Equifund’s Private Market Investing Workshop
Session 6: Technology Partner: James O’Brien, VP of Partnerships, AltoIRA

By Equifund

This webinar is brought to you by Equifund Technologies, LLC.

Speakers: Jake Hoffberg & James O’Brien

Duration: 49 minutes

Summary: Alto Solutions is an administrator of AltoIRA individual retirement plans and self-directed individual retirement accounts (SD-IRAs). Alto believes everyone who wants to retire should have the tools and resources to accomplish this goal. It allows you to unlock your IRA from the confines of the public market so you can take advantage of alternative assets, just like VCs and other professional investors.olicy Statement, now it’s time to find some deals!

Guest Speaker Bio: James is entrepreneurial by nature. His dedication to helping people and making their lives better drives him to structure meaningful relationships and integrations with leading investment platforms and strategic partners, providing an array of investment opportunities for Alto’s clients.

Download the on-screen “interview notes” for this workshop

Visit AltoIRA’s website

More Articles:

Don't make another private market investment without reading this...

The 5 Mistakes

investors make that crush returns

Download this free report now:

Just enter your name & email to access this report for free.

By submitting your email address you will receive access to this report and a free subscription to Equifund’s private investment newsletter. You can unsubscribe at any time and read more about our privacy policy here.

More Articles:

Advertisement:

Kleiner Device Labs

  • Patented devices that allow spine surgery to be less painful and less expensive with better outcomes​

Investment Highlights:

  • 1

    Proprietary devices that could revolutionize spinal surgery and greatly improve success rates, reduce pain, and lower costs.

  • 2

    Over 20 patents have been issued to protect the company's technologies.

  • 3

    Just received FDA clearance for their next-generation KG2 spinal fusion technology.

Find Out More

Pre-Investment Agreement

The next 8 slides will allow us to process your investment. Note that these next steps are a legal requirement – Thank you for your patience and financial support of this investment opportunity. Jordan Gillissie – CEO

Before we execute the investment, it’s important for us to make sure you’re comfortable and knowledgeable in early stage investing. We want to make sure that you:

    • Received and have reviewed the education materials sent to you.
    • UNDERSTAND; that there are restrictions on your ability to cancel your investment commitment and obtain a return of your investment.
    • KNOW; It may be difficult to resell securities acquired under Regulation Crowdfunding.
    • AGREE; investing in securities offered and sold in reliance on section 4(a)(6) of the Securities Act involves risk. Investors should not invest any funds unless he or she can afford to lose the entire amount of his or her investment. Your investment may not work out, and you must be in a financial condition to bear the loss.
  • Hidden
  • Hidden
  • Hidden
  • Hidden

We are currently upgrading our system. If you click submit and the process does not continue in a few seconds, please refresh this page manually, and click Invest Now again and you should be moved on to the next step.

Complete Your Registration

By verifying your account you agree with our terms of use, privacy policy and pre-dispute arbitration agreement. Please complete the registration process by clicking the link below:

Verify Your Email

Please wait a few minutes while we create your account. An email will be sent to you shortly to confirm your admittance. Should the email be delivered to your spam or promotions folder, we recommend you move it to your inbox and mark Equifund as a safe sender.

If you have not received the email in 5 minutes, please click here to have it resent.

Questions? Our customer service team is always here to help – 1-866-338-3004

Enter your email address to get instant access to the video: