What are the different ways I can invest in a startup with a Rocket Dollar retirement account?

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There are multiple ways to participate in the equity or debt side of a startup in an SDIRA with checkbook control, such as a venture fund, SPV, or crowdfunding site, and more...

Your Self-Directed IRA or Solo 401(k) could...

  • Become a limited partner in a venture capital or private equity fund that invests in startups or private companies.
  • Become a member or acquire membership units of a special purpose vehicle (SPV), SPVs are usually structured as Trusts or LLCs, to invest directly in a startup or private company.
  • Invest in a startup or private company directly by writing a check or wiring funds to the startup’s bank account after signing deal documents. Startup financing often takes the form of a Simple Agreement for Future Equity (SAFE), a convertible note, or preferred stock. 
  • Invest in a startup through a crowdfunding site, such as Republic. co

How does the Checkbook IRA structure work?

IRA Trust Diagram 2.png

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