Articles
- “Due Diligence” and Investments: What Do I Really Need to Know?
- Are they ready to scale?
- Blue Sky Laws: History and Application to Private Investments
- Carofin’s Due Diligence Checklist
- Customers, or a lack thereof
- Defaults: being reasonable can be rational
- Due Diligence for Private Business Investment Opportunities
- Has the entrepreneur (you funded) ever tangled with the competition?
- How realistic is your sales pipeline?
- Identify a Market Opportunity (1st principles of investing)
- If you’re going to sell something, you ought to have something to sell.
- Is this the entrepreneur’s first rodeo?
- Lessons from a Pro Player Turned Entrepreneur
- Liars Aren’t Trustworthy — Surprise!
- New Product + Market Disruption = One Tough Investment Decision
- One Person Can’t Do It All
- Overcome a Challenge (1st Principles of Investing)
- Painting Shoes and Private Debt
- Provide a Solution (1st principles of investing)
- Red Flags in Due Diligence
- Regulation D, Rule 506(b) Private Placements
- Regulation D, Rule 506(c) Private Placements
- The SEC: Its Role with Private Equity and Private Finance
- Venture investing succeeds when the entrepreneur knows its customer
- What do Aristotle, Charles Munger, and Thomas Edison have in common?
- What is a Balance Sheet?
- What is a Broker-Dealer?
- What Securities Laws and Regulations Govern Private Placements?
White Papers
- 3 Tracks — Preparing yourself for Private Investing
- Beauty Products — Why Investing Makes Sense
- Evaluating Venture Investments
- Five Elements of Private Investing
- Investing in Private Debt
- Primary Investment Considerations
- Seven Key Questions for Evaluating a Private Company
- The Lane
- What’s a Good Deal?
Videos
- Are distribution channels and a sales pipeline in place?
- Do they have a product yet?
- Do they have customers yet?
- Is a quality management team in place?
- Is the business ready to scale?
- Is this a “sustaining” or “disruptive” technology?
- Is this the entrepreneur’s first start-up?
- Seven Key Questions for Evaluating a Private Company
- What is the competition?
- What motivates a customer to buy the product?
