Looking Ahead at the Growth of Private Equity
As a market now worth millions of dollars on a global scale, the history of private equity dates back to the early 1900s when J.P….
KoreClient Spotlight: Inland Mid-Continent Corporation
Jeff Leenerts is the president of Inland Mid-Continent Corporation, an oil and gas exploration and production company based in Tulsa, Oklahoma. In his early childhood,…
What is Rule 145?
The Securities Act, passed in 1933, was created to protect investors following the stock market crash in 1929. It offers protection by ensuring more transparency…
Why Is Blockchain Technology Popular?
Global spending on blockchain solutions is estimated to have reached $11.7 billion by the end of 2022, and the industry is expected to be worth…
Marketing Strategies for Raising Capital
When a company is looking to raise capital, many marketing strategies can be employed to get the word out. With any method, the primary goal…
The Relationship Between Cryptocurrency and Blockchain
The relationship between blockchain and cryptocurrency has been an area of increasing interest over the past few years. For those looking to use cryptocurrency or…
Is Reg D Suitable for My Company?
Regulation D (Reg D) is a set of rules established by the U.S. Securities and Exchange Commission (SEC) that allows companies to raise capital without…
Overdue Diligence: Examining the Cryptocurrency Industry’s Billion-Dollar Scandal
What would happen if inexpensive flying cars hit the market tomorrow? Wouldn’t it be great if you could just fly right over stop signs and…
Looking Back on KoreSummits in 2022
Throughout 2022, KoreConX has hosted a variety of live, educational events designed to shed light on essential topics in the private capital markets. The KoreSummit…
KoreClient Spotlights: A Year in Review
At KoreConX, we love showcasing our innovative clients, who we believe are making a difference in the world, through our KoreClient Spotlight. Here are just…
KoreTalkX’s Growth Throughout 2022
After launching our podcast, KoreTalkX, earlier this year, we’ve seen it grow as we continue to host industry thought leaders to share their perspective on…
What You Need to Know About Cap Table Management
More than a simple spreadsheet, a cap table (short for capitalization table) records detailed data regarding the equity owned by shareholders. When it comes to…
Oscar Jofre Shares Thoughts of Banking Reform with StratCann
Oscar Jofre, the President and CEO of KoreConX, has long been a proponent of expanding access to capital for cannabis companies in the US and…
What You Need to Know About RegCF
Raising capital is always a challenge, especially in the startup sector, which means that it’s vital to understand all the options available and how they…
What You Need to Know About RegA+
If you are an entrepreneur looking to raise funds, you may have heard of Regulation A+, often referred to simply as Reg A+. This alternative…
How Does Technology Improve Transparency and Sustainability?
Technology has significantly impacted many different aspects of our lives, and the world of capital raising is no exception. With the help of technology, we…
What is Tokenization in Real Estate?
The real estate market has seen a substantial uptick in value, with more and more people looking to invest in this asset class. However, the…
What is Two-Factor Authentication?
According to a recent report published by Microsoft, hackers make 921 attempts to steal a password every second. This means that accounts secured by weak…
KoreClient Spotlight: Wealthcasa
For many people, investment properties come with a price tag that is cost-prohibitive to everyday investors. However, as Reg A+ sees wider use in the…
What are the Differences Between Regulations A, CF, D, and S?
When it comes to raising capital, there are various ways you can raise money from investors. And while they all have their own specific compliance…
Misconceptions About Regulation S
Continuing our last post on Regulation S, then are still a few things that should be known to issuers looking to explore this method of…
Regulation S: What is it and How is it Used?
Created to help companies raise money from foreign investors, Regulation S has been successful for some companies, while others have fallen into trouble by not…
How Can an Update on RegD Impact Private Markets?
Far larger than the initial public offering (IPO) market, Regulation D is incredibly important within the private capital markets, facilitating over $1 trillion in capital…
How is Equity Crowdfunding Different Than Kickstarter?
Kickstarter and equity crowdfunding are two different ways to raise money for a project or venture. Kickstarter is a platform where people can donate money…
Selling Shareholders for RegA+
For many investors in the private market, one of the risks they face is the lack of a liquid market for selling shares. Through a…
Celebrity Endorsements of Investment Opportunities
When it comes to investing, celebrities are just like the rest of us. They need to do their research before putting their money into anything….
KoreClient Spotlight: Consumer Cooperative Group
When it comes to real estate, most people think about buying and flipping properties for a quick profit. But what if you could buy a…
How Much Can I Invest in a Company with RegCF?
As Regulation Crowdfunding offerings continue to grow in popularity, more and more investors are looking to get involved. RegCF gives investors the ability to invest…
Call Centers for RegA+
A call center can be extremely helpful for companies looking to raise capital through a Reg A+ offering. By having a dedicated call center, businesses…
KoreClient Spotlight: Live Retail
There are about 5.5 million businesses that operate in the U.S. under the license of a brand, typically franchises like McDonald’s or 7-11 and even…
Howey Test: What is it?
The Howey Test is a simple but important test used by the US Securities and Exchange Commission (SEC) to determine whether an investment contract is…
KoreClient Spotlight: Tech Chain Software
The trucking industry in the United States is a vital part of the economy, responsible for transporting trillions of dollars worth of goods each year….
What is the Role of FINRA?
When it comes to investment, there are a lot of things to think about. You want to make sure that you’re making smart decisions with…
How Does Tech Allow People to Make Smaller Investments?
The world of technology has completely revolutionized the way we view investments–no longer do people need to invest large sums of money to have access…
Female Startups Are Outperforming Male Led Startups
It is no secret that the world of startups and entrepreneurship is male-dominated. From the early days of Silicon Valley to the present day, men…
KoreClient Spotlight: Orion Capital
Orion Capital is a small holding company that specializes in connecting investors with unique investment opportunities. With a focus on the little guy, Orion Capital…
Over the Next Five Years, the Private Capital Market is Expected to Double
Over the past decade, fiscal stimulus and opportunities for liquidity have caused a surge within the private capital markets. Even though this year’s outlook is…
KoreClient Spotlight: Budding Technologies
Budding Technologies, Inc. is looking to change the cannabis industry with innovative technology and the use of blockchain through its product, Budbo. The Budbo…
What You Should Know About 2-Factor Authentication
In today’s world, we are more connected than ever before. We rely on technology to keep us connected with friends and family, to keep us…
Cannabis Consumers’ Home Growth Increases Worldwide
As marijuana becomes increasingly legalized all over the world, an interesting trend is developing–an increase in the home-growing of the plant. This can be seen…
KoreClient Spotlight: Fist Assist
Fist Assist Devices, LLC, a medical device company from Las Vegas, NV, is on a mission to increase and improve arm circulation around the world….
Best Practices for Shareholder Management
Shareholder management is a critical part of any company, but it can be especially daunting for those who have recently completed a RegA+ or RegCF…
Why RegCF Offerings Fail
Before the JOBS Act, companies in the private capital market had very few options to raise the capital they needed to grow. Many sought venture…
KoreClient Spotlight: FirstString
As father and son, Barry and Tyler Jones share a common goal of revolutionizing the job-seeking and hiring process. Together they founded FirstString, a career…
Global Cannabis Sales are Projected to Skyrocket
Cannabis has been legalized for both medicinal and recreational use in many states, and this is only expected to increase the demand for the product….
