The Carofin Knowledge Base
LIBRARY
Investor Support
Multifamily Real Estate Investing
Passive investing in commercial real estate (CRE) through top-notch sponsors provides investors with current income opportunities, diversification, and...
What makes a good deal?
The Direct Private Investments Show What makes a good deal? https://youtu.be/mPPBz5hVTnU Over the years, Bruce Roberts, CEO of Carofin, has evaluated...
Industry Trends
Airbus A330 Aircraft for Teardown and Parts Resale
Carofin and Blu Miles announce a new aviation investment vehicle to finance the acquisition of an Airbus A330 aircraft for teardown and parts resale. BREVARD,...
Paradigm Parachute and Defense Secures $1.75 Million Financing
Carofin enables parachute manufacturer to fulfill backlog of contracts with U.S. Department of Defense, foreign governments, and private defense firms....
Company Analysis
Be Prepared: An Essential Guide To Private Investing
“Be Prepared” is the Boy Scouts’ official motto. It was constantly drilled into my 11- to 18-year-old brain over 50 years ago as we planned our troop’s many...
A Clearer Path to Private Investing: Carofin’s Unique Approach to Evaluating Issuers
As an accredited investor, you know that direct private investing can be a lucrative way to grow your portfolio. However, with the vast array of investment...
Securities Explained
Understanding Securities Structures in Direct Private Investments
Two fruits. Both are round, but each delivers an entirely different taste sensation and benefits to your palate. In a recent episode of the Direct Private...
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
Be selective. It’s your money.
A young company approaches you. “Invest in us,” they say, “and your shares will be worth millions.” What are they offering, and does the structure make the most sense for you and the company? For the past quarter-century, we’ve been approached by companies – some...
EXPERT COLUMNS
Craftom Secures $1.75 Million in Direct Private Investment
Financing enables the B2B buying platform to support its rapid growth. BREVARD, N.C., May 21, 2024 -- - Carofin and Carolina Financial Securities are pleased to announce they have secured $1.75 million in growth capital to support the rapid expansion of Craftom,...
Lessons from a Pro Player Turned Entrepreneur
Would you expect a pro football player to become the CEO of a successful cosmetics company? We didn't. But, then, we listened to his story. And it made sense. This is an interview by Bruce Smith, Carofin’s Vice President of Investor Development, with Chris...
First Principles (#2): What Opportunity is being pursued?
Consistency is critical in our business. When it comes to investment analysis, this “First Principle” – “What primary business opportunity is the issuer pursuing?” – is the first question successful investors apply in their consistent approach to company analyses....
WHITE PAPERS
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NEWSLETTER
INVESTMENT TERMS
In the interest of accessibility, here are some terms that any investor should be familiary with.
