Teams at InvestX

Build and execute InvestX’s Canadian institutional fundraising strategy, raise capital for private market funds and SPVs, and develop relationships with pensions, endowments, foundations, consultants, and OCIOs. Lead investor presentations, manage RFPs, RFIs, DDQs, due diligence, onboarding, and fundraising pipelines from prospecting through closing. Provide market intelligence, maintain CRM records and forecasts, represent the firm at industry events, and support long-term institutional investor relationship management.

Lead InvestX’s AI and growth technology investment strategy across Series B through pre-IPO companies. Source opportunities, conduct commercial and financial diligence, build valuation models, negotiate transactions, and present recommendations to the Investment Committee. Serve as a voting committee member, guide portfolio construction, monitor investments, support value creation, develop the firm’s investment platform, mentor junior professionals, and represent InvestX with investors and ecosystem partners.

Drive outbound prospecting and business development for InvestX’s RIA distribution channel across the U.S. Identify target firms and decision-makers, conduct cold outreach, generate qualified meetings, maintain Salesforce pipeline records, and support opportunities through due diligence and approval. Build relationships with advisors, research market activity, coordinate with internal teams, and contribute to new RIA relationships and asset growth.