Portfolio
Our Investment Strategy
InvestX criteria for investment includes an underwriting and a 5-step identification process:
$1Billion+ Company
36-60 Month Liquidity Event
40% Average Growth Rate
Company Criteria
Deep Due Diligence and Modeling
Secondary Odd Lot Strategy
Unique Competitive Advantage
Portfolio
Since 2014, our portfolio has grown to include late stage pre-IPO category leaders. We have built great working relationships with these organizations, our portfolio companies include: