About Us

InvestX was founded on a commitment to provide access to the growing private markets.

We believe this asset class should be available to a larger group of investors and no longer exclusive to institutions. We recognize that to be successful investing in this market, it requires research, relationships, partnering with issuers, due diligence, and old fashion hard work.

So in 2014 we set out to research and find the leading private venture backed organizations in the world. As we became highly specialized and skilled investors in the private markets, we focused our offerings to sell side portfolio managers and advisers. Today we believe we do our part in helping the entire ecosystem become more effective. Access, liquidity, price discovery. We look forward to partnering with you to access the benefits of private market investing. Thank you for stopping by.

Marcus New

Marcus New

Founder and Chief Executive Officer

Leadership Team

Marcus New

Marcus New

Chief Executive Officer

John Gort

Chief Financial Officer in Finance, Legal & Compliance.

Patti Corcoran, InvestX EVP, Sales & Marketing​

Patti Corcoran

EVP, Sales & Marketing​

Nicole Liddell

Nicole Liddell

EVP, People and Culture, Operations​

Dan Sanders

Dan Sanders

EVP, Private Markets

Don Short

Don Short

Head of Venture Equity​

Rakhee Sandhu

Rakhee Sandhu

Senior Director Product, Operations & Client Solutions

Greg Marshall

Greg Marshall

US General Counsel & Chief Compliance Officer

Board of Directors

Marcus New Board Directors

Marcus New

marcus-companies
Arkadi Kuhlmann

Arkadi Kuhlmann

arkadi-companies
Pamela Springer

Pamela Springer

pamela-companies
Mike Hagerman

Mike Hagerman

mike-companies
Doug Cifu

Doug Cifu

doug-companies
Peter Forlenza

Peter Forlenza

Peter Laforenza's previous companies' logos

Professional Advisors

Great Lakes Fund Solutions logo
goodwin
morgan stanley
borden ladner gervais
SGGG Fund Services logo

Contact Us Today to Access the Private Markets

Contact Us
Marcus New

Marcus New

Chief Executive Officer

Marcus New is a pioneer in the pre-IPO asset class, with a career that spans over three decades in the private and public financial markets. He is the Founder and Chief Executive Officer of InvestX, a private growth equity management firm established in 2014. Marcus is also the Founder and Chairman (and previously the CEO) of Stockhouse Publishing – one of North America’s leading online financial communities and a global hub for accredited investors which he exited to a strategic investor in 2019. Prior to launching Stockhouse, Marcus built Stockgroup Media, an online information company whose client base consisted of the top Canadian brokerage firms, global institutional sales desks, and hedge funds which he exited to a strategic investor in 2010. He has served as the past President of the Vancouver Chapter and Canadian Conference Chair for the Entrepreneurs Organization (EO). Marcus is an alumni of MIT’s “Birthing of Giants” program and holds a B.A. with a Business Major from Trinity Western University.

John Gort

Chief Financial Officer in Finance, Legal & Compliance

John is a seasoned financial executive with over three decades of experience spanning Private Equity, Asset Management, and Investment Banking. His career has taken him across the US, UK, and Canadian markets, where he has held key leadership positions in renowned financial institutions. John has worked in many financial institutions, including Deutsche Bank, and was previously the Chief Financial Officer at Instar Asset Management, a leading private equity infrastructure firm with close to three billion dollars of AUM. John holds a CFA (Chartered Financial Analyst) and a CA (Chartered Accountant) designation.

Patti Corcoran, InvestX EVP, Sales & Marketing​

Patti Corcoran

EVP Sales & Marketing

Patti has over 25 years of experience in sales leadership, with a strong focus on driving revenue growth and fostering long-term client relationships in the financial services industry. She has led top-performing sales teams, enhancing market presence, most recently serving as the Head of National Sales, Retail Wealth Canada at Manulife Investment Management. Prior to that, Patti held leadership roles at Fidelity Investments Canada and Ford Motor Credit in the US. She is a recipient of VersaFi’s (formerly WCM) Executive Leaders Award and holds a Bachelor of Science (B.Sc.) in Business from the State University of New York at Oswego.

Nicole Liddell

Nicole Liddell

EVP People, Culture & Operations

Nicole brings over 25 years of people, culture & operations related experience from a variety of companies and sectors. In her last role as VP Operations with the real estate regulator, she led a growth curve of 50 to 120 staff in 18 months while maturing the business foundations. Previous leadership roles span talent, communications, risk & governance, technology, M&A, and shared services. 6 of the companies she has worked for achieved 3rd party validation of being a best employer, significantly boosting the brand and access to talent, as well as inspiring well workplaces.

Dan Sanders

Dan Sanders

EVP Private Markets

Dan was a former Head of Execution Services in the Americas for Citi. He went on to be the Head of Business Development in the Americas for Liquidnet, a global institutional investment network that connects asset managers with liquidity. Sanders brings more than 25 years of finance, trading, equity, technology and sales experience, and has built significant client relationships over the years. Dan is also the CEO of InvestX Markets.

Don Short

Don Short

Head of Venture Equity

Don is the Head of Venture Equity at InvestX Capital Ltd., an affiliate of the InvestX Funds. Don is registered as an Advising Representative (Portfolio Manager) with Qwest Investment Fund Management Ltd. (“QIFM”). In his registered capacity as Advising Representative (Portfolio Manager), Don is the Advising Representative (Portfolio Manager) for the InvestX Global Growth Equity Trust, InvestX Growth-Equity Fund II, InvestX Growth Equity IV-CA Limited Partnership and InvestX Series 19-06 Limited Partnership (the “InvestX Funds”). As Advising Representative (Portfolio Manager), Don is responsible for the research, analysis, and selection/deposition of investments for the InvestX Funds. Don’s responsibilities also include monitoring existing investments, conducting investment analysis and due diligence, and sourcing new investment opportunities. Don is not the Advising Representative (Portfolio Manager) for any Canadian SPV or any US based SPV.

Rakhee Sandhu

Rakhee Sandhu

Senior Director Product, Operations & Client Solutions

Rakhee Sandhu brings over 20+ years of experience in the US and Canadian financial services industry with extensive experience in financial analysis, capital markets, operations, product development & strategy, project management, delivery, and execution. Rakhee started her career at a NYC-based hedge fund, for 6 years. In 2005 Rakhee moved to Vancouver and expanded her skills in the Canadian financial markets leading digital solutions, operations efficiencies, and product teams at Canadian financial services companies including InvestX, Canaccord, Qtrade, and Aviso Wealth.

Greg Marshall

Greg Marshall

US General Counsel & Compliance Associate

Greg has over 10 years of experience working with private investment funds. At InvestX, he oversees all legal and compliance matters for the U.S. Greg joined InvestX from an international law firm, where he advised private funds and their sponsors on fund formation and ongoing operational needs. Prior to that, he was an in-house counsel for a global asset manager. Greg received his law degree from Harvard.