An Advanced
Investment Marketing Platform

"Using AI, criteria filtering and targeted media to engage likely investors."

Investor Benefits

The VX Portal is designed with investor confidence and efficiency in mind. It also offers cross-selling, syndication, and post-funding services that enhance clarity and engagement with other investors. The secure portal ensures real-time access to verified investment opportunities, financial reports, and ongoing company updates. The integrated due diligence and Broker-Dealer framework provides an additional layer of trust and accountability, allowing investors to make informed decisions with clarity, speed, and reduced risk. This structured and transparent process gives investors the assurance that offeringd are professional.

About Us

We then provide a written analysis of the test campaign and the primary effort is launched.

A superior robust campaign of Newsletters, webinars, emails, event geo targeting, OTT media and follow up monitoring are part of a targeted marketing mix. We also provide you with a fully loaded, searchable sourcing dashboard to assist our marketing process.

Continuation is based on a 45 day rotational effort with market and closing issues considered. *We do not partner or make introductions without a full contract being executed.

VX Global Inc. examines your offering details and matches them with investor type based on our data filters. We then build a dedicated, password protected landing page on our website and deliver your ad creatives.

‍We launch a first round test scenario upon materials approval. Your interested leads are delivered to a dedicated CRM, providing instantaneous communication with interested responders. Please see our videos below.

Investor  Advantage

The Opportunity  

The VX platform provides a dual purpose streamlined investor interface. It automates the full investment process, eliminating the need for emails, drop boxes, conference calls, or manual wire transfers. The platform ensures compliance, conducts background checks, and handles third-party accredited investor verifications. You can seek out new opportunities or introduce your investments to a further capital raise.

Compliance  & Documentation

VX is extremely focused on the uniqueness of each individual effort. The Platform onboards companies that  can deliver documentation, presentations, valuations, audits, exit strategies and verifed due diligence as well as early stage ventures and speculative offers. Lead investors can access onboarding services for their vested companies at reduced costs to expand their reach.

Process

We begin with a value overview and presentation analysis, followed by the creation of a due diligence package and pitch deck. If required, we assist in drafting the “Use of Funds” statement and a concise Offering (PPM) that must be reviewed by legal counsel and structured under proper regulatory filings with all materials available in a passord protected seetting. We also connect clients with Broker-Dealers for securities clearance and potential participation.

Follow Through

Our participation is ongoing. Oversight and reporting on company progress are aided by a value-driven process that spans from early-stage valuation through capitalization and growth.  We have developed this complete process from value determination through capitalization and first round growth by creating a value added, streamlined “funnel” process that has a “TEAM” approach.  

01

Platform Pedigree

Our platform displays established Funds, Fund of Funds and strong corporate or LP opportunities that are stable. We have to be confident with your ability to thrive post investment to be in our marketplace. Your managerial experience and communication skills must meet our standards. ‍

02

Issuer Advantage

Targeting potential specific investors with accurate and compelling messaging with ease of contact is vital. Having strong investment opportunities in our marketplace is vital to our brand, and ultimately to you. We are solely dedicated to the capital markets and understand that Investors and Issuers have specific needs and goals.

03

SaaS Opportunity

We have spent over 4 years and significant capital reviewing and deploying software technology, analyzing and vetting databases and listening to market response. Our well designed process creates interest, and our follow on CRM portal allows you direct interface and track and trace abilities. ‍

04

Sourcing

Above and beyond active marketing campaigns VX Global Inc. has ingested data from major financial publications, purchased data sets and our previous campaigns. These include, but are not limited to:

  • Institutional (Fund of Funds, Pension, Hedge)

  • Private High Net Worth (Accredited)

  • VC and Venture Debt/Funds

  • Foreign Sources

  • Private Equity/REITS

  • Family Offices/Endowments

  • Angels and Angel Groups

  • Fund of Funds

  • Corporate Relationships

  • Investment Clubs

Investment Criteria & Details

Due Diligence

Background Checks

Full Verification's

Filing Check

Pro Forma Review

Use of Funds Review

Future Casting with AI

Risk Scoring profile

Investment Types

Private Equity

Angel

Angel Group - Clubs

Family Office

HN Worth Individual

Accredited Investors

M&A

Industries

Tech

Manufacturing

Real Estate

Medical & Bio Tech

Fintech

Mining & Construction

AI & Social Media

Stage of Investment

Seed

A Round

B Round

Notes

Pre IPO

Notes & Bonds

PubCo Equity & Debt

Client Onboarding Advantage

REVIEW

Our onboarding process is hands-on and customized. We review current capitalization and cap charts, operating  history, opportunity, risk factors, valuation, value discovery, offering specifics, projected future value, supporting information and corporate support (Accounting, Legal, Contractors) During this process we track repsonse time, knowledge of the industry, co-operation and communication. A special report for your eyes only can be available in verified clients.

