Pre-IPO Offerings.

GoalVest provides access to a diversified portfolio of some of the most sought- after private companies. Private markets have lower volatility and increasing growth and value creation as companies are staying private longer. Pre-IPO allocation can provide attractive risk-return for clients and meaningful diversification to client portfolios. Our goal is to remove the obstacles that make Pre-IPO investing available only to large clients of major private wealth management firms by lowering fees and minimums.​​