Use Your 401(k) To Empower Generational Change
Use your Rocket Dollar 401(k) to invest in companies that not only change your life but the lives of your children and grandchildren, such as Willow, a silent wearable breast pump changing pumping in public spaces, or Goalsetter, which creates a finance app that provides a next-generation, education first banking experience for kids and families. Also, Portfolia has invested in companies like TomTex, which is a biodegradable alternative to leather using mushroom and shellfish waste.
Portfolia is the world’s most powerful community of women investors, with 1,700+ members in 18 countries and 46 states. They have directed over $50M AUM across 14 funds, which have made 130+ investments in Pre-Seed to Pre-IPO companies. Their venture funds let them aggregate assets to create positive changes in the world. They're using experience, knowledge, and influence to invest in and advance innovations for returns and impacts. Portfolia's investments are made to optimize returns and enhance the lives of millions of people.
Each fund is led by several experienced investors who review hundreds of companies before selecting investments for the fund. The pitch, diligence, and selection process is an engaging and highly educational experience, allowing members to learn as much as they like and strengthen their financial muscles.
Portfolia's origin story and how their journey has impacted others.
The evolution of the Venture Capital environment.
The many benefits of investing with Portfolia.
How Portfolia is rebuilding Venture Capital culture.
The major benefits of participating in a Venture Capital Fund.
The significance of supporting women-made businesses.
Meet the hosts:
Trish Costello is the founder and CEO of Portfolia. She is internationally recognized for her pioneering work in preparing venture capital investment partners through the prestigious Kauffman Fellows Program, which she created and spun out from the Kauffman Foundation and continues as CEO Emeritus. Trish was the Founding President of CVE Capital Corp, the holding company of a $1.7 billion venture capital Fund of Funds founded to endow the Kauffman program. Costello was on the start-up team of the Kauffman Foundation’s entrepreneurship center, where she played a leading role nationally in increasing equity investments in women’s businesses and in funding initiatives supporting high-growth women entrepreneurs, as well as equity programs for all high-potential entrepreneurs.
Paula DeLaurentis is an award-winning senior executive with a strong record of increasing brand awareness and generating revenue. Paula builds dynamic strategies and executes plans for businesses, products, and services. She is passionate about helping women succeed in their careers, achieve financial freedom, and create their own personal wealth. As Chief Marketing Officer at Portfolia, Paula heads the sales, marketing, community, and growth initiatives. As the Chief Retail Officer of Folio, Paula brought insight, passion, and proven experience to Folio Investing, a brokerage firm that delivers product and technology innovation to retail investors and those who serve them.
Henry Yoshida is the CEO and Co-Founder of Rocket Dollar. He was also the founder of venture capital-backed Robo-advisor retirement plan platform Honest Dollar [acquired by Goldman Sachs in 2016], the founder of MY Group LLC [acquired by Captrust], and spent 10 years at Merrill Lynch. Henry is also a Certified Financial Planner and has brought multiple innovative products and methodologies to the market. Yoshida graduated from The University of Texas at Austin, has an MBA from Cornell University, and lives in Austin with his wife and two daughters.
Brittany Falk is the Customer Support Manager for Rocket Dollar. She and her team work to ensure all clients have the support needed to make it safe, simple, and fast to make alternative investments using their retirement funds. Before Rocket Dollar, Brittany worked with the Executive Director at Austin Film Festival as the Executive Administrator and Project Manager.