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Investing in Private Entities

Why Invest in Private Equity with Your IRA

 |   |  Investing in Private Entities

By J.P. Dahdah, Founder & CEO of Vantage Private equity used to be the domain of the ultra-wealthy. And the ultra-wealthy capitalized on the market, with 2000-2020 returns on private equity eclipsing the S&P500 and venture capital. Private investment in high-risk, high-return companies allowed a small pool of investors to diversify their portfolios and expand their wealth. But why should…

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Red Flags You Should Watch Out for When Investing in Private Companies

 |   |  Investing in Private Entities

By J.P. Dahdah, Founder & CEO of Vantage Investing your Self-Directed IRA in private companies is primarily centered on looking for profitable opportunities. Even when financial statements and the business plan do reveal positive prospects for future growth, you still have to face the reality that some of the company’s plans may not materialize. These are things that even the…

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What to Look for When Conducting Due Diligence for Private Companies

 |   |  Investing in Private Entities

By J.P. Dahdah, Founder & CEO of Vantage In my last post, The Secret to Finding the Best Private Company Investment, we discussed the importance of due diligence in evaluating a private company for investment. But what should you look for when considering a private company for Self-Directed IRA investment? 1. Solid balance sheets. Check the company’s current financial position.…

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