InvestX

InvestX

InvestX

InvestX

InvestX is the first-of-its-kind private equity marketplace for retail investors. Our goal is to democratize private equity investing - to provide every investor with access to highly vetted, top quality private companies at significantly lower minimums.

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Highlights

0 - 1,000%

Asset Class Return1Y

#23 Rank

In Startups30d

avatars

Invest from

$20K

Overview

InvestX was founded on a commitment to provide access to the growing private markets. InvestX delivers access, liquidity, and innovation to the private equity asset class through investments in Pre-IPO Giants on InvestX GEM, a state-of-the-art trading platform. InvestX empowers broker dealers and advisors with a marketplace, technology and insights for investing and trading in institutional quality private equity without the traditional multimillion-dollar investment minimums.

Things to Know

  • You make money on

    Value

  • Fees

    1%

  • Min Investment

    $20,000

  • Payout frequency

    Asset sold

  • Term of investment

    12-36 months

  • Target Return

    Varied

  • Liquidity

    Moderate

  • Open to

    Accredited Only

  • Mobile Application

    No

Top Perks

  • Invest and trade in pre-IPO companies.

  • Find liquidity through our automated process of investing and selling shares.

  • Private markets are outpacing public markets in opportunity and performance.

How you make money

Private equity investments are meant to be longer-term investments and the investor is often rewarded with a substantial return for their patience. There is no set length of time for every private equity investment. Each investment has it’s own "lock up," or term, which is the length of the investment. With private equity, the term is usually between 1-10 years. At InvestX, we provide access to late-stage private companies with exit potential within 12-36 months, either through an IPO event or a acquisition/trade sale. It is important to note that after an IPO, there is typically a 6-month underwriter lockup period, meaning that investors must wait for 6 months after an IPO before they can sell their shares.

How InvestX makes money

Carried interest ("carry") fee - PE fund managers typically receive 15-20% of the profits. It is also known as a "performance fee" because it is the fee that the manager makes for enhancing the company's performance. It’s important to note that the manager only receives the performance fee once they have returned all of the contributed capital to the investors or limited partners (LPs). Management fee - PE fund managers typically receive a small management fee, which is around 1-2%. This fee covers the cost of managing and investing in the private company.

Is it safe?

Investment opportunities posted on this website are “private placements” of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the Canadian Deposit Insurance Corporation in Canada or the Federal Deposit Insurance Corporation in the United States or by any other federal governmental agency), are NOT guaranteed by InvestX Financial or InvestX and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority in the United States or any provincial or territorial securities commission or regulatory authority in Canada has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through this website. LPs and associated PrivateCo offerings on this website are considered to be highly speculative and, as such, are suitable only for certain investors and those who are prepared to risk the loss of their entire investment.

  • Established

    2014

  • Country Available

    Worldwide

  • Assets Managed

    n/a

How You’re Taxed

Capital Gains

Capital Gains

Income Tax

Income Tax

Profits earned from investing in startups are taxed like stocks. Investors are subject to short-term capital gains when selling investments held for less than a year, which are taxed at ordinary income tax rates. Long-term capital gains are applicable when investments are held for a year or more with tax rates ranging from 0% to 20%, depending on your total taxable income.

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