Skip to content

WHAT WE DO
ABOUT US
KNOWLEDGE BASE
LOG IN

WHAT WE DO
ABOUT US
KNOWLEDGE BASE
LOG IN

Primary Investment Considerations (or First Principles)

Primary Investment Considerations (or First Principles)

First Principles White Paper

Sam Glover2019-04-19T12:31:30+00:00

We're listening. Have something to say about this article? Share it with us on Facebook, Twitter, or LinkedIn.

Facebook Twitter LinkedIn Email

Related Posts

Royalty Revenue Notes: What are they, and why consider investing in them?
April 3rd, 2019 | 0 Comments
Investing in Private Debt: What Can Go Wrong, and How Can I be Prepared?
January 24th, 2019 | 0 Comments
Seven Key Questions for Evaluating a Private Company
January 22nd, 2019 | 0 Comments

Search for:

Knowledge Base

INVESTOR SUPPORT

INDUSTRY TRENDS

COMPANY ANALYSIS

SECURITIES EXPLAINED

OUR WHITE PAPERS

Primary Investment Considerations (or First Principles) READ >

Seven Key Questions for Evaluating a Private Company READ >

Investing in Private Debt: What Can Go Wrong, and How Can I Be Prepared? READ >

Revenue Royalty Notes READ >

Videos

VIEW ALL VIDEOS >

Investment Terms

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

Knowledge Base

Securities Explained
Industry Trends
Company Analysis

Company

About Us
What We Do
Contact

Legal

BrokerCheck
Privacy Policy

Connect with us

Securities offered through Carolina Financial Securities, Member FINRA/SIPC. Carolina Financial Securities is affiliated with Carolina Financial Group, LLC. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Craig Gilmore at 828.393.0088 x 520 and/or cgilmore@carofin.com

The information contained herein is for informational purposes only and is not intended for further distribution. The information does not constitute a complete description of any investment or investment performance. The presentation is in no way a solicitation nor is it an offer to sell securities nor is it advice or recommendation regarding any investment. The information is not directed to any person who is not believed to qualify under the definition of an Accredited Investor under the rules of Regulation D of the 1933 Securities and Exchange Act. No security listed in this presentation or otherwise offered through Carolina Financial Securities, LLC may be purchased without prior receipt of a complete Private Placement Memorandum or other official offer of sale. Carolina Financial Securities only offer one type of alternative investment, those sold as private placements.

Private placements are high risk and illiquid investments. As with other investments, you can lose some or all of your investment. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance nor should it be interpreted that FINRA, the SEC or any other securities regulator approves of any of these securities. Additionally, there are no warranties expressed or implied as to accuracy, completeness, or results obtained from any information provided on this website. Investing in private securities transactions bears risk, in part due to the following factors: there is no secondary market for the securities; there is credit risk; where there is collateral as security for the investment, its value may be impaired if it is sold.

© Copyright 2018 - Carofin. All Rights Reserved