What is Directed Equity?
Directed Equity specializes in empowering entrepreneurs by facilitating the use of self-directed retirement funds, such as 401(k) and IRA assets, for business ventures without incurring tax penalties. The company offers a comprehensive suite of financial solutions, including SBA funding, equipment financing, and conventional loans. Beyond these funding mechanisms, Directed Equity provides crucial educational resources designed to guide clients through the complexities of business finance. Their services are tailored for a diverse clientele, encompassing entrepreneurs, franchisors, business development officers, accountants, and financial advisors, with the overarching goal of dismantling financial obstacles to business ownership. Furthermore, their endorsement program actively supports high-quality franchise businesses and aids partners in generating liquidity for their clients.
How much funding has Directed Equity raised?
Directed Equity has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
What's next for Directed Equity?
With its large-scale, late-stage funding context, Directed Equity is poised for significant scaling and market penetration. The recent major strategic investment suggests a focus on expanding its service offerings, enhancing its technological infrastructure, or broadening its market reach. This capital infusion will likely enable Directed Equity to solidify its role as a key facilitator for entrepreneurs seeking to leverage retirement assets for business growth, potentially exploring new partnerships and refining its educational outreach to a wider audience.
See full Directed Equity company page
