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7 Key Questions of DPI​

The Direct Private Investments Show https://youtu.be/6-6qAdcHeDc 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...

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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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Investor Considerations

The Direct Private Investments Show https://youtu.be/HZoRxP6LQcI Carofin, a leading institution in direct private investments, sheds light on personal factors that 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...

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Private Placement Risks​

The Direct Private Investments Show https://youtu.be/o4c92ZTZgik 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...

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Securities Demystified

The Direct Private Investments Show https://youtu.be/CVJrif9Z-dM 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...

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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 Carofin?​

The Direct Private Investments Show https://youtu.be/Jj768-vyglk 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, talks about leadership, Carofin’s origins, the evolution of commercial banking and venture capital, and touches on...

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INVESTMENT TERMS

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