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 Roberts, who shared their insights on what investors should consider when evaluating private investment opportunities. Garrick Ruiz,...
In a recent episode of the Direct Private Investments Show presented by Carofin, Matt Brown and Bruce Roberts, a seasoned investor in both private equity and lending markets, demystify the world of private securities. This article explores the key differences between debt and equity and is featured in our latest video, Demystifying Private Securities: Debt vs. Equity. Before diving into the...
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,...
Any organization, if it’s destined to last, needs a leader who, as the saying goes, can’t lead from the rear. This article, taken from a wide-ranging conversation between Matt Brown and Bruce Roberts, Carofin’s CEO, from the Direct Private Investments Show, talks about leadership, Carofin’s origins, the evolution of commercial banking and venture capital, and touches on the reasons investors and issuers come to Carofin. You can watch the video above.
Understanding Risks in Private Placements Introduction On a recent episode of the Direct Private Investments Show, we dove into a discussion with industry experts, Bruce Smith and Josh Greene, examining some of the risks associated with private placements. From investment-related risks to industry risks, management risks, and offering related risks, we offer valuable insights to help you make...
How should you measure investment returns? This should help you decide. The pricing of private securities is obscured by several factors: each is unique, analyses available for public securities don’t exist privately, and easy comparisons don’t exist. Let’s make sure that, when we’re talking about a Return on Investment (ROI, return or yield), we’re saying the same thing. It’s important to...
Why Direct Private Investing (DPI)? More and more family offices are including Direct Private Investing in their overall investment portfolio. DPI means investing directly in the equity or debt of a private company (the “issuer”). Thus, the investors have complete control over what issuers they support, and the returns from the investment are specifically tied to the performance of those...
Carofin is pleased to announce that you now have a complete view of your Carofin investments. Thanks to significant platform enhancements, you have secure access to comprehensive records across your portfolio of private Carofin investments. The Investor Dashboard presents your investment history (including cash flows) as well as issuer updates. You can access the exclusive,...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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