Investing in Startups and Venture Capital with Your IRA
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Investing in Startups and Venture Capital with Your IRA
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In this episode of the Directed IRA Podcast, attorney and CEO Mat Sorensen sits down with Ahmed Ahmed, Head of Funds at WeFunder, to discuss how investors can use a self-directed IRA to invest in startups and venture capital—an asset class once limited to Silicon Valley insiders and institutional funds.
The conversation explores how WeFunder democratizes early-stage investing through Regulation Crowdfunding (Reg CF) and Regulation D (Reg D) offerings, giving both accredited and non-accredited investors access to vetted startup deals, diversified venture funds, and even pre-IPO companies.
Mat and Ahmed explain:
- How to invest in startups using your self-directed IRA or solo 401(k)
- The difference between Reg CF and Reg D offerings on WeFunder
- What the Orange Funds are and how they track Y Combinator companies
- Real examples of early-stage companies that scaled (e.g. Eight Sleep, Replit)
- Why diversification is critical in venture investing
- How to evaluate startup founders and what signals matter most
- What to expect in terms of risk, timelines, and exit strategies
This episode is essential listening for self-directed investors interested in private markets and early-stage innovation—and how to access it within a tax-advantaged retirement account structure.
Chapters:
00:00 – Introduction to WeFunder and Startup Investing
01:30 – What Is Reg CF and Who Can Invest
03:16 – Inside the Orange Funds and Y Combinator Strategy
07:40 – Risk, Return, and Realities of Startup Investing
11:50 – Using a Fund Model to Diversify Your Startup Portfolio
19:22 – How to Evaluate Founders, Traction, and Deal Flow
24:27 – Getting Started with Startup Investing Through Your IRA
WeFunder Homepage: https://wefunder.com/
Directed IRA Homepage: https://directedira.com/
Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA
Book a Call: https://directedira.com/appointment/
Other:
Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen
KKOS: https://kkoslawyers.com
Main Street Business https://mainstreetbusiness.com