The Future Realized
Innovation is the implementation of something new—a positive change in what has been established by introducing new ideas. At Innovation X Advisors, our strategy is to identify investment opportunities in privately held companies that possess innovative or disruptive technologies. These transformative companies are solving meaningful problems and changing the world we live in.
Portfolio Exits
Innovation X Advisors strives to deliver access to the largest and most innovative private companies. Returns from investing in these late-stage companies continue to outperform public markets as well as other asset classes. View our impressive portfolio and see how we are committed to maximizing returns for our members.
Source: Cambridge Associates and Venture Capital Index Funds
Source: CB Insight
Source: PREQIN
Source: Innovation X Advisors
Innovation X Advisors is founded in the belief that late-stage investing has the opportunity to be inherently less risky, thus maximizing the returns for investors.
Innovation X Advisors typically targets companies with a market cap of at least $3 billion and that have been operating for more than five years. By investing in these late-stage companies, our members can optimize their returns and reduce their market risk. How? Because late-stage investments shorten the investment-time horizon while potentially capturing the period of strongest value growth. Compared to traditional venture capital returns, secondary market returns have a higher performance rate by giving members the chance to buy at discounts to primary rounds, acting as a liquidity provider to forced sellers.
Insights and Trends
YouTube
May 11, 2023
Palantir, a big-data firm, announced it will go public on Sept. 30 with a valuation estimated at $22 billion. Palantir investor Roger Monteforte, founder and CEO of Forte Capital Group, joins ‘Closing Bell’ to discuss the company’s valuation.
CNBC
May 10, 2023
Roger Monteforte, founder and CEO of Forte Capital Group, joins ‘Closing Bell’ to discuss Palantir earnings.
CNBC
February 28, 2023
Roger Monteforte, Forte Capital Group founder and CEO, joins ‘Closing Bell’ to discuss some key topics from Palantir’s conference call and how Monteforte views Palantir.
YouTube
February 8, 2023
Roger Monteforte, Forte Capital Group CEO, joins ‘Squawk Box’ to discuss the CEO’s thoughts on Palantir, the long-term value proposition for Palantir and more.
YouTube
February 8, 2023
How right/wrong has Jim Cramer been about PLTR stock?
YouTube
February 7, 2023
CNBC’s Deirdre Bosa joins ‘The Exchange’ to discuss the latest news on the S&P 500 rebalancing.
YouTube
February 7, 2023
Shares of Airbnb (ABNB) and Blackstone (BX) rising on the announcement they will be joining the S&P 500 (^GSPC) on September 18th. Yahoo Finance Live anchors Julie Hyman and Brad Smith break down the stocks’ reaction.
CNBC
February 7, 2023
Ron Baron, Baron Capital chairman and CEO, joins ‘Squawk Box’ to discuss Walter Isaacson’s recent book on Elon Musk, Baron’s thoughts on the innovator, and a story Baron remembers about Elon Musk.
MarketWatch
February 7, 2023
Ron Baron says Tesla’s valuation can hit $4 trillion, but ‘SpaceX has a chance to be even bigger
The investor has beaten the market by betting on Elon Musk. He lands on the MarketWatch 50 list and, in this interview, remains as bullish as ever.
CNBC
February 7, 2023
Alex Karp, Palantir CEO, joins ‘Squawk Box’ to discuss the chief executives thoughts on generative A.I., how geopolitics play into the rollout of A.I. and more.
CNBC
February 7, 2023
CNBC reveals the 2023 Disruptor 50 list, breakthrough companies chasing the market’s biggest opportunities amid a challenging global economy.
CNBC
February 7, 2023
CNBC reveals the 2022 Disruptor 50 list, start-ups that innovated through pandemic and are poised to meet increasing economic and consumer challenges.
CNBC
February 7, 2023
CNBC reveals the 2021 Disruptor 50 list, identifying start-ups leading consumer, technology and business shifts – and valued by investors in the billions.
MarketWatch
February 7, 2023
Palantir is “poised to be a major player in this AI revolution” Wedbush analyst Dan Ives said.
PR Newswire
February 7, 2023
Forte Capital Group, a division of Ceros Financial Services, Inc., Member FINRA/SIPC, announced that its advisory affiliate, Innovation X Advisors, LLC has launched its new website: https://innovationxadvisors.com/