• Home
  • Welcome Alumni Ventures Investors

Welcome Alumni Ventures Investors



Alumni 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 works 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 IRA Fee Schedule for further information. In addition, AV investors have a STRATA-dedicated team to assist with account opening, investment funding, and any post-investing questions through their self-directed IRA.

To learn more about additional AV investing opportunities please visit: av.vc


How It Works:


Step 1: Open 

Verify your status as an Accredited Investor with AV. Please email [email protected] to begin – AV’s Investor Relations team is standing by to assist. 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 2: Fund

Complete a transfer form that allows STRATA to initiate the transfer of funds from your existing IRA to your new STRATA account, and electronically sign your AV investment subscription documents.

  • Visit the IRA Transfer Request section on our Forms page and select the correct form out of the options listed.
  • AV Investor Relations provides your investment subscription documents for electronic signature.

Once the forms have been submitted, STRATA establishes your self-directed IRA account, funded with the transfer from your existing IRA provider.


Step 3: Direct 

Once STRATA receives your online application we will reach out with a pre-populated Investment Direction form for you to review and sign electronically.

  • STRATA will fund your AV investment once your Investment Direction form is returned to STRATA and as soon as your transferred funds settle.



Dedicated Account Service Contact

Christine Kling

Relationship Manager

866-405-3655 [email protected]

Meet Christine

  • 15+ years’ experience in the retirement industry
  • Enjoys working with people
  • STRATA Bedrock Award winner for Service First & Client Centric
Business Development Contact

Patrick Hagen

National Director of Business Development

512-945-9078 [email protected]

Meet Patrick

  • 16+ years' in the self-directed retirement industry
  • Enjoys educating and teaching others
  • Featured speaker and contributing author for national publications

To learn more about STRATA, view our Get to Know Your Custodian guide.

  • More than 350 years of industry experience
  • In-depth asset expertise in a wide array of traditional, alternative, and non-exchanged traded investments
  • Easy-to-use, customer-focused technology that makes IRA transactions seamless
  • Competitive fees and complete fee transparency
  • Quick to respond and easily accessible
  • Unmatched personalized service and dedication
  • Online account access 24/7 to view account activity or download account statements and notifications
  • Robust regulation by state and federal banking regulators

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.