Founded in 2014, InvestX is a leading private equity investment program sponsor providing the $30 trillion dollar wealth management industry with the ability to access, invest, and trade in late-stage private companies. Through our Special Purpose Vehicle and diversified Fund offerings, we empower our partnering broker-dealer and RIA firms with in-demand private equity investments for their advisors and the investors they serve. We believe we do our part in helping the entire wealth management ecosystem become more effective for the benefit of all its participants.
19 Fulton St. Suite #307
New York, NY 10038
DIRECTORY SPOTLIGHT
651.491.3693
(Rick Vitale, CFA)
| Current and Former Offerings | |||
|---|---|---|---|
| With offices in both Vancouver and New York City, InvestX specializes exclusively in offering investment programs that provide investors access to the potential benefits of investing in late-stage private companies. Target companies will generally exhibit the following characteristics: 1) A current enterprise valuation in excess of $1 billion, 2) A market-leading position within their competitive verticals, 3) A repeatable sales model with attractive unit economics, 4) 30%-40% annual revenue growth rates, and 5) The potential for a market liquidity event within 2-3 years. All InvestX programs are Reg D private placements available only to accredited investors.
60+ diversified Fund and Special Purpose Vehicle offerings. |
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| Year Founded | Sector | Structure | Senior Executives |
| 2014 | Late-Stage Private Equity |
Marcus New, CEO and Founder Rick Vitale, EVP Distribution and National Accounts |
|
| AUM | Total Equity Raised |
# of Full Cycle Offerings | # of Private Placement Programs |
| – | Approximately $500 million | 30+ | 60+ |
| Notes | |||
| Name | Type | Website | Status |
|---|---|---|---|
| InvestX Growth Equity Fund IV | Late-Stage Private Equity Fund | Open / Continuous | |
| InvestX Growth Equity Fund IV is a $150 million Reg D 506(C) offering that seeks to assemble a diversified base of 20-25 curated positions in late-stage private companies. | |||
| Special Purpose Vehicle Offerings (multiple offerings throughout the calendar year) | Late-Stage Private Equity | Open | |
| InvestX Special Purpose Vehicle programs provide investors the opportunity to invest in high-conviction, late-stage single company offerings. | |||
