Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities. He is frequently asked why one gets the thumbs up, where most others he passes on . What characteristics does he look for? In a recent episode of the Direct Private Investments Show, Bruce drew from 28 years of experience, sharing his insights on what makes a “good deal.” The following article,...
“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 camping trips in the hills of eastern Kentucky. And it has stuck with me as the starting point for my countless subsequent adventures. I’m now an investment banker, who specializes in raising private equity and debt for young companies —...
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 opportunities available, how do you know which ones to choose? At Carofin, an investment bank, we take a unique approach to evaluating issuers that we believe sets us apart from the competition. We call it "The Lane." The Lane is a...
Introduction Are you interested in learning about the world of private investments and how Carofin determines whether each investment opportunity is viable? This article, drawn from The Direct Private Investment Show, should help investors appreciate the steps that our experts follow and incorporate them into their routines. In this episode, host Matt Brown joins Jason Washington, Josh Green,...
Introduction 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 approach. Read below about the five key elements of private investing, as discussed by Matt Brown and Bruce...
Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities. He is frequently asked why one gets the thumbs up, where most others he passes on. What characteristics does he look for? In a recent episode of the Direct Private Investments Show, Bruce drew from 28 years of experience, sharing his insights on what makes a “good deal.” The following article,...
Introduction Private investors play a crucial role in providing capital to businesses, supporting their growth and innovation. However, choosing the right opportunity can be difficult. Before getting too deep in the weeds in your analysis, Bruce Roberts, CEO of Carofin, an investment bank, recommends using a framework developed over two decades to efficiently guide a prospective private investor...
For over 100 years there has been debate among historians, and a few eccentric mathematicians, over the origin of the quote “there are three types of lies: lies, damned lies, and statistics.” If you’re English, you could go with the 1st Earl of Balfour in 1892 or Benjamin Disraeli, a leading politician at that time. If you’re American, you’re probably thinking Mark Twain came up with it (he...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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