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Important Disclosures

Important Disclosures

Last Updated: March 2026

Performance Data

Portfolio company metrics, contract values, and pipeline figures referenced on this website are based on information provided by portfolio companies and have not been independently audited. Past performance is not indicative of future results.

Risk Factors

Investment in early-stage and growth-stage ventures involves substantial risk, including the potential loss of the entire investment. Impact investments carry the same risks as conventional venture investments, plus additional considerations related to impact measurement and mission alignment.

Third-Party Data

Market statistics, research citations, and industry data referenced on this website are sourced from third-party providers including:

  • Cerulli Associates (wealth transfer projections)
  • Morgan Stanley Institute for Sustainable Investing
  • Boston Consulting Group (BCG)
  • Global Impact Investing Network (GIIN)

We believe these sources to be reliable but do not guarantee their accuracy or completeness.

Not a Fund Offering

This website does not constitute an offer to sell or a solicitation of an offer to buy any security in any fund or investment vehicle managed by Ivystone Capital. Any such offer would be made only through definitive offering documents.

Contact

For questions about these disclosures: compliance@ivystonecapital.com