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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.com2023-01-25T16:38:57-05:00

“Vital Capital”

Vital – Absolutely necessary, essential Capital – Money used for a particular purpose After 25 years supporting financially under-served small to medium-sized American businesses through discrete private financings, we’ve honed the summary description of More >

EXPERT COLUMNS

bsmith@carofin.com2023-01-11T10:17:14-05:00

Direct Private Investments: Why Invest in Them?

bsmith@carofin.com2023-01-11T10:17:14-05:00

Investing directly in private companies can give you more control over your investments, help small businesses across the nation, and add balance to your traditional investment-heavy portfolio. And it might also provide tax benefits. More >

bsmith@carofin.com2023-01-25T16:42:42-05:00

What do you mean by “Private Equity?”

Investors are increasingly drawn to alternative investments[i] to make them less vulnerable to market volatility and to achieve “absolute returns” (investment returns more directly tied to the underlying company’s financial performance). Within alternative investments, More >

bsmith@carofin.com2022-12-07T10:34:41-05:00

Thank God I chose the right one!

by Bruce Smith When I first began thinking about investing, it was easy to get excited about start-ups (not that it isn’t any longer, but I’ve had my share of broken bones along the More >

Library

INVESTOR SUPPORT

What is a Private Placement?
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When your investment has greater risk, you should expect greater rewards
Stock prices and bond yields are easy to find.  But it’s challenging to confirm whether the terms of a
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INDUSTRY TRENDS

Carofin Completes $2M Equity Financing for TxtSmarter, LLC
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Articles of Innovation: Biomimicry as a Cure
By adopting a basic set of nature-informed rules as common practice, business owners can thrive to an even
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COMPANY ANALYSIS

If you’re going to sell something, you ought to have something to sell.
You may not remember what was happening in information technology around the turn of the century (It’s
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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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SECURITIES EXPLAINED

Debt Investment Overview
The information below provides an overview of debt-related investment, in particular Private Placement
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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
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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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