Insights Archives

Insights

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 Pre-IPO Giants to Your Portfolio

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

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[…]

Meet Us At the Juncture of Crypto and the Private Markets

2021 has been a robust year, with crypto undoubtedly being top of mind for credible investors and financial institutions, which have been launching new crypto products and services. InvestX latest[…]

TradingTech Insight Awards 2021 USA – Best Exchange or Trading Venue Technology Suite

About the TradingTech Insight Awards USA These awards are designed to recognise excellence in trading solutions and services for capital markets and focus on vendors providing exceptional trading infrastructure, trading[…]

WealthManagement.com – 2021 Industry Awards Finalist

Now in its 7th year, the WealthManagement.com Industry Awards celebrates the companies, individuals and organizations that demonstrate outstanding achievement in support of financial advisor success. Our awards program can provide[…]

Gimme A Piece of That Pie: InvestX is Giving the Sell-Side a Platform to Gain Access to The Most Coveted Asset Class

In Q1 2021, gyrations in the market occurred as investors wavered between the optimism of the COVID vaccination rollout and fear of another lockdown. Stimulus packages throughout North America coupled[…]

ROFR, the Biggest Hurdle

As we recently discussed in our latest article Complexities of Investing in pre-IPO Giants, there are many obstacles to overcome to successfully purchase shares of pre-IPO giants. With a high[…]

Welcome to our InvestX Monthly Insights!

Our community is important to us and we are proud to share with you our InvestX Monthly Insights. In Q1 2021, gyrations in the market occurred as investors wavered between[…]

“Beyond the 2020 IPO”

After the pandemic took global effect there was a short lull of IPO’s from February through May of 2020. As the fiscal and monetary stimulus began to roll out, the[…]