Raised $1.6M across disclosed rounds.[17]

Strategic round from Jefferies, Virtu and Canaccord closed September 2021, led by Jefferies Financial Group.[1]

Round size and post-money valuation are not publicly disclosed.

Named investors include Jefferies Financial Group, Virtu Financial, Canaccord Genuity Group.[1]

Marcus New, Founder and CEO[5][2][24][15][14][7]

Dan Sanders, CEO, InvestX Markets LLC; Head of Private Markets[5][15][14][7][24]

Brian Schaeffer, Managing Director, Head of Business Development (as of 2021)[5][15][14][7][24]

Patti Corcoran, EVP, Head of Sales & Marketing[5][15][14][7][24]

Forge Global · forgeglobal.com · Named in the same market map of secondary platforms facilitating buying and selling of private shares between investors and employees; same buyer and same job to be done.[4]

EquityZen · equityzen.com · Named alongside Forge as a secondary platform serving the same pre-IPO liquidity job; competes for the same accredited-investor demand.[4]

Caplight · caplight.com · Overlaps on the same private-market data and price-discovery layer; InvestX chose to partner rather than build, which frames it as an adjacent substitute for the transparency function.[9]

The customer proof is company-sourced only. No independent source in this ledger confirms it.[14]

Ask for one referenceable production customer.

Not a recommendation. The first thing this ledger cannot answer.

Filled in the side panel for invited readers. This card carries sourced facts only.