Considering an investment in an early-stage start-up company?
How do you evaluate it for success? Join us as we listen in with Dave Stech and his 10 Point Framework to Evaluate an Early Stage Venture Deal.
Director of Investor Education and Onboarding @iPlanGroup
Roberta brings educational training expertise, understanding of business ownership in the construction industry, including tax-advantaged retirement accounts, and new business development strategies. Roberta’s “real world” experience brings a dynamic experience to Self-Directed IRA educational events and makes the content easy to understand.
Real Estate market timer and investor, private lender, early-stage venture investor and advisor, and serial entrepreneur.
Dave heads up Stech Family Office with his two sons, one of which is Founding Partner of the largest private lender in America valued at over $1 billion. Their family office invests in real estate, private lending, and as angels in early-stage technology companies, some of which have become “unicorns”. These investments were largely made from their Roth self-directed IRAs.