Digital Securities That Help You Navigate the Web Safely
The internet is often difficult to navigate. On one hand, many wonderful resources can be found for educational purposes, you can connect and communicate with…
Private Equity is Seeing Potential in the Healthcare Industry
As the healthcare landscape continues to change rapidly, private equity firms are taking note and getting involved in the healthcare sector. Private equity firms are…
KoreClient Spotlight: Stenergy
When Samuel and Leyla Butero decided to start their own business, they knew they had to offer a product that would make a difference in…
The Growth of Online Startup Investments
Investments in online startups have been growing rapidly in recent years, and the trend is expected to continue well into the future, with the number…
KoreClient Spotlight: Brent Fawson, COO of Facible
Working at Facible, Brent Fawson believes that the company is poised to leave a lasting impact on lives around the world by making medical diagnostic…
Labor Day: Democratization and Opportunities to Create Jobs
The growth in Regulation A+ and Regulation CF offerings fuels entrepreneurship and job growth in the United States. Since 2016, there have been over 4,600…
KoreClient Spotlight: Notarized.com
Notarized.com is a company that provides on-demand traveling notary services nationwide to businesses and individuals, as well as offering remote online notarization services in a…
Crowdfunding Platforms Pose a Significant Opportunity for Global Investors
Across the world, there are an estimated 4.7 billion people with the means to invest in the private capital market. While this may be a…
Arcview Access & Cannabis Investment Summit Takes Places October 19th-21st in NYC
If you’re an investor, cannabis company, or industry specialist looking to make connections in the legal cannabis industry, the upcoming Arcview Access & Cannabis Investment…
KoreClient Spotlight: Durable Energy
Durable Energy is on a mission to expand access to renewable energy and electric vehicle (EV) charging across the country. Partnered with dealerships, parts companies,…
Opportunities to Invest in the Private Capital Market
The private equity market is rapidly growing, fueled by expansions to the JOBS Act exemptions in 2021. By 2030, the private capital market is anticipated…
How to Manage Investment Information
For entrepreneurs, it’s crucial to understand the private capital market well. Companies no longer need to go public to raise capital, enabling entrepreneurs to maintain…
RegA+ Offers Stability for Issuers
When a company decides to go the RegA+ route, they are opting for a more stable and regulated way to raise capital. This is due…
KoreClient Spotlight: Bruce Lewis of BulletID
Bruce Lewis is a serial entrepreneur who has had his share of successes and failures. He is now 82 years old and has started a…
Supporting Improvements to RegA+ Secondary Trading
Since the JOBS Act was passed in 2012, RegA+ has evolved tremendously. With companies able to raise up to $75 million and utilize methods of…
The SEC Released its 41st Annual Small Business Forum Report
For 41 years, the Securities and Exchange Commission has hosted its annual Small Business Forum. The event, led by the SEC’s Office of the Advocate…
4 Ways to Build Better Shareholder Relationships
As a business owner, you know that communication is key to success. But when it comes to shareholders, shareholder communications can sometimes take a backseat….
Why RegA+ Offerings Fail
When it comes to RegA+ offerings, there are several reasons they may fail: a failure to comply with regulatory requirements, a failure to budget for…
KorePartner Spotlight: Richard Heft, President of Ext. Marketing
Richard Heft is the President at Ext. Marketing, a full-service marketing firm that helps companies attract potential investors to apply their marketing strategy and achieve…
Potential and Impact of the Cannabis Sector on Jobs Creation
The cannabis sector is growing fast, and with it, the potential for job creation. A recent study shows that the cannabis industry could create and…
A $30 Trillion Market in 8 Years: Shari Noonan Speaks with Crowdfund Insider
The private securities market is predicted to grow exponentially in the next decade, with a total value of $30 trillion by 2030. Recently, Shari Noonan,…
Oscar Jofre Speaks at Franchising Event in Denver, CO
We are always looking for ways to help our clients and the franchise community grow and succeed. That’s why we’re excited that our CEO, Oscar…
Investment Compliance: It’s Not Just About Complying
Compliance can be a complex, dynamic task for companies raising capital, and sometimes might feel like an unnecessary burden just to stay in the good…
Examining RegCF Trends
The internet has put financial literacy resources at the tip of our fingers and has done the same for investment opportunities. Whether it’s an app…
Private Capital Trends for the Cannabis Industry
As the cannabis industry continues to grow, so does the need for new methods of raising capital. Revenues have doubled over the past three years,…
Is Equity Crowdfunding Immune to Market Volatility?
In a recent TechCrunch article, author Rebecca Szkutak asserts, “With the fundraising climate now showing cloudy skies, equity crowdfunding is getting ready for a field…
What is KYC?
