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 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,...

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 Roberts on the Direct...