Fruition Capital
A once-in-a-generation transfer of business ownership is underway as Baby Boomers retire and, in many cases, must sell the companies they’ve owned for many years. Often, these businesses are stable and produce excellent returns, but when they’re too big for “mom and pop” buyers but too small for Private Equity buyers, they often sell at extremely attractive prices. Fruition Capital has created a fund which partners with entrepreneurs to acquire and run these businesses and which provides our investors with diversified exposure to an otherwise difficult-to-access but highly attractive asset class.
Invest with Fruition Capital via Rocket Dollar
Instructions:
For those who may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA account or Solo 401(k), follow the instructions below.
Creating Your Account:
If you already have a Rocket Dollar account, you can use your IRA or Solo 401(k) account to start investing on Fruition Capital'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.
Funding Instructions:
There are three ways to fund your Rocket Dollar account.
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Transfer in an existing IRA that you may have with another provider
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Roll over a 401(k) from a previous employer
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Make an Income Contribution to your account
Funding a Rocket Dollar account is simple, as our team provides specific instructions and assists with the funding process to make it as simple as possible.
Once you are set with your Rocket Dollar account, you'll be able to provide the investor details through your Fruition Capital Profile.
Support Info:
Fruition Capital: jason@fruitioncap.com
Rocket Dollar: info@rocketdollar.com
Fruition Capital FAQs
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Do I need to be an accredited investor?
Yes, in order to invest with Fruition Capital you must be able to verify your accreditation status.
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What is the minimum investment?
In order to participate in investment deals, the minimum amount to get started is $75,000.
Benefits & Pricing
Transparent pricing on a subscription basis.
Silver
The essentials you need to start investing
$360 one-time setup fee
- Benefits
- No minimum opening deposit
- BYOD (Bring Your Own Deal)
- Online document storage
- Investment tracker dashboard
- Email support
- No-cost cash transfers from current custodian
- Fair Market Value reporting on Form 5498
- Available Accounts
- Direct Custody IRA
Gold
All the essentials plus premium service
$600 one-time setup fee
- Benefits
- All Silver features
- Priority support
- Expedited service and transfers
- Four free wire transfers per year
- Roth IRA conversion assistance
- Tax filing for Solo 401(k) Form 5500
- Available Accounts
- Direct Custody IRA
- Checkbook IRA
- Solo 401(k)