Sell Side Institutions

How We Help Sell Side Institutions

InvestX works with leading institutional broker dealers, wealth management and RIA firms to provide your clients with access to the late stage venture, pre-IPO asset class. We understand your issues – compliance, risk management, attracting and keeping advisors and clients. Sell side firms are our passion and our business is built to serve your organization. InvestX provides a full investment product set for our partner firm clients.

Key Benefits

Access to late-stage private companies

Leverage a powerful prospecting product for new accounts

Access to liquidity, allowing you to more easily buy and sell your private securities

Differentiate your business

Access research, presentation, and marketing materials

Rigorous due diligence and risk management

InvestX Insights

Explore the latest resources, insights and news on our blog

DataStax article screenshot about IBM acquiring DataStax

DataStax to be acquired by IBM: InvestX reaction

DataStax has established itself as a leading solution provider for organizations integrating augmented data with cloud-based LLMs, offering both performance improvements and cost efficiencies. In

Wiz to be acquired by Alphabet: InvestX Reaction

Alphabet, Google’s parent company, is set to acquire Wiz for $32 billion, marking the largest deal in the company’s history and the biggest transaction in cybersecurity

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