Who we serve
Built for every side of a private transaction
Private markets touch shareholders, investors, and companies — and the advisors and institutions around them. InvestNow gives each of them one marketplace, one Investor Passport, and one settlement-to-custody path, so no one has to start over at the handoff.
Find your path
Hold equity
Turn vested equity into liquidity on your company’s terms — without waiting for an IPO.
For shareholders →Buy pre-IPO
Access private-company opportunities with eligibility, settlement, and custody built in from the first click.
For investors →Run programs
Launch tender offers and recurring liquidity windows that retain talent without giving up your cap table.
For companies →Act for clients
Bring clients to private markets with per-record Passport access and custody you can supervise.
For advisors →Direct deals
Custody entities, trusts, and direct private holdings under one roof, controlled per record.
For family offices →Execute at scale
Block execution and API access to the same rails — for funds, platforms, and placement agents.
Institutional desk →One platform underneath all of them
Whoever you are, the same infrastructure carries you: discover on the marketplace, qualify once with your Investor Passport, and Select to Secure™ — with settlement on A8 Core™, custody at Investor Services, and every record authorized by B5 Secure™.
How do you want to invest? → Explore the platform
Demonstration & reference experience. Audience descriptions are illustrative of planned functionality and are not offers of any security or service.