Rocket Dollar is a provider of Self-Directed IRAs and Solo 401(k)s for those who want to invest beyond stocks and bonds.

1. June, 2019
1

2. 2
People want options, control, and speed.

3. 3
Total in
IRAs
Total in
IRAs w/
alternatives
Retirement monies “STUCK” in stocks and bonds.

4. Knowledge Difficulty
4
Financing

5. 5
No TaxesUnlock Invest

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7. 7

8. 8

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Unlimited
Traditional
Limited
Alternative
= Taxable Only

10. 10
$
15/month
$
360
sign up

11. 80 Million
($50k +)
SAM
(Mass Affluent)
20
Million
Market
Share
11
300 Million
(US accounts)
TAM

12. 12
$15
Rocket Dollar Market Share
15%
$100
Recurring revenue
LTV = $1,050
Revenue
Opportunity

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Average Account +
Total AUM $51m
Transfer away from 52 Firms
Customers 500
States 50

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Ease of Use
Customer driven online tools
to allow self-management
Compliance is top priority
Funds held in FDIC bank
SOC 2 Compliant
(Soon) Hold traditional and
alternatives in same account
Ultimate Flexibility
Quickest way to invest in private
investments via IRA
Instant FundFirst to Market
Simple, subscription priced
Self-Directed IRA platform
Design and Brand
Memorable name to gain share
of mind / be thought leader

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Henry Yoshida(Co-founder)
CEO | Merrill Lynch, exit to Goldman
Rick Dude(Co-founder)
CTO | Bank of America, Accenture
Thomas Young(Co-founder)
VP, Marketing Ops. | Digital Marketing Expert
Chris Palmisano
COO | Google, 10 year Marine Corps

16. Fundraise Current Goal
Channel Partnerships
$100m AUA*
*Assets Under Administration
16
Q4, 2019 close

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www.rocketdollar.com