InvestX Growth Equity IV LP
HISTORICAL PERFORMANCE
Investment Order
Step 1 : Please provide the following information.
Currency
Objectives
Sectors
Features
Risks
Invest in top-tier private companies nearing IPO, targeting a 2 to 3X return on investment.
This Fund was launched during a bear market and is strategically timed to make investments during a 2 year period leading up to and including a potential recession which history shows has potential for high returns. Bear markets have historically presented opportunities by creating distressed sellers during a broad market sell-off. With hedge funds, mutual funds, and cross-over investors on the sidelines, Management believes a strong imbalance of excess sellers to buyers has emerged. By focusing on acquiring assets in the secondary market at discounted prices, the Fund intends to take advantage of opportunities created by distressed sellers and inefficient markets. Management then intends to sell the assets at 2 to 3X on invested capital (MOIC) within 1 to 3 years after acquisition of the assets.*
- Experienced management : InvestX Growth Equity III capitalized on the Covid uncertainties in the markets, resulting in a 3.31x return for investors*
- Alignment with management : 8% Preferred return to Investors, then an 80% Investors : 20% Management split of profits*
- Bear markets create opportunities : Many distressed sellers with broad assets are forced to sell-off high quality assets
- Timing creates opportunity : Primary sellers offerer preferential terms due to bear market conditions
- Previous post-Bear market performance is very positive : History illustrates returns are positive 12 months after a recession, 91% of the time*
- Distribution FrequencyUpon liquidity event(s)
- CurrencyUSD
- Minimum Investment Amount$50000
- Annual Rate of Return Target Minimum* (Income + Equity Growth Combined)8%
- Annual Rate of Return Target* (Income Only)0%
- Annual Rate of Return Target* (Equity Growth Only)8%
- Hurdle rate for investors before management participates in profits8N/A%
- Split ratio paid to investors of additional profits (investors : Management)80:20:00N/A
- Additional Profit PotentialNoYes
- Additional Profit Potential From Tax Efficient DistributionsNoYes
- Eligible for Registered Accounts (RRSP, LIRA, RIFF etc)NoYes
- Early Redemption OptionsNo
- Accredited Investors OnlyNoYes
- Commission % paid to Dealer (*Paid by the Issuer, Not the investor)5.75%
- Trailer % paid to Dealer (*Paid by the Issuer, Not the investor)%
- (AUM) Assets Under Management of Issuer$500 M
- Year issuer was founded2015
- Date investment originated
- Date of offering documentsOctober 31, 2022
Stay Ahead - Gain Early Access to Exclusive Investments
Receive exclusive Rainmaking insights and access to exceptional investment opportunities!
let's get you booked!
Title:
Rainmaker & Expert Advisor
- Your current situation.
- Your ideal outcome from this consultation.
- The options to help you achieve your ideal outcome.
- Establish next steps and timelines.
- Typically 2-3 hours is blocked in the mornings and is made available for meetings by phone and web conference.
- The calendar will only show available dates and times for the next 10 business days.
- If you require a date and time which is not available, please send a request with alternate options and we will do what we can to accommodate you. Thank you.