Insights Archives

Insights

InvestX, Virtu Financial Talk About the Democratization and Electronification of Private Market Trading

InvestX, Virtu Financial Talk About the Democratization and Electronification of Private Market Trading May 17, 2022 Brian Schaeffer, Managing Director, InvestX, joined Douglas Cifu, CEO of Virtu Financial, and CNBC’s[…]

Adding Private Equity to a Clients Portfolio

Adding Private Equity to a Clients Portfolio May 10, 2022 If you have been following the retail market in the United States, you have probably noticed the emergence of private[…]

Understanding the Lifecycle of a Private Company

Understanding the Lifecycle of a Private Company May 3, 2022 Have you ever wondered how a great start-up idea turns into a full-blown unicorn? A successful private company passes through[…]

InvestX Values: Focus on the Customer

InvestX Values: Focus on the Customer April 26, 2022 88% of employees believe strong company culture is a key to business success. Our business is built on the foundation of[…]

Overview of the Private Equity Market Performance in Q1 2022

Overview of the Private Equity Market Performance in Q1 2022 April 20, 2022 – Despite apparent market challenges and economic struggles following the COVID-19 pandemic, private equity firms have continued[…]

Decoding Growth Equity

Decoding Growth Equity April 12, 2022 What are Private Companies? A private company is a business owned by one or a small group of people. Private companies do not trade[…]

Growth Happens in the Privates

Growth Happens in the Privates April 5, 2022 – The growth equity asset class refers to mature private companies approaching a transformational phase in their lifecycle with the potential for[…]

SEC Regulatory Tailwinds Are Focusing on the Private Markets

The SEC’s Small Business Capital Formation Advisory Committee and the Asset Management Advisory Committee (“AMAC”) recently met to discuss the changing dynamics in Pre-IPO investing. Some prevalent trends were addressed,[…]

IPO Investing – An interview with Marcus New, CEO, InvestX

Q: When should you sell IPO stocks? An investor should consider the reasons they purchased the investment in the first place as the basis for when they want to sell. […]

IPO vs Direct Listing – An interview with Marcus New, CEO, InvestX

What are the key differences between the two? In a traditional IPO, a company is raising capital at the IPO, with new shares being issued by the company and sold[…]

Best Venture Capital Startups

InvestX named one of Canada’s Best Venture Capital Companies 2021 by Daily Finance. With offices in NY and Vancouver, InvestX empowers broker dealers with a marketplace, technology and insights for[…]

Benzinga Global Fintech Awards

InvestX has been nominated for the Benzinga Global Fintech Awards! Please cast your vote for us for the Best Alternative Investments Platform and share with your network. Thanks! Cast your vote[…]

MoneyShow’s Virtual Expo: How to Add Late-Stage Private Equity to Your Portfolio

Learn how to gain access to shares of Late-Stage Private Equity like SpaceX, Instacart impossible Foods and many others, before these companies enter the public markets. In this session, Wayne[…]

Unicorns vs Giants

The term Unicorn in the venture capital industry was first coined by venture capitalist Aileen Lee in 2013 to describe the emergence of a small group of $1B+ private companies[…]

Big Banks Are Mainstreaming PE

The private market is one of the fastest growing and most coveted asset class, big banks are rushing in to secure their piece of the pie. Early this year, we[…]