How many investments has Goalvest Venture made?

Goalvest Venture has 21 tracked investments, 2 of which have exited.

What sectors does Goalvest Venture focus on?

Goalvest Venture focuses on AI & Machine Learning, Fintech, Healthtech, Marketplaces, SaaS, Space Tech.

Where is Goalvest Venture located?

Goalvest Venture is headquartered in New York, US.

Goalvest Venture

Family officeActively deploying

New York · 8 people tracked

Also known as GoalVest · GOALVEST ADVISORY LLC

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Investment thesis

GoalVest Advisory was founded to democratize access to sophisticated, institutional-quality investment offerings — including venture capital and structured notes — for high-net-worth clients, without the traditional barriers of family offices. As a fee-only, SEC-registered fiduciary, the firm builds individualized, institutional-caliber portfolios and pairs personalized wealth management with tax mitigation, estate planning, and financial life planning. It serves individuals, corporations, and financial advisors nationwide.

Invests inAI & Machine Learning Fintech Healthtech Marketplaces SaaS Space Tech New York New York City United States

Source: firm website, verified Sep 29, 2026.

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New York, US

Instruments

Equity

Founded

2017

AUM

$777.6M

Tracked investments

Unicorns

IPOs

Team · 8 people

from the firm's website & public directories

Sevasti Balafas· General Partner & Founder/CEO· New York

Founder and CEO of GoalVest Advisory who launched the firm to bring exclusive investment opportunities and tailored service to high-net-worth clients. She is a frequent commentator on CNBC, Fox Business, and Bloomberg Businessweek, and holds CFA and CPWA designations.

Yadh Yaich· General Partner

Blair Cohen· Managing Partner & Chief Investment Officer· New York City Metropolitan Areain

Blair Cohen is Managing Partner and Chief Investment Officer at GoalVest Venture Capital, focusing on investments in technology and consumer companies. Earlier in his career, he worked in investment banking at Mizuho advising on M&A transactions in the consumer and retail sectors, in equity research at Guggenheim, and in valuations analysis at EY. He also co-founded and leads a dessert CPG brand with national distribution across major US grocery retail chains.

Ashwini Patil· Head of Trading· Greater Bostonin

Braden Deforge· Wealth Management Associate· New York, New York, United Statesin

Brooke Long· Client Service Associate· New York, New York, United Statesin

Chen Li· Investment Research Associate· San Francisco, California, United Statesin

Chen Li works in investment research at GoalVest Advisory, where the role also involves portfolio management and participation in the investment committee. Li's experience includes investment research and portfolio management, with skills in Python and backtesting. Li holds a Master's degree in Financial Mathematics from Syracuse University and is a CFA charterholder.

Harry Martin· Senior Investment Consultant· United Statesin

Harry Martin is a Senior Investment Consultant at GoalVest Advisory. His work covers investment management mandates for defined benefit and defined contribution plans, investment capital accounts, high net worth individuals, and not-for-profit institutions. His experience includes asset allocation, portfolio management, alternative investments, structured yield and growth notes, fiduciary services, and branch office management in domestic and international settings.

What they invest in

from 18 of 21 portfolio companies

AI & Machine Learning ×11Data & Infrastructure ×5Cloud Computing ×4Deep Tech ×4Defense Tech ×4Enterprise Software ×4Fintech ×3SaaS ×3

HQs:United States×14United Kingdom×1Hong Kong×1Mexico×1Sweden×1

Investments · 21 tracked

founders shown can be your intro path

By year:2021 · 1 2020 · 1 2016 · 24 dated

Klarna_sklarna.comNYSE: KLAR

Klarna is a mobile banking and payments platform that offers flexible payment options, shopping features, and financial management tools to millions of users globally through partnerships with thousands of merchants.

ConsumerE-commerceFintechStockholm, SE

Sebastian Siemiatkowski(Founder)in Victor Jacobsson(Founder)inEvgenii Kondratev(Founder)Niklas Adalberth(Founder)Viktor Jacobsson(Founder)

Co-investors1802 Ventures 3Spoke Capital Access Ventures (New York)Adit Ventures Management, Llc Aliya Capital Partners Alpha Wave Global +59 more

Andurilanduril.com in

Anduril builds autonomous systems and software for defense and military applications, including attack aviation, unmanned aircraft, and underwater vehicles, unified by an autonomy platform.

