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InvestX Capital
Marcus New and Don Mosher founded InvestX Capital in 2014, building a Vancouver-based platform that bridges private markets and retail-adjacent wealth...
InvestX Capital
Marcus New and Don Mosher founded InvestX Capital in 2014, building a Vancouver-based platform that bridges private markets and retail-adjacent wealth channels. Rather than raising blind-pool funds or running a traditional venture strategy, the firm negotiates direct secondary purchases of pre-IPO company equity from early shareholders, employees, and existing investors, then makes those interests accessible through regulated broker-dealer infrastructure. The platform concentrates on late-stage, venture-backed technology companies that have established clear paths to public listing. InvestX sources positions across enterprise software, fintech, digital health, cybersecurity and AI — a mix it has described as targeting companies with $1 billion-plus private valuations and near-term liquidity prospects. Publicly confirmed positions include SpaceX, Epic Games and Databricks (per the firm's official communications). The firm passes individual deal economics through to advisors and their clients on a deal-by-deal basis rather than pooling capital into a commingled fund structure. InvestX operates a registered broker-dealer, InvestX Securities, which handles the regulatory side of the transactions. The firm does not disclose its headcount or total deployment across vehicles. In March 2021, InvestX announced it had facilitated over $1 billion in pre-IPO transactions since its launch (per the firm, March 2021). The model serves registered investment advisors and their high-net-worth clients rather than institutions directly, creating a distribution channel that looks more like a capital markets franchise than a conventional private equity firm. What sets the architecture apart is the regulated intermediary layer that most pre-IPO secondaries platforms lack. By housing transactions inside a broker-dealer with custody and suitability obligations, InvestX converts what would otherwise be an institutional LP relationship into a product that fits within a managed account framework. That regulatory posture also limits the investor base to accredited investors and qualified purchasers, which keeps the firm outside the retail crowdfunding space while still reaching a pool of capital that traditional venture funds cannot access.
General information
Firm type
Private Equity
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Vancouver
Corporate office
Vancouver, Canada
Principals
Marcus New
CEO & Founder
Don Mosher
President & Co-Founder
Sector focus
Frequently asked questions
How does InvestX Capital source the pre-IPO shares it offers?
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.
Who can actually invest through the InvestX platform?
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.
Is InvestX a venture fund or a secondary marketplace?
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.
What types of companies appear on the InvestX platform?
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.
How does InvestX make money on these transactions?
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.
Is InvestX Capital affiliated with InvestX Financial or any other similarly named entity?
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.
What happens to an InvestX position if the underlying company never goes public?
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.
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