Insights

Market Update, June 2025: IPO Activity Reaccelerates – Implications from CoreWeave, Circle, and Chime

The 2025 IPO market is showing early signs of recovery, with several notable companies coming to market and delivering strong results. Among them, CoreWeave has gained over 200% since going[…]

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Private Markets Review – Q1, 2025

As we enter the second quarter, headlines are dominated by tariffs and the market’s reaction, following on from an active first quarter for the private markets. The private markets kicked[…]

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xAI and X.com Merger: InvestX Analysis

The merger between xAI and X was officially announced on March 28, 2025, as an all-stock transaction. This strategic move involves the formation of a new holding company, xAI Holdings[…]

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xAI has acquired X: InvestX initial reaction

Elon Musk announced on Friday, March 28, 2025, that his artificial intelligence company, xAI, has acquired his social media platform, X, in an all-stock transaction valued at $33 billion. This[…]

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DataStax to be acquired by IBM: InvestX reaction

DataStax has established itself as a leading solution provider for organizations integrating augmented data with cloud-based LLMs, offering both performance improvements and cost efficiencies. In November 2023, DataStax launched RAGStack,[…]

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Wiz to be acquired by Alphabet: InvestX Reaction

Alphabet, Google’s parent company, is set to acquire Wiz for $32 billion, marking the largest deal in the company’s history and the biggest transaction in cybersecurity history. The transaction, conducted in[…]

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Understanding Capital Stack Risk

A company’s capital stack represents the hierarchy of financial sources and obligations used to fund the company’s operations and growth. The capital stack can include a mix of debt and[…]

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Decoding Growth Equity

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

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Growth Happens in the Privates

Growth Happens in the Privates The growth equity asset class refers to mature private companies approaching a transformational phase in their lifecycle with the potential for significant growth. Today, more[…]

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Adding Private Equity to a Clients Portfolio

Adding Private Equity to a Clients Portfolio If you have been following the retail market in the United States, you have probably noticed the emergence of private equity investments. The[…]

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Understanding the Lifecycle of a Private Company

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

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InvestX Q4 Highlights and Q1 2024 Outlook – US

1) This update is for current and interested investors and will cover the market opportunities within growth equity, current trends and specific company updates. 2) This content is for Accredited,[…]

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InvestX Q4 Highlights and Q1 2024 Outlook – CA

1) This update is for current and interested investors and will cover the market opportunities within growth equity, current trends and specific company updates. 2) This content is for Accredited,[…]

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InvestX Q2 Highlights and Q3 2023 Outlook

1) This update is for current and interested investors and will cover the market opportunities within growth equity, current trends and specific company updates. 2) This content is for Accredited,[…]

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InvestX Highlights and Q2 2023 Outlook

1) This update is for current and interested investors and will cover the market opportunities within growth equity, current trends and specific company updates. 2) This content is for Accredited,[…]

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