AI & Machine LearningDefense TechHardwareRobotics

Palmer Luckey(Founder)inBrian Schimpf(Founder)in Trae Stephens(Founder)inJoe Chen(Founder)Joseph Chen(Founder)inMatt Grimm(Founder)

Co-investors137 Ventures 1435 Capital 1Flourish Capital 8VC Aliya Capital Partners Altra Venture +105 more

Animoca Brandsanimocabrands.com in 𝕏

Animoca Brands invests in blockchain and digital asset projects across gaming, infrastructure, culture, and real-world asset categories, with a portfolio of 600+ companies and a focus on Web3 ecosystem development.

B2B MarketplacesCrypto & Web3GamingSector Agnostic

Yat Siu(Founder)Robby Yung inDavid J. Kim(Founder)

Co-investors2080 Ventures 500 Global A'Z Angels Adit Ventures Management, Llc Alpha Wave Global AppWorks Ventures +49 more

Aplazoaplazo.mx in

Mexico City omnichannel buy-now-pay-later and merchant payments platform that lets consumers split online and in-store purchases into installments without a credit card, while giving retailers checkout, marketing, and conversion tools.

Mexico City, MX

Angel Peña(Founder)in Alex Wieland(Founder)inAngel Pena Alex Wieland(Founder)

Co-investorsAUDEO VENTURES AZURO CAPITAL VENTURES Kaszek Ventures Oak HC/FT PICUS CAPITAL QED Investors +2 more

Apollo.ioapollo.io in 𝕏

Apollo provides an AI-powered platform designed for go-to-market teams to improve sales and marketing productivity.

AI & Machine LearningEnterprise SoftwareMarketing TechSales TechSan Francisco, US

Tim Zheng(CEO)inRay Li(Founder)inMatt Curl(Chief Executive Officer)inMarcio Arnecke(Chief Marketing Officer)in Adam Carr(Chief Revenue Officer)inPhil Moon(Chief Financial Officer)in

Co-investorsA*Angel Collective Opportunity Fund Bain Capital Ventures Jude Gomila NewView Capital Pascal Capital +17 more

Applied Intuitionappliedintuition.com in 𝕏

Applied Intuition develops physical AI software for autonomous and intelligent machines, including vehicles, robots, ships, and satellites across industries like automotive, defense, logistics, and manufacturing.

AI & Machine LearningDeep TechDeveloper ToolsEnterprise SoftwareRoboticsSunnyvale, US

Qasar Younis(Founder)in Peter Ludwig(Founder)inQasar Younis Peter Ludwig(Founder)

Co-investors137 Ventures Andreessen Horowitz Bond Capital Management Catalytic Impact Foundation Coatue Management Elad Gil +33 more

Armada AIarmada.ai in

Armada develops edge computing and AI solutions for industrial applications.

AI & Machine LearningCloud ComputingData & InfrastructureDeep Tech

Dan Wright(Founder)in Jon Runyan(Founder)in Pradeep Nair(Founder)in

Co-investors137 Ventures 515 Ventures Artisanal Ventures Balerion Space Ventures Collaborative Fund Collective Liquidity +27 more

Cargomaticcargomatic.com

Cargomatic operates a marketplace that connects shippers with carriers for local freight, drayage, intermodal, LTL, and full-truckload trucking across the top 20 US ports.

B2B MarketplacesCreator EconomyLogistics & Supply ChainMedia & EntertainmentMobility & TransportationSocialMarina Del Rey, US

Brett Parker(Founder)Jonathan Kessler(Founder)in

Board Hrach Simonian(Director)in

Co-investorsAcequia Capital (AceCap)Canaan Partners Digi Ventures eGateway Capital FJ Labs Green Meadow Ventures +15 more

Centstrycents.com inNov 2016

Cents Assist is an AI-powered receptionist service built for laundry and laundromat businesses that handles customer calls, texts, and chat inquiries 24/7.

