How Your IRA Can Invest in Venture or Startups
Venture capital and startup investing have traditionally been difficult for individual investors to access. But the private markets are changing and retirement accounts can provide another way for investors to participate.
Join Mat Sorensen of Directed IRA and Ankur Nagpal of USVC for a live discussion on investing IRA dollars in venture capital, startups, and private companies.
Mat will explain how Self-Directed IRAs can access private-market investments and the rules investors need to understand, while Ankur will provide a venture investor’s perspective on the market and discuss how AngelList is working to broaden access to venture capital through USVC.
They’ll also discuss how investors should think about venture as part of a long-term portfolio and the potential advantages of holding high-growth potential private investments inside tax-advantaged retirement accounts.
In this webinar, we’ll cover:
How Self-Directed IRAs can invest in venture capital, startups, and private companies
How investing in private markets through an IRA actually works
Why venture capital has historically been difficult for individual investors to access
How AngelList and USVC are expanding access to venture investing
What investors should consider when evaluating venture and startup opportunities
Key IRA rules to understand before investing retirement dollars in private companies
The potential benefits of holding high-growth potential investments in Traditional and Roth accounts
How venture capital can fit within a broader alternative investment strategy
Presented by Directed IRA (https://directedira.com/).
Investors should carefully consider the investment objectives, risks, sales charges and expenses of USVC before investing. USVC's prospectus contains this and other information and may be obtained at http://usvc.com/prospectus or by calling +1 (888) 200-4361. Read the prospectus carefully before investing.
This communication is for informational purposes only, is not intended to be a recommendation for any investment or other advice of any kind and shall not constitute or imply any offer to purchase, sell or hold any security or to enter into or engage in any type of transaction. Any such offers will only be made pursuant to USVC’s prospectus, which should be carefully reviewed before investing.
Investing in the USVC Venture Capital Access Fund involves significant risk, including the possible loss of principal. Venture capital investments are speculative, illiquid, and subject to a high degree of risk. Past performance does not guarantee future results.
USVC Venture Capital Access Fund is distributed by North Capital Private Securities Corporation (NCPS), member FINRA/SIPC. NCPS is not affiliated with USVC’s adviser or its affiliates.
Investing in USVC’s shares involves substantial risk, including the potential loss of your entire investment. Shares are not listed on any exchange, are illiquid, and liquidity is limited to periodic repurchases at the discretion of the Board, which are not guaranteed. This investment is speculative and suitable only for long-term investors who can bear the risks of limited liquidity. Certain conflicts of interest involving USVC and its affiliates could impact USVC’s investment returns and limit the flexibility of its investment policies. Past performance does not guarantee future results. Fees, expenses, and conflicts of interest may reduce returns.
USVC’s shares have no history of public trading. You should not expect to be able to sell your shares other than through USVC’s repurchase policy, regardless of how USVC performs. USVC does not intend to list its shares on any securities exchange during the continuous offering, and it does not expect a secondary market in the shares to develop.
USVC invests in private funds which are subject to certain risks including those related to illiquidity, indirect fees, valuation, limited operating histories and limited information regarding underlying investments. As a result of the foregoing, an investment in USVC’s shares is not suitable for investors that require liquidity, other than liquidity provided through USVC’s repurchase policy. The amount of distributions that USVC may pay, if any, is uncertain.
USVC holds portfolio companies directly, through funds, and through special purpose vehicles. USVC may hold public securities from time to time following IPOs or acquisitions.
Ankur Nagpal serves as portfolio manager of the USVC and as a principal of it's investment adviser, AngelList Asset Management, LLC. Mat Sorensen serves as CEO of Directed IRA and holds no affiliation with USVC, AngelList Asset Management, LLC, or North Capital Private Securities Corporation.