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


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: