In this episode of the Direct Private Investments Show, Matt Brown interviews Bruce Roberts, CEO of Carofin, about how they prioritize deals. Roberts explains that they rely heavily on their network for referrals and expertise but still conduct their own reviews. He also shares his seven questions framework, which includes questions about what the company does, who is involved, where they are in their life cycle, who their customers are, how they produce their product or service, how they generate revenue, and their financial projections. Roberts emphasizes the importance of understanding the customer and their motivations for purchasing.
For more information visit: www.carofin.com/dpishow