Great question, and this is a real workflow pain point! Here's what I can share based on available information:

For IRA investing specifically, Decile Group has a partnership with Alto, a custodian that specializes in private market investments. The recommended flow is:

• Your LP sets up a Self-Directed IRA with Alto
• You set up your fund on Alto's Private Raise Portal
• Alto handles onboarding, compliance, and funding logistics from there

This keeps the IRA mechanics largely outside of Hub, which may be why the PACT-to-closing flow doesn't handle it cleanly when an LP initially signs as an individual and then wants to switch to an SDIRA or DAF vehicle.

Regarding your specific ask about configuring PACT settings and the onboarding questionnaire to pre-select or autopopulate custodian details for SDIRA/DAF investors, I don't have enough detail in the available documentation to give you a confident step-by-step answer on that specific configuration.

I'd recommend tagging @Amber McCarthy directly in your private channel, as she's been the go-to person for closing pipeline and vehicle-switching issues like this. She'll be able to walk through whether PACT settings or the onboarding questionnaire can be adjusted for your use case.

You can also check out more IRA setup details here: Raising capital with Alto via Decile Group