# HOLT XCHANGE

HOLT XCHANGE is an Asset Manager based in Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Canada
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** holtxchange.com
- **LinkedIn:** https://www.linkedin.com/company/holt-xchange

## Regulatory record

- **CRD number:** 330623
- **SEC file number:** 802-130167
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330623

## About

HOLT XCHANGE INC. is an exempt reporting adviser in Montreal, Quebec. It is based in Canada.

## Sectors

- FinTech
- Enterprise Software
- Venture Capital

## People

- Brendan Holt Dunn — Founder & CEO

## Questions

### How does Holt XChange source its investment opportunities?

Holt XChange sources deal flow from its network of established venture capital firms. The platform acts as a syndicate, aggregating investor capital to co-invest alongside these lead VCs, rather than originating proprietary deals independently. Specific partner firms have not been publicly listed by the company.

### Is Holt XChange a fund or a deal-by-deal syndicate?

Holt XChange operates on a deal-by-deal syndication model. Investors review and choose individual opportunities rather than committing to a blind pool. This structure gives participants discretion over which specific venture rounds they join.

### Who runs investment decisions at Holt XChange?

Brendan Holt Dunn, the founder and CEO, leads the firm. He is responsible for deal selection, VC partner relationships, and platform direction. The firm does not publicly name an investment committee or additional investment partners.

### What investment stages does Holt XChange typically target?

The firm tends to focus on later-stage venture rounds, often participating in financings for companies that have already raised from institutional venture capital firms. This includes growth-stage technology companies in North America.

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Last updated: 2026-08-14T12:30:00.000Z

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