Want to Eliminate Friction & Bottlenecks From Your Capital Raise Process? Here's How.

Alto discusses how traditional capital raise processes introduce friction and bottlenecks that impeded the investor experience -- and how tech solves these problems in a cost-effective way.

Video Transcript

Jim Jones: The investor journey, if you will at what we would refer to as elevated investor expectations, right? So that's, it's the changes in technology that we've seen create an expectation for easy online investing. Low cost to no cost transactions. And then when, and if needed a pleasurable customer experience and customer journey. And that industry has really been bifurcated. If you can separate the taxable investment parts of this versus the retirement. So, you know, when it comes to making investments, which in this industry is unfortunately 97 to 98% of the investments taxable it's, it's a relatively simple experience. It's, it's a couple clicks, but because of the nature of requiring a separate custodian, that tax, that tax deferred element of using self-directed IRA custodians has not been as efficient. So what Alto has been able to do is enable that to happen. So we can more efficiently join with partners, such as yourself. That that creates a huge element of productivity for the companies that are raising capital. In the past, they found that a great part of their staff was required just to process these IRA accounts and we've eliminated all those friction points, all those bottlenecks. So it's literally seamless. It can happen in less than eight minutes to make all this happen. So, you know, at the intersection of all of this is, is technology. That's been able to create this inflection point first.

Related Videos

How Should Fintechs Get Started With Content Marketing?

Content Rewired discusses the two common approaches to content marketing -- and the data-driven approach that fintechs should use to see the best results.

Keeping Up With the Digital Age

KMH discusses the importance of marketing and tracking in the digital era and why entrepreneurs must learn to delegate.

From Excruciating to Seamless: How Alto Enables Investing Using Retirement Funds

Jim Jones of Alto talks about Alto's processes to help investors invest using retirement funds -- and how they manage the entire transfer process from start to finish.

Why a Customizable Capital Raise Platform is the Path of Least Resistance

CalTier Realty Fund chats with us about paring down platform offerings to the ""just right"" fit and why WealthBlock fit the bill.

WealthBlock has surpassed our expectations in so many ways. We were in search of a platform that is aesthetically pleasing, easy to use for both our team and our members and that would simplify our deal flow for our investors. There is no doubt that WealthBlock met these needs and have exceeded them. They have been an absolute pleasure to work with, have helped us build a valuable network of like-minded professionals and are always surprising us with new features. This platform has and will continue to enhance our ability to grow.

Hilary Mathis

Director of Marketing, FarmFundr

Schedule a Demo

We'll unpack what you need and provide a solution!