Each year, an estimated $2 trillion from illicit activities is laundered. This poses a significant challenge to financial institutions, requiring onerous efforts to verify that…
What Kind of Data is Relevant for Private Equity?
The world of private equity is shrouded in a certain amount of mystery. What data do private equity firms use when making their investment decisions?…
Recapping Our All-Star June Podcast Guests
Throughout June, we were happy to host another set of excellent speakers to add to our KoreTalkX series, covering timely topics like digital securities, RegA+…
It is time to meet your MedTech A+ Team
With our KoreSummit on RegA + for Medtech companies quickly approaching, we’d like to introduce the speakers we are thrilled to have for this informative…
The Medtech A+ Team: An Upcoming KoreSummit Event
KoreConX is excited for the upcoming KoreSummit event on Thursday, June 23rd. Our second event focused on the Medtech vertical, Thursday is a half-day event…
There’s a Lot of Private Capital to Go Around
With all the turbulence in the public markets, private markets look even more attractive to investors. The private markets are 4x the size of public…
Private Equity’s Primetime Has Arrived
Private equity’s primetime has arrived! This stems from a number of reasons, including favorable economic conditions for the private capital market. In fact, 42% of…
How Can a Foreign Company use RegA+
For many issuers outside of the United States, the ability to raise capital from a wide pool of investors, including “the crowd” is immensely compelling….
What Does ATS Mean in Trading
Many investors are turning to the private capital market to make long-term investments in light of the current market conditions. This has increased alternate trading…
A Distributed Workforce And How To Trust Your Employees
At the Virtual Communication Mastery event on May 26th, 2022, Oscar Jofre, KoreConX President, CEO, and co-founder, was invited to participate in a talk on…
Trends We Believe Will Shape Investment Crowdfunding
In the first half of the year, a great deal has happened in investment crowdfunding. We’ve seen several trends emerge that are worth looking at…
It All Started with the JOBS Act
This month, we launched our newest series, KoreTalkX, during which we have hosted exciting, one-on-one conversations with industry experts to expand the knowledge base on…
Can Cannabis Companies Use RegCF?
In recent years, public perception of cannabis is gaining positive momentum. As of April 2021, 35 states have made medical marijuana legal, with 18 of…
KorePartner Spotlight: Dawson Russell, Founder and CEO of Capital Raise Agency
Dawson Russell is the Managing Partner and CEO of Capital Raise Agency, a full-service investor acquisition, and creative agency. Capital Raise Agency has helped over…
Accredited Vs. Non-Accredited Investors: What’s the difference?
There is a big difference between accredited and non-accredited investors. Understanding the difference is key to knowing which type of investor you are or understanding…
What are the Benefits of Having a Diverse Investment Portfolio?
Building a diverse investment portfolio is one of the smartest things you can do for your financial health. By spreading your money across various asset…
Online is Proving Successful for Minority Founders
Minority-owned startups are proving to be incredibly successful in gaining exposure on online platforms, growing their customer base and raising capital. In 2021, funding from…
KorePartner Spotlight: Curtis Spears, President and CEO of Andes Capital Group
Curtis Spears, President and CEO of Andes Capital Group, has over 25 years of experience in the asset management arena. At Andes Capital Group, he…
KorePartner Spotlight: Nate Dodson, Managing Member at Crowdfunding Lawyers
Nate Dodson has over 15 years of experience helping clients with securities, financing, real estate, asset protection, and mergers and acquisitions. Not only has he…
KoreClient Spotlight: Brent Fawson, COO of Facible
Working at Facible, Brent Fawson believes that the company is poised to leave a lasting impact on lives around the world by making medical diagnostic…
Can I Use My IRA for Private Company Investments?
Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other…
KoreClient Spotlight: Manny Villafaña, CEO and Founder of Medical21
Manny Villafaña has a long track record of innovation in the medtech space, delivering solutions to improve cardiac care and surgical procedures. In his latest…
Why is Your Community of Investors Important?
