InvestX

wealthtech-retailinvestment platforms

FOUNDING YEAR: 2014
LOCATION: Canada
Last Update: 01/05/2020

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!

About

InvestX is the developer of the first-of-its-kind private equity platform for registered dealers to provide access to retail accredited investors. Our goal is to provide every investor with access to highly vetted, top quality private companies at low minimums. Why Private Equity? Historically, PE has been the exclusive domain of less than 1% of the investing universe specifically the institutional investor and the ultra-wealthy. Every year, PE has been outperforming every other asset class, and every year, professional investors are putting more money in PE. According to Cambridge Research, PE has had annual returns of 16% over the past 10 yrs, more than than the S&P, TSX, and T-Bills combined. Why have retail investors been locked out of PE investing? 1. $ Million Minimums. The average investor can't write the checks demanded by private equity firms, ranging from $250,000 to as much as $25 million! 2. Limited to no access. The average investor doesn't have the financial relationships to access high quality PE or the knowledge to evaluate an investment. How InvestX is Different Invest at Low Minimums. Invest in PE for as low as $2500. How? InvestX aggregates all of our Members smaller checks & writes the multi-million dollar check to the PE firm. Invest in Highly Vetted Private Companies. Access to the same high-quality companies that institutions & the ultra-wealthy are investing in. InvestX members are assured that a PE firm has taken the investment through their institutional quality due diligence process. Invest alongside Professional PE Firms. We partner with PE firms that have a strong track record of success. Additionally, members are assured that the PE firms interests are aligned with theirs because the PE firm will always co-invest alongside the members in the investment.

MEDICI Analysis

InvestX is a private equity marketplace for retail investors. InvestX provides access to the same high-quality private company deals that institutional investors and the ultra-wealthy are investing in.

Focus

PRODUCTS & SERVICES

Private equity Investing

REVENUE MODEL

When a member decided to invest in a deal, the InvestX fee structure is identical to the industry standard for PE a 2% management fee and a 20% carried interest on the profit of the investment.

MAIN CLIENTS

Retail investors

EXISTING PARTNERSHIPS

Mutual Capital Partners

Difference Capital

Paterson Partners

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp