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    When competing for investor dollars, merely offering a healthy return is not always enough to keep investors happy. Though the primary goal of any investment is to return principal and interest to investors, keeping investors happy and investing in multiple projects should be the goal of any fund.

    Any successful investor relations professional knows that communicating with investors on a semi-regular cadence is only a small part of the job.  

    The way a marketing department is responsible for the view of a company in the eyes of customers, investor relations is the primary communicator with investors. Also, as most businesses know, happy investors are one of the keys to success.

     

    Recommending Products and Services is Risky:

    Recommending services and products to your investors can be risky. You're not only recommending another company; you're putting your reputation on the line. When an investor has a great experience, it reflects positively on you, and vice-versa. 

    At Rocket Dollar, we know how much of a reality this is for investor relations. We do our best to make sure that every account holder has a positive experience, and can make their investments quickly and safely. 

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    How we help you raise more money faster:

    When one of your existing or potential investors comes to Rocket Dollar, we help them open and fund a Self-Directed IRA or Solo 401(k) that allows them to invest in anything permitted by the IRS. 

    What that means for you is that when an investor has a Rocket Dollar account, they can invest in your venture using their retirement savings. Best of all, they keep all of the tax benefits of a traditional or ROTH retirement account when money is returned to them.

     

    Bringing an exceptional experience to Self-Directed Investing

    When making recommendations of any type to an investor, it's essential to know precisely the experience they are going to have. The Self-Directed retirement space is not known for exceptional customer experiences, which is why Rocket Dollar exists.

    Establishing and funding self-directed accounts is not a historically easy process. At Rocket Dollar, we've broken down every step of the process. We built products and processes that make opening, funding, and investing through a self-directed account as simple as possible.

    By having checkbook control of their retirement funds, your investors will not have to go through a custodian who will keep them on the phone for hours, place restrictions on what they can do, and at the end of the process, send them a bill. We’ve built our pricing around a simple model, with full transparency around what our customers will pay.

     

    A Win-Win Scenario

    We want to make sure your investors can use their retirement funds to invest in your projects, and at the same time, not increase the administrative burden of taking retirement dollars. By achieving this, we've created a win-win scenario for both investors and investments.

    If you'd like to learn how our team at Rocket Dollar can help you raise retirement dollars from your investors, please schedule a call with a member of our team, or send us an email to info@rocketdollar.com.

    Topics: Partner, Support

    Published on January 24 2020