Insights Archives

Insights

Implications of Silicon Valley Bank Closure

Last week, California regulators shut down Silicon Valley Bank (SVB), marking the first time the U.S. government took control of a major bank since the 2008 financial crisis. In total,[…]

InvestX Highlights and Q1 2023 Outlook

1) This update is for current and interested investors and will cover the bear market opportunities within Growth Equity, pricing trends, and specific company updates. 2) This content is for[…]

Webinar – Late-Stage Private Markets: Valuations, Secondary Trading, and 2023 Outlook

On February 9th Dushyant Shahrarwat of Rosenblatt Securities hosted Dan Sanders of InvestX and Phil Haslett of EquityZen on a lively and informative webinar titled “Spotlight on Late-Stage Private[…]

InvestX Highlights and Q4 Outlook

1) This update is for current and interested investors and will cover the bear market opportunities within Growth Equity, pricing trends, and specific companies that are thriving in this[…]

Impact of Current Market Changes on Private Equity

The recent market changes are impacting investors and companies alike. With every dip in the market comes an opportunity that not many investors bank on. There is no question[…]

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[…]