Rainmaker Investment Advisory

InvestX Growth Equity IV LP

Why invest?

Growth equity investments in private markets offer the potential for superior returns, especially when accessed during bear markets. Fund IV targets inefficiencies and liquidity needs in secondary markets for high-growth private companies.

Shift in returns from public to private markets
Private companies are staying private longer, increasing pre-IPO growth opportunities
Secondary markets present pricing inefficiencies that the fund seeks to exploit

“InvestX launched its successful third fund during the 2020 COVID crisis; yielding a 3.31x multiple of invested capital (MOIC).”

Key Performance highlights

InvestX has demonstrated consistent fund performance across vintages with a strong 18.5% blended IRR since inception and successful outcomes even in volatile markets.

$480MM raised since 2015
18.5% blended internal rate of return across all offerings
3.31x MOIC during COVID-era Fund III
Timed to enter mid-bear market for discounted acquisitions

Past Performance

TRAILING AVERAGE SINCE INCEPTION*

%

Income & Growth

TRAILING 3 YEARS AVERAGE*

%

Income & Growth

TRAILING 1 YEAR AVERAGE*

%

Income & Growth

ASSETS UNDER MANAGEMENT (AUM)*

$

500 M

Income & Growth

Past performance does not guarantee future results

Investment Strategy & Structure

The fund invests indirectly in late-stage private companies through U.S.-based portfolio holding LPs, aiming to purchase at discounts in the secondary market. It operates with a 5-year term and structured liquidity events.

Invests in 20–25 curated, high-growth late-stage private companies
Focuses on discounted secondary transactions
5-year term with potential liquidity events in years 1 & 2
Parallel structure with U.S. Funds for shared access to investments

“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.”

Investor alignment & oversight

InvestX aligns with investors through early investor incentives, a preferred 8% return hurdle, GP co-investment, and governance via an Advisory Committee overseeing key decisions.

8% preferred annual return before carry
GP and affiliates invest at least 1% alongside LPs
Early investors benefit from reduced carried interest (as low as 15%)
Advisory Committee oversees key fund operations

Key Benefits for Canadian Investors

Canadian accredited investors gain exposure to high-quality U.S. growth companies, previously unavailable to non-institutional investors. With structured liquidity, low minimums, and tax-conscious planning.

Available to Canadian accredited investors under Offering Memorandum
$50,000 minimum investment for Class A/F units
Not RRSP/TFSA eligible, designed for taxable accounts
CAD investors access USD-denominated growth assets

Links to investment documents

Click the links to view and / or download to learn even more

InvestX Growth Equity IV-CA LP - Fund Facts - Sept 2023

InvestX Growth Equity IV-CA LP - Presentation - Nov 2023

Offering Documents-

October 31, 2022

Ready to Explore This Opportunity?

You can express interest or submit a non-binding investment order using the form below. A licensed advisor will contact you to verify suitability and answer any questions. No payment is collected at this stage.

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Investment summary details

Distribution Frequency
Upon liquidity event(s)
Currency
USD
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 profits
8
N/A
%
Split ratio paid to investors of additional profits (investors : Management)
80:20:00
N/A
Additional Profit Potential
No
Yes
Additional Profit Potential From Tax Efficient Distributions
No
Yes
Eligible for Registered Accounts (RRSP, LIRA, RIFF etc)
No
Yes
Early Redemption Options
No
Accredited Investors Only
No
Yes
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 founded
2015
Date investment originated
Date of offering documents
October 31, 2022

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