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Understanding How to Invest with Carofin

Understanding How to Invest with Carofin

by Nash Roberts | May 24, 2023 | (Index) How to make an Investment, Investor Support

Introduction  Carofin works hard to make it easy for accredited individuals, family offices and institutional investors to open accounts and invest in direct private investments.  We will show you how easy it is to start, as explained by Julia Gray and Bruce Smith in...
5 Elements of Private Investing: A Guide for Evaluating Investment Opportunities

5 Elements of Private Investing: A Guide for Evaluating Investment Opportunities

by Nash Roberts | May 24, 2023 | (Index) Evaluating Issuers, Company Analysis

Private investing can be a rewarding yet complex endeavor.  In this article, we explore a “first-pass” framework with which to cultivate a simple, straightforward understanding of a private security offering.  This is a consistent, effective, and efficient analytical...
Evaluating Venture-Stage Deals

Evaluating Venture-Stage Deals

by Nash Roberts | May 24, 2023 | (Index) Securities Explained, Securities Explained

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, expands on the subject, drawing upon his decades of experience working with early stage enterprises. Defining...
A Generalist’s Approach to Navigating the Private Investment  Landscape

A Generalist’s Approach to Navigating the Private Investment Landscape

by Nash Roberts | May 24, 2023 | (Index) Industry Reviews, Industry Trends

Introduction When I was 19, I returned to what had been my family’s ranch outside Calgary to work for our neighbors, the new owners.  What I remember most, aside from Myra’s home cooking, was the amount of work that went into preparing for the next season, welding...
Carofin: Important Personal Considerations in Private Placements

Carofin: Important Personal Considerations in Private Placements

by Nash Roberts | May 24, 2023 | (Index) Personal Considerations for Alternative Investments, Investor Support

Carofin, a leading institution in direct private investments, sheds light on personal factors which should influence investors’ decisions about investing directly in private companies.  In a recent interview, Matt  Brown spoke with experts Garrick Ruiz and Nash...
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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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