-Vinci Pharmaceuticals Inc. cierra una financiación de Serie A de más de 8 millones de dólares para impulsar la plataforma de administración de fármacos EPIPLANT™ 

Puntos clave

• Combinado con su ronda inicial de 8,5 millones de dólares, la empresa ha recaudado más de 16,5 millones de dólares para respaldar sus actividades.
• Vinci Pharmaceuticals cerró una ronda de financiación Serie A de más de 8 millones de dólares para respaldar la fabricación, las actividades de prueba/lanzamiento y los primeros estudios en humanos de su plataforma de administración de fármacos EPIPLANT™.
• EPIPLANT™, la plataforma epiescleral de administración de fármacos de liberación sostenida patentada de la empresa, está diseñada para abordar las limitaciones de las inyecciones intraoculares.
• Está previsto realizar un estudio clínico de Fase 1/2a para 2027.

AVON-BY-THE-SEA, N.J., 8 de octubre de 2026 — Vinci Pharmaceuticals Inc., una compañía farmacéutica especializada en oftalmología, ha cerrado una ronda de financiación de Serie A superior a los 8 millones de dólares, a medida que avanza en el desarrollo de su innovadora plataforma de administración EPIPLANT™. Anteriormente, la empresa había recaudado 8,5 millones de dólares, sin incluir los intereses de los pagarés convertibles, en una ronda de financiación semilla, alcanzando un total de más de 16,5 millones de dólares.

Desarrollado en el laboratorio del Dr. Karl Csaky (MD, PhD) y bajo licencia de la Retina Foundation of the Southwest en Dallas, Texas, EPIPLANT™ es una plataforma patentada de implante epiescleral diseñada para proporcionar una administración sostenida de fármacos a los tejidos retinianos y abordar las limitaciones asociadas a las inyecciones intraoculares. Vinci está impulsando el programa con la orientación de su consejo asesor científico, compuesto por médicos.

La financiación fue liderada por Dynagrow Capital, LLLP, con el apoyo de MintPharma Capital. Se prevé que los fondos obtenidos respalden las actividades de fabricación bajo normas de correcta fabricación (GMP), pruebas y liberación del producto EPIPLANT™ VCI-002, así como el estudio de fase 1/2a previsto para 2027.

“Agradecemos el apoyo y la confianza de nuestros inversores y de la junta directiva, quienes reconocen el potencial de nuestro sistema de administración EPIPLANT™ para transformar el tratamiento de enfermedades que amenazan la visión y abordar necesidades no cubiertas en este campo”, declaró Philip A. Gioia, cofundador, presidente y consejero delegado de Vinci Pharmaceuticals. “Esta financiación respalda un paso importante: la preparación para nuestro primer estudio en humanos. Creemos que EPIPLANT™ tiene el potencial de ofrecer una administración segura y sostenida de fármacos a los tejidos retinianos y de reducir la carga del tratamiento tanto para los pacientes como para los médicos”.

Sarah Hassan, directora general de Dynagrow Capital, añadió: “EPIPLANT, de Vinci, representa un posible cambio de paradigma para los oftalmólogos y sus pacientes que se enfrentan a los desafíos de las enfermedades de la retina. Esta tecnología de plataforma multimolécula, que incorpora un sistema de administración sin agujas para moléculas pequeñas, podría aumentar drásticamente el tiempo de adherencia en pacientes que actualmente presentan una tasa de abandono inaceptablemente alta debido a la carga que supone el tratamiento. Nos complace asociarnos con el talentoso equipo de Vinci y apoyarlo en esta etapa crucial para hacer llegar EPIPLANT VCI-002 a los pacientes”.

La empresa ha obtenido múltiples patentes que protegen su tecnología patentada EPIPLANT™ y ha completado pruebas preclínicas preliminares. Vinci tiene previsto iniciar un primer estudio clínico en humanos de fase 1/2a en 2027.

