Alto
Case Studies

Kamboj Ventures

How Alto Accelerated Funding and Simplified IRA Investing for a Private Investment Firm

About Kamboj Ventures

Kamboj Ventures is a private investment and holding company allocating capital across aviation, real estate, logistics, e-commerce, and other operating businesses. Known for predictable monthly distributions and transparent investor communication, Kamboj sought a custodian that could match its operational discipline.

The Challenge

Before partnering with Alto, Kamboj’s investors often waited a week or more for funds to clear after signing documents. The team also had to manually guide investors through SDIRA rollovers and onboarding, creating operational friction and delaying capital deployment.

The Solution

Kamboj implemented Alto’s SDIRA and rollover workflows to deliver a smoother, faster investment process. With Alto managing onboarding, documentation, and funding logistics — and providing a dedicated relationship manager — the investor experience became significantly simpler and more efficient.

Key Outcomes

Faster Time-to-Capital
  • Same-day or next-day funding (down from ~one week)
  • Reduced investor uncertainty and increased participation
Operational Efficiency
  • Alto handles investor onboarding, signatures, and rollovers
  • Cleaner, more predictable custodial processes
Scalable Distribution Framework
  • Monthly ACH distributions automated through Alto
  • Quarterly-paying equity offerings launching early next year

Measurable Platform Impact

Looking Ahead

Kamboj Ventures plans to continue expanding on Alto’s infrastructure, including rolling out new equity offerings with quarterly distributions and leveraging upcoming ACATS cash transfer capabilities to compress funding timelines even further.

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