AN OFTEN OVERLOOKED SOURCE OF CAPITAL

Tapping into personal retirement funds

As an investment sponsor, fund manager, entrepreneur or equity crowdfunder, one of the toughest parts of your job is raising capital to get your offering underway. But what if you could unlock billions in potential capital by allowing investors to use retirement funds to participate in your offerings?


Retirement accounts like Traditional IRAs, Roth IRAs, SEP-IRAs, Solo(k), etc. are an often-overlooked source of capital because most investors think they can only invest in stocks, bonds, or cash—but it is possible to use their tax-advantaged dollars to invest in alternative assets, like private placements, hedge funds, limited partnerships and other types of private equity.

WHAT'S INSIDE THIS GUIDE?

  • A Multi-Billion Dollar Opportunity
  • Build Your Business
  • Important Factors To Consider
  • Role of a Custodian

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