Fast-growing private companies in need of capital have an alternative to traditional debt or equity financing -- revenue royalty-based financing. Revenue royalty notes afford the private investor the opportunity to collect current income with a return on investment (ROI) that can be comparable to private equity. Unlike distributions from private equity investments, payments received from Royalty...
Attractive investment returns are possible through private lending, but preparation, proper loan structuring and ongoing monitoring are essential to protecting your invested capital. This White Paper offers a three-step process: 1) Get to know the Issuer’s management well and conduct a thorough credit analysis and due diligence review of the Issuer; 2) Structure the investment, as defined in...
A framework for an initial and quick investment analysis, Carofin has identified “Seven Questions” to efficiently guide a prospective private investor to a basic, but more comprehensive understanding of an operating company. While not exhaustive, addressing these seven questions provides a solid foundation from which to conduct more detailed due diligence. The Seven Questions are: What does...
In the interest of accessibility, here are some terms that any investor should be familiary with.
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