Self Directed IRA Private Equity Investing – A Due Diligence Walk-Through – Nuview Trust Company

by Retirement Advisor | Dec 19, 2022 | Self Directed IRA

Hey Everyone.

It’s Brian Poss, Director of Marketing at NuView Trust here. Welcome to part two of our private equity video series.
In this video, we’re going to go over:
1. How you find deals
2. Websites you can use to find private equity deals
3. Performing due diligence.
Most importantly, we’ll discuss what you need to look for on some of these sites to understand the investment that you’re investing in.

Websites You Can Use To Find Private Equity Deals

There’s a couple of different sites that offer private equity investing information.
Like I said, with most of these sites, it doesn’t matter if you have a large account or a small account, everything goes. That’s why I love private equity investing because you don’t need a large account.
And with some of these investments, you can invest as little as a hundred dollars. It’s a great tool for younger investors out there, as well as older investors that have larger accounts.

Please note:

I’m not going to go into each of these sites. I’ll go into my last one – which is my favorite – but I’m just going to go through the different sites that are out there.

The first we’re going to look at is OurCrowd. ( )

And this is another site that offers a lot of investing. You can go on here, set up an account and get started doing your research for investing opportunities.
Seedinvest is great site. ( )
It’s easy to navigate, and you’ll find a lot of good private equity deals on here.

There’s FundersClub. ( )
This is another good site. It’s designed really well. There’s a lot of opportunity on here.

Then there’s MicroVentures. ( )
This is probably my second favorite site to go to. I really like this site. I actually use it myself.

And then there’s my favorite, which is Wefunder. ( )
I really like Wefunder. I really like how the site’s designed, but there’s a lot of private equity deals on here.
This is the primary site I use when I invest in private equity.

What Information Do These Sites Offer Investors?

It’s really easy to go on these sites and find private equity deals.
They usually have investment opportunities in several categories like:
• Technology
• Main Street Investments
• Alcohol Beverage
• Food
• Hardware
• Infrastructure
• Retail
• Entertainment
• Software
• Etc.

Like I mentioned before in my previous video, software is my favorite. That’s the category of deals I look for.
So, if you subscribe to one of these sites, all you have to do is log in and view all of the opportunities they offer.

Which deals are the best ones to invest in? Again, that’s up to you.
That’s the beauty of self-direction is you’re in the driver’s seat. You’re making the decision.

Due Diligence is Critical

As part of the process, you have to do your due diligence.
Click on any of the opportunity listings to do the research.
That’s why I always say: you have to find an industry or something that you’re familiar with. I do software, like I said, because I’m familiar with it.

So, as you scroll through opportunities on the site you choose, you’ll often see some bullet points about the company you’re considering investing in.
Some of the details you should look for include:
1. How much money have they already raised?
2. Which large or well-known companies back them?
3. How many customers do they have?
4. What’s their annual market potential or target market size?

Learn more about private equity due diligence on our blog.

NuView Trust
NuView IRA Processing Office, 280 S Ronald Reagan Blvd STE 200, Longwood, FL 32750

Lat: 28.695340
Long: -81.346741

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