Set Up an Investment With Equity Trust Today to Raise Capital Faster

WHY IT WORKS

For Investors

Traditional brokerage firms allow individuals to invest in public markets.
Equity Trust allows individuals to invest in private alternatives. These alternatives include hedge funds, private equity, venture capital, start-ups, Crypto funds, real estate syndications, and more.
For many investors, their IRA is their single largest liquid asset and they value the ability to participate in markets they know well.
Tax-sheltered returns can mean better returns for investors over the long term.
Rollover retirement plans from employer-sponsored plans are liquid and typically offer investors a large pool of funds to work with.

WHY IT WORKS

For Investment Managers

If someone likes what you're offering, it is easy for them to invest, regardless of where the money comes from.
IRA's are typically invested for the long-term and withdrawals are rare (only 5%) unless required.
Funds using IRAs have extremely high retention rate, allowing predictable cash flow and stability.
IRA investors are often savvy. This investor can be easy to educate and work with throughout the life of the offering.
When the process of onboarding IRA investors is streamlined, it's the fastest way to raise capital.

There is no cost to the issuer to get an investment on our platform. Our service charges are typically billed to the account holder and therefore there is no cost to the investment issuer for Equity Trust to provide services.

Equity Trust specializes in assisting privately offered investments within the alternatives markets. The IRS requires that all IRAs have a custodian that holds title to investments within the retirement account. Most banks and brokerages offer this service provided that the account holds investments offered on their platform. Many of the larger custodians don’t allow for private investments on their platform.

Equity Trust only offers neutral third-party record-keeping and custody services. We will not endorse, sell, or market any offering nor will we influence an investor’s ultimate investment decision. You can trust that Equity Trust would never expose or influence your referred investor’s investment decisions.

We make it easy to get your investment set up. Simply submit your offering documents, often a subscription agreement and wire instructions, through our Investment Onboarding Gateway. We aim to have all new investments setup within 24-48 hours.

Equity Trust will be the party in which you send investment returns and updates in value for any IRA investor for as long as they hold the asset within their Equity Trust account.

We do hope that you enjoy working with us and this leads to a long-term referral relationship.

Equity Trust is the expert when it comes to IRA custody. Whenever there is interest from an investor, you can confidently introduce the Equity Trust team. Think of us as your back office when it comes to IRA needs. You can expect that we will promptly and professionally work with your referrals.

Many of our most successful referral relationships utilize our OnePath onboarding process. This process generates a custom application solely for your investors that marries a traditional two-step process into one by including both the application and the subscription agreement. This streamlines the process and saves both the investor and the investment time and effort.

YOUR CHALLENGES

We Understand

You may feel forced into accepting an IRA investor and you have to find a custodian
You want to ensure that the custodian can handle the particulars of your offering
You need to supply subscription documents to the investor
You need to deliver required documentation to the plan custodian to make the investment
You want status updates from the custodian relevant to the investment in the account

TAKE THE FIRST STEP

Set Up Your Fund

If you are actively raising capital, you can already get set up on our platform. Simply submit your information, documents, and investment details and within a couple of days, we'll have you up and running.

You're ready to accept IRA funds for your 1st investor - or your 50th.

ONBOARD YOUR INVESMENT

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I use Equity Trust because of the personal relationship. When I call Equity Trust, I get the same person every time. They know my business, so I don’t have to explain anything.

I do business with Equity Trust because they make it easy. They know our product, they know our clients, they know me. I can send them an email asking if they can change something for a client and they always email me back “no problem.” I can tell (our rep) that a client wants to invest and she gets it going and makes it happen. I don’t have to worry about anything, ever.

Every time I call, I know there’s a familiar voice. You don’t have to repeat your story 10 times or go through a series of hoops to get things done. It’s no hassle.

Working with Equity Trust has been a very positive experience. Unsolicited, we use Equity Trust as our primary custodian. They’re flexible, they’re personal, they seem to be genuinely good people. We catch up with them on the phone or at lunch from time to time. It’s been a positive experience.