Library
INVESTOR SUPPORT
What do you mean by “Private Equity?”
Investors are increasingly drawn to alternative investments[i] to make them less vulnerable to market volatility and to achieve “absolute More >
Measuring ROI in a private company is tough
The pricing of private securities is obscured by several factors: each is unique, analyses available for public securities don’t exist More >
What are the Essential Components of a Good Deal
Over the years, Bruce Roberts, CEO of Carofin, has evaluated thousands of investment opportunities. He is frequently asked why More >
INDUSTRY TRENDS
Planning our Future
At this point, we’re probably each wondering what the world will look like when this crisis ends and whether we’ll More >
PPP Legislative Update: Terms Offer More Flexibility
In 72 hours, the first round of the Paycheck Protection Program exceeded the $350B capacity. In contrast, $120 Billion in More >
Activate Your Money — Invest to Grow Your Wealth and Build a Better World
This is an interview by Nash Roberts, Carofin’s Vice President of Sales and Syndication, with Janine Firpo, author of “Activate More >
COMPANY ANALYSIS
If you’re going to sell something, you ought to have something to sell.
You may not remember what was happening in information technology around the turn of the century (It’s known as the More >
Has the entrepreneur (you funded) ever tangled with the competition?
Are there other businesses vying for the same sale and/or aggressively protecting their turf? Competition can limit a new venture’s success More >
Defaults: being reasonable can be rational
It may seem clear at first – your tenant (Jeff) signed an iron-clad lease. Now, he hasn’t paid rent for More >
SECURITIES EXPLAINED
8,000+ locations and $6.1 Trillion Dollars in tax savings
If you’re an accredited investor, you’ve probably heard about Qualified Opportunity Zones (“QOZ”). Here’s a short guide to outline the More >
Debt Security Basics
For those of us who remember “Lost in Space” (the 1965 TV series), these words are part of our More >
Regulation D, Rule 506(c) Private Placements
The information below provides a brief summary of SEC Rule 506(c) which allowed, for the first time, “general solicitations” of More >