You Need Capital.

That’s Where We Come In.

Businesses Raising Funds

How Much Money Will it Take?

Growing a business isn’t easy. If you’re looking to expand infrastructure, speed research, acquire a competitor or supplier, or need funds for another worthwhile purpose, we’ve partnered with owners of 100+ businesses to implement their strategy and accomplish their goals.

Growing a business isn’t easy. If you’re looking to expand infrastructure, speed research, acquire a competitor or supplier, or need funds for another worthwhile purpose, we’ve partnered with owners of 100+ businesses to implement their strategy and accomplish their goals.

For three decades, business owners have trusted us to deliver the necessary resources to execute their growth plans. Raising capital is a full-time job. So is running your business. Why not focus on what you do best and let us do the rest?

You’ve built a highly valuable enterprise. We have the expertise to structure a security that’s tailored to your business’ cash flow position and engage the ideal investors to propel your venture forward. Beginning with campaign development, we utilize our platform to effectively oversee the entire process from investor outreach to closure and beyond. With a proven track record of placing over $1.1 billion in value to business owners, we are fully equipped to deliver the results you need, when you need them.

Why Carofin?

Accomplished, Time-Tested Firm

Raising capital for expansion, acquisition, and innovation since 1995.

Effective, Process-Driven System

From marketing materials and investor outreach to documentation and regulatory compliance, we execute a proven, systematic process.

Knowledgeable, Market-Focused Team

We know how to structure a security for the current market targeting an engaged investor network.

How We Work

We’re very selective in the businesses and real estate opportunities we choose to bring to market. We begin by conducting thorough due diligence to ensure that we present to investors what we believe to be the most worthwhile opportunities. Once engaged, our banking professionals coordinate with your team and gather the information necessary to structure a customized security based on your cash flow, sales pipeline, and liquidity needs.

We create extensive marketing materials, reflecting the story of your company and its competitive position. Our bankers and analysts work to identify the market opportunity, your business’s key benefits, and identify its risks, refining the security offered and the purpose of the financing for investors. With a time-tested compliance process, we ensure that all legal and regulatory hurdles have been addressed.

At this point, our sales team launches a dynamic outreach initiative, making full use of our platform and network of investors. This involves direct investor communication, email solicitations, company-led presentations, and rigorous tracking of the progress of the campaign. We’re relentless in our pursuit of the capital you require for your business.

Post-closing, we encourage regular investor updates and communication, in many cases manage redemptions and distributions, and ensure compliance with reporting obligations and regulations. Regrettably, things don’t always go as planned. If you find your business dealing with unexpected challenges, we have decades of experience helping find solutions to produce mutually beneficial results.

Click here to connect with our team.

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