Invest More Than Capital
Opportunites for accomplished executives to engage with C-suite executives at some of the world's most exciting late-stage private companies
Highly Confidential is brought to you by InvestX – an institutional asset manager with deep expertise in late-stage private equity investments
At Highly Confidential, we help our portfolio companies tap into the deep expertise of our curated LP base to solve complex challenges. We create opportunities for accomplished executives to engage directly with C-suite executives at the world’s most exciting late-stage private companies, through curated, insight-rich conversations designed to create value for investors and companies
Why Join Highly Confidential?
As a Highly Confidential Member, you have an opportunity to:
Expand your
influence
Engaging with executives from game-changing companies across our portfolio to exchange insights and drive impactful growth.
Harness
Information
Stay informed and contribute meaningfully to conversations around growth strategies, funding rounds and market traction.
Solve complex challenges
Use your expertise to help late-stage companies grow, learn from their strategies, and elevate your own knowledge base.
Business Growth
Engage with top investors and executives to expand your expertise and unlock new opportunities.
Highly Confidential Members
Optimizing Logistics for a Global Manufacturer
A late-stage private company in our network faced challenges reducing logistics costs across multiple continents. We facilitated a meeting with a member experienced in supply chain optimization, leading to a 15% cost reduction and a more efficient global operation.
Scaling Innovations for a major AI company
A senior executive at a pioneering artificial intelligence at the forefront of machine learning sought expert advice on navigating complex data privacy regulations in Europe. Through Highly Confidential, they connected with a member specializing in global compliance, helping the AI company to refine its strategy and maintain its competitive edge in the region.
Expanding a social media company into Brazil
When a leading global social media company faced regulatory and operational hurdles expanding into Brazil, we introduced them to a prominent local family. This connection provided critical market insights, compliance strategies, and influential local partnerships that ensured a successful entry into the region.
Beyond a network
to engage.
This is an opportunity
to engage.
Join the Highly Confidential Influence Exchange
Applying is simple. Submit your details, and we’ll be in touch to discuss future opportunities to partner together.
Client Experiences That Speak for Themselves
“Finovate has been instrumental in our growth. Their team took the time to truly understand our needs and helped us eliminate inefficiencies.”
“Partnering with Finovate was a game-changer for us. They took the time to understand our challenges and helped us streamline our operations for success.”
“I hired Finovate for a small project & was very happy. He not only answered all my questions, but he didn’t treat me like a “small project”.
I was very satisfied & would recommend.”
Financial Planing FAQ’s
Common questions on financial planning and investing
What should a financial plan include?
A solid financial plan ought to cover a thorough look at your personal goals and aspirations, alongside an evaluation of your investment holdings. It should map out your expected income and expenses both before and after retirement, weigh the pros and cons of different retirement and investment account options, and outline strategies for retirement preparation, tax efficiency, charitable contributions, and safeguarding your assets through insurance.
On top of that, it should offer clear, actionable advice and steps to turn your goals into reality. To guide you toward the best decisions, a good plan will also lay out a variety of potential scenarios—plus some alternative ones—for you to consider.
Can you help me plan for retirement?
Retirement age varies widely from person to person. The big question is whether you’ve got enough saved up to support the lifestyle you’re aiming for, especially since retirement could stretch on for 30 years or longer. Your income during those years will likely come from a mix of sources: retirement accounts and savings, a pension if you have one, brokerage accounts, Social Security payments, annuity income if you’ve set that up, and any other investments you’ve built over time.
What is your investment philosophy?
We base our investment approach on evidence and decades of market history, not guesswork about the future. Research shows market timing doesn’t work. Instead, we focus on what you can control: risk, asset allocation, costs, and taxes. Emotional decisions often hurt long-term returns, so we aim to avoid those pitfalls.
Diversification lowers risk—not just by holding many assets, but by mixing company sizes, sectors, and balancing stocks and bonds. Risk can’t be erased, but it can be managed.
We keep expenses low with cost-effective mutual funds and ETFs, since high fees can erode even a well-diversified portfolio’s gains.
Taxes matter too. While unavoidable, they can be minimized with a smart, tax-aware strategy.
Will I have a dedicated advisor?
Absolutely, you’ll have your own personal advisor. At Execor, we’re all about building a strong, one-on-one connection between you and your advisor. We know everyone’s financial path is different, so we pair every client with a dedicated advisor who’s focused on getting to know you and helping you reach your unique financial goals.
Stay in the Loop with the Highly Confidential Newsletter
Join a curated, insider newsletter that explores:
- Pre-IPO opportunities: What you need to know to invest with confidence.
- Market trends and insights: Updates on the private growth-stage landscape.
- InvestX Portfolio highlights: Learn how industry leaders are scaling.
Be at the center of exclusive conversations shaping the future of late-stage private investing.
Industry Leading Experts
Grow
Highly Confidential Website Disclaimer
Highly Confidential is a brand name of InvestX Capital Ltd. (“InvestX”). InvestX provides this publication for informational and discussion purposes only and it is not and should not be construed as professional advice to any individual. It is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you, and should not be acted or relied upon in that regard without seeking the advice of a professional. The comments included in this website are general in nature, and investment advice regarding an individual’s particular position should be obtained from their registered representative or investment adviser.
Nothing on this website constitutes a solicitation or offer to buy or sell products or services of any kind whatsoever including without limitation securities or any other financial instrument of any issuer. The information included is this website is not intended to assess the individual merits of a particular investment or strategy, does not constitute a solicitation or recommendation to sell or buy any security, service or product, shall not constitute or imply an offer of any kind, and should not be construed as such. Offers to sell or buy securities can only be made pursuant to applicable offering documents that contain important information about risks, applicable securities laws/regulations, fees and expenses.
The information contained on this website or in any Highly Confidential Newsletter is based on material believed to be reliable at the time of publication, but InvestX cannot guarantee the information is accurate or complete.
