InvestX

InvestX is a Canadian-founded platform, launched in 2014, that gives accredited investors access to late-stage private company shares through pooled vehicles managed by its team. The platform's original thesis was simple: unicorn-adjacent startups are increasingly staying private longer, and by the time they IPO, much of the value creation has already been captured by institutional investors. InvestX was built to shorten that gap by aggregating retail accredited capital into institutional-sized allocations at later, lower-risk funding rounds — typically Series C and beyond. The company is headquartered in Vancouver with U.S. operations in New York, and is regulated as a broker-dealer under both Canadian (IIROC) and U.S. (FINRA) frameworks.

The platform's core offering is access to InvestX Capital Fund vehicles, which pool investor capital to acquire secondary market shares or primary allocations in companies like SpaceX, Stripe, Databricks, and Klarna. Minimums typically start at $10,000 but scale higher depending on the specific deal and fund structure. Unlike direct-access platforms such as Forge or EquityZen — where investors buy specific share lots on a transaction-by-transaction basis — InvestX's fund model means you're investing in a portfolio manager's selected basket, which provides built-in diversification but removes direct control over which companies you own.