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Equity Strategies

Growth Equity and Venture Capital Explained

Jul 14, 2026 8:04:29 AM

Equity Strategies

Private Equity and Venture Capital Difference

Jul 14, 2026 8:00:43 AM

Credit Strategies, Equity Strategies

Private Market Liquidity Considerations

Jul 14, 2026 7:34:53 AM

Credit Strategies, Equity Strategies

Investing in Alternative Assets Wisely

Jul 14, 2026 7:25:47 AM

Equity Strategies

Venture Investing Risk Factors to Know

Jul 14, 2026 7:18:05 AM

Equity Strategies

What preipo Means for Private Market Investors

Jul 14, 2026 7:12:12 AM

Equity Strategies

Investing Before the IPO: What to Know

Jul 14, 2026 7:08:24 AM

Credit Strategies, Equity Strategies

Accredited Investor Private Markets Guide

Jul 14, 2026 6:19:23 AM

Credit Strategies, Equity Strategies

Illiquidity Premium Explained Clearly

Jul 14, 2026 4:52:38 AM

Credit Strategies, Equity Strategies

Private Markets vs Public Markets

Jul 13, 2026 7:16:13 AM

Credit Strategies, Equity Strategies

Guide to Accredited Investor Eligibility

Jul 13, 2026 6:56:02 AM

Credit Strategies, Equity Strategies

Private Placement Due Diligence Checklist

Jul 13, 2026 6:43:37 AM

Disclaimer

The reader agrees to the provisions set forth on those certain “Disclaimers” located at https://www.finalis.com/members/disclaimers and the terms thereof are incorporated by reference as though fully set forth herein, and references therein to (i) “Company” means the entity in connection with this transaction (together with its affiliates, subsidiaries, successors and assigns), (ii) “Banker” means the registered representative of Finalis Securities LLC in connection with this transaction and (iii) “Bank” means Covenant Investment Management LLC. Securities are offered through Finalis Securities, LLC member FINRA/SIPC. An investment in a private placement is highly speculative and involves a high degree of risk, including the potential loss of the entire investment.

Important Disclosure

This communication is for informational and marketing purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities. Any such offer will be made only pursuant to the applicable offering documents, including the private placement memorandum, subscription agreement, and related materials.

Nothing contained herein should be construed as investment, legal, tax, or accounting advice. Recipients should consult their own professional advisors before making any investment decisions. Any investment involves risk, including the possible loss of principal.

Securities are offered through Finalis Securities LLC, Member FINRA / SIPC. Finalis Securities LLC and Covenant Venture Capital are separate, unaffiliated entities. Finalis Securities LLC does not provide tax or legal advice and does not endorse or independently verify the information contained herein.

Equity Strategies

Growth Equity and Venture Capital Explained

Private Equity and Venture Capital Difference

Private Market Liquidity Considerations

Investing in Alternative Assets Wisely

Venture Investing Risk Factors to Know

What preipo Means for Private Market Investors

Investing Before the IPO: What to Know

Accredited Investor Private Markets Guide

Illiquidity Premium Explained Clearly

Private Markets vs Public Markets

Guide to Accredited Investor Eligibility

Private Placement Due Diligence Checklist

Disclaimer

Important Disclosure

Covenant

Private Credit and Growth Equity

Disciplined, education-first private investing.

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