The Carofin Knowledge Base

LIBRARY

Investor Support

Industry Trends

Company Analysis

Securities Explained

Evaluating Venture-Stage Deals

Introduction Deciding whether to invest in a new venture is often challenging due to the many unknowns.  In the following article, our CEO, Bruce Roberts,...

FEATURED CONTENT

Accredited Investor Verification Guidelines

Accredited Investor Verification Guidelines

The following outlines the different approaches required for Investors to qualify as Accredited Investors under Rules 506(b) and 506(c). As of September 23, 2013, all Investors participating as Accredited Investors in Regulation D, Rule 506(c) and Rule 506(b) Private...

read more

EXPERT COLUMNS

What do you mean by “Private Equity?”

What do you mean by “Private Equity?”

Investors are increasingly drawn to alternative investments[i] to make them less vulnerable to market volatility and to achieve “absolute returns” (investment returns more directly tied to the underlying company’s financial performance). Within alternative...

read more

WHITE PAPERS

VIDEOS

NEWSLETTER

INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.