Portfolia Direct Investing lets you individually select and invest in a curated line-up of high-potential, fast-growth private companies, to maximize returns and impact.  

The current Portfolia Direct Investment is a rapidly growing company in the osteoporosis space, a $100 billion global market opportunity.  Currently in manufacturing, with over 1,000 pre-sales, the company’s device is the first to target osteopenia or supplement those with osteoporosis, who are currently pursuing a pharmacological approach. 

We’ll get you started reviewing the investment, following a short 20 minute on-boarding with our investor relations manager. Then can provide you access to the confidential pitch session with the healthcare company’s CEO.

HOW TO USE YOUR IRA TO INVEST

Date & Time: 1/28/25 |1:00 - 2:00 PM PST

Overview: Unlock the potential of your retirement savings. In this educational session, we’ll guide you through the process of using your IRA (Individual Retirement Account) to invest in venture capital funds like Portfolia. Whether you're new to IRA investing or looking to optimize your current setup, this session will provide practical insights and actionable steps to make your retirement dollars work smarter.

HOW TO USE A DAF OR CHARITABLE DOLLARS TO INVEST

Date & Time: 2/12/25 |1:00 - 2:00 PM PST

Overview: Did you know you can use your Donor-Advised Fund (DAF) or charitable dollars to invest in venture capital? Join us for an informative session exploring how to align your philanthropic goals with strategic investments in innovative companies through Portfolia.

Learn how to make a meaningful impact while also growing your financial portfolio.