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
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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
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
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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
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