VC 101: Investing in VC With a Self-Directed IRA
Using a Self-Directed IRA to Fund Your Venture Investments
Our VC 101 series provides insights on venture capital essentials. In this episode, AV Co-Founder and Chief Community Officer Luke Antal explores the option of investing in venture capital with a self-directed IRA through Alumni Ventures.
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This episode of VC 101 explains why and how a self-directed IRA can benefit diversification of your retirement portfolio by allowing you to use the tool to invest in venture capital.
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You can invest in a much wider range of investments through a self-directed IRA (SD-IRA) that provides the benefits of IRAs, including the potential of tax deferral and tax-free gain. Popular choices for SD-IRAs include real estate and precious metals. Venture capital is also becoming an increasingly popular option.
While Alumni Ventures is open to working with other custodians who accept AV fund investments, we also make it very easy to create an SD-IRA for your AV portfolio through STRATA Trust Company. STRATA sets up an IRA on your behalf and manages all administration.
“Many investors see retirement accounts as an attractive vehicle for VC investing. In fact, a recent survey of AV investors showed that a third are using this strategy to diversify their retirement portfolios.”
Alumni Ventures provides access for accredited investors to venture capital in an unprecedented way. Once solely the domain of large institutions and ultra-high-net-worth individuals, AV has democratized access to the venture capital asset class. We help accredited investors build a portfolio of promising startups to tap into the high-potential value of private companies before they go public.
Luke Antal
Co-Founder & Chief Community Officer, Alumni VenturesLuke Antal is a Co-Founder of Alumni Ventures and is an experienced startup and tech executive with a focus on marketing, sales operations, and customer experience. As the firm’s Chief Community Officer, Luke has built and oversees many of the processes, systems, and teams that contribute to the firm’s fundraising initiatives. He has scaled many startups as a founder or employee #1. He is the Founder of the AV Venture Fellow Program, which is a one-of-a-kind career accelerator and educational experience that is a groundbreaking on-ramp to a career in VC. Luke has an AB in Environmental Studies from Dartmouth College.
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Contact [email protected] for additional information. To see additional risk factors and investment considerations, visit av-funds.com/disclosures.