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The Business Valued Advisor Fund

The Business Valued Advisor Fund

Chicago, Illinoisbakertilly.com

Overview

The Business Valued Advisor Fund, LLC is a qualified community development entity (CDE) managed by Baker Tilly Capital that provides financing to businesses in low-income communities through the federal New Markets Tax Credit (NMTC) program.

Portfolio Companies

1

Investments

CompanyDateStageLead
RCE Equipment Solutions-DebtLead

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
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2026

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FAQ

Firmographic Details

HeadquartersChicago, Illinois
Year FoundedN/A

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Disclaimer All investments involve risk, including the risk of loss of principal. You should carefully consider your investment objectives, risks, transaction costs and other expenses before deciding to invest in options, swaps or other investments.This does not constitute an offer by Caplight Technologies, Inc. to sell, or a solicitation of an offer to buy, any securities and may not be used or relied upon in connection with any offer or sale of securities. An offer or solicitation can be made only through the delivery of final offering document(s) and purchase agreement(s), and will be subject to the terms and conditions and risks delivered in such documents. Any securities offered are offered through Caplight Markets LLC, member FINRA/SIPC.