Ivy Invest
Overview
Ivy Invest is a financial services company based in San Francisco, California, dedicated to democratizing access to alternative investments. The firm offers individual investors opportunities in asset classes such as private equity, private credit, venture capital, public equities, infrastructure, and real estate, which are traditionally available only to the ultra-wealthy. By providing these options, Ivy Invest aims to enable a broader audience to build wealth through diversified investment strategies. The company's investment approach is characterized by its focus on long-term growth and diversification. Ivy Invest's portfolio includes a mix of early-stage, growth, late-stage, pre-IPO, buyout, turnaround, and distressed investments, reflecting a comprehensive strategy to capture value across various market conditions. This diversified approach allows investors to participate in a wide range of opportunities, from emerging startups to established companies undergoing significant transitions. Ivy Invest's leadership team comprises experienced professionals with backgrounds in managing multi-billion-dollar portfolios for large institutions. The firm's Chief Investment Officer, Wendy Li, has over 17 years of experience in institutional investing, having previously managed substantial portfolios for major endowments and foundations. This expertise informs Ivy Invest's commitment to providing individual investors with access to sophisticated investment strategies and opportunities that were once exclusive to large institutions and high-net-worth individuals.
Investment Focus
- Accredited Investor Status
- Commitment to Long-Term Investment Horizon
- Understanding of Alternative Investment Risks
- Compliance with Regulatory Requirements
Portfolio Companies
Reach Ivy Invest directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Ivy Invest
What sectors does Ivy Invest invest in?
Ivy Invest invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in California, United States. Ivy Invest is listed as a private investment firm in the ConnectSafely investor database.
What stage does Ivy Invest invest at?
Ivy Invest backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Ivy Invest invest in?
Ivy Invest invests across United States.
Who are the partners at Ivy Invest?
Team members listed for Ivy Invest include Arash Ghodoosi (Co-Founder) and Matt Pauker (Co-Founder).
What companies has Ivy Invest invested in?
Ivy Invest's portfolio includes Carlyle, Blue Owl, Golub, RhumbLine and Hamilton Lane.
How do I contact Ivy Invest?
Ivy Invest's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