AI & Machine LearningData & InfrastructureFuture of WorkHR TechIoTRetail TechSaaSLawrence, US

Eliezer Cohen(Executive Officer, Director)Allen Konstam(Executive Officer, Director)Ira Chaimovits(Executive Officer, Director)Alex Jekowsky(Founder)Alexander Jekowsky(Founder)Gilli Cherrin(Founder)

Co-investorsAlumni Ventures Bessemer Venture Partners Camber Creek DERIVE VENTURES Diagram Capital FJ Labs +8 more

CoreWeavecoreweave.com in 𝕏

CoreWeave operates an AI-native cloud platform built to run large-scale AI workloads, combining GPU infrastructure, tooling, and support.

AI & Machine LearningCloud ComputingData & Infrastructure

Michael Intrator(Founder)inBrannin McBee(Founder)Brian Venturo(Founder)Peter Salanki(Founder)

Co-investorsCisco Investments Coatue Management Dragon Capital FOG Ventures G Squared Hustle Fund +17 more

Gleanglean.com in 𝕏

Glean provides an AI-powered workplace search and knowledge management platform that connects company data across documents, messages, tickets, and systems to help teams access information and complete work.

AI & Machine LearningEnterprise SoftwareSaaSSilicon Valley, US

Arvind Jain(Founder)in Tony Gentilcore(Founder)in T.R. Vishwanath(Founder)inPiyush Prahladka(Founder)inTR Vishwanath(Founder)Vishal Gupta(Founder)

Co-investorsAdvaita Capital Category Ventures Coatue Management Cold Start Ventures Craft Ventures Dash VC +31 more

Imprintimprint.co inJan 2021

Imprint builds credit card and underwriting technology for financial institutions and brands to launch customized rewards credit cards.

FintechNew York, US

Daragh Murphy(Founder)inMichael Pechman(Founder)

BoardGaurav Ahuja(Founder)in

Co-investorsKhosla Ventures Kleiner Perkins Ribbit Capital Thrive Capital 137 Ventures 1809 Capital +4 more

Lambda Labslambda.ai in 𝕏

Lambda operates cloud infrastructure and supercomputers purpose-built for AI training and inference, serving hyperscalers, enterprises, and frontier AI labs.

AI & Machine LearningCloud ComputingData & InfrastructureSan Francisco, US

Stephen Balaban(Founder)inBenhamin Nelson(Executive Officer)Austen Allred(Executive Officer, Director)ML engineers in(Founder)Michael Balaban(Founder)

BoardJessica Verrilli(Director)

Co-investorsAccess Ventures (New York)Air Street Capital Alpha Square Group Alumni Ventures B Capital Group B4 Capital +36 more

Mach Industriesmachindustries.com in 𝕏

Mach Industries designs and manufactures defense systems including unmanned aerial systems, precision munitions, high-altitude surveillance platforms, and propulsion testing capabilities for military applications.

Deep TechDefense TechHardwareHuntington Beach, US

Ethan Thornton(Founder)inBrendan Cooney(Executive Officer)inAshton Bennett(Founder)

Board Keith Rabois(Director)in Geoff Lewis(Director)inLewis Geoff(Director)

Co-investorsAloft VC Bedrock Big Brain Holdings BoxGroup Champion Hill Ventures Coalition +18 more

Olipopdrinkolipop.com

Oakland, US

DAVID MATTHEW LESTER(Director)CHARLES BENNETT GOODWIN(Executive Officer, Director)Ben Goodwin(Founder)inMELVIN LANDIS(Executive Officer)in TRACY HART(Executive Officer)inBen Goodwin David Lester(Founder)

Co-investorsAngel group Anti Barrel Ventures BFG Partners Collaborative Fund Colter +12 more

Open Evidenceopenevidence.com

AI company developing a medical search engine used by physicians for clinical decision support.

Daniel Nadler(Founder)inZachary Ziegler(Founder)Daniel Nadler Zachary Ziegler(Founder)Zack Ziegler(Founder)

Co-investorsAlkeon Innovation Amity Ventures Andreessen Horowitz Bas1s Ventures Bond Capital Management Breyer Capital +26 more

Plaidplaid.com in 𝕏Jun 2016

Plaid provides financial infrastructure and APIs that enable developers to build financial technology products and services.

AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsFintechSan Francisco, US

Zach Perret(Founder)in William Hockey(Founder)in

BoardMo Koyfman(Director)Rick Yang(Director)in

Co-investors1435 Capital Acrew Capital Adventure Fund Ambush Capital Andreessen Horowitz BoxGroup +34 more

Redwood Materialsredwoodmaterials.com in 𝕏

Redwood Materials deploys large-scale energy storage systems for data centers and grid power while recycling batteries to recover critical minerals like lithium, nickel, cobalt, and copper as a domestic source of these materials.

Circular EconomyEnergyNew MaterialsCarson City, US

JB Straubel(Founder)inKevin Kassekert(Executive Officer)Jason Thompson(Executive Officer)inJ. B. Straubel(Founder)

Board David Danielson(Director)in

Co-investorsBreakthrough Energy Ventures Bright Success Capital Coatue Management Collaborative Fund Collective Liquidity Congruent Ventures +24 more

Shield AIshield.ai

Shield AI develops AI pilot systems for military applications including aircraft, drones, ships, satellites, and submarines.

AI & Machine LearningDefense TechSan Diego, US

Brandon Tseng(Founder)in Ryan Tseng(Founder)in Andrew Reiter(Founder)in Kingsley Afemikhe(Executive Officer)inGary Steele(Chief Executive Officer)in

BoardKeith Dunleavy(Director)

Co-investors515 Ventures 645 Ventures Advaita Capital AF WPartners Alpha Partners Altra Venture +50 more

Synthesiasynthesia.io in 𝕏

Synthesia is an AI video platform that lets businesses generate videos with AI avatars and agents, aimed at helping organizations train, onboard, and upskill employees.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaSLondon, GB

Victor Riparbelli(Founder)in Steffen Tjerrild(Founder)in Lourdes Agapito(Founder)in Matthias Niessner(Founder)in

Co-investorsAccel Air Street Capital FirstMark Capital GV (Google Ventures)Kleiner Perkins MMC Ventures +17 more

Umbraumbra.space in 𝕏Oct 2020

Umbra designs, builds, tests, and operates satellite systems with precision radar imagery capabilities for space-based missions and intelligence applications.

Deep TechDefense TechSpace TechSanta Barbara, US

David Langan(Founder)Gabe Dominocielo(Founder)in

Board John Burbank(Director)

Co-investors7BC Venture Capital Champion Hill Ventures Crosscut Ventures Defense Angels Hemisphere Ventures LLC Nimble Partners +8 more

Exits · 2

2 IPOs · showing 1

Klarna_sNYSE: KLAR

Portfolio news

latest coverage across their companies

Plaid IPO 2026: $8.5B-10B Valuation, Fintech Giant

Plaid · valueaddvc.com · Sep 26, 2026

Verda raises $189M for the GPU cloud investors once called too capital intensive

CoreWeave · runtimewire.com · Sep 22, 2026

Defense tech giant Anduril eyes new funding at $100B valuation as Seattle expansion draws protests – GeekWire

Anduril · geekwire.com · Jul 24, 2026

🔹🔷🔹 Mach Industries

Mach Industries · themerge.co · Jun 25, 2026

Armada Raises $230M in Series B Funding

Armada AI · finsmes.com · May 19, 2026

Shield AI Raises $2B in Series G Funding; Acquires Aechelon

Shield AI · finsmes.com · Apr 2, 2026

Redwood Materials Raises $425M in Series E Funding

Redwood Materials · finsmes.com · Jan 30, 2026

Synthesia Raises $200M in Series E Funding at $4 Billion Post-Money Valuation

Synthesia · finsmes.com · Jan 27, 2026

Frequently asked questions

How many investments has Goalvest Venture made?: Goalvest Venture has 21 tracked investments, 2 of which have exited.
What sectors does Goalvest Venture focus on?: Goalvest Venture focuses on AI & Machine Learning, Fintech, Healthtech, Marketplaces, SaaS, Space Tech.
Where is Goalvest Venture located?: Goalvest Venture is headquartered in New York, US.

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