Verify registration
Confirm Caldoun Capital Inc.’s current registration, categories and permitted jurisdictions using the official Canadian registration search. Registration is not an endorsement or guarantee.
Investor Due Diligence
Before You Invest.
Questions and checks to complete before committing capital to a private-market investment.
Confirm eligibility
Understand which investor-status, suitability and jurisdictional requirements apply before reviewing an opportunity.
Understand the structure
Identify the contracting party, the security or interest being acquired, ownership rights, and any intermediary entity described in the documents.
Review all documents
Read the complete offering, subscription, organizational and risk documents. Website summaries do not replace them.
Review fees and expenses
Confirm every fee, expense, carried interest, commission and conflict disclosed for the specific opportunity.
Understand liquidity
Consider transfer restrictions, holding periods, the possible absence of a secondary market, and your ability to hold indefinitely.
Assess valuation risk
Private valuations may be infrequent, subjective and based on information that is more limited than public-company disclosure.
Plan for total loss
Private-market investments are speculative. Invest only capital you can afford to lose in full.
Do not assume an IPO
A private company may remain private, be sold, reorganized, decline in value or fail. An IPO is never guaranteed.
Complete KYC and AML
Be prepared to provide identity, beneficial-ownership and source-of-funds information required by law and the opportunity.
Seek independent advice
Consider independent legal, tax, accounting and financial advice suited to your circumstances before committing capital.
Investors should review all applicable documentation carefully before committing capital. Investment funding, custody, administration and settlement arrangements are opportunity-specific and are disclosed before commitment.