InvestX

Vancouver, Canada Founded: 2013 • Age: 13 yrs
Cross-border private equity crowdfunding is enabled for retail accredited investors.

About InvestX

InvestX is a company based in Vancouver (Canada) founded in 2013. It operates as a Professional Services, and Commission-Based. InvestX has raised $6.91 million across 5 funding rounds from investors including Virtu, Canaccord Genuity Group and Meridian Capital. InvestX offers products and services including Diversified Funds and Co-Investments. InvestX operates in a competitive market with competitors including FrontFundr, Equivesto, The OCMX, Applyifi and Crowdmatrix, among others.

  • Headquarter Vancouver, Canada
  • Sectors
    Financial Services
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Investx Capital Ltd.
Operational Areas
Financial Services → Private Capital & Alternative Investments
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $6.91 M (USD)

    in 5 rounds

  • Latest Funding Round
  • Investors
    Virtu

    & 5 more

  • Employee Count
    Employee Count
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Products & Services of InvestX

InvestX offers a comprehensive portfolio of products and services, including Diversified Funds and Co-Investments. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Funds are offered for diversified private company investments.

Co-investment options are provided for targeted private firms.

People of InvestX
Headcount 10-50
Employee Profiles 14
Board Members and Advisors 5
Employee Profiles
People
Breanne Lehodey
Director, Legal
People
Marcus New
CEO
People
Danielle Hill
Executive Assistant To CEO & Executive Coordinator | Associate To Operations & Client Solutions
People
Margaret Chen, CPA, CGA
Controller

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Board Members and Advisors
people
Doug Cifu
Director
people
Pamela Springer
Director
people
Mike Hagerman
Board Member
people
Arkadi Kuhlmann
Director

Unlock access to complete

Funding Insights of InvestX

InvestX has successfully raised a total of $6.91M across 5 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 5
  • Last Round
  • First Round

    (19 Dec 2014)

  • Investors Count 6
Date Amount Transaction Name Valuation Lead Investors Investors
Sep, 2021 Amount Seed - InvestX Valuation Jefferies , Virtu
Jun, 2019 Amount Seed - InvestX Valuation

investors

Sep, 2016 Amount Seed - InvestX Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in InvestX

InvestX has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include Virtu, Canaccord Genuity Group and Meridian Capital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early-stage investments are directed toward US, India, and Canada firms.
Founded Year Domain Location
-
Founded Year Domain Location
Merger and acquisitions advisory services are provided across multiple sectors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by InvestX

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - InvestX

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investx Comparisons

Employees
+
Add Comparison
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Competitors of InvestX

InvestX operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as FrontFundr, Equivesto, The OCMX, Applyifi and Crowdmatrix, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Equity crowdfunding is enabled for early-stage companies.
domain founded_year HQ Location
Equity crowdfunding platform for investing in Canadian startups and businesses.
domain founded_year HQ Location
An online platform connecting investors with companies for fundraising opportunities.
domain founded_year HQ Location
Funding is facilitated for startups through a specialized platform.
domain founded_year HQ Location
Operates an equity crowdfunding platform for Canadian growth companies.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Investx

Frequently Asked Questions about InvestX

When was InvestX founded?

InvestX was founded in 2013 and raised its 1st funding round 1 year after it was founded.

Where is InvestX located?

InvestX is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.

Is InvestX a funded company?

InvestX is a funded company, having raised a total of $6.91M across 5 funding rounds to date. The company's 1st funding round was a Seed of $105K, raised on Dec 19, 2014.

What does InvestX do?

InvestX is involved in managing investment funds focused on late-stage venture and pre-IPO companies. Operations are centered in North America, with investments made in transformative sectors such as Cybersecurity, Space, Fintech, Software, and Artificial Intelligence. Funds and co-investment opportunities are provided to clients, leveraging deep industry insights and capital markets expertise. Support is extended to portfolio companies through multiple investment rounds, aiming for sustainable long-term value creation. Strategic partnerships with firms like Jefferies Financial and Virtu Financial are utilized to enhance investment strategies.

Who are the top competitors of InvestX?

InvestX's top competitors include FrontFundr, Applyifi and Liquid Crowd.

What products or services does InvestX offer?

InvestX offers Diversified Funds and Co-Investments.

Who are InvestX's investors?

InvestX has 6 investors. Key investors include Virtu, Canaccord Genuity Group, Meridian Capital, Jefferies, and Mercury Fund.

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