Raise Capital Easier and Faster by Tapping the $25 Trillion Retirement Marketplace
70% of Americans have a retirement plan. 40% of U.S. households have an IRA. By focusing your capital raising efforts on where the majority of investable money is held by accredited investors, you can increase the speed by which you’ll reach your funding goals.
The illiquid and tax-favored nature of IRAs make them the perfect funding vehicles for illiquid private funds. Retirement account holders can’t distribute money out of their plans without penalty until they reach 59 ½ years of age, which helps overcome one of the biggest objections you face from investors seeking to deploy capital… liquidity needs.
Not all alternative custodians are created equal. Our proven process eliminates the friction commonly felt by alternative investment sponsors.
Accredited investors seek unique portfolio holdings that can help them save money in taxes, serve as a non-correlated hedge against market fluctuations and provide the returns they want to build multi-generational wealth. Alternative assets provide the strategy and we provide the custody and IRS reporting which helps track their successes.