Disclosures

GoalVest Venture Capital is a trade name (d/b/a) of GoalVest Advisory LLC, an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training.

The information provided on this website is for informational and educational purposes only and does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security or financial product. You should not rely on any information on this website to make investment decisions. Please consult your own financial adviser, legal counsel, or tax professional before making any investment.

None of the information provided on this website should be considered impartial investment advice or advice given in a fiduciary capacity. GoalVest has and will recommend investments in the private funds described herein to those clients for which investment in the funds is suitable. This presents a conflict of interest in that GoalVest or its related persons may receive more compensation from investment in the fund than from other investments. This website does not constitute an offer to sell or a solicitation of an offer to buy any securities, including interests in any private fund managed or advised by GoalVest Advisory LLC or its affiliates (each, a "Fund"). Any such offer or solicitation will be made only to eligible investors by means of a confidential private placement memorandum ("PPM") and related subscription documents. No investment decision should be made without first reviewing the applicable PPM in its entirety and consulting with legal, tax, and financial advisers. In the event of any inconsistency between the information on this website and the terms of the PPM and subscription documents, the PPM and subscription documents will govern.

Certain materials on this website, including Fund-related documents, are available only to persons who qualify as 'accredited investors' and 'qualified clients' under applicable U.S. federal securities laws. By requesting access to such materials, you represent that you meet the applicable eligibility requirements. GoalVest reserves the right to deny access to any person who does not satisfy applicable eligibility criteria.

Investments in private funds and venture capital are speculative and involve a high degree of risk. Such investments are suitable only for eligible investors who can bear the loss of their entire investment. Risks include, but are not limited to: illiquidity, valuation uncertainty, and a complete loss of capital. Diversification does not assure a profit or protect against loss in a declining market. There is no guarantee that any Fund's investment strategy will be successful.

Past performance is not indicative of future results. Any performance information, metrics, or historical data presented on this website or in materials accessible through this website relate to past events and should not be interpreted as a guarantee, prediction, or projection of future results. Forward-looking statements, opinions, estimates, and projections (if any) are based on assumptions and beliefs that may not be realized and are subject to risks and uncertainties that could cause actual results to differ materially. GoalVest undertakes no obligation to update forward-looking statements to reflect subsequent events or changed circumstances.

Portfolio companies displayed on this website represent all investments made by GoalVest Venture Growth Fund I and/or GoalVest Venture Growth Fund II as of August 10, 2026. The inclusion of any company on this website does not constitute a recommendation to buy, sell, or hold the securities of that company. References to portfolio companies are not indicative of the overall performance of any Fund. Portfolio holdings are subject to change without notice. Not all investments made by the Funds have been or will be profitable. The use of company logos or names is solely for identification purposes and does not imply endorsement by the referenced companies.

Investors should be aware that a private fund's exposure to certain portfolio companies identified in this communication may be effected indirectly through the fund's investment in special purpose acquisition vehicles ("SPAs"), feeder funds, secondary market transactions, or other pooled investment vehicles managed, controlled, or administered by third-party investment managers or general partners (collectively, "Upstream Vehicles"). In such cases, the fund does not hold direct equity interests in the portfolio company, but rather holds a participation interest, limited partnership interest, or economic interest in an Upstream Vehicle that itself holds (directly or through further intermediary structures) interests in the portfolio company.

The identity of Upstream Vehicle managers, the specific investment structures employed, and the terms governing the fund's participation in such Upstream Vehicles may not be disclosed in this communication due to confidentiality restrictions. Investors should refer to the fund's private placement memorandum, subscription documents, and side letters for additional details regarding investment structure. Investors should understand that indirect investment through Upstream Vehicles may result in multiple layers of fees and expenses that reduce the net return to investors, including management fees that are borne directly or indirectly by fund investors and carried interest or incentive allocations, which is deducted before distributions flow to the fund and, in turn, to fund investors. GoalVest does not control the Upstream Vehicle manager's investment decisions, distribution timing, or compliance with applicable securities laws. Investors bear the risk that the Upstream Vehicle manager may take actions inconsistent with the fund's investment objectives or the interests of Fund investors.

Firm assets under management ("AUM") of $850M+ is reported as of August 10, 2026 and includes all regulatory assets across managed accounts and private fund strategies managed by GoalVest Advisory LLC. AUM figures are subject to change and may differ from amounts reported on Form ADV due to differences in calculation methodology or reporting date.

Articles, media appearances, and press coverage linked or referenced on this website are provided for informational purposes only. Third-party publications and media content are not controlled by GoalVest and may not reflect the views or opinions of GoalVest. Their inclusion on this website does not constitute an endorsement of GoalVest by the publisher or of the publisher by GoalVest, nor does it constitute investment advice or a recommendation of any security, strategy, or course of action. Opinions expressed may change without notice. No investor should rely on media appearances or third-party articles in making investment decisions.

This website contains links to third-party websites, including portfolio company websites and third-party publications. GoalVest does not control, endorse, or adopt the content of linked third-party websites and is not responsible for the accuracy, completeness, or timeliness of information on those sites. Inclusion of a link does not imply GoalVest's approval, recommendation, or endorsement of the linked content, products, or services, except to the extent GoalVest expressly republishes or adopts specific statements. Users access third-party websites at their own risk.

Certain materials on this website, including quarterly investor letters and Fund-specific documents, are available only through a secure, access-controlled platform. Access is limited to persons who meet applicable eligibility requirements. Materials provided through such platforms are supplemental to, and qualified in their entirety by, the applicable confidential private placement memorandum and subscription documents. Recipients agree not to forward, reproduce, or distribute such materials without GoalVest's prior written consent.

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