Innovation Drives New Sources of Value
August 10, 2026
Investing in Tomorrow’s Leaders Through Venture Capital
The next generation of market leaders is building real-time with private markets companies. Advancements in artificial intelligence, enterprise software, cybersecurity, healthcare, financial technology, and digital infrastructure are reshaping industries and creating entirely new markets. Exposure to these types of innovative private companies is important to investors.
Unlike previous decades, many of these companies remain private through much of their highest-growth years, allowing a significant portion of enterprise value creation to occur before an IPO.
As a result, investors who rely solely on public markets may not gain exposure until businesses are more mature and much of their early growth has already been realized. For advisors, this reinforces the importance of evaluating not only manager selection, but also when they gain access to those opportunities.
Here are a few discovery questions for you to explore:
- Are you capturing value creation before companies go public?
- How can venture capital complement traditional public market exposure?
- What role can earlier access play in portfolio construction?
