Early-stage investing
Rocket Dollar was built with support from many startup investors—so we take pride in working with partners like AngelList, who help other startups grow and achieve their mission. Early-stage investing is a great asset class for those seeking to support innovative entrepreneurs while diversifying their tax-advantaged retirement portfolio, with the potential to see outsized returns.
AngelList provides investors with the infrastructure they need to invest in startups. The company currently supports over $14B assets under management, and 57% of top-tier U.S. early-stage venture deals have been invested into on their platform.
You’ll learn:
- Short AngelList Walkthrough and how to invest with a tax-advantaged IRA or Solo 401(k)
- How using a Direct Custody IRA or IRA LLC can change your investment experience and deal timing
- What are General Partners (GPs) and Limited Partners (LPs), and why does it matter for my investment?
- Investing in startups through closed funds or rolling funds
- Exploring the deal flow and the Venture Capital network in the Washington DC Metropolitan Area from venture CEO, angel investor, and Rocket Dollar customer Donna Harris
Meet the hosts:
John Flickinger
John Flickinger is an Operations Lead at AngelList, where he builds scalable operations that enhance the LP experience. John also oversees the AngelList’s identity and qualification services. He previously held finance roles at The LiveKindly Collective and Unilever.
Donna Harris
Donna Harris is the CEO of Builders + Backers, a venture studio and investment fund igniting entrepreneurial action and experimentation around the world. Harris is also an active angel investor and co-founder of K Street Capital and was named one of the top 25 female early-stage investors in the United States in 2021 and 2022. She is also General Partner of 1776 Ventures, a venture capital fund with investments on five continents, and a Venture Partner at Praxis. She was Managing Director of the Startup America Partnership during the Obama Administration, and she is on the Board of the Global Entrepreneurship Network, the International Advisory Council of APCO Worldwide, and the Policy Council of the Economic Innovation Group.
Nick Gonzaga
Nick Gonzaga is Rocket Dollar's Senior Sales Representative. Has been securities registered since 2006, with 15 years of experience in the finance and investment industry. Most recently was with Arthur J Gallagher as a retirement consultant managing 500MM+ in institutional assets. Before that he was with Merrill Lynch, where he worked with Rocket Dollar CEO Henry Yoshida.
Brendan Walsh
Brendan Walsh is the Operations Manager for Rocket Dollar. He works on background processes to make it easier for internal Rocket Dollar teams to work together and investment issuers to work with Rocket Dollar customers. Before Rocket Dollar, he was a financial advisor assisting customers with their personal investments and business owners on their 401(k) retirement plan structure.