Los métodos actuales de administración de fármacos para enfermedades de la retina a menudo requieren la administración directa en el ojo o presentan dificultades para alcanzar concentraciones eficaces del fármaco en los tejidos retinianos. EPIPLANT™ se ha diseñado para superar estas limitaciones mediante la liberación sostenida del fármaco a partir de un implante epiescleral. Esta plataforma bioerosionable está concebida para albergar diversos principios activos farmacéuticos, con el potencial de dar soporte a múltiples terapias para enfermedades de la retina.

“EPIPLANT™ suministra niveles específicos de fármaco a la mácula, lo que la convierte en una opción más deseable para tratar ciertas enfermedades oftalmológicas de la retina en comparación con las inyecciones intravítreas, que constituyen el estándar de tratamiento actual”, afirmó el Dr. Richard Lindstrom, de Minnesota Eye Consultants. “La tecnología EPIPLANT™ también abre la puerta a terapias innovadoras para afecciones retinianas que actualmente carecen de tratamiento”.

Vinci Pharmaceuticals tiene previsto realizar un ensayo clínico de fase 1/2a de su sistema de administración epiescleral de liberación sostenida EPIPLANT™ en 2027. Actualmente, el sistema permite administrar moléculas pequeñas, lo que posibilita su aplicación en una amplia gama de enfermedades de la retina.

Acerca de Vinci Pharmaceuticals
Vinci Pharmaceuticals Inc. es una compañía oftalmológica con programas listos para la fase clínica que aprovecha una plataforma innovadora y patentada para desarrollar productos pioneros, líderes y únicos en su clase, con perfiles diferenciados, destinados al tratamiento de determinadas enfermedades de la retina.

Nota cautelar

El presente comunicado de prensa contiene declaraciones prospectivas que incluyen información relativa a acontecimientos futuros, rendimiento financiero futuro, proyecciones financieras, estrategias, expectativas, entorno competitivo y regulaciones. Las declaraciones prospectivas no deben interpretarse como una garantía de rendimiento o resultados futuros, ni constituyen necesariamente indicadores precisos de cuándo se alcanzarán dichos resultados o niveles de rendimiento. Estas declaraciones se basan en la información que dispone Vinci Pharmaceuticals en el momento de su formulación, o en las convicciones de buena fe de la dirección en ese instante respecto a acontecimientos futuros, y están sujetas a riesgos e incertidumbres que podrían hacer que el rendimiento o los resultados reales difieran sustancialmente de los expresados o sugeridos en dichas declaraciones.

Contacto
Vinci Pharmaceuticals Inc.
Phil Gioia
Cofundador, presidente y consejero delegado
Email: [email protected]

ADDISON, Texas, Oct. 8, 2026 — Valtir is excited to announce the appointment of Robert (Rob) Scholl as Chief Executive Officer. Rob brings more than 25 years of industry experience, including extensive CEO leadership, to Valtir. We are confident that Rob will build on the foundation of excellence established by former CEO Nick Verska. We thank Nick for his years of service and leadership with Valtir.

Scholl will officially step into the CEO role effective today, October 8, 2026. Across his 25-plus years in the aerospace, defense, and equipment manufacturing sectors, he has built a proven track record of leadership and deep industry expertise. His background in general management, sales, marketing, and product development gives him a strong understanding of how profitable growth and operational excellence work together to drive business success.

“I am honored to join Valtir at such an exciting time in the company’s journey,” said Rob Scholl, incoming Chief Executive Officer. “Valtir has earned an outstanding reputation as a global leader in roadway safety and infrastructure products. I look forward to working alongside our talented team to build on this strong foundation, reinforce the long-standing relationships with our customers and suppliers, and capture the tremendous growth opportunities ahead while continuing our commitment to the communities in which we operate and our industry associations.”

Former CEO Nick Verska steps down after more than 25 years of dedicated service to the company. His leadership was instrumental in guiding Valtir through milestone strategic transitions, and the organization remains grateful for his vision, commitment, and contributions.

About Valtir

Valtir, LLC is a leading provider and global supplier of commercial roadway safety products for permanent and temporary roadway applications, pioneering the next generation of innovative safety solutions sold worldwide. For more information, visit www.Valtir.com.

Media Contact:
Theresa.Stultz
Marketing Manager
(469) 401-6347
[email protected] 

Oversubscribed at nearly double the company’s original target and joined by Morgan Stanley, JPMorgan, and others. The financing arrives alongside two executive appointments: Bill Zerella as Chief Financial Officer and Mark Wayland as Chief Revenue Officer.

ATLANTA, Oct. 8, 2026 — Stord, the physical intelligence layer for independent commerce, today announced a $400 million credit facility led by Citi and joined by Morgan Stanley and JPMorgan, alongside First Citizens, Citizens, and KeyBank. The company saw significant demand, closing the facility oversubscribed at nearly double the amount Stord originally went to market seeking.

The facility, combined with Stord’s $250M Series F at a $3B valuation earlier in 2026, gives Stord substantial liquidity and financial flexibility as the company continues to grow, launch, and expand rapidly. This capital will fund Stord’s rapid expansion of its fulfillment network, accelerate the automation and robotics work underway at Stord Labs, and deepen the commerce software and AI that brands rely on to grow revenue, reduce costs, and delight their consumers.

A key investment behind Stord’s Series F and credit facility is Stord Labs, the company’s physical intelligence lab at its Atlanta headquarters, which tests, develops, and deploys agentic robotics and AI across the Stord network on a single unified stack. That same team embeds forward deployed engineers directly inside Stord’s own operations and its customers’ businesses, and the results are already showing up in speed and accuracy across the network. With this new capital, Stord will further accelerate its investment in AI and automation across the network.

The financing is announced alongside two executive appointments. Bill Zerella joins as Chief Financial Officer. Zerella has led finance at three public companies, all of which he brought to the public equity markets, including Fitbit’s IPO in 2015, where the company grew from roughly $300 million to more than $2 billion in revenue and reached a market capitalization of approximately $12 billion. He most recently served as Chief Financial Officer at ACV Auctions (NYSE: ACVA), a $1 billion-plus business combining software, fintech, marketplace sales, and vehicle logistics. He understands brands the way Stord’s customers do, and he has spent his career building finance inside complex, physical AI businesses like Stord’s own.

Mark Wayland joins as Chief Revenue Officer. Wayland brings more than three decades of enterprise sales and revenue leadership, most recently as Chief Revenue Officer at Box (NYSE: BOX). Before Box, he was Chief Revenue Officer at Tanium and spent more than a decade at Salesforce, rising to Senior Vice President of the Marketing Cloud. He has built global and enterprise sales organizations at public software companies throughout his career.

Stord is approaching $1 billion in revenue run-rate, has grown 10x over the past four years, and has secured $650 million in equity and credit capacity just in 2026 alone.

“Stord is transforming commerce. Our industry-leading scale, fulfillment infrastructure, commerce technology, and applied AI and robotics have rapidly separated Stord as the leader. This facility, combined with our $250 million Series F, gives us the balance sheet to match the scale, potential, and impact of what we’re building. We will use this capital to expand our fulfillment network, accelerate our deployment of robotics, and invest aggressively in AI through Stord Labs. The banks in this facility, and the leaders joining us in Bill and Mark, are both a vote of confidence in the foundation we’ve created at Stord, as well as a signal of where we are headed,” said Sean Henry, CEO and Co-Founder of Stord.

About Stord

Stord is the physical intelligence layer for independent commerce. Stord provides the fulfillment network, commerce software, AI, and applied robotics that brands need to compete on the quality of their direct consumer relationships, from the delivery promise shown at checkout to the return that converts into a repurchase. That’s how Stord helps brands grow revenue, reduce costs, and delight consumers. Through Stord Labs, Stord is advancing the physical intelligence layer that makes its network faster and smarter with every order. With nearly 100 fulfillment locations worldwide, more than 1,000 brands, and over $15 billion in GMV processed annually, Stord’s packages touch one in four U.S. households every year. Stord is headquartered in Atlanta, GA. For more information, visit stord.com.

SOURCE Stord

Seasoned technology executive Bo Kim joins as Juniper Square strengthens its operational foundation and advances secure, responsible adoption of AI

SAN FRANCISCO, Oct. 8, 2026 — Juniper Square, the operations partner to more than 2,300 private markets GPs, today announced that Bo Kim has joined the company as Chief Information Officer to lead enterprise technology strategy, business systems, data infrastructure, corporate applications, security, and AI governance.

Kim joins Juniper Square following a period of accelerated innovation and growth. In recent months, the company introduced Headless GPX, opening its fund operating system to any AI platform; acquired Sightglass to expand its AI capabilities to DDQ automation for investor relations and launched new AI-powered solutions for private markets professionals; and recently introduced Capital Intelligence, bringing Nasdaq eVestment Market Lens data directly into its Investor CRM.

Kim has more than two decades of experience leading technology strategy and operations across high-growth software, cybersecurity, and fintech companies. Most recently, he served as Chief Information Officer at Gusto, where he led enterprise technology strategy and operations. Previously, he held CIO roles at Imperva and Planview, as well as technology leadership positions at Qualys and Venrock.

“Joining Juniper Square presents an extraordinary opportunity to help reshape how private markets leverage enterprise technology,” said Kim. “We are taking a deliberate, highly disciplined approach to AI implementation, ensuring governance serves as a powerful catalyst for innovation rather than a barrier. By building a world-class, resilient data foundation, we empower our teams to move with speed, agility, and absolute confidence.”

As AI becomes more deeply embedded across its products and operations, Juniper Square is also strengthening the governance behind it. The company has achieved ISO/IEC 42001 certification, the world’s first international standard for AI management systems and the company’s fifth ISO/IEC certification:

• ISO/IEC 27001:2022 (information security management)
• ISO/IEC 27017:2015 (cloud security)
• ISO/IEC 27018:2019 (protection of personal data in the cloud)
• ISO/IEC 27701:2019 (privacy information management)
• As well as its SOC 1, SOC 2, and SOC 3 reports.

The ISO/IEC 42001certification validates the company’s structured approach to identifying and managing AI-related risks and opportunities and complements its broader security and compliance program.

“As AI redefines how modern enterprises operate, world-class technology, infrastructure, and governance are no longer just back-office capabilities—they are core competitive differentiators,” said Adam Hyder, Chief Development Officer & EVP Engineering at Juniper Square. “To pioneer the next generation of private markets innovation, we are building an AI-native CIO organization designed to scale with agility, security, and trust. Bo’s proven track record of architecting secure, high-scale enterprise systems and pioneering internal AI adoption makes him the ideal leader for this mission. Together with our ISO/IEC 42001 certification, his arrival marks a critical step in positioning our technology and governance as true catalysts for our industry’s transformation.”

About Juniper Square
Juniper Square is trusted as the operations partner by more than 2,300 private markets GPs worldwide, connecting market-leading technology, data, and fund administration services to help GPs fundraise efficiently, streamline operations, and improve the investor experience. Our unified platform centralizes data and connects LPs and GPs across every workflow—including fundraising, investor onboarding, compliance, treasury, and reporting. Today, more than $1 trillion in LP capital is managed through Juniper Square. For more information, please visit junipersquare.com.

SOURCE Juniper Square

Marin Sonoma Impact Ventures has now backed 22 promising North Bay startups, and this new investment vehicle more than doubles MSIV’s assets under management to over $17.7 million.

CORTE MADERA, Calif., Oct. 8, 2026 — Marin Sonoma Impact Ventures (MSIV) today announced the final closing of MSIV Fund II, the successor vehicle to the North Bay Area’s first and only regional venture capital fund.

“MSIV Fund II will build on the success of our debut fund and further advance our ‘Invest Local’ movement,” said Zachary Kushel, Founder and Managing Partner of Marin Sonoma Impact Ventures. “We are the only fund carrying a mandate to back the most promising entrepreneurs across Marin + Sonoma counties, and I’m eager to roll up my sleeves and help visionary local founders build the next cohort of great North Bay companies,” said Kushel.

MSIV Fund II’s backing is broad, community-based, and consistent. The Fund took in capital from 60 Limited Partners, with 98% of the money coming from Marin + Sonoma residents or institutions. A majority of MSIV Fund I’s largest Limited Partners reinvested in MSIV Fund II, underscoring their confidence in the fund’s ability to create opportunity and drive economic impact. Among this new fund’s investors, the Redwood Credit Union Community Fund (RCUCF) reinforced that confidence with a significant $1 million commitment to Fund II.

“RCU began supporting MSIV in 2022 because we believed local entrepreneurs and innovators were essential to the well-being of our communities,” said Brett Martinez, President and CEO of Redwood Credit Union. “What we’ve learned is that investing locally does more than help individual businesses succeed – it strengthens the network of jobs, ideas, and opportunity that allows an entire region to thrive. MSIV has shown what’s possible when a community believes in its own potential, and we’re proud to help build on that momentum.”

Today marks the five-year anniversary of MSIV Fund I’s initial close. MSIV’s venture capital arm now has support from 93 Limited Partners and has to date deployed over $8,665,000 into 22 Marin + Sonoma startup companies. MSIV Fund I is now fully deployed into 13 investments, and MSIV Fund II has already completed nine investments, including Gable, Lighthouse Pharmaceuticals, Lumo, OLarry, Skribe Medical, and Your360 AI.

MEDIA CONTACT
Zachary Kushel
Founder & Managing Partner
Marin Sonoma Impact Ventures
[email protected]

SOURCE Marin Sonoma Impact Ventures

New capital will expand spacecraft development and test capacity, advance autonomy for rendezvous and proximity operations, accelerating delivery of on-orbit security capability

LOS ANGELES, Oct. 8, 2026 — Fortastra, a developer of maneuverable, resilient spacecraft for on-orbit security and national defense, today announced the close of its $30 million Series A. The round was led by First In with participation from Upfront Ventures, Space Capital, Rsquared, Side Door Ventures, ATX Ventures, amongst others as well as existing investors. The round will be used to accelerate development and commissioning of Fortastra’s on-orbit security platforms, expand the company’s engineering and operations team, and continue developing its core autonomy and manufacturing capabilities.

The demand for on-orbit security is increasing alongside the rapid expansion of national security and commercial space assets. Fortastra’s maneuverable spacecraft are designed to hold position near critical assets, evaluate surrounding activity, and respond to potential threats in real time. The company aims to establish persistent, multi-orbit security coverage through mass deployment and high-rate manufacturing in close partnership with commercial and defense leaders.

“We went from seed funding to on-orbit in about a year, and that pace is a direct result of the people in this building,” said Mike Smayda, Founder and CEO of Fortastra. “Members of the core team have all built and flown difficult projects before and came here because protecting assets in orbit is a critical problem that needs solutions. The raise allows us to transition from our initial operational success with Watchdog V0 to an operational capability we can take into full-rate production. While national security priorities drive our immediate focus, commercial satellite operators will be demanding similar defense capabilities and adjacent civil use cases sooner than industry forecasts anticipate.”

Having achieved its seed milestones and secured initial government contracts, Fortastra is now scaling its engineering team, focusing on flight software, GNC, and autonomy, and expanding its manufacturing infrastructure to build a modular spacecraft bus optimized for high-rate production.

“Proximity operations gate every capability we are building, so the work now is compressing the time between design, build, and flight,” said Josh Jetter, CTO of Fortastra. “This round funds engineering talent that can execute relative navigation and proximity maneuvers, a perception stack that identifies what the spacecraft is seeing in real time, and a cost optimized bus designed for high-rate production and mission effectiveness. Each of those depends on growing our core engineering and manufacturing capability.”

“Modern space missions demand technology that is operationally ready and can scale,” said Sahil Desai, VP of Product at Fortastra. “Over the last few years, we’ve seen many new entrants bring cheaper, more effective warfighter capabilities on the ground and in the air. At Fortastra, we are asking ourselves why can’t we do the same in space? This funding will enable Fortastra to prototype our next spacecraft at unprecedented speed. Furthermore, we will be designing the production architecture in parallel, proving we build at rate.”

“Never before have public and private US space assets been more critical to the functioning of everyday life, but also more vulnerable to disruption by a variety of adversaries,” said Arthur Karell, General Partner at First In. “The Fortastra team is rapidly solving that gap by producing high-performance, low-cost space defenses. They are making mass-as-a-virtue an attainable strategy in orbit. First In is honored to lead this group of investors in empowering Mike and the Fortastra team to continue building for our collective space security.”

The round follows a run of recent Fortastra milestones, including the launch of Watchdog V0, a memorandum of understanding with manufacturer Hadrian to apply precision machining and additive manufacturing to national security spacecraft programs; along with the appointment of Scott Klempner, former Deputy Program Executive Officer for Space Combat Power at Space Systems Command, as Director of Product, National Security.

About Fortastra
Fortastra designs and operates maneuverable spacecraft for on-orbit security. Headquartered in Torrance, California, Fortastra combines modern engineering practices, high-rate spacecraft manufacturing, and advanced autonomy to protect critical space infrastructure and deliver consistent operational advantage for the United States and its allies.

Media Contact
Jack Buttacavoli
[email protected]

SOURCE Fortastra

Second asset-backed securitization supports continued growth, bringing DailyPay’s total funding backed by On-Demand Pay receivables to approximately $1.4 billion

NEW YORK, Oct. 8, 2026 — DailyPay, the leader in On-Demand Pay, announced a $200 million asset-backed securitization (ABS) of its On-Demand Pay receivables. The transaction marks DailyPay’s second ABS issuance, following its inaugural $200 million securitization in June 2025. DailyPay is the only On-Demand Pay provider to access the ABS market.

DailyPay enables employers to offer On-Demand Pay as an employee benefit, giving employees access to pay they have already earned before payday, while DailyPay funds the transfers with no impact to employer cash flow or existing payroll processes. This purpose-raised capital supports DailyPay’s platform at scale, which serves more than 2,000 employers and over 6 million employees.

“Employers are increasingly embracing On-Demand Pay as a meaningful employee benefit, driving our need for funding capacity to support our growth,” said Deepa Subramanian, Chief Financial Officer, DailyPay. “The strong performance of our inaugural ABS supported another oversubscribed transaction, demonstrating continued investor demand for an asset class we pioneered helping reduce our cost of capital and broadening our funding base.”

The offering included four classes of notes: Class A, Class B, Class C, and Class D. Morningstar DBRS rated all classes of notes, assigning ratings ranging from AA (sf) to BB (sf), respectively. Citi acted as lead bookrunner and structuring agent, with Bank of America and Barclays serving as joint bookrunners, and KeyBanc, Scotiabank, and Wells Fargo serving as co-managers. Latham & Watkins LLP advised DailyPay, and Mayer Brown LLP advised the bookrunners.

With the latest securitization, DailyPay has secured approximately $1.4 billion in debt financing backed by its On-Demand Pay receivables, including its $960 million secured credit facility, its inaugural $200 million ABS issuance completed in June 2025, and its second $200 million ABS issuance completed in October 2026.

About DailyPay
DailyPay is the leader in On-Demand Pay, helping employers modernize how people get their pay. DailyPay serves more than 2,000 employers and over 6 million employees, including many of the world’s most recognized brands. Through access to earned wages and financial wellness tools, DailyPay empowers workers to manage their finances and helps employers attract and retain talent. DailyPay is helping define the future of pay, where money moves at the speed of work. Learn more at www.dailypay.com/press.

Media Contacts:

Douglas Myers
[email protected]

SOURCE DailyPay

New integration gives issuers a more scalable way to tap retirement capital while simplifying IRA-funded investing

NASHVILLE, Tenn., Oct. 8, 2026 — Alto, the technology-led platform connecting retirement capital with private markets, today announced a new integration with Canopy, a modern platform that helps venture capital managers and issuers run SPVs with transparency and clarity. Building on the companies’ December 2025 partnership, the integration embeds Alto’s IRA funding infrastructure directly into Canopy’s investor onboarding, making it easier for issuers to accept retirement capital at scale while simplifying IRA-funded investing.

The integration makes funding a private market investment with an IRA more like funding one with cash. With a single authorization, required IRA information flows securely from Alto into Canopy, automatically populating subscription documents and streamlining custodial approval and investment funding. From initial investments through capital calls, increases, distributions, cancellations, and refunds, the integration keeps data synchronized across both platforms to support annual IRA reporting requirements and provide real-time visibility into investment status.

Turning IRA Capital Into a Growth Channel
IRA capital represents a significant opportunity for private market issuers, but accepting it has traditionally required additional steps that cash investments do not. From collecting IRA and custodian information to securing custodial approval and processing funds, those requirements can create added friction for issuers and investors alike, making retirement capital harder to incorporate into the fundraising process.

Removing most of those barriers creates another avenue for issuers to raise capital from both new and existing investors, including those who may be able to participate or increase their allocation by funding through an IRA. For investors, it means being able to put retirement assets to work without navigating a separate, manual process.

“Private market issuers shouldn’t have to choose between accessing retirement capital and keeping their fundraising process simple, yet that’s effectively been the tradeoff for too long,” said Eric Satz, Founder and CEO of Alto. “There’s an enormous pool of capital already sitting in IRAs, but the infrastructure hasn’t made it easy for issuers to access it. By integrating directly with Canopy, we’re changing that. Retirement dollars shouldn’t be a special case in private market fundraising. They should simply be another way investors fund the opportunities they believe in.”

The Retirement Opportunity 
The integration comes as demand for alternative investments continues to grow and more investors look beyond public markets to diversify their retirement portfolios. U.S. investors currently hold $19.9 trillion in IRAs, representing a significant pool of retirement capital that could be put to work in private markets. A PwC analysis found that even a modest 5% allocation to alternatives across 401(k)s and other tax-advantaged retirement vehicles could add over $1 trillion in new assets under management by 2030. Alto is seeing that opportunity translate into adoption, with Alto investors averaging 3.2 investments each and average investment size up 31.2% year over year.¹

“For Canopy, this is about giving issuers more ways to raise capital without adding complexity to the fundraising experience,” said Jared Snow, CEO of Canopy. “Integrating Alto directly into our platform opens a long-term, tax-advantaged source of capital that has historically been more difficult to incorporate into private market fundraising. That’s a meaningful differentiator for Canopy and a better experience for the investors our customers serve.”

To learn more about how Alto and Canopy are streamlining IRA-funded investing together, visit grow.altoira.com/canopy.

About Alto
Alto is a technology-led self-directed IRA custodian and broker-dealer making it easier to invest retirement capital in private markets. As a qualified custodian and SEC-registered broker-dealer, Alto brings custody, compliance, investment execution, and technology together on one platform. Financial advisors execute private market deals inside client IRAs through Alto Private Deal Room, individual investors access curated alternatives through Alto Marketplace, and enterprise partners use Alto’s configurable, API-based infrastructure to embed retirement investing capabilities into their own platforms. Alto pairs AI-driven automation with deep alternatives expertise to streamline compliance, documentation, and execution workflows that have historically made private market retirement investing complex. Learn more at altoira.com.

DISCLAIMER: This communication is for informational purposes and does not constitute a solicitation of any securities. Private securities are intended for highly sophisticated investors. Private securities involve substantial risks, including loss of principal, lack of operating history, leverage, illiquidity, and concentration risk. Alto does not provide investment, legal, or tax advice. Investors should consult their own advisors and conduct due diligence before investing. Alto Solutions, Inc. is an administrator of IRAs and offers a platform to invest in private markets on its Private Deal Room. Alto Trust Co. is a state chartered trust company and passive custodian of IRAs. Alto Securities, LLC is a registered broker dealer, member of FINRA/SIPC and supports Alto Marketplace.

About Canopy
Canopy has built modern infrastructure to support how venture capital managers operate. Investors on Canopy’s platform can set up SPVs in minutes and manage capital, allocations, taxes, distributions, reporting, and LP communication in one platform. Thousands of investors and venture capital managers use Canopy to run SPVs, syndicates, and co-investment opportunities.. Learn more at www.heycanopy.com.

¹ Alto internal data, as of September 30, 2026.

SOURCE Alto IRA

Irving-based financial valuation and economic damages consulting firm becomes Stonefield’s third partner firm

DALLAS, Oct. 8, 2026 — Stonefield Economics (“Stonefield”), a national economic consulting and dispute advisory platform backed by Trinity Hunt Partners (“Trinity Hunt”), today announced that VALUE Incorporated (“VALUE”), an Irving, Texas-based financial valuation and economic damages consulting firm, has joined the platform. The partnership marks Stonefield’s third strategic acquisition, following its recent addition of Hancock Firm.

Founded in 2000, VALUE provides complex business valuation and broader economic damages consulting to law firms, corporations, and financial institutions across commercial litigation, family law, trust and estate matters, and intellectual property. The firm has built a deeply loyal client base by translating complex financial and valuation concepts into clear, credible guidance, the kind of rigor and dependability that has made VALUE a trusted, independent voice in the Dallas-Fort Worth market for more than two decades.

“VALUE has never had a strategy beyond taking care of every client, every time, and that’s exactly what drew us to Stonefield,” said David Fuller, Partner at VALUE Incorporated. “Joining a platform that shares that same commitment to clients and people gives our team the continuity to keep doing what we do best, backed by new infrastructure, resources, and leadership opportunities as the platform grows. It was the right next step, both for me personally and for VALUE, and it opens real opportunity for where we go from here.”

“David has built VALUE around something rare in this industry: the ability to simplify complex concepts for the clients who depend on that guidance,” said Gary Buckland, CEO of Stonefield Economics. “That kind of thought partnership and reliability is what earns client loyalty over decades, and it’s exactly the discipline we want at the center of Stonefield’s platform. We’re proud to welcome David and the whole VALUE team, and we’re excited to support them with the resources to keep building on the trust they’ve already earned in Texas.”

VALUE will continue serving its clients and employees the same way it always has, now backed by Stonefield’s shared resources. The partnership also brings new depth to the platform across commercial litigation, family law, and trust and estate consulting. Stonefield continues to pursue partnerships with strong firms across economic damages analysis, forensic accounting, and valuation services throughout North America. For more information, reach out to the Stonefield team directly at [email protected].

ABOUT VALUE INCORPORATED

VALUE Incorporated is a leading financial valuation and economic damages consulting firm specializing in the valuation of businesses, securities, and intellectual property as well as the calculation of economic loss. Founded in 2000, VALUE serves law firms, corporations, private equity firms, and fiduciaries across litigation, financial and tax reporting, and transaction advisory matters. The firm has built a strong network across Texas and is recognized for its independent thought partnership, accurate and rigorously supported opinions, and ability to clearly communicate complex issues. For more information, visit www.valueinc.com.

ABOUT STONEFIELD ECONOMICS

Stonefield Economics is an economic consulting and dispute advisory platform specializing in economic damages analysis, forensic accounting, and business valuation. Its family of companies provides sophisticated economic, statistical, and financial analysis to law firms, corporations, fiduciaries, private equity firms, and other organizations across litigation, regulatory, and transactional matters. Stonefield is building a national platform through organic growth and partnerships with leading specialized firms across North America. For more information, visit www.stonefieldeconomics.com.

ABOUT TRINITY HUNT PARTNERS

Trinity Hunt Partners is a growth-oriented private equity firm with over $2 billion of assets under management focused on building leading B2B and B2C services companies. Trinity Hunt’s mission is to provide the talent and strategic, operational, and financial capabilities needed to build entrepreneurial services companies into market leaders. Trinity Hunt was ranked tenth amongst all firms worldwide on HEC-Dow Jones’ most recent Top Small-Cap Buyout Firms List (2024), which ranks firms based on their performance for investors across funds raised over a 10-year period. For more information, visit www.trinityhunt.com.

MEDIA CONTACT

Priyanka Chodhari, Vice President of M&A

Stonefield Economics

[email protected] 

SOURCE Stonefield Economics