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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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Investing in Startups Before the Public

All startups require capital. And this constant demand for capital supplies self-directed IRA holders a unique opportunity. So, savvy investors learn the pre-IPO capital raising lifecycle to spot good opportunities. Ready to get started?

Learn the ropes with pre-IPO experts Roy Mullin and Allen Sanders. Whether an accredited or non-accredited investor, this lesson will teach you:

  • How pre-IPO Investing lets you invest in startups before the public
  • How to calculate compound interest using Einstein's 'Rule of 72' 
  • The flow of a pre-IPO's capital raising lifecycle
  • Which six sectors are trending per market experts

Date: February 15, 2023
Duration: 67 Minutes (duration includes 23-minute Q&A)
    -   Munzer Ghosheh: Business Development Manager at The Entrust Group
    -   Roy Mullin: Founding Partner at Karmic Payback
    -   Allen Sanders: Managing Partner at Karmic Payback
Presentation Deck: View or download the presentation PDF here.
Presentation Audio: Stream or download the mp3 here.
Prefer YouTube controls? Stream on YouTube here.
Timestamps for Presentation Highlights: 
Section 1: Rule of 72
       • Starts: 7:28
       • Ends: 13:22
Section 2: Pre-IPO/OTC Explanation

       • Starts: 13:25
       • Ends: 15:01
Section 3: Restricted Stock
       • Starts: 15:04

       • Ends: 16:20
 Section 4: Lifecycle of a Deal
       • Starts: 16:48
       • Ends: 23:23

 Section 5: Accredited Investor
       • Starts: 23:55
       • Ends: 24:47

 Section 6: Roth vs. Traditional IRAs
       • Starts: 24:55
       • Ends: 28:47
 Section 7: Six 'Sexy' Sectors 
       • Starts: 28:50
       • Ends: 32:15

 Section 8: Pre-IPO/OTC vs. IPO/OTC & Priority Groups
       • Starts: 32:30
       • Ends: 35:18
 Section 9: Case Studies 
       • Starts: 35:23
       • Ends: 41:37

 Section 10: Q&A
       • Starts: 43:36
       • Ends: 1:06:42

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