Insights Archives

Insights

Understanding Capital Stack Risk

A company’s capital stack represents the hierarchy of financial sources and obligations used to fund the company’s operations and growth. The capital stack can include a mix of debt and[…]

Decoding Growth Equity

Decoding Growth Equity What are Private Companies? A private company is a business owned by one or a small group of people. Private companies do not trade their shares on[…]

Growth Happens in the Privates

Growth Happens in the Privates The growth equity asset class refers to mature private companies approaching a transformational phase in their lifecycle with the potential for significant growth. Today, more[…]

Adding Private Equity to a Clients Portfolio

Adding Private Equity to a Clients Portfolio If you have been following the retail market in the United States, you have probably noticed the emergence of private equity investments. The[…]

Understanding the Lifecycle of a Private Company

Understanding the Lifecycle of a Private Company Have you ever wondered how a great start-up idea turns into a full-blown unicorn? A successful private company passes through various phases, from[…]

InvestX Q4 Highlights and Q1 2024 Outlook – US

1) This update is for current and interested investors and will cover the market opportunities within growth equity, current trends and specific company updates. 2) This content is for Accredited,[…]

InvestX Q4 Highlights and Q1 2024 Outlook – CA

InvestX Q2 Highlights and Q3 2023 Outlook

InvestX Highlights and Q2 2023 Outlook

Implications of Silicon Valley Bank Closure

Last week, California regulators shut down Silicon Valley Bank (SVB), marking the first time the U.S. government took control of a major bank since the 2008 financial crisis. In total,[…]

InvestX Highlights and Q1 2023 Outlook

1) This update is for current and interested investors and will cover the bear market opportunities within Growth Equity, pricing trends, and specific company updates. 2) This content is for[…]

Webinar – Late-Stage Private Markets: Valuations, Secondary Trading, and 2023 Outlook

On February 9th Dushyant Shahrarwat of Rosenblatt Securities hosted Dan Sanders of InvestX and Phil Haslett of EquityZen on a lively and informative webinar titled “Spotlight on Late-Stage Private[…]

InvestX Highlights and Q4 Outlook

1) This update is for current and interested investors and will cover the bear market opportunities within Growth Equity, pricing trends, and specific companies that are thriving in this[…]

Impact of Current Market Changes on Private Equity

The recent market changes are impacting investors and companies alike. With every dip in the market comes an opportunity that not many investors bank on. There is no question[…]

InvestX, Virtu Financial Talk About the Democratization and Electronification of Private Market Trading

InvestX, Virtu Financial Talk About the Democratization and Electronification of Private Market Trading May 17, 2022 Brian Schaeffer, Managing Director, InvestX, joined Douglas Cifu, CEO of Virtu Financial, and CNBC’s[…]