501(c)(3) Nonprofit · 3,000+ People Educated
Learn to Invest Like
the Top 1%
Discover how everyday people are building generational wealth through early-stage investing. This class teaches you what Wall Street doesn’t want you to know.
Houston · Tulsa · Virtual
Choose a session: UPWARD Wealth Blueprint
Houston
The lon
Tulsa
In-Person
Virtual
Zoom
The Opportunity
In a world where only the very wealthy, well-connected, and major institutions have access to premium investment opportunities—opportunities that have created massive wealth for a small portion of the population—the team at iCUE believes the key to closing income and wealth gaps globally is to democratize access across the investment ecosystem.
78% of wealth in venture-backed companies accrues to investors—not founders.
Equity Distribution: Startup → IPO
As companies raise funding, investors accumulate ownership. By IPO, founders often hold less than 25% while investors hold the majority.
Expanding Access to Alternative Investments
A 2025 White House Executive Order signals a shift toward expanding access to alternative investments, including potential 401(k) exposure to private markets like venture capital. As access evolves, this program focuses on building the knowledge needed to understand how these investments work.
Educational nonprofit content only. Not investment or ERISA fiduciary advice. No investment recommendations or guarantees.
Why You’re Here
You Were Left Out
Building generational wealth shouldn’t require a trust fund or country club membership. But until now, the deck was stacked against everyday investors.
Hidden Opportunities
The best deals never hit public markets
Invitation Only
Deals went to connections, not credentials
Missing Playbook
No one showed you the strategies the wealthy use
Why Venture Capital
Investments
Outperformed Traditional Assets
Over the past 20 years, seed-stage venture funds have delivered returns that significantly outpace traditional market indices and other alternative investments.
Angel Returns: 20-25% per year
2.6X multiple of capital in 3.5 years
Source: Willamette University, Venture Economics, Angel Capital Education Foundation
Historical 20-Year Returns
Portfolio Risk/Return with Alternatives
Higher returns at lower volatility
Alternatives Improve Portfolio Risk/Return
Adding a 20% allocation to alternatives (hedge funds, real estate, private equity) can improve returns while managing overall portfolio volatility.
Source: Bloomberg, Burgiss, FactSet, J.P. Morgan Asset Management
Curriculum Overview
Introduction to
Our introductory session gives you a foundational understanding of venture investing—from basic concepts to actionable next steps.
1
Educate
- Define investment asset classes
- Risk/reward vs public markets
- Portfolio construction basics
2
Intro to Early-Stage
- Angel investing vs VC
- Different ways to participate
- Pros and cons
3
Sourcing & Vetting
- How to find deal flow
- Leverage personal expertise
- Filter and screen deals
4
Due Diligence
- Process and principles
- Risk assessments
- Key focus areas
5
Valuations
- Valuation terminology
- Key valuation factors
- Methods and examples
6
Term Sheets
- Key terms and clauses
- Understanding SAFEs
- Convertible notes
📚 Content delivered through live sessions, on-demand resources, and networking events.
Your Roadmap
Easy as 1-2-3
Hidden Opportunities
The best deals never hit public markets
Invitation Only
Deals went to connections, not credentials
Missing Playbook
No one showed you the strategies the wealthy use