The typical American has more in retirement assets that than they do in investable cash. Utilizing Self-Directed retirement dollars can lead to bigger rounds while spending less time chasing new investors.
At Rocket Dollar, the deal review process is up to the customer and their LLC or trust. As the managing member of that LLC entity inside the IRA, the customer is the one making the investment decisions. No interference, or fumbling with sub docs with parties unfamiliar with the investment! The partner bank account purchases the investment in the name of the LLC or trust and sends the check to you at the direction of our new mutual customer.
Deal reviews to custody an asset in the self-directed space are often not about the soundness of the investment or any fiduciary duty the customer, but whether the custodian wants to actually do the work to hold the asset on their books.
Many investors are happy to invest with friends and family on their new venture. It contributes to the community, and it helps you fulfill your dream. However, investing can be risky. By creating a note and a loan from your retirement account, you can often create a much simpler transaction. This method bypasses the traditional structure of a bank, which might not understand the intricacies of your business. You can check out more info about notes here.
Rocket Dollar customers can easily invest issue notes from their self-directed retirement accounts.
Rocket Dollar does not go out and help you find all the new investors for your round. We help you unlock retirement dollars to gather more money, faster, from your investors by giving them a much more seamless process to access money from their retirement accounts. If you will be funneling customers to Rocket Dollar to supplement your round, we would be happy to speak on how we can work together.
Investment firms and platforms willing to work together on customers and provide a great experience to accept retirement dollars can possibly form a stronger partnership, co-market, and get on our partners page.
Please contact our Sales and Partnerships team at 1 855-762-5383 option 2, our chatbot in the bottom right corner, or email@example.com.