Is WealthTech the future of advisory?

Is WealthTech the future of advisory?

With the upcoming $68 trillion generational wealth transfer, WealthTech is making wealth management accessible to the masses, with digital solutions catalyzing more personalized adoption and engagement. Creating smart experiences for the net new users is where traditional advisors can add more value.

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Can Nurturing the Overlooked Lead to Better Risk-adjusted Returns?

Can Nurturing the Overlooked Lead to Better Risk-adjusted Returns?

Significant value exists in lower middle-market venture-backed companies that no longer fit the hyper growth model but have viable offerings. It creates a unique opportunity for structured growth equity investors to sustain innovation and generate significant risk-adjusted returns, filling a gap between venture capital and private equity.

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When it's not primary, is it secondary?
Venture Buyouts, B2B SaaS, Venture Capital Vincent Toesca Venture Buyouts, B2B SaaS, Venture Capital Vincent Toesca

When it's not primary, is it secondary?

VCs remain cautious but selectively optimistic amidst a backdrop of economic adjustments. Investors are showing a growing appetite for alternative liquidity options such as secondaries. Structured growth equity strategies could offer diversification into a less volatile asset class while also supporting the startup and VC ecosystem.

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When it’s low, how can it bounce back?
Venture Buyouts, B2B SaaS, Venture Capital Vincent Toesca Venture Buyouts, B2B SaaS, Venture Capital Vincent Toesca

When it’s low, how can it bounce back?

Founders and investors should consider alternatives for startups that don't exhibit the potential for IPOs or fund-returning outcomes. Structured growth equity strategies could keep mid-stage startups in business by injecting capital and recalibrating their operations until their economics, not just market, bounces back.

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Can founders get a second bite at the apple?
Venture Buyouts, B2B SaaS, Venture Capital Vincent Toesca Venture Buyouts, B2B SaaS, Venture Capital Vincent Toesca

Can founders get a second bite at the apple?

Most startups, in Fintech and beyond, are meant to be steady businesses with product market fit, loyal customers and robust growth. For founders who won't achieve a venture scale outcome, structured growth equity is a viable financing solution that combines capital with operational expertise, and preserves significant upside for founders.

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