ANALYSIS & DATA

We can assist with long term analysis of the company’s capital structure to identify risks such as over-leveraging, potential dilution, or undercapitalization. Through benchmarking debt-to-equity ratios and key performance trends we can identify anomalies in revenue, margin compression, or unusual cost increases. VX cna forecast the company’s operational trajectory by integrating internal data with external signals to uncover potential growth drivers. We can model TAM, SAM, and SOM and  highlight emerging trends or underserved markets where the company holds a unique strategic advantage.

DEEP DIVES

As part of its services, VX conducts a thorough review of the company’s leadership structure, including the bios and resumes of key executives, organizational charts, employment agreements, compensation plans, and stock option or incentive programs. VX also evaluates agreements in place. On the operational side, VX assesses key performance indicators (KPIs), inventory levels, and supply chain dependencies to understand core efficiencies and risks. It analyzes customer acquisition cost (CAC), lifetime value (LTV), churn and retention rates, and customer satisfaction metrics to gauge customer health and profitability.

CONTINUATION, EXIT STRATEGIES & PERFORMANCE

VX clients are expected to present a clear exit strategy—whether through IPO readiness, M&A potential, or projected returns. We emphasize strong corporate governance and supporting infrastructure, including legal, accounting, and internal controls. Key focus areas include quarterly audited financials and a detailed cap table outlining ownership and potential dilution. Investors will also be able to review the company’s legal structure, intellectual property ownership, and overall corporte health.

Market EFFICIENCY

VX determines your investment criteria and status. We can then gather specific information and other focused data which assist us in notificatif you of specific opportunties.  

Optimized Execution

This complete breakdown builds value as you only receive information or notifications on companies that fit your criteria.

Custom Closed systems:

The platform can house entire investment ecosystems. Only your designated personnel, and our support staff, will have access to the information or data being generated.

Electronic referrals:

We also can allow outbound referrals invitations from your base that are automatically tracked and electronically registered so that the referring party and subsequent sponsoring firm, receives credit for that introduction.

Date and Time stamped:

Inquiries, interest, and referrals as well as investment processes are all date and time stamped origin information for complete track and trace.

Communication & CO-OPeration  

A complimentary analysis is given to each client you invest in, post-first-round funding. In certain instance’s services may be required to ensure investor integrity.

Featured Issuers

Unique Technology

Company Name

Unique Technology

Location

Indiana

Structure

LLC

Years In Business

12

Exemption

Rule CF

Amount Of Raise

250k

Amount Raised To Date

March 14, 2025

Technology Incubator

Company Name

Technology Incubator

Location

California

Structure

Corporation

Years In Business

1

Exemption

CF

Amount Of Raise

5M

Amount Raised To Date

March 13, 2025

Video Gaming Fund

Company Name

Video Gaming Fund

Location

California

Structure

GP/LP Fund

Years In Business

3

Exemption

Rule C

Amount Of Raise

$25M

Amount Raised To Date

March 14, 2025

Midwest Real Estate Fund

Company Name

Midwest Real Estate Fund

Location

Chicago

Structure

GP/LP Fund

Years In Business

5

Exemption

Rule C

Amount Of Raise

$20M

Amount Raised To Date

March 14, 2025

Commodities Fund

Company Name

Commodities Fund

Location

Texas

Structure

LLC

Years In Business

1

Exemption

Rule C

Amount Of Raise

$14M

Amount Raised To Date

March 14, 2025

Equity RE Fund

Company Name

Equity RE Fund

Location

Dallas

Structure

GP/LP Fund

Years In Business

14

Exemption

Rule C

Amount Of Raise

$8M

Amount Raised To Date

March 14, 2025

Senior Living Fund

Company Name

Senior Living Fund

Location

Michigan

Structure

LP

Years In Business

8

Exemption

Rule C

Amount Of Raise

$11M

Amount Raised To Date

March 14, 2025