Connecting Investors with Companies Looking to Raise Capital

VIA Folio

Simplifying private investments

VIA Folio is an innovative online marketplace that streamlines the private investment process for issuers, advisors, and investors.

With a completely paperless listing, subscription, account opening, compliance, and account process, it's easier than ever for all parties to transact.

VIA Folio's offerings include private funds, REITs, private equity, and other private securities, including impact investments in mission-driven organizations.

Our Mission: Bridging the Capital Chasm

Many small to mid-sized firms confront a huge challenge in raising capital. The availability of bank business loans has declined significantly, and most small firms aren't large enough to interest venture capitalists.

VIA Folio bridges this capital chasm by helping firms to raise equity capital through our robust technology-enabled brokerage platform.

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Fast Facts

  • On average individual investors only allocate 5% to alternatives compared to 52% for endowments¹
  • 48% of advisors lack understanding of alternatives compared to 15% of institutional investors²
  • VIA Folio's online marketplace allows advisors to research and seamlessly subscribe to alternative funds

Questions? Comments?


¹ Source:Fundrise, "A New Portfolio Theory," 2019; Willis Towers Watson, “Global Pension Assets Study,” 2018; National Association of College and University Business Officers, “Commonfund Study of Endowments,” 2017; Money Management Institute, “Retail Distribution of Alternative Investments,” 2017. Averages provided are dollar-weighted.

² Source:Fundrise, "A New Portfolio Theory," 2019; Morningstar Survey 2012

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