AET

For Deal Sponsors

Streamline the Fundraising Process for Your Next Deal

Tap into the $14 trillion retirement market by offering tax-advantaged options to your investors.

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Deal sponsor fundraising and capital management

How It Works

Create Your Offering

Set up your deal on the platform with the structure, terms, and documents your investors need.

Invite Your Investors

Send investment invitations to your clients so they can fund directly from qualified accounts.

Receive Capital & Distribute

Receive capital and send distributions through a streamlined, compliant workflow.

Raise Capital. Stay Compliant. Support 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.

  • Execute capital calls
  • Streamline investor onboarding
  • Re-engage past investors
  • Simplify payment and distribution logistics
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Deal sponsor capital raise workflow

Here's How We Support You

From deal setup to final distribution, AET handles the custody and compliance so you can focus on your raise.

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Compliant IRA Custody
Compliant IRA custody for real estate, private funds, credit, and more.
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Flexible Integration
Flexible integration with your own investor experience and funding workflows.
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Hands-On Deal Support
A hands-on team that reviews each deal and works with you through the entire lifecycle.
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Investor Onboarding
Full onboarding support for your investors, from start to funded.

Built For

AET's custodial infrastructure supports sponsors across private markets.

  • Private credit and income funds
  • Direct placement platforms
  • Real estate syndicators
  • Mineral, oil, and gas offerings
  • VC and PE issuers
  • 506(c), Reg A, and Reg CF raises
Private market deal types and sponsor workflows

Qualified Custody for Fund Sponsors

Fund sponsors who manage investor capital — including SEC-registered RIAs — may be deemed to have "custody" of client assets under Rule 206(4)-2, requiring them to maintain fund assets with a qualified custodian. AET satisfies that requirement as a Nevada-chartered trust company. This is a separate service from IRA custody, and it works whether or not your investors are using retirement funds.

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Deal-Level Entity Accounts
One custodian account per fund or deal — no requirement for individual investor accounts. Simple, clean, compliant.
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Fast Deal Onboarding
Upload your offering documents, answer a short compliance questionnaire, and your account is live. No months-long approval cycles.
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Invisible to Your LPs
AET operates behind the scenes. Your investors see your portal (AppFolio, Juniper Square, or your own system) — not ours.
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Annual Statements, Your Valuations
We handle the required annual account statements. You provide the fair market value — we reflect it and maintain the compliance record.
Talk to Our Team
“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.”

Custody for Deal Sponsors

Let's Talk

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