Why Retirement Accounts for Capital Raise?
They typically account for the majority of an investor’s investable capital.
They allow current investors to reinvest with an added source of capital.
Tax-advantaged returns can lead to significant tax savings.
IRAs offer an opportunity to invest in markets investors know well and may not have access to otherwise.
Claim Your Capital Raise Guide
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Unlock IRA Capital for Your Next Raise
Learn how sponsors and fund managers grow their investor base by integrating self-directed retirement accounts into their capital strategy.
The Equity Institutional Services Advantage
FLEXIBLE SERVICING
Tailored approach for each investment sponsor.
Dedicated representative assigned to you and your client.
Fast onboarding experience.
Flat fee structure.
INDUSTRY RECOGNITION
Trusted relationships across the alternative investment industry
Our team of veteran associates are in tune with current market conditions and have experience in almost every investment structure.
Named Best Self-Directed IRA for Private Equity by Forbes Advisor.
TECHNOLOGY THAT REDUCES FRICTION
Sponsor-friendly tools that streamline administration
Visibility into investor progress and funding status
Fewer follow-ups, less paperwork, faster funding
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© 2026 Equity Institutional Services. All rights reserved.
Equity Institutional Services provides dedicated support and administrative solutions for institutional clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide tax, legal, or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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Unlock IRA Capital for Your Next Raise
Discover how Equity Institutional Services helps real estate syndicators tap into retirement funds – faster, easier, and with real support every step of the way.
Why Retirement Accounts for Capital Raise?
Tailored approach for each investment sponsor.
Fast onboarding experience.
Dedicated representative assigned to you and your client.
Flat fee structure.
Trusted relationships with many of your industry peers.
Named Best Self-Directed IRA for Private Equity by Forbes Advisor.
Our team of veteran associates are in tune with current market conditions and have experience in almost every investment structure.
Equity’s OnePath minimizes client effort in self-directing investment choices.
Pro Portal provides investment managers with investor oversight.
Talk with a retirement account specialist about your current or upcoming raise.
Why Firms Choose Equity Trust to Simplify the Investor Experience
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