Invest using AngelList Venture via Rocket Dollar

AngelList Educational Webinar:

For those that may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA or Solo 401(k), please review the information below.

Creating Your Account

If you already have a Rocket Dollar account, you can start investing on AngelList Venture's site. If not, establishing a new Rocket Dollar retirement account is easy. Simply sign up online in under 10 minutes and we'll get your account set up. Sign up ASAP to that your IRA can be ready before you make your investment.

Funding Options:

Funding a Rocket Dollar account is simple, as our team has created a patent-pending account transfer module, that allows customers to easily fund their Rocket Dollar account. There are three ways to get your account funded.

• Transfer in an existing IRA that you may have with another provider
• Roll over a 401(k) from a previous employer
• Make an Income Contribution to your account

Getting Started on AngelList:

To successfully use your Rocket Dollar account to invest with AngelList please follow the steps below.

1. If you wish to invest in a time-sensitive deal, start your Rocket Dollar IRA ASAP. Waiting until the last minute could cause you to miss an investment. You can review our instructions for Checkbook IRA/Solo 401(k) or Direct Custody IRA.

2. Create an account with AngelList Venture

3. Verify your accreditation status.

4. Select your investment.

5. Review funding instructions. Checkbook IRA/Solo 401(k) clients can send a bank wire for the speediest money movement or link a bank account through plaid. or Direct Custody IRA clients will send money as soon as the deal review is complete. Please check with Rocket Dollar if you or the LP has not sent in deal documentation.

Once you are set with your Rocket Dollar account, you'll be able to provide the investor details through your AngelList Ventures profile.