1. Verify your Accredited Investor status:
MarketX provides access to vetted, early-to-growth stage and pre-IPO companies. To invest in MarketX private investment opportunities through a MarketX-managed or a third-party managed fund, you will need to be an Accredited Investor, per the U.S. SEC definition.
Simply sign up, activate your MarketX and verify your accredited investor status as part of your activation process as required by SEC rules.
2. Browse companies:
Review the list of MarketX-vetted companies and investment opportunities as well as their details to understand the investment highlights, previous notable investors, previous funding history, the company’s product, core team, business model etc. and the investment terms.
3. Submit investment request and complete closing:
You can submit a commitment to invest and one of our MarketX Specialists will contact you to facilitate the investment closing. The closing process will start with signing the relevant investment related documents, transferring the investment funds plus any upfront fees to the specified bank account (by specified payment due date), and providing information for and signing tax-related documents. You can track your closing process from your Investment-In-Progress dashboard.
4. Track your portfolio and engage with MarketX:
You can track your closed investments from your Portfolio dashboard. Engage with MarketX through your MarketX Specialist, our business team, technical support team, various online webinars on upcoming investments, future updates to closed investments, uploaded tax related documents, as well as occasional off-line events (by invitations only).