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™.
What each side is actually optimising for
The six paths above want different things from the same transaction, which is why a platform built for only one of them fails the others.
- Employee shareholders optimise for certainty and timing — a real price on a knowable date, without breaching the company’s transfer rules. The net matters more than the headline.
- Investors optimise for access with a clean exit path — eligibility resolved up front and the exit terms understood before entry, not after. The wrapper decides that.
- Companies optimise for control — retaining talent through liquidity without surrendering the cap table, the information or the timing.
- Advisers optimise for repeatability and supervision — a workflow that behaves the same way for the tenth client as the first, with a record they can review.
- Family offices optimise for delegation without exposure — many hands on one set of records, each bound to what it may touch.
- Institutions optimise for completion at size — minimal information leakage, and settlement that actually finishes.
Two things reconcile all six: eligibility that is verified once and reusable, and authorisation recorded per record so the same transaction can be trusted by parties who do not trust each other. That is what “on open rails” is claiming, and why private markets is the case for why any of it is worth building.
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.