InvestX Capital

InvestX negotiates direct purchases of existing equity from employees, early investors, and other shareholders in late-stage private companies. The firm operates a secondary desk that locates holders seeking liquidity before a public listing, then structures the transactions for its broker-dealer platform. Sourcing relies on relationships across venture-backed companies and the secondary market rather than primary allocations from the issuers themselves.

Access runs through registered investment advisors rather than directly to individual retail investors. End clients must generally be accredited investors or qualified purchasers under applicable securities laws. The firm operates a registered broker-dealer, InvestX Securities, which imposes suitability and custody requirements that shape the eligible investor base.

Neither precisely. The firm functions as a secondary buyer of pre-IPO shares that it then distributes through a regulated broker-dealer to advisors and their clients. It does not raise blind-pool venture funds or make primary investments in companies, nor does it operate an open exchange where buyers and sellers trade freely. Each transaction is structured as a negotiated acquisition of an existing equity position.

The firm focuses on late-stage, venture-backed technology companies with paths to public listing and private valuations typically above $1 billion. Confirmed names include SpaceX, Epic Games and Databricks (per the firm's official communications). Sectors span enterprise software, fintech, digital health, cybersecurity and artificial intelligence.

The firm charges carry and management fees on the specific deals it structures, consistent with a deal-by-deal economics model. Because InvestX discloses individual transaction terms rather than pooling capital into a commingled fund, the fee structure can vary by offering. Full fee disclosures appear in the offering documents for each transaction.

The firm operates a registered broker-dealer subsidiary called InvestX Securities. InvestX Capital is the parent entity based in Vancouver, Canada. The platform uses this regulated subsidiary to handle the transactional and custody framework required for distributing pre-IPO interests to US-based registered investment advisors.

InvestX secures transferable ownership interests in the private company, meaning investors hold the same class of equity as the selling shareholder. If no liquidity event occurs — no IPO, acquisition, or secondary sale — the position remains an illiquid private holding. The firm does not guarantee exit timing or return of capital, and this illiquidity risk is disclosed in offering documentation for each transaction.