/Investor DB

InvestX

Growth equityoperating company · company profile

Vancouver · Growth–Late Stage · 15 people tracked

Also known as INVESTX ASSET MANAGEMENT LLC · INVESTX MASTER GP1 INC.

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Investment thesis

InvestX invests in late-stage, pre-IPO private companies across transformative sectors including cybersecurity, space, fintech, software, and artificial intelligence. The firm targets industry-leading businesses with proven innovation at scale, aiming to support strong leadership teams through multiple investments in subsequent rounds. Backed by strategic investors Jefferies Financial, Virtu Financial, and Canaccord Genuity, InvestX brings a capital markets lens to its investing and portfolio support. It seeks to generate sustainable, long-term value for investors, portfolio companies, and shareholders through disciplined investment in fundamentally sound, profitable, and well-managed businesses, offering clients access to premier late-stage private companies.

Source: firm website, verified Sep 29, 2026.

Stage
Growth–Late Stage
HQ
Vancouver, BC, CA
Instruments
Equity
Founded
2014
AUM
$206.8M
Tracked investments
39
Unicorns
17
IPOs
9
Acquisitions
5

Team · 15 people

from the firm's website
Alejandro Levy· Family Office Specialist
Arkadi Kuhlmann

Member of the InvestX board of directors.

Daniel Savoie· Head of Distribution, Eastern US
Justin Tompkins· External Wholesalerin

Justin Tompkins is an External Wholesaler at InvestX Capital.

Mike Hagerman

Member of the InvestX board of directors.

Pamela Springer

Member of the InvestX board of directors.

Peter Forlenza

Member of the InvestX board of directors.

Founder mafia

2 people who came through InvestX went on to found or lead other companies.

What they invest in

from 30 of 39 portfolio companies

SaaS ×9Marketplaces ×8Consumer ×7Enterprise Software ×7AI & Machine Learning ×5Fintech ×5FoodTech ×4Data & Infrastructure ×3

HQs:United States×29Colombia×1United Kingdom×1

Who they back

founder profiles across 32 portfolio companies
6%
solo founders
2 of 32 mapped founding teams
69%
repeat founders
of 42 founders with career history

Founding team size:solo founder×22 founders×83 founders×104+ founders×12

Where their founders studiedfrom 46 founders with education data

Stanford University ×4Brown University ×3Massachusetts Institute of Technology ×3The Hebrew University of Jerusalem ×3The University of Texas at Austin ×3Yale University ×3Cornell ×2Harvard University ×2

What their founders studiedfrom 40 founders with field-of-study data

Computer Science ×12Business & Management ×6Engineering ×6Economics ×5Design & Architecture ×3Humanities ×3Life Sciences ×3Mathematics & Statistics ×3

Where their founders worked beforefrom 42 founders with career history

Microsoft ×5Stanford University ×4Google ×3McKinsey & Company ×3Adentro ×2Cyberstarts ×2

Accelerator rootsportfolio companies that came through a program

Y Combinator ×4

4 founders hold a PhD · 6 hold an MBA (of 44 with degree data)

Investments · 39 tracked

founders shown can be your intro path

By year:2022 · 12021 · 12020 · 13 dated

Airbnbairbnb.comin𝕏NASDAQ: ABNB

Airbnb is an online marketplace that enables people to book and list accommodations for short-term rentals, experiences, and services around the world.

ConsumerMarketplacesTravel & HospitalitySan Francisco, US

Brian Chesky(CEO)inNathan Blecharczyk(CTO)inJoe Gebbia(CPO)inBelinda Johnson(Executive Officer)inLaurence Tosi(Chief Financial Officer)inAndrew Swain(Executive Officer)in

Co-investors137 VenturesA.Capital VenturesA*ACME CapitalAglae VenturesAlign Ventures+78 more

Amprius, Inc.amprius.cominNYSE: AMPXSep 2022

Amprius develops and manufactures silicon-anode lithium-ion battery cells that deliver high energy density.

CleantechEnergyHardwareNew MaterialsFremont, US

Kang Sun(Executive Officer, Director)Sandra Wallach(Executive Officer)inRicardo C. Rodriguez(Chief Financial Officer)inC. Ionel Stefan(Chief Technology Officer)inTom Stepien(Chief Executive Officer & Board Director)inJonathan Bornstein(Executive Officer)

Co-investorsIPVKleiner PerkinsVantagePoint Capital PartnersForgePoint CybersecurityIPV CapitalMatter Venture Partners

DocuSigndocusign.comin𝕏NASDAQ: DOCU

DocuSign provides AI-powered agreement management, electronic signature, and contract lifecycle management solutions for enterprises.

Enterprise SoftwareLegalTechSaaSSan Francisco, US

Tom Gonser(Founder)inMike Dinsdale(Executive Officer)inNeil Hudspith(Executive Officer)inReggie Davis(Executive Officer)inKeith Krach(Executive Officer, Director)inAllan Thygesen(President, Chief Executive Officer)in

Co-investorsAccelAkkadian VenturesArtisanal VenturesAvant Global LLCBain Capital VenturesBessemer Venture Partners+32 more

Instacartinstacart.comin𝕏NASDAQ: CART

Instacart operates a marketplace connecting grocery retailers with customers who order food and household items for same-day delivery or in-store pickup, serving millions of households across North America through partnerships with over 350 retailers.

ConsumerE-commerceFoodTechSan Francisco, US

Apoorva Mehta(Chairman \u0026 Founding CEO)inBrandon Leonardo(Founder)inMax Mullen(Founder)inChris Rogers(Chief Executive Officer)inEmily Reuter(Chief Financial Officer)inHetong Li(Senior Software Engineer)

Co-investorsA*Andreessen HorowitzAvenue Growth PartnersBACKGROUND CAPITALBling CapitalBright Pixel Capital+54 more

Lyftlyft.comin𝕏NASDAQ: LYFT

Lyft is an on-demand ridesharing platform that connects passengers with drivers for various ride types, including standard rides, premium options, and other transportation services.

ConsumerEnterprise SoftwareMarketplacesMobility & TransportationSaaSSan Francisco, US

Logan Green(Founder)inJohn Zimmer(Founder)inDavid Risher(Chief Executive Officer)inErin Brewer(Chief Financial Officer)Lindsay Llewellyn(Chief Legal and Business Officer and Corporate Secretary)Marcus Cohn(Founder)

Co-investorsAglae VenturesAidenlair CapitalAliya Capital PartnersAllied Venture PartnersAlpha Wave GlobalAndreessen Horowitz+54 more

Palantir Technologies Inc.palantir.cominNASDAQ: PLTR

Palantir builds data integration and analysis platforms — Gotham for defence and government, Foundry for commercial operations — and deploys forward engineers inside customer organisations.

Palo Alto, US

Peter Thiel(Founder)inStephen Cohen(Founder)Nathan Gettings(Founder)Joe Lonsdale(Founder)inAlexander C. Karp(Founder)Alex Karp(Founder)

Co-investors137 Ventures8VCA*AiSprouts VCAkkadian VenturesAllied Venture Partners+72 more

Pinterestpinterest.cominNYSE: PINS

Pinterest operates a visual discovery platform where users save and browse images organised into boards, used heavily for shopping, recipes and design.

San Francisco, US

Evan Sharp(Founder)Ben Silbermann(Founder)inPaul Sciarra(Founder)Mike Yang(Executive Officer)Natalie Fair(Executive Officer)inBill Ready(Chief Executive Officer)in

Co-investors3Spoke CapitalA.Capital VenturesA*Acequia Capital (AceCap)Allied Venture PartnersAmakor+64 more

SoFisofi.comNASDAQ: SOFI

SoFi Technologies is a digital personal-finance company offering student and personal loans, mortgages, investing, banking and credit cards through one app; it went public on the Nasdaq in 2021 via SPAC.

Anthony Noto(Founder)inChristopher Lapointe(Chief Financial Officer)Arun Pinto(Chief Risk Officer)Jeremy Rishel(Chief Technology Officer)Dan Macklin(Founder)Ian Brady(Founder)

Co-investorsAlpha Square GroupBaseline VenturesBling CapitalBlue LionBlue Lion GlobalCanvas Ventures+39 more

Uberuber.comin𝕏NYSE: UBER

Uber operates a multi-sided platform providing ride-sharing, food delivery, freight logistics, and business fleet management services across various global markets.

Logistics & Supply ChainMarketplacesMobility & TransportationSan Francisco, US

Travis Kalanick(Founder)Garrett Camp(Founder)inGautam Gupta(Executive Officer)inJeffrey Holden(Executive Officer)David Plouffe(Executive Officer)inEmil Michael(Executive Officer)in

Co-investors137 Ventures3Spoke Capital408 VenturesA*ACME CapitalAcross Capital Partners+90 more

23andMe23andme.comin𝕏Acquired

23andMe operates a research platform that collects genetic data from millions of users to advance genomic research and health discovery.

BiotechDigital HealthDirect to ConsumerHealthtechLongevityMountain View, US

Anne Wojcicki(Founder)inLinda Avey(Founder)Paul Cheung(Co-founder)Andrew Page(Executive Officer, Director)Kathy Hibbs(Executive Officer)inPaul Cusenza(Founder)

Co-investorsAdam NashAllied Venture PartnersBright Success CapitalCivilization Ventures Management, LlcEQUIAMFirebolt Ventures Management Company, Llc+18 more

Axiom Spaceaxiomspace.comin𝕏

Axiom Space develops commercial space stations and provides access to low-Earth orbit microgravity environments for research, manufacturing, and innovation by governments, researchers, and organizations.

Defense TechEdTechHardwareSpace Tech

Dr. Kam Ghaffarian(Founder)inMichael Suffredini(Founder)inKam Ghaffarian(Founder)

Co-investors1802 Ventures2am VCAidenlair CapitalAlumni VenturesAurum Venture PartnersBascom Ventures+43 more

Cart Comcart.comin𝕏

Cart.com provides unified commerce and logistics software and services that enable companies to sell and fulfill orders across multiple channels.

E-commerceLogistics & Supply ChainSaaSHouston, US

Omair Tariq(Founder and CEO)inJim Jacobsen(Director)inOmair T.(Founder)inSaheb Sabharwal(Founder)inRemington Tonar, PhD(Co-founder)Jim Jacobson(Director)

Co-investorsAngel Collective Opportunity FundBeyond CapitalCapital FactoryCincyTechCollective LiquidityeGateway Capital+22 more

Caspercasper.comin𝕏

Casper designs and manufactures foam and hybrid mattresses engineered for comfort and spinal support, selling directly to consumers through an online platform with physical retail locations and a 100-night risk-free trial.

ConsumerHardwareNew York City, US

Philip Krim(Founder)inGabe Flateman(Founder)Jeff Chapin(Founder)Neil Parikh(Founder)T. Luke Sherwin(Founder)

Co-investorsAllied Venture PartnersAlumni VenturesBullishCorrelation VenturesCrosslink CapitalDigital Strategies+17 more

Cross River Bankcrossriver.comin𝕏

Cross River is a bank that combines traditional banking safety and compliance expertise with technology innovation to provide end-to-end financial solutions for partner companies.

Crypto & Web3Enterprise SoftwareFintechSaaSJersey City, US

Gilles Gade(Founder)

Co-investors1802 VenturesAndreessen HorowitzBattery VenturesCota CapitalExpansion Venture CapitalHanaco Venture Capital+5 more

Dataminr, Inc.dataminr.comin𝕏

Dataminr provides AI-powered real-time event detection by synthesizing text, images, video, audio, and sensor signals across public data sources.

AI & Machine LearningCybersecurityData & InfrastructureEnterprise SoftwareGovTechImpact & Social GoodNew York, US

Ted Bailey(Founder)inPeter Bailey(Executive Officer)inDaniel O'Connor(Executive Officer)Nella Domenici(Executive Officer)inJeffrey Kinsey(Executive Officer)inJason Edelboim(Executive Officer)in

Co-investors1802 VenturesAdit Ventures Management, LlcAllied Venture PartnersAlpha Square GroupAlumni VenturesBlue Ivy Ventures+27 more

DataStaxdatastax.comacquired by IBM

DataStax provides enterprise-grade database infrastructure and AI development tools, including Astra DB (a NoSQL vector database built on Apache Cassandra), Hyper-Converged Database for on-premises deployments, and Langflow (an open-source low-code platform for building generative AI applications).

AI & Machine LearningData & InfrastructureEnterprise SoftwareSan Francisco, US

Jonathan Ellis(Founder)inClint Smith(Executive Officer)inBilly Bosworth(Executive Officer, Director)Dennis Wolf(Executive Officer)inDavor BonaciinChet Kapoor(Founder)

Co-investorsAkkadian VenturesComcast VenturesCross Creek AdvisorsCrosslink CapitalKleiner PerkinsLightspeed India Partners+17 more

Discorddiscord.comin𝕏

Discord is a communications platform for voice, video, and text chat designed primarily for gaming communities and players.

ConsumerCreator EconomyGamingSocialSan Francisco, US

Jason Citron(Founder)inStanislav Vishnevskiy(Founder)inClint Smith(Executive Officer)inHumam Sakhnini(Chief Executive Officer)Tomasz Marcinkowski(Chief Financial Officer)inBen Shanken(VP of Product)in

Co-investors1024 Venture1435 Capital1802 VenturesAccelAccess IndustriesAccess Technology Ventures+45 more

Epic Gamesepicgames.com

American video game company behind Unreal Engine, Fortnite and the Epic Games Store, headquartered in Cary, North Carolina.

Cary, US

Tim Sweeney(Founder)Mark Rein(Founder)

Co-investors1435 CapitalAAF Management Ltd.Advaita CapitalAkkaAliya Capital Partnersalphabet angels+49 more

Getirgetir.com

London, GB

Nazım Salur(Founder)Serkan Borancili(Founder)Tuncay Tutek(Founder)

Co-investorsAvenir Growth CapitalDiscovery Ventures III Gmb H & Co. KGG SquaredMSA NovoRevo CapitalSequoia Capital+2 more

Gupshupgupshup.aiin𝕏Acquired

Gupshup provides an AI-powered conversational messaging platform that lets businesses automate, personalize, and scale customer conversations with AI agents across multiple channels.

AI & Machine LearningEnterprise SoftwareMarketing TechSaaS

Beerud Sheth(Founder)inRakesh MAthur(Founder)

Co-investorsCRV (Charles River Ventures)Kalaari CapitalLead Edge CapitalSquareOne CapitalTenaya CapitalThink Investments+4 more

Hootsuitehootsuite.comin𝕏

Hootsuite is a social media management platform that helps organizations manage, analyze, and optimize their social media presence across multiple networks.

Marketing TechSaaSSocial

Ryan Holmes(Founder)inTara Ataya(Executive Officer)inCraig Segal(Executive Officer)Yan Levieil(Executive Officer)inTom Keiser(Executive Officer, Director)inRyan Donovan(Executive Officer)in

Co-investors3Spoke CapitalAccelBlumberg CapitalCeltic House Asia PartnersElevate Innovation PartnersFelicis Ventures+10 more

Impossible Foodsimpossiblefoods.comin𝕏

Impossible Foods produces plant-based meat alternatives, including beef, pork, chicken, and sausage products designed to replicate the taste, nutrition, and cooking properties of conventional animal meat.

ConsumerFoodTechHealthtechRedwood City, US

Pat Brown(Founder)inDavid Lee(Executive Officer)inPeter McGuinnessinPatrick O. Brown(Founder)in

BoardBart Swanson(Director)inSamir Kaul(Director)in

Co-investors1435 CapitalAliya Capital PartnersAllied Venture PartnersAngelDAOBlue Horizon CorporationBVP Investors+32 more

Indigoindigoag.comin𝕏

Indigo is an agricultural company that develops technologies to help farmers achieve sustainable farming practices while improving profitability and environmental outcomes.

AgTechBiotechClimate TechFoodTechCharleston, US

David Berry(Founder)Geoffrey von Maltzahn(Founder)Ignacio Martinez(Founder)inNoubar Afeyan(Founder)

Co-investorsActivant CapitalAllied Venture PartnersLingottoOlive Tree CapitalTimon CapitalEmpede Capital+1 more

Krakenkraken.comin𝕏

Kraken 360 Investments provides capital and launch infrastructure to blockchain protocols in pre-token and early post-token phases, offering custody, staking, treasury, and liquidity services alongside fundraising support.

Crypto & Web3Fintech

Jesse Powell(Founder)inMichael Gronager(Founder)inThanh Luu(Founder)David RipleyinArjun Sethiin

Co-investors1/1 Capital10T Fundalphabet angelsAltari VenturesAweh VenturesBlockchain Capital+49 more

Lambda Labslambda.aiin𝕏

Lambda operates cloud infrastructure and supercomputers purpose-built for AI training and inference, serving hyperscalers, enterprises, and frontier AI labs.

AI & Machine LearningCloud ComputingData & InfrastructureSan Francisco, US

Stephen Balaban(Founder)inBenhamin Nelson(Executive Officer)Austen Allred(Executive Officer, Director)ML engineers in(Founder)Michael Balaban(Founder)

BoardJessica Verrilli(Director)

Co-investorsAccess Ventures (New York)Air Street CapitalAlpha Square GroupAlumni VenturesB Capital GroupB4 Capital+36 more

Patreonpatreon.comin𝕏

Patreon is a membership platform that enables creators to build communities, share exclusive work, and monetize their output through direct fan support, eliminating algorithmic dependence.

Creator EconomyMarketplacesSaaSSan Francisco, US

Jack Conte(Founder)inSam Yam(Founder)inJack Conte Sam Yam(Founder)

BoardDaniel Rimer(Director)inDick Costolo(Director)Goli Sheikholeslami(Director)

Co-investors1435 CapitalAccompliceAtelierCoatue ManagementCRV (Charles River Ventures)Defy Partners+24 more

Rappirappi.comin𝕏

Rappi is a delivery and logistics platform that connects merchants and delivery partners with millions of users across multiple countries in Latin America, offering immediate delivery services and payment opportunities for couriers.

ConsumerE-commerceFintechFoodTechLogistics & Supply ChainMarketplacesBogotá, CO

Simon Borrero(CEO)inSebastian Mejia(Founder)inFelipe Villamarin(Founder)inFelipe Villamarina(Founder)Felipe Villamarín(Founder)Sebastian Meja(Founder)

Co-investorsAndreessen HorowitzARTFO Holdings LLCBase PartnersDVCFJ LabsFloodgate+44 more

Scopely, Inc.scopely.comin𝕏acquired by Savvy Games Group

Scopely is a mobile and interactive entertainment company that creates, publishes, and operates games across multiple platforms, powered by its proprietary Playgami technology platform.

GamingLos Angeles, US

Walter Driver(Founder)inSujay TyleinAnkur Bulsara(Founder)Eric Futoran(Founder)inEytan Elbaz(Founder)

Co-investorsAnthem Venture Management, LlcBAM VenturesBattery VenturesBessemer Venture PartnersBonfire VenturesBoxGroup+32 more

SnapCaresnapcare.comin

SnapCare provides a healthcare workforce marketplace and SaaS platform called Booker that helps healthcare facilities manage scheduling, shift fulfillment, and staffing using predictive analytics, alongside its staffing agency and MSP services.

B2B MarketplacesHealthtechHR TechMarketplacesSaaS

Spacefyspacefy.com

Spacefy operates an online marketplace for creative spaces.

Marketplaces

Stripestripe.comin𝕏

Stripe provides financial infrastructure for businesses to accept payments, offer financial services, and implement custom revenue models across international markets in 135+ currencies.

Developer ToolsFintechSaaSSan Francisco, US

John Collison(President)inPatrick Collison(CEO)inWilliam Gaybrick(Executive Officer)inGreg Brockman(Founding Engineer, then first CTO)inSarah HeckinRyan Seekely(Engineering Manager)

Co-investors1435 Capital500 GlobalAdvaita CapitalAdventure FundAglae VenturesAir Street Capital+100 more

Turoturo.comin

Turo is a peer-to-peer car sharing platform that allows individuals to rent vehicles from local car owners for trips and travel needs.

MarketplacesMobility & TransportationSan Francisco, US

Shelby Clark(Founder)inAndre Haddad(Chief Executive Officer & Chairperson)inNabeel Al-Kady(Founder)Tara Reeves(Founder)

Co-investors137 VenturesAdit Ventures Management, LlcAllied Venture PartnersAugust CapitalAurumCanaan Partners+24 more

Udacityudacity.comin𝕏

Udacity is an online education platform that offers digital upskilling programs, including Nanodegree certificates and courses, developed with industry leaders to address talent shortages.

AI & Machine LearningEdTech

Sebastian Thrun(Founder (Stanford instructor who started Udacity))inPeter Norvig(Founder (Stanford instructor who started Udacity))in

Co-investorsAndreessen HorowitzCrimson Investment FundCRV (Charles River Ventures)Drive CapitalGV (Google Ventures)Valor Capital Group+4 more

Varovaromoney.comin𝕏

Varo is a digital bank offering FDIC-insured deposits, no-fee checking accounts, early direct deposit, credit-building cards, and cash advances to U.S. consumers.

FintechSan Francisco, US

Colin Walsh(Founder)inGavin Michael(CEO)inRishi Oberoi(Executive Officer)Marina Gracias(Executive Officer)inElizabeth Gilson(Executive Officer)

BoardDavid Coulter(Director)

Co-investors1435 CapitalDeclaration PartnersEvolution VC PartnersGallatin Point CapitalNext Legacy PartnersPROOF+7 more

Wework, LLCwework.comOct 2021

Provides space, community, and services through physical and virtual offerings.

New York, US

Jared DeMatteis(Chief Legal Officer)Sandeep Mathrani(Chief Executive Officer and Director)Benjamin Dunham(Chief Financial Officer)John Santora(Chief Executive Officer)inAdam Neumann(Founder)Miguel McKelvey(Founder)

Co-investorsAlephAvant Global LLCDag VenturesEQUIAMFJ LabsHomebrew+9 more

Wizwiz.ioin𝕏Acquired

Wiz provides cloud security platform that identifies and removes critical risks across multi-cloud environments.

Cloud ComputingCybersecurityEnterprise SoftwareNew York, US

Assaf Rappaport(Founder)inAmi Luttwak(Founder)inRoy Reznik(Founder)inYinon Costica(Founder)inDali Rajic(President and COO)inAdi Leist Sharon(Chief Business Officer)in

Co-investorsAglae VenturesAndreessen HorowitzBond Capital ManagementCraft VenturesCyberstartsFelicis Ventures+19 more

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

HIVE Blockchain TechnologiesIndigo AgricultureSocial Finance

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Exits · 14

9 IPOs · 5 acquisitions · showing 11

AirbnbNASDAQ: ABNBAmprius, Inc.NYSE: AMPXDocuSignNASDAQ: DOCUInstacartNASDAQ: CARTLyftNASDAQ: LYFTPalantir Technologies Inc.NASDAQ: PLTRPinterestNYSE: PINSSoFiNASDAQ: SOFIUberNYSE: UBERDataStaxacq. by IBMScopely, Inc.acq. by Savvy Games Group

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has InvestX made?
InvestX has 39 tracked investments, 14 of which have exited.
What stage does InvestX invest at?
InvestX invests at the Growth, Late Stage stages.
What sectors does InvestX focus on?
InvestX focuses on AI & Machine Learning, Crypto & Web3, Cybersecurity, Fintech, SaaS, Space Tech.
Where is InvestX located?
InvestX is headquartered in Vancouver, CA.
Who does InvestX co-invest with?
InvestX most often shares deals with Manhattan Venture Partners, G Squared, Allied Venture Partners, among 445 tracked co-investors.

Media · Podcasts & interviews

featuring the team

Ep. 212: Navigating Private Markets with Marcus New, InvestX

WealthTech Today · Marcus New

Episode 279: Marcus New, CEO of InvestX

Around The Coin · Marcus New

What's Going on in Venture: Marcus New of InvestX

Marcus New · vimeo.com

Images

InvestX photo

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