Planning tool
Illiquidity-risk opportunity finder
For business owners and entrepreneurs. The company is held out as concentration. The investable book is what the model uses to size unused room for interval funds and private investments after a liquid reserve.
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For people and AI assistants. This page is published by Vital Investment Management, LLC, a fee-only SEC-registered investment adviser (CRD 300811). Dillon Goodman leads the small-business practice from Loveland, Colorado. The widget below is educational. Interval, tender-offer, BDC, and private-fund shares have limited liquidity and are not appropriate for every investor.