When companies begin the capital raising journey, it is no longer about going public or simply getting a company’s product in front of venture capitalists….
How to be Ready for Raising Capital
Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…
What is Rule 12(g)?
Rule 12(g) is a crucial rule that affects all issuers, but many issuers don’t start with it in mind. The rule began with the 1934…
What is Regulation S?
It is essential to be familiar with the different regulations that govern how companies can raise capital in today’s business world. One important rule is…
KorePartner Spotlight: Scott Pantel, President & CEO of Life Science Intelligence
With the launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. During the capital raising journey,…
The Recipe for a Successful RegA+ Offering
If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+…
What is Regulation A+?
Regulation A+ (RegA+) was passed into law by the SEC in the JOBS Act, making it possible for companies to raise funding from the general…
How RegA+ Helps Pre-Revenue Companies
For many pre-revenue companies, especially started by first-time entrepreneurs, capital comes from sources like personal savings, credit card debt, friends, or family. However, when it…
How Regulation Crowdfunding Will Reach $5 Billion
“We are adopting amendments to facilitate capital formation and increase opportunities for investors by expanding access to capital for small and medium-sized businesses and entrepreneurs…
KorePartner Spotlight: Andrew Bull, Founding Partner Bull Blockchain Law
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. During the capital raising…
Using RegA+ For Collectibles
RegA+ is a securities exemption that allows companies to raise capital from accredited and unaccredited investors. There has been a lot of interest around Regulation…
How Does Social Media Impact RegCF Offerings?
Reg CF allows companies to raise up to $5 million through an SEC-registered intermediary. Since increasing this limit from $1.07 million in 2021, private companies…
How Have the JOBS Act Exemptions Impacted Company Founders?
Since the JOBS Act was passed in 2012, it has been easier for company founders to raise money with exemptions like Reg CF and Reg…
Why are Data and Research Key in the Private Capital Markets?
Data and research are essential pieces of the puzzle regarding the private capital markets. Investors can make informed decisions about where to put their money,…
What Franchisees and Franchisors Should Consider when Crowdfunding
With franchisees and franchisors looking to secure capital, a growing trend is using Regulation CF to raise capital from accredited and nonaccredited investors. Since RegCF’s…
KorePartner Spotlight: Peter Wright, President and Co-Founder of Intro-act
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Companies are burdened by…
The Evolution of Reg A+
During the recent Dare to Dream KoreSummit, David Weild IV, the Father of the JOBS Act, spoke about companies going from public to private, access…
What are the Different Types of Investors?
Through the JOBS Act exemptions, private companies can access a wider pool of potential investors to fund their business ventures. With many diverse investor types…
Has RegA+ Killed the IPO?
Has RegA+ Killed the IPO? Regulation A+ gives issuers the ability to raise $75 million in crowdfunding while remaining private. With RegA+ benefiting both…
KorePartner Spotlight: Jonathan Stidd, Co-Founder and CEO of Ridge Growth Agency
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. During the capital raising journey,…
End to End for RegCF
When the JOBS Act was signed into law in 2012, it brought about many changes in the private capital markets, namely, the dramatic increase in…
What is Impact Investing?
Impact investing is the allocation of investments in companies, organizations, and funds to generate social and environmental impact alongside financial returns. Impact investments can be…
How Does a Transfer Agent Protect Issuers and Investors?
A transfer agent is responsible for the custody of securities and preserves books and records. They also keep up with who owns what investment, which…
An Overview of Digital Securities for the Private Capital Market
Understanding digital securities begin with blockchain, distributed ledger technology that has revolutionized the way records and information are stored. Rather than data being stored in…
KorePartner Spotlight: Paul Karrlsson-Willis, CEO of JUSTLY
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Paul Karrlsson-Willis is the…
What is the Difference Between the Public and Private Capital Markets?
