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.
Founder and Chief Executive Officer
Chief Executive Officer
EVP, Sales & Marketing
EVP, People and Culture, Operations
EVP, Private Markets
Head of Venture Equity
Senior Director Product, Operations & Client Solutions
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.
EVP Sales & Marketing
Sanjeet has over 20 years experience within the financial services industry, primarily within the asset management business focusing on sales, business transformation and enablement. His previous experience as leader of Sales Enablement with Sun Life Global Investments lead to the implementation of sales activities and processes that maximized growth in both the retail and institutional wealth distribution channel’s. Prior to that Sanjeet moved through RBC with increasing responsibility within its core retail business as well as its commercial lending business culminating with a senior leadership role within PH&N investment services a RBC Global Asset management business focused on high net worth investment advice and asset management.
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.
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.
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 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.