Rocket Dollar Knowledge Base

I'm in a fundraising round right now. How can Rocket Dollar and checkbook/self-directed retirement accounts help me raise funds?

Your investors likely have extra capital in their retirement accounts compared to their cash. Enhance your round through Rocket Dollar. Refer a customer, sit back, and wait for a check.

Cash is king... Until your investors don't have any more cash.

The typical American has more in retirement assets that than they do in investable cash. Utilizing Self-Directed retirement dollars can lead to bigger rounds while spending less time chasing new investors.

Don't want to give equity? Do you want to take on more risk? What about a private loan?

Many investors are happy to invest with friends and family on their new venture. It contributes to the community, and it helps you fulfill your dream. However, investing can be risky. By creating a note and a loan, you can often create a much simpler transaction. This method bypasses the traditional structure of a bank, which might not understand the intricacies of your business. You can check out more info about notes here.

Rocket Dollar Customers can easily invest issue notes from their self-directed retirement accounts.

Partner Collateral and Service

  • We can deliver partner collateral to direct more dollars to your investors.
  • White glove support to guide your investors through your investment process.

Bigger Checks

  • Your current investors can add on additional assets through their retirement accounts through a self-directed IRA. They can invest in a variety of assets.
  • Investors who want to invest but are short on deployable capital can comb through old 401(k)s and IRAs, so they don't miss your deal.

Less Time

  • It's time intensive to network, seek, meet, pitch, and negotiate with unfamiliar investors.
  • A new marketing channel can help take better advantage of your current investors or more easily entice new investors as a viable way to invest.

How does this work?


Detailed Partner Workflow

What does Rocket Dollar NOT do?

Rocket Dollar does not go out and help you find investors for your round. We help you unlock retirement dollars to gather more money, faster, from your investors by giving them a much more seamless process to access money from their retirement accounts. If you will be funneling customers to Rocket Dollar to supplement your round, we would be happy to speak on how we can work together.


Investment firms and platforms willing to work together on customers can possibly form a stronger partnership, comarket, and get on our partner's page. 

I want to get in touch!

Please contact our Sales and Partnerships team at one1 855-762-5383 option 2, our chatbot in the bottom right corner, or