InvestX Insights

The Opportunity of the Private Markets With Marcus New of InvestX

Private market inefficiencies bring tremendous upside. Talk to us about the breakdown of the public and private markets. Marcus: So, for public markets, general liquidity and access to information, but that’s[…]

Read More

Complexities of Investing in Pre-IPO Giants

Public stock prices are at an all-time high and sagacious investors are ogling pre-IPO giants, vying to place the earliest bids on the next Palantir or Airbnb. Pre-IPO is perhaps[…]

Read More

SPACs, The Hot Kids on The Wall Street Block

Despite their initial emergence in the 90’s, SPACS are a pistol hot trend for pre-IPO companies, market watchers and investors alike.  A Special Purpose Acquisition (SPAC) Company is a blank-check[…]

Read More

The New Way Unicorns Go Public, SPACs

In today’s business news, a word we hear more and more is SPAC. SPAC is short for Special Purpose Acquisition Company, which is a company with no commercial operations that[…]

Read More

Big Banks Navigate the Booming Private Market

Recently, J.P. Morgan announced a strategic investment in the private markets. The private market is one of the fastest growing and most coveted asset class, this moment poses JP Morgan[…]

Read More

“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[…]

Read More

Palantir Case Study

Since its direct listing, Palantir’s (PLTR) explosive stock movement has taken over the financial news. Palantir offered its stock to the public on September 30th with an initial valuation of[…]

Read More

InvestX Launches GEM, a Trading Platform Delivering Access to Pre-IPO Giants

Enabling broker-dealers with greater access, liquidity and transparency in the private markets InvestX, a leading private equity marketplace that empowers broker-dealers to trade in pre-IPO giants, announces the launch of[…]

Read More

Featured In Traders Magazine and MarketsMedia – Outlook 2021: Brian Schaeffer, InvestX

Brian Schaeffer is Managing Director at InvestX, a platform that connects broker-dealers with pre-IPO private markets.  What surprised you in 2020? Over the past decade we have been transacting in[…]

Read More

InvestX Establishes U.S. Operations with NYC Headquarters and Appoints Brian Schaeffer as Managing Director 

Company Experiences Considerable Global Growth and Expands Opportunities to Provide Broker-Dealers with Greater Access to the Private Markets   New York, NY – December 17, 2020 – InvestX, an investment platform that empowers broker-dealers and[…]

Read More

Insight from InvestX – September 2020

SPACs – the new way unicorns go public By: Marcus New, CEO/Founder of InvestX Capital, August 2020 In today’s business press, a word we hear more and more is SPAC.[…]

Read More

How Much Should Your Client Allocate to Private Equity?

As an investment adviser, you may wonder what proportion of my clients’ assets should be allocated to private equity? This article will show you the types of investors who traditionally[…]

Read More

The Shrinking Public Market: Making Small Investors Losers

Over the past 20 years, a dramatic shift has been taking place in the capital markets. According to Pantheon, the number of publicly listed companies in the U.S. has declined by 50%[…]

Read More

How to Manage Your Portfolio During Covid-19

The widespread outbreak of the virus has negatively impacted the global stock markets with approximately $9 trillion being erased from the markets in nine days on growing fears of a market downturn.

Read More

Launching the Distressed Sellers Basket

We are in a unique situation where highly distressed sellers need to sell their private share positions quickly in a private market which is highly inefficient and illiquid. This was[…]

Read More