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Learning Center


Access the largest knowledge base for Self-Directed IRAs. Expand your investor knowledge with articles, whitepapers, practical guides and tons of other educational resources.

About Entrust


For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.

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Finding and Vetting Investments: Private Equity and Venture Capital

From unicorn startups to historic buyouts, private investments show us what’s possible when you find a great opportunity. In the worlds of private equity and venture capital, you must learn how to research the right information and ask the right questions. Each has unique strategies, risks, and growth opportunities to consider when analyzing opportunities. And with an IRA, you have the chance to grow your investments tax-free. 

In this replay, you will learn: 

  • The fundamentals and differences of private equity and venture capital 
  • How to find and vet investment opportunities with due diligence
  • What it looks like to align your investments with your goals
  • How to start investing with an IRA

Date: June 18, 2024
Duration: 59 minutes (including 14-minute Q&A starting at 45:42)
     -     Rachel Stolrow: Business Development Manager at The Entrust Group
     -     Nathan Larsen: Chief Investment Officer at The Mid-Atlantic Fund
Presentation Deck: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here
Presentation Timestamps:
Section 1
: Understanding Private Equity and Venture Capital
       • Starts: 5:42
       • Ends: 9:45
Section 2: Finding Private Equity and Venture Capital Investments
       • Starts: 9:46
       • Ends: 12:53
Section 3: Vetting Private Equity and Venture Capital Investments
       Starts: 12:55
       • Ends: 25:48
Section 5: Aligning Private Equity and Venture Capital Investments with Your Goals
       • Starts: 25:56
       • Ends: 40:26

Section 6: How it Works in an IRA
       Starts: 40:27
       • Ends: 43:35
Section 7: Q&A Time
       Starts: 45:42
       • Ends: 59:31

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y webinars on a variety of topics. Check out our event page to learn about upcoming event.

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