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The Private Market Investing Workshop

Session 6: Technology Partner: James O’Brien, VP of Partnerships, AltoIRA

Speakers: James O’Brien & Jake Hoffberg

Duration: 49 minutes

Topic: 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.

Guest 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.

Resources:

Investing in private or early-stage offerings (such as Reg A, Reg S, Reg-D, or Reg CF) involves a high degree of risk. Securities sold through these offerings are not publicly traded and, therefore, are illiquid. Additionally, investors will receive restricted stock that is subject to holding period requirements. Companies seeking capital through these offerings tend to be in earlier stages of development and have not yet been fully tested in the public marketplace. Investing in private or early-stage offerings requires a tolerance for high risk, low liquidity, and a long-term commitment. Investors must be able to afford to lose their entire investment. Such investment products are not FDIC insured, may lose value, and have no bank guarantee.

Investors must acknowledge and accept the high risks associated with private securities offerings. All investing involves risk of loss. Past performance is not indicative of future performance. All investors should make their own determination of whether or not to make any investment in an offering based on their own independent evaluation and analysis after consulting with their financial, tax and investment advisors. By registering with equifund.com you agree to the terms of our Privacy Policy.

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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.
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