Insights

ROFR, the Biggest Hurdle

As we recently discussed in our latest article Complexities of Investing in Late-Stage Private Equity, there are many obstacles to overcome to successfully purchase shares of Late-Stage Private Equity. With[…]

Welcome to our InvestX Monthly Insights!

Our community is important to us and we are proud to share with you our InvestX Monthly Insights. In Q1 2021, gyrations in the market occurred as investors wavered between[…]

The Opportunity of the Private Markets With Marcus New of InvestX

Private market inefficiencies bring tremendous upside. Talk to us about the breakdown of the public and private markets. Marcus: So, for public markets, general liquidity and access to information, but that’s[…]

Complexities of Investing in Late-Stage Private Equity

Public stock prices are at an all-time high and sagacious investors are ogling Late-Stage Private Equity, vying to place the earliest bids on the next Palantir or Airbnb. Pre-IPO is[…]

SPACs, The Hot Kids on The Wall Street Block

Despite their initial emergence in the 90’s, SPACS are a pistol hot trend for pre-IPO companies, market watchers and investors alike. A Special Purpose Acquisition (SPAC) Company is a blank-check[…]

The New Way Unicorns Go Public, SPACs

In today’s business news, a word we hear more and more is SPAC. SPAC is short for Special Purpose Acquisition Company, which is a company with no commercial operations that[…]

Big Banks Navigate the Booming Private Market

Recently, J.P. Morgan announced a strategic investment in the private markets. The private market is one of the fastest growing and most coveted asset class, this moment poses JP Morgan[…]

“Beyond the 2020 IPO”

After the pandemic took global effect there was a short lull of IPO’s from February through May of 2020. As the fiscal and monetary stimulus began to roll out, the[…]

Palantir Case Study

aSince its direct listing, Palantir’s (PLTR) explosive stock movement has taken over the financial news. Palantir offered its stock to the public on September 30th with an initial valuation of[…]

InvestX Launches GEM, a Trading Platform Delivering Access to Late-Stage Private Equity

Enabling broker-dealers with greater access, liquidity and transparency in the private markets InvestX, a leading private equity marketplace that empowers broker-dealers to trade in Late-Stage Private Equity, announces the launch[…]

Insight from InvestX – September 2020

SPACs – the new way unicorns go public By: Marcus New, CEO/Founder of InvestX Capital, August 2020 In today’s business press, a word we hear more and more is SPAC.[…]

How Much Should Your Client Allocate to Private Equity?

As an investment adviser, you may wonder what proportion of my clients’ assets should be allocated to private equity? This article will show you the types of investors who traditionally[…]

The Shrinking Public Market: Making Small Investors Losers

Over the past 20 years, a dramatic shift has been taking place in the capital markets. According to Pantheon, the number of publicly listed companies in the U.S. has declined by 50%[…]

How to Manage Your Portfolio During Covid-19

The widespread outbreak of the virus has negatively impacted the global stock markets with approximately $9 trillion being erased from the markets in nine days on growing fears of a market downturn.

Launching the Distressed Sellers Basket

We are in a unique situation where highly distressed sellers need to sell their private share positions quickly in a private market which is highly inefficient and illiquid. This was[…]