We back the defining private companies of this era: proven leaders in artificial intelligence, defense, financial technology and consumer.
View the portfolioHow we invest
Defined underwriting
Careers across public and private markets shaped our standard: proven category winners at the scaling stage, held to public-market scrutiny.
Multi-channel execution
Beyond traditional primary rounds, we uniquely use the secondary market to utilize our information arbitrage when entering, building, or exiting positions.
Disciplined construction
A concentrated portfolio diversified across uncorrelated themes, pairing high conviction with controlled risk.
Artificial Intelligence
Backing a one in a generation buildout of a new technology, from the infrastructure layer to the applications it powers.
Defense & Hard Tech
A venture-backed transformation of long under-invested defense and industrial technology.
Financial Technology
Digitally native platforms reshaping payments, lending and financial services.
Consumer Brands
Category-defining brands that prove resilient through cycles.
Company investments
Meet the partners

Blair leads investment strategy and portfolio construction. He previously advised on multi-billion-dollar M&A and capital raises as an investment banker at Mizuho Greenhill, covered companies as an equity analyst at Guggenheim, and valued late-stage venture and private equity assets at EY. Earlier in his career he co-founded a consumer-packaged-goods brand.

Sevasti founded GoalVest Advisory in 2017 and oversees more than $850 million across public and private strategies. She previously served as Chief Investment Officer within Lehman Brothers' private wealth division and as a senior portfolio manager at City National Rochdale. She holds an MBA from The Wharton School and the CFA designation.
In the press
Insights & materials
- Second Quarter 2026Read →
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- Fourth Quarter 2025Read →
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Get in touch
For investment, co-investment and partnership inquiries, please reach out to the partners directly.
Contact the team