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Being Diligent in DPI

The Direct Private Investments Show https://youtu.be/QbCFJxayBH4 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,...

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Industry Themes​

The Direct Private Investments Show https://youtu.be/hkqnG5Ylrb4 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 broken machinery, sharpening blades, stocking seed, and hundreds of other small...

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Decoding Securities Structures

The Direct Private Investments Show https://youtu.be/VobHZdy07rE Two fruits. Both are round, but each delivers an entirely different taste sensation and benefits to your palate. In a recent episode of the Direct Private Investments Show, presented to you by Carofin, Matt Brown interviews Bruce Roberts and Garrick Ruiz about the two primary categories of private investments, debt and equity. This...

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Why Direct Private Investments?

The Direct Private Investments Show Why Direct Private Investments? https://youtu.be/sdhzCAcHZcE Timestamps: 00:00:30 What are Direct Private Investments?  00:01:30 The Size of the Alternative Investment Market   00:02:14 – 4:15 Inefficiency in Private Markets  ...

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The Direct Private Investments Show

The Direct Private Investments Show

The Direct Private Investments Show The Direct Private Investments Show is presented by Carofin, a leading provider of private placement investments, to help educate investors about the potential risks and rewards of investing in private placements. The show features expert guests who share their insights and experiences on various aspects of private placement investing. Through the show,...

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Evaluating Venture Stage Deals

The Direct Private Investments Show https://youtu.be/-O7XD6KZrug Timestamps: 0:00:26 – 1:47 Defining venture and private equity 00:01:48 – 2:14 The framework for evaluating venture deals: 9 Leaps of Faith 00:02:16 – 4:12 Importance of management, experience, and perseverance 00:04:13 – 4:50 Balancing an Issuer’s past failures and successes...

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Evaluating Issuers

The Direct Private Investments Show https://youtu.be/YIGiEAPzp34 Timestamps: 0:00 - 01:17: Bruce Roberts and Carofin Introduction 01:19 - 02:24: What are “Issuers” and “Securities?” 02:24 - 04:43 Creating an issuer evaluation process: the customer’s “why 04:43 – 05:56 The Lane: Meeting the Customer’s Need with the Company’s Solution 05:56 -  07:40 Company Challenges: Product and Sales 07:40...

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Direct private investments done the “right” way

The Direct Private Investments Show https://youtu.be/2Fb6EfL7QTc   Timestamps:  [00:00:23 01:42]  Context for the video [00:01:44 – 4:07]  The right investor -- Suitability and accreditation [00:04:15 – 04:57]  The right amount per transaction: risk tolerance and liquidity [00:04:57 – 05:32 The right amount across the portfolio [00:05:30]  The right amount: Diversification...

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INVESTMENT TERMS

In the interest of accessibility, here are some terms that any investor should be familiary with.