Discover how retail investors are changing capital formation. This white paper delivers data, strategies, and best practices to help sponsors, intermediaries, and service providers succeed in a rapidly evolving marketplace.
New White Paper
Raising Capital in the Retail Investor Market
Summary
Retail investors are no longer passive participants; they now represent a growing share of global capital flows into alternatives. This paper examines the advantages of retail fundraising, the challenges of compliance and distribution, the role of intermediaries, and the future of retail access through tax-advantaged structures and digital platforms. It provides sponsors with actionable insights to build durable retail strategies and scale effectively.
What You'll Learn
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Why retail investors are expected to control 61% of global assets by 2030
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The structural advantages of retail capital: diversification, loyalty, and resiliency
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Key challenges: compliance, education, and competition in advisor channels
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How DSTs, OZ funds, UPREITs, and conservation easements fit into retail strategies
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Best practices for advisor engagement, vendor selection, and operational readiness
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Future trends: 506(c) offerings, accredited investor redefinition, and DC plan inclusion
Download the White Paper
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Discover how the VENTURE.co ecosystem can improve your Investor's experience while raising funds easier than ever. In a collaborative demo session we'll begin to understand your unique needs and connect them to proven solutions within the VENTURE.co Services ecosystem of private securities solutions.