Fund profile / United States

GoalVest Venture Growth Fund II

Geography: United States
Stage: Growth
Fund size: $50M
Focus: AI/ML, Consumer & Commerce, Data Infrastructure and Manufacturing
Signals: Published

N°01 / About

About GoalVest Venture Growth Fund II

AI Infrastructure, Consumer, Industrials, Growth Tech, Secondary & Late Stage focused fund

N°02 / Thesis

Investment Focus

Location / RegionUnited States

Funding StageGrowth

Industry Focus

AI/ML

Consumer & Commerce

Data Infrastructure

Manufacturing

Investor Signals Profile

active

Sweet Spot

Proven category leaders scaling to public-market rigor, AI-first

AI infrastructure & applications

Defense & hard tech

Fintech at scale

Consumer category leaders

Public-market rigor

Bullish Signals

25+ portfolio companies across AI, defense, fintech, consumerwebsite

5 exits: Klarna, CoreWeave, Shield AI, Anduril, Centswebsite

Portfolio: Plaid, Anduril, Applied Intuition, leaderswebsite

Multi-channel execution: primary + secondary market arbitragewebsite

Concentrated portfolio, uncorrelated themes, high convictionwebsite

BC: Mizuho-Greenhill M&A banker, Guggenheim equity analystwebsite

SB: CNBC, Fox Business, InvestmentNews, Nasdaq Hot IPOswebsite

Once-in-generation AI buildout from infrastructure to appswebsite

Venture-backed defense-tech transformation, long underinvestedwebsite

Fund II breakthrough AI and defense innovations focuswebsite

Quarterly insights & materials (Q1 2024 onwards)website

2 funds, 18 active investments, $850M+ AUMwebsite

Contrarian Signals

Wealth mgmt-first business, VC secondary focusexternal

Limited VC-specific team visibility beyond 2 partnersexternal

HNW client base may limit deal flow diversityexternal

Only 18 active investments across 2 funds (concentrated)website

No visible analyst team or expanded VC staff rosterwebsite

Founder Do's

Lead or define category clearly

Show path to public-market scale

Target scaling stage, proven traction

Align with AI, defense, fintech, consumer

Demonstrate multi-channel execution moat

Founder Don'ts

Don't pitch early-stage without category proof

Avoid commoditized or niche-only narratives

Don't lack institutional-grade unit economics

27 signals on GoalVest Venture Growth Fund II

12 bullish · 5 contrarian · 5 pitch do's · 3 don'ts · 2 GP profiles, each with its source. From €9/month, cancel anytime.

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Facts

Fund Overview

Fund Size$50M

Saves0

Website

People

Key People

Sevasti Balafas, Blair Cohen

Blair CohenManaging Partner & Chief Investment Officer

Sevasti BalafasGeneral Partner, Founder & CEO GoalVest Advisory

N°04 / See also

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