Library
INVESTOR SUPPORT
What are “Alternative Investments?”
Everybody’s talking about alternative investments, but there seems to be a lot of confusion about what they are. Well, here’s More >
Crowdfunding Overview
Recognizing that access to capital is critical to the health of smaller companies which generate about 50% of U.S. More >
Are Alternative Investments Right for You? Answer These Four Questions First.
We’ve made the point more than once in these articles: investing in an alternative investment, and particularly in a private Company, is a high-risk More >
INDUSTRY TRENDS
The U.S. Solar market is going mainstream.
It might be surprising to many investors to learn how large and how quickly the solar power market is growing. In More >
Articles of Innovation: Robbing Our Own Cradle
For sustainably-minded businesses, there are myriad solutions that will bridge us from a cradle-to-grave culture to one of a closed, 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
Are they ready to scale?
Any new venture can project growth. Before investing, check the practical realities that support the 10x, 100x, 1000x growth. All too often, the relatively mundane is ignored 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 >
Painting Shoes and Private Debt
My grandson asked me whether he should “give” some money for six months to some other 8th graders who had More >
SECURITIES EXPLAINED
Forms of Lending
The following defines the different types of loans. More >
Regulation D, Rule 506(b) Private Placements
The following provides a brief review of the SEC Rules defining the manner of offering private Securities to Accredited More >
What Securities Laws and Regulations Govern Private Placements?
The Federal government, and its regulatory agencies, are hard at work protecting investors. Here’s a handy précis of the rules More >
