Home v13 – iCUE

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

Questions?

For Many Generations The Innovation Economy has been the key to building wealth, but it’s always been illusive

LONG WAVES OF INNOVATION

The theory of innovation cycles was developed by economist Joseph Schumpeter who coined the term “creative destruction” in 1942.

Schumpeter examined the role of innovation in relation to long-wave business cycles.

Source: MIT Economics

Wave 6 is projected to create $1.5 to $3 trillion in value over the next 10 years.

Choose a session: UPWARD Wealth Blueprint

Houston

The lon

Tulsa

In-Person

Virtual

Zoom

The Opportunity

Premium Investment Access Has Been Limited to the Few

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.

The next decade of technological innovation – AI, clean tech, robotics—is projected to create $1.5 to $3 trillion in new value. Will you participate?

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 Weren’t Left Behind —
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

The Case for Alternative
Investments

Venture Has Historically
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.

Portfolios with 20% in alternatives have historically achieved better risk-adjusted returns than traditional 60/40 portfolios.

Source: Bloomberg, Burgiss, FactSet, J.P. Morgan Asset Management

Expanding Access to Alternative Investments

Educational nonprofit content only. Not investment or ERISA fiduciary advice. No investment recommendations or guarantees.

Curriculum Overview

UPWARD Wealth Blueprint:
Introduction to Early-Stage Investing

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 Dilligence

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

Moving UPWARD Is  
Easy as 1-2-3

Get Access

Reserve your seat in minutes

Get the Playbook

Learn what was never taught to you

Get Moving

Take your first step with confidence

Testimonials

What Participants Say

Video Testimonial Coming Soon

“UPWARD Wealth Blueprint made complex investment concepts clear and actionable. I left the program feeling informed, confident, and prepared to take the next step.”