Bespoke Direct Private Investments.

Innovative Business Financing.

What Can Carofin Do For You?

Meaningful Investments

Vital Capital

More than $1.1 billion placed in the past 29 years

by Carofin, LLC and Carolina Financial Securities, LLC

What our customers are saying

I’m pleased to see Carofin taking action needed to encourage the company to perform, just having a nice idea isn’t enough. I’m glad to have you guys watching out!

Bill Humphrey

Co-Founder & CEO, New Direction Trust Company

I think I’m deep enough in the weeds of data now – and using the Carofin Portal really helps me a lot in providing me updates on an ongoing basis…

Don Klabunde

Accredited Investor

“Carofin took the time to understand my business and company in depth, which allowed them to tailor securities that perfectly fit our needs.”

Chris Kolodziejski

CEO, Mosaic Distributors

How We Work

  • We enhance your control, help reduce portfolio volatility, broaden industry exposure, and potentially increase returns through diverse private investments.
  • By introducing your company to communities of targeted investors, we help your company grow, navigate financial challenges, or even acquire businesses.
  • For institutional owners in particular, we can help fill out a financing round with access to our select investors, deep experience on both sides of the balance sheet, and institutional-quality resources and capabilities.
  • Notably, we’ve developed proprietary infrastructure to track financing progress, ensure compliance, and support administrative requirements to achieve our clients’ funding and investment objectives.

Investors

Ready to diversify your investments? If you’re seeking greater control, and exclusive investment opportunities for accredited investors, we’d like to speak with you.

Businesses

Are you short on operating capital? Worthy companies are often overlooked by larger institutions. If you're a business looking for a tailored financing solution, we'd like to have a conversation.

Who We’re For

Insights and Updates

Mosaic Distributors (“Chella”) Interview

Mosaic Distributors (“Chella”) Interview

Josh Greene, Carofin's investment banker, interviews Chella's Founder and CEO, Chris Kolodziejski. Chella is all about enhancing your brows and eyes with Makeup.  Our primary customers? People who frequent spas and salons.  Here's Chella's robust distribution...

read more
Be Prepared: An Essential Guide To Private Investing

Be Prepared: An Essential Guide To Private Investing

“Be Prepared” is the Boy Scouts’ official motto.  It was constantly drilled into my 11- to 18-year-old brain over 50 years ago as we planned our troop’s many camping trips   in the hills of eastern Kentucky.  And it has stuck with me as the starting point for my...

read more

What can Carofin do for you?