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What makes a good deal?

The Direct Private Investments Show What makes a good deal? https://youtu.be/mPPBz5hVTnUOver 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...

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Why Carofin?​

The Direct Private Investments Show Why Carofin? https://youtu.be/Jj768-vyglk Timestamps:   [00:36] Carofin Investment Bank's origin story   [05:28] The early days of angel investing and venture capital  ...

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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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Carofin’s Investment Process

The Direct Private Investments Show https://youtu.be/LIBt0xkd1E0 Timestamps: 00:00:00 - Introduction 00:01:00 – 01:51 Types of investors with Carofin 00:01:52 – 02:42 Why Join Carofin 00:03:02 – 06:13 Suitability and Accreditation with Carofin 00:06:14 – 08:44 Diversification, Volatility, and Private Investments 00:08:50 – 10:40 Opening a Carofin account and Investing 00:10:41 – 11:03 Staying...

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INVESTMENT TERMS

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