Streamline The Fundraising Process
For Your Next Deal
Tap into the $14 trillion retirement market by offering tax-advantaged options to your investors.
Accessing IRA capital doesn’t have to mean managing complex back-office operations, compliance headaches, or endless investor questions. AET helps private fund managers, real estate sponsors, and deal platforms unlock tax-advantaged capital through a streamlined custody solution built to support your raise.
Here’s How We Support You
Escrow Capabilities
For Reg D, 506(c), 1031, and other structures.
Compliant IRA Custody
For real estate, private funds, credit, and more.
Flexible Integration
With your own investor experience and funding workflows.
Hands-on Team
Reviews each deal and works with you through the entire lifecycle.
Onboarding Support
For your investors — from start to funded.
Raise Capital. Stay Compliant. Support Your Investors.
- → Execute capital calls
- → Streamline investor onboarding
- → Re-engage past investors
- → Simplify payment and distribution logistics
How It Works
Create your offering on the platform
Set up your deal structure, terms, and investor requirements.
Send investment invitations to your clients
Invite investors to participate using their retirement accounts.
Receive capital and send distributions
Manage the full lifecycle from funding to payouts.
Built For
- → Private credit & income funds
- → Direct placement platforms
- → Real estate syndicators
- → Mineral, oil & gas offerings
- → VC & PE issuers
- → 506(c) / Reg A / Reg CF raises
Trust, Transparency, and Support
We don’t sell investments. We don’t compete for your audience. AET is your silent infrastructure partner — helping you grow capital raised from qualified investors in your network.
Let’s Talk
Learn how other sponsors are tapping into the $12T+ retirement market by offering a simple, compliant way for investors to participate through IRAs.