Great Lakes Fund Solutions announces a new client partnership with pre-IPO marketplace InvestX

New Partnership Reflects Great Lakes’ Experience in Working with Innovative Alternative Investment Fund Sponsors

June 28, 2021, Chicago, IL – Great Lakes Fund Solutions, Inc. –a leading administrator and transfer agent for alternative investment fund sponsors– is proud to announce its new client partnership with Vancouver and New York City-based InvestX, a leading marketplace, delivering access, liquidity, and innovation to the private equity asset class through investments in pre-IPO Giants on a state-of-the-art trading platform, lnvestX GEM. InvestX, empowers broker-dealers with a marketplace, technology, and insights for investing and trading in institutional-quality private equity. Great Lakes will provide the investor-services back office for InvestX. Outsourcing investor services allows InvestX to focus on its inter- broker dealer business, while relying upon Great Lakes –and their plug-and-play investor services experience– to support the pre-IPO equity investment products they create.

“We are excited to announce our partnership with Great Lakes Fund Solutions, after an extensive RFP process we were struck by their strong reputation amongst market participants and their ability to closely mirror the settlement process of the public markets through their state-of-the-art back-office technology. InvestX’s core focus is empowering the sell-side with access to investment opportunities in pre-IPO Giants, the Great Lakes Fund Solutions partnership will help support our aggressive growth trajectory by providing advanced back-office administration.” said Brian Schaeffer, Managing Director of InvestX.

“We are thrilled to be working with InvestX,” said Mark Lancaster, President and CEO of Great Lakes Fund Solutions, “applying our technology and fund administration solutions to support the rapid growth of this client.”

Great Lakes offers clients decades of alternative investment experience, managed by its operations personnel, and codified in its industry-leading eSuperior software.

Over the past 20 years the number of U.S. listed equities has fallen by half, creating increased demand for private, high-growth young companies. Through single-stock investment programs and diversified funds, InvestX offers the sell-side opportunities to invest and trade high-profile stocks before their shares are available to in public markets.

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