We offer Alternative Investments, created in a time-tested process that strives to provide compelling returns for investors, while meeting the financing needs of Issuers…all in an ethical, fair, innovative, professional and efficient manner.
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Who We Are
For Accredited Investors seeking greater control when allocating capital to Alternative Investments, we provide a direct investment approach. We're not a fund. Instead, you can build your own diversified, private investment portfolio by selecting from options within our Alternative Investment Marketplace, for as little as $25,000 or greater.
At Carofin, we offer Alternative Investments spanning private corporate debt and equity, project finance and real estate, each Offering structured by career corporate finance professionals.
What We Do
At Carofin, our craft is the art and science of corporate finance. We provide a tailored approach to Alternative Investment for our diverse network of private investors.
We raise growth capital for middle market and venture stage companies. In doing so, we create Alternative Investment options for our investors, issued through the private capital markets.
How We Do It
Drawing on our experience, we bring a tailored approach to structuring direct private investments, because no two companies or investors are exactly alike. For an individual or institution looking to invest directly in private companies, we provide the framework to choose opportunities that complement your interests and experience as an investor.
There are considerable risks involved with private, Alternative Investments. We recommend that investors take the time to understand the varied risks that come with Alternative Investment and to diversify to limit investment exposure to any particular Offering.*
Why Invest Through Carofin
Since 1997, our Investors have entrusted our Issuers with over $1 billion in private Offerings. These transactions have ranged from $1,000,000 to $250,000,000, involving thoughtfully structured financings for a range of industries, asset classes and company stages.
Carofin integrates its technology platform with a traditional investment banking approach, incorporating extensive due diligence and decades of lessons learned. Furthermore, we stay engaged through the entire life cycle of the investment, monitoring the Issuer’s performance while proactively seeking investor protection when necessary.
Invest alongside experienced Accredited Investors. Our investor network spans from high net worth individuals, through family offices to institutional investors.
Since 1997, Carofin's parent company, CFG, has placed over $1 billion of private debt and equity financing for small and mid-market companies through its subsidiary, Carolina Financial Securities (CFS, a FINRA-registered broker-dealer). Having lived through the challenges of the “dot.com” run-up of the late 90’s, the subsequent economic decline during the early 2000’s, and the Great Recession of 2008 - 2010, we apply those lessons learned in every investment we offer.
This extensive private finance experience underpins our commitment to Investors and Issuers we represent.
*Diversification does not guarantee a profit or protect against a loss. It is a method used to help manage investment risk.