Carofin's Journal posts are designed to guide those thinking about expanding their alternative investment portfolios but who might like first to broaden their understanding of the same.

These complement the Library Articles and Investment Terms also found under the Learning Center.

If you're ready to jump into our investments, you can click on the button at the top of the page to begin discovering our investment opportunities. In the meantime, however, please enjoy our tools and resources or feel free to reach out to us to learn more.

Journal

Private Equity Term Sheet: Typical Terms and Conditions

Investment Terms / 09 Aug 2018

Private Equity Term Sheet: Typical Terms and Conditions

You’re considering an equity investment in a private company with exciting prospects…  Great, but do you really know what your “equity” investment in the company will get you?  Investment characteristics of one type of private equity investment can be very, very different from another.  This guide can help you understand better what’s being offered to you. 

How to Navigate the Landscape of Investment Options in Renewable Energy

Relevant Industry Articles and Legislative News / 08 Aug 2018

How to Navigate the Landscape of Investment Options in Renewable Energy

This article was written by  Chris Clement, PhD of IronOak Energy Capital and appeared in the November 2017 issue of Real Assets Advisor.

Private Lending “Summary of Terms”… Typical Investment Terms and Conditions

Investment Terms / 07 Aug 2018

Private Lending “Summary of Terms”… Typical Investment Terms and Conditions

What should you look for when making a private loan to a business?    It’s very important that you understand the standard commitments a business borrower should be making to you… and that they are part of your loan documentation! Read More

Private Placement Memorandum and Other Private Investment Documents

Investment Terms / 01 Aug 2018

Private Placement Memorandum and Other Private Investment Documents

You’ve decided to invest in a short-term private debt Security. Or, perhaps, a private equity investment. Great! Now what? Let’s review what you can expect in the way of Closing Documents, such as the Private Placement Memorandum.

So, I’m Eligible. What Should I Know Before Investing in Private Market Investments?

Ask Carofin / 14 Jul 2018

So, I’m Eligible. What Should I Know Before Investing in Private Market Investments?

Your brother-in-law tells you this is Company going to revolutionize the (…pick an industry).  And these people are incredibly experienced in this field.  “Let’s invest together,” he tells you. Well … let’s take a deep breath and think about private investing and what it might mean for you.

Why Invest in Alternative Investments? Here are 3 Reasons

Alternative Investment Tips / 13 Jul 2018

Why Invest in Alternative Investments? Here are 3 Reasons

Been watching the stock market recently?  Does it make you feel warm and fuzzy, or, like many investors, do you feel a bit uncertain and powerless? If so, join other Investors seeking higher returns, lower volatility, less correlation, and greater flexibility across their portfolios by investing some of their wealth in “Alternative Investments”.

What is an “Alternative Investment?”

Uncategorized / 05 Jul 2018

What is an “Alternative Investment?”

Everybody’s talking about alternative investments, but there seems to be a lot of confusion about what they are. Well, here’s our stab at defining alternative investments — what they are and what they’re not.  If you’re interested in learning about the alternative investments, this is a good place to start.