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The Carofin Knowledge Base

Investment Analysis – Industry Trends – Human Interest

Knowledge BaseKendall Weaver2020-12-28T10:32:32-05:00

FEATURED CONTENT

bsmith@carofin.com2022-07-01T12:10:54-04:00

Crowdfunding Overview

Recognizing that access to capital is critical to the health of smaller companies which generate about 50% of U.S. job growth, the Congress passed the Jumpstart Our Business Startups (JOBS) Act in 2012, which set More >

EXPERT COLUMNS

bsmith@carofin.com2022-06-14T08:46:46-04:00

The Next Cold War Has Begun

bsmith@carofin.com2022-06-14T08:46:46-04:00

March 2022 For anyone who thinks that Putin’s invasion of Ukraine represents an isolated incident -- simply a despot extending his buffer zone – rather than a global threat, think again.  The next Cold War More >

bsmith@carofin.com2022-06-14T08:47:50-04:00

Danger, Will Robinson

For those of us who remember “Lost in Space” (the 1965 TV series), these words are part of our lexicon.  In the show, a robot would warn a young man living in space of impending More >

bsmith@carofin.com2022-06-14T08:42:20-04:00

Equity Investment Basics

The information below provides a brief overview of Equity Securities. Companies raise capital in the form of either equity or debt. Equity represents an ownership interest in a for-profit company where the Net Equity Value More >

Library

INVESTOR SUPPORT

Are Alternative Investments Right for You? Answer These Four Questions First.
We’ve made the point more than once in these articles: investing in an alternative investment, and
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Investing in Private Companies vs. Publicly traded ones
The rules are very different in the private markets, and you should know the difference if you’re going to
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INDUSTRY TRENDS

Carofin Raises $5 Million for Leste 5P Multifamily US Feeder, LP
CFS and Carofin are pleased to announce that they have advised in the placement of $5M for Leste 5P
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The U.S. Solar market is going mainstream.
It might be surprising to many investors to learn how large and how quickly the solar power market is
More >

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COMPANY ANALYSIS

Why Do Companies Use Debt Financing?
The following outlines the major reasons why businesses may choose to use debt financing over issuing equity
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Customers, or a lack thereof
Sure, there may be 7 billion people in the world with close to 14B legs, but how many of those individuals
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SECURITIES EXPLAINED

Danger, Will Robinson
For those of us who remember “Lost in Space” (the 1965 TV series), these words are part of our lexicon. 
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Blue Sky Laws: History and Application to Private Investments
If you’re thinking of Willie Nelson crooning “Blue Skies,” you’d be in the right state of mind. 
More >

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  • Knowledge Base

CORE WHITE PAPERS

  • 3 Tracks – Preparing Yourself for Private Investing
  • Private Investing the “Right” Way
  • Five Elements of Private Investing
  • Seven Key Questions for Evaluating a Private Company
  • Understanding Private Securities

Videos

https://www.youtube.com/watch?v=rpzk8OJzRgo
https://youtu.be/2hJi8n7Oy9A
https://www.youtube.com/watch?v=s5eMQXzbG8Y

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    Investment Terms

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

     
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      PRIVATE PLACEMENTS ARE HIGH RISK AND ILLIQUID INVESTMENTS. AS WITH OTHER INVESTMENTS, YOU CAN LOSE SOME OR ALL OF YOUR INVESTMENT.

      Securities offered through Carofin, LLC. Carofin, LLC and Carolina Financial Securities, LLC are affiliated Broker-Dealers, Members of FINRA/SIPC, and subsidiaries of Carolina Financial Group, LLC. For more information on the services we offer and details associated with such services, please see our Customer Relationship Summary.

      This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Craig Gilmore at 828.393.0088 x 520 and/or cgilmore@carofin.com

      The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. This webpage is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed on this webpage or otherwise offered through Carofin, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offers of sale.

      Carolina Financial Securities and Carofin only offer one type of alternative investment, those sold as private placements. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided on this website. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold.


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