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Crowdfunding

Invest in what you believe in.

Crowdfunding is a popular way for entrepreneurs to help raise funds for start-ups and new business opportunities. STRATA Trust Company recognized the investment potential for clients and in 2010 became the first custodian to provide self-directed IRA services in the crowdfunding space, working with some of the largest crowdfunding investment portals and marketplace lending platforms in the country.

A new world of opportunity

A self-directed IRA in a crowdfunding investment is a great way for investors to contribute to start-up ventures, business expansions and other ground floor opportunities. In the past, only accredited investors with proven financial security could acquire private stock and equity opportunities through crowdfunding. Now, with new regulations in place all investors can take advantage of crowdfunding investments.

 

Benefits of crowdfunding investments:

New opportunities

Finding investment opportunities in privately held ventures used to require having a vast network of business contacts. But with the surge of crowdfunding investment platforms regular investors now have direct access to these types of investments.

Diversification

Crowdfunding and marketplace lending platforms give investors access to many different asset types, including real estate, consumer and corporate debt, limited partnerships, limited liability companies, private stock, convertible notes, promissory notes and much more.

Lower costs

Traditionally, investors looking to invest in private deals had three options: find the investments on their own, join a group that will source deals for them or invest through a professional venture firm. But each of these options can be costly. Crowdfunding makes the process more efficient and accessible to the masses, thus lowering the cost.

Convenience

With a self-directed IRA, you can invest in equity investment crowdfunding and marketplace lending opportunities on a tax-advantaged basis. STRATA acts as a custodian on your behalf, making it easy to set up an account and direct your investment into a crowdfunding opportunity that you believe in.

How to get started

Open a self-directed IRA account and fill out the related forms.

Open An Account

Fund your IRA with a transfer, rollover or annual contribution.

Learn More

Direct your investment by downloading and completing our Crowdfunding Investment Checklist, which includes the items that must be submitted in advance as well as the investment direction form.

Learn More

Still have questions?

If you have questions about self-directed IRAs and crowdfunding or if you’re ready to open an account — feel free to give us a call.

866-928-9394

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