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Alumini Ventures (AV) is a network-powered venture capital firm that enables accredited investors the opportunity to diversify their portfolio with the venture capital asset class. AV leverages STRATA Trust Company (STRATA) as its custodian of choice for self-directed IRAs and work together to support investors who leverage retirement funds to invest across AV.
AV investors receive discounted annual fees when investing through a STRATA self-directed IRA. See the Institutional Fee Schedule for further information. In addition, AV investors have a STRATA-dedicated team to assist with the account opening, investment funding, any post-investing questions through their self-directed IRA.
HERE’S HOW IT WORKS:
Step 1: Verify your status as an Accredited Investor with AV. Please email investor.relations@av.vc to begin, AV’s Investor Relations team is standing by to assist.
Step 2: Establish a new self-directed IRA account with STRATA via the online account setup. This takes about 10 minutes, and STRATA has a dedicated Client Service team standing by.
Step 3: Complete a transfer form that allows STRATA to initiate the transfer of funds from your existing IRA to your new STRATA account.
- To transfer cash assets, complete the IRA Transfer Request form
- To transfer in-kind assets, complete the IRA Transfer Request – In-Kind form
Step 4: STRATA establishes your self-directed IRA account, funded with the transfer from your existing IRA provider.
Step 5: AV Investor Relations provides your investment subscription documents for electronic signature.
Step 6: STRATA funds your AV investment as soon as your transferred funds settle.
To learn more about additional AV investing opportunities please visit: av.vc
Questions?
Meet Christine
- 15+ years’ experience in the retirement industry
- Enjoys working with people
- STRATA Bedrock Award winner for Service First & Client Centric
Meet Patrick
- 16+ years' in the self-directed retirement industry
- Enjoys educating and teaching others
- Featured speaker and contributing author for national publications
STRATA Trust Company has been designated by AV to offer self-directed IRAs as an easy and efficient way for individuals to invest in AV’s offerings. STRATA serves only as a directed, passive custodian and does not provide financial, tax, or legal advice. STRATA is a wholly-owned subsidiary of Horizon Bank, SSB, and has no affiliation or ownership with AV. In addition, this website should not be viewed as an endorsement by STRATA, and prospective investors should complete their own due diligence before investing.
