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Measuring ROI in a Private Company is Tough

Measuring ROI in a Private Company is Tough

by [email protected] | Oct 11, 2019 | (Index) Personal Considerations for Alternative Investments, Investor Support

The pricing of private securities is obscured by several factors: each is unique, analyses available for public securities don’t exist, and easy comparisons don’t exist.  Cash-on-cash, simple interest, and IRR are useful metrics, but only if you apply them correctly....
Investing in Private Companies vs. Publicly traded ones

Investing in Private Companies vs. Publicly traded ones

by [email protected] | Oct 11, 2019 | (Index) Alternative Investments - Background, Investor Support

The rules are very different in the private markets, and you should know the difference if you’re going to play the game. We all know that you can trade public securities.  The most well-known exchanges include the New York Stock Exchange and NASDAQ for U.S. public...
Venture Capital: Not the Only Way to Invest Privately

Venture Capital: Not the Only Way to Invest Privately

by [email protected] | Oct 11, 2019 | (Index) Types of Alternative Investments, Investor Support

Just as with public securities, private securities are generally either equity or debt, but that’s the simple part.  The most commonly encountered forms of equity are called venture capital and “Private Equity” for private equity (yes…it’s used interchangeably), and...
When your investment has greater risk, you should expect greater rewards

When your investment has greater risk, you should expect greater rewards

by [email protected] | Oct 10, 2019 | (Index) Alternative Investments - Background, Investor Support

Stock prices and bond yields are easy to find.  But it’s challenging to confirm whether the terms of a direct investment in private placements are fair. Given that the private securities markets (over $2.4 trillion/year raised in the U.S.2) are now larger than the...
Is This the Entrepreneur’s First Rodeo?

Is This the Entrepreneur’s First Rodeo?

by [email protected] | Sep 10, 2019 | (Index) Evaluating Issuers, Company Analysis

Let’s start with some facts: In year one, 20% of small U.S. businesses fail.  By the end of the 5th year, 50% do so.   Throw in a newbie entrepreneur, and those statistics may be generous.  Studies have pointed to a myriad of reasons; no market need, ran out of cash,...
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© Copyright 2024 Carofin, LLC. All Rights Reserved

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 [email protected]

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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