Private Companies
How We Help Private Companies
We are investment managers who want to be a great investment partner to the worlds leading growth companies.
- We invest in companies, we do not broker shares
- We invest in primary rounds and purchase secondary shares
- We are professional asset managers who have a track record of investing in the world’s leading companies and creating significant returns for our investment clients
- InvestX holds investments through the multi year private period
- We typically add to our investments each year
- Protect and control your capitalization table – One cap-table slot
- We share secondary information with our issuer partners - price discovery and trading activity
- We work with issuers to buy odd lots to help them with smaller liquidity needs
InvestX Insights
Explore the latest resources, insights and news on our blog
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.[…]
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[…]
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[…]