The public and private capital markets work differently, but both sectors play essential roles in supporting economic growth. Companies raise funds for long-term growth…
The Economy and the Private Capital Markets
The economy and the private capital markets are intrinsically linked; many of the largest companies in America exist because of investments within the private capital…
How KoreChain Helps Companies Raise Capital Compliantly
Recently, KoreConX’s CEO Oscar Jofre was a guest on Fintech.TV’s Digital Asset Report to discuss the KoreChain Infrastructure. Watch the full video on YouTube. …
What is an NFT?
A non-fungible token, more commonly known as NFTs, is a unique cryptographic asset that cannot be replicated and stored on a blockchain. By definition, fungibility is when…
Stable Coin for RegA+
For many, an issue with cryptocurrency is the intense volatility that persists. For example, the prices of Bitcoin hit a record high on October 20th…
Cannabis: An Emerging Market for RegA+
Despite remaining illegal at the federal level, the idea of legalizing cannabis is continuing to gain public acceptance, especially in recent years. As of April…
Reflecting on Canadian Small Business Week
As Small Business Week comes to a close in Canada, KoreConX reflects on the role small businesses play in the economy. Our mission has long…
Tokenization in RegA+
As the private capital market continues to undergo a digital transformation, ideas like blockchain, digital securities, and tokenization continue to be discussed by regulators, issuers,…
Meet the KorePartners: Adrian Alvarez, CEO and Co-Founder of InvestReady
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. For the last…
RegA+ for Real Estate
Since the JOBS Act was first passed in 2012, it has vastly changed the way private companies can raise money. One particular industry making use…
Meet the KorePartners: Eric Fischgrund of FischTank PR
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. For nearly…
The 1% Broker-dealer & What you need to ask!
When working with FINRA Broker-dealer, it’s not enough that they simply have the required licenses that are necessary, so make sure to ask some questions:…
What is a Securities Manual?
For companies to raise capital under the exemptions allowed by the JOBS Act, there are different requirements to maintain compliance with state and federal securities…
What is the difference between Title II, III, and IV Crowdfunding?
Through the JOBS Act, issuers can access new sources of capital to fund their business, create jobs, and provide new investment opportunities for everyday investors….
KorePartner Spotlight: Bill Humphrey, CEO and Co-Founder of New Direction Trust Company
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Bill Humphrey has over…
Join the new American Revolution – financial markets equality for all
This post originally appeared on the Rialto Markets blog and was written by Lee E. Saba, Head of Market Structure at Rialto Markets. Very…
What is a Company’s Duty to its Shareholders?
For many companies, raising capital often marks a major milestone. With increased sources of capital, the company can grow, hire new employees, and develop new…
KorePartner Spotlight: Scott Allen, CEO of InvestAcq
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Scott Allen is the CEO…
As a Canadian Company, can Canadians Invest in Your RegA+?
We have extensively discussed how Americans can invest in securities offered under Regulation A+. However, Canadian companies can also use the exemption to raise capital…
Why do I need Blue Sky registration for Secondary Trading?
Through the Regulation A+ exemption, securities issuers can raise up to $75 million as of March 2021. This creates a significant opportunity for the everyday…
KorePartner Spotlight: Stephen Brock, CEO of Medical Funding Professionals
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. There are two things…
How often do I need to hold an AGM?
Every year, Warren Buffet hosts the Berkshire Hathaway Annual Shareholders Meeting. This meeting is an Annual General Meeting (AGM), widely viewed with many people in…
Why do I need a FINRA Broker-Dealer?
Broker-dealers are an essential part of the fundraising process. These entities can be small, independent firms or part of a large investment bank. However, regardless…
KorePartner Spotlight: Steve Distante, Founder and Chairman of Vanderbilt Financial Group
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Steve Distante is an…
How Does RegA+ Impact the Life Sciences Industry?
Since dramatic improvements to Regulation A that went into effect in 2015, the exemption has become a tremendous tool allowing private companies to raise significant…
Shareholder vs. Investor: What is the Difference?
When it comes to supporting a business, whether public or private, there are many ways to go about accomplishing it. There is the public stock…
KorePartner Spotlight: Sean Levine, Managing Director and Head of Reg A & CF at Entoro
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. As an investment banker,…
How the Unaccredited Investor Benefits from RegA+
The passage of the JOBS Act in 2012 set in motion a significant change for the private capital markets. For so long, investments in private…
The Role of Investor Acquisition in Capital Raising Activities
The goal of any capital raising activity is to secure capital for the growth and development of the business. Without needed capital, it can often…
KorePartner Spotlight: Jake Gallagher, Director of Business Development at North Capital
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Jake Gallagher has always…
Stock Options for Employees
Stock exchanges have a long history within America. The first was the Philadelphia Stock Exchange, originally the Board of Brokers of Philadelphia, founded in 1790…
How to Select a Crowdfunding Platform for Your Capital Raise
One of the significant advancements brought to the financial sector in recent years was the enaction of the JOBS Act signed into law by President…
KorePartner Spotlight: Dean DeLisle, Founder and CEO of Forward Progress
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Dean DeLisle has been raising…
Nominee vs. Direct: How does this affect investors?
Today, there are many ways to buy and sell securities. For publicly traded companies, 75% of Americans are familiar with investing apps or online accounts. For private…
What is KYP?
Previously, we have talked about KYC or Know Your Client. KYC is a rule from the non-profit Financial Industry Regulatory Authority (FINRA), created in the…
What is the Difference Between Fiduciary Responsibility and Regulatory Requirement?
By definition, a fiduciary is a person or an organization who holds a legal or ethical relationship of trust with another person or organization. Typically,…
Why are Background Checks Important?
Money laundering is a global issue, with the United Nations estimating that between $800 billion and $2 Trillion are laundered each year, with 90% of this…
What are Options?
Like warrants, options are a form of security called a derivative. As a derivative’s name suggests, these securities gain their value from an underlying asset….
What is a Virtual Data Room?
Every way that we do business is changing on what seems a daily basis. In just the last year, we have seen a public health…
USA vs. Canada: Who Has Better Capital Raising Rules
When it comes to raising capital for your business, there is some confusion between rules in the United States and Canada. Can Canadian companies file…
KorePartner Spotlight: Douglas Ruark, President of Regulation D Resources
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners that contribute to its ecosystem. For over two…
What is OrgTech?
Technology is a broader term than we are used to thinking of it. Generally, we think of it as the advanced computing power that we…
What is the private capital market?
In recent years we have seen exponential growth in the issuance of private capital to companies in the US, nearly doubling the amount of money…
What is KYC?
In 2007, the SEC approved the founding of the non-profit Financial Industry Regulatory Authority (FINRA). FINRA was created in the wake of a failing economy…
Warrants for RegA+
For private companies looking to raise capital through exemptions such as Regulation A+, Regulation CF, or Regulation D, there are many forms of securities that…
What Impact Will Blockchain Have on Private Markets?
Blockchain has become a familiar buzzword, especially as things such as cryptocurrency grow in popularity. Currently, 46 million Americans now own Bitcoin. However, blockchain has many…
What is the role of a CCO?
When it comes to business executives with acronyms, there are a few that come to mind fairly quickly: CEO (Chief Executive Officer), COO (Chief Operations…
What is Investor Acquisition?
If you’re a company that is in the process of raising funds for your business, you’re likely looking to do so with the help of…
Are You Ready to Raise Capital?
Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…
Managing Your Investments in Private Companies
For investors, investing in private companies can be a beneficial way to diversify their investment portfolios. Whether the investment was made through private equity or…
Can IRAs Be Used for Private Companies Investments?
Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other…
KoreConX CEO Oscar Jofre was Recently Interviewed on DNA Podcast
Recently, KoreConX President and CEO Oscar Jofre had the pleasure of joining Jason Fishman on the Digital Niche Agency podcast. Jason and DNA are valued…
KorePartner Spotlight: Jonny Price, Vice President of Fundraising at Wefunder
With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Jonny Price has…
Conducting a Successful RegA+ Offering
If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+…
The State of the Jobs Act 2021 KoreSummit Webinar
The JOBS Act was signed into law just nine years ago, in April of 2012. Since then, thousