RevUp Investment via Self-Directed IRA
Accredited investors can invest tax-deferred into RevUp through a self-directed IRA.
Self-directed IRA's work just like a typical IRA. However, only self directed IRA offer the ability to self-direct your investments into private funds.
If you have an IRA through a mainstream platform that doesn’t allow you make self-directed investments, you can fund a self-directed IRA through a simple rollover process. These are typically free and facilitated by the platform.
Our recommended platform is AltoIRA. RevUp’s offering is already on the Alto platform making the investment process post-rollover seamless. (An FAQ on how Alto works can be found here). But there are many self-directed IRA administrators out there, and RevUp can work with any of them.
Fees for a self-directed IRA on AltoIRA are $400. Dividend distributions are returned to the IRA account over time and are tax deferred until you make a withdrawal. This has proven to be a great option for many RevUp LPs.
(Side note: Melissa and Allan use Alto for their individual investments in RevUp!)
Another bonus for investors is that the IRA platform handles tax filings and compliance–keeping it simple for those among us who don’t need any extra administrative busy work come tax season.
Learn More about RevUp’s Athena Growth Fund 2025 or drop a line to investors@revupfund.com for more info.
Keep reading for a little more info on the pros and cons of self-directed IRAs over traditional IRAs:
Investment Flexibility
You can invest in a much broader range of assets beyond stocks, bonds, and mutual funds - including real estate, precious metals, private equity, cryptocurrency, tax liens, and business investments. This allows you to diversify your retirement portfolio in ways that align with your expertise and interests.
Potential for Higher Returns
By investing in alternative assets you understand well, you may achieve better returns than traditional market investments. Real estate investors, for example, can leverage their knowledge to find undervalued properties or rental income opportunities.
Direct Control
You make all investment decisions rather than relying on fund managers or limited investment menus. This puts you in the driver's seat of your retirement planning.
Tax Advantages Remain
You still get the same tax benefits as traditional IRAs - tax-deferred growth (traditional) or tax-free growth (Roth), depending on which type you choose.
Estate Planning Benefits
Self-directed IRAs can be structured to provide more sophisticated estate planning opportunities, especially when combined with certain types of investments.
Important Considerations
Keep in mind that self-directed IRAs require more active management, have higher fees, involve more complex rules (like prohibited transaction rules), and typically require working with a specialized custodian. You'll also need investment knowledge in your chosen alternative assets, as there's no professional management involved.
The main appeal is the freedom to invest retirement funds in assets you know and understand, potentially creating a more personalized and diversified retirement strategy.
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More About RevUp Capital
RevUp Capital invests in B2B and B2C companies that are revenue-driven and ready to double down on growth. We deploy cash and capacity to help companies grow from $1-3M to $10-30M, quickly and efficiently, using a revenue-based model. Companies enter our portfolio with $500K-$3M in revenue, a strong growth rate, and a team that’s ready to scale. Our typical investment range is $300K-$500K.
More at www.revupfund.com