GoalVest Advisory

GoalVest Advisory is an investor. 15 portfolio companies and 2 recorded rounds are on record.

AUM
—
Portfolio companies
15
Recorded deals
2
1 in last 12M
Last investment
Mar 2026

GoalVest Advisory's book

15 companies · priced for members
CompanyValuationRole
Anduril Industries▮▮
Applied Intuition▮▮
Shield AI▮▮
+ 12 more companies · all 15, priced and dated
or a free account shows the top 10 names — no card
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GoalVest Advisory portfolio at a glance

15 portfolio companies are on record for GoalVest Advisory, including Anduril Industries, Applied Intuition and Shield AI. The book leans Business/Productivity Software (3), Aerospace and Defense (2) and Aerospace (1).

13 of the 15 carry a recorded valuation and 7 have recorded secondary-market trades, the names a secondary buyer or seller can price.

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  • ·The top 10 names in the book — of 15 recorded positions
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