3 Tracks — Preparing yourself for Private Investing

Direct private investing is challenging.  It requires a commitment to learning and an organized, thoughtful approach. Carofin’s Knowledge Base contains comprehensive resources to guide private investors that fall into three tracks:

  • Personal Considerations – Self-evaluation for suitability as well as investment portfolio management;
  • Issuer Evaluation – Corporate analysis and due diligence; and
  • Security Analysis – Understanding complex financial instruments.

Taken together, the “Three Tracks” provides a comprehensive framework to guide private investors as they build their personal understanding and prepare to invest in the “Right” way.  Each track has links to related White Papers found within the Knowledge Base.





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