | |
| Synthesia (Multimedia and Design Software) | — | $3.9B | — | |
| Armada (Commercial Products) | Other Commercial Products | $2.3B | — | |
| Olipop | — | $2.0B | — | |
| Umbra | Aerospace | $868.9M | — | |
| Cents | Business/Productivity Software | $134.0M | — | |
| Apollo | — | — | — | |
| Aplazo | — | — | — |
Recent deals
2 recordedFrequently asked
- What companies does GoalVest Advisory invest in?
- GoalVest Advisory has 15 recorded portfolio companies, including Anduril Industries, Applied Intuition, Shield AI, OpenEvidence.
- Is GoalVest Advisory actively investing?
- GoalVest Advisory's most recent recorded investment was in Mar 2026, with 1 investments in the last 12 months.