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Through our partnerships with advisory firms and network of high-net-worth investors, we are able to source and fill demand in a streamlined fashion.
Once an opportunity arises, either originating from the issuer, a seller, or our buy-side network, we will contact the issuer directly.
The InvestX legal and operations team understands that each issuer has unique requirements and goals. Through our experience as an exempt market dealer, we have a strong understanding of the share transfer process. We assist with the required legal documentation and ensure we work within the issuer’s guidelines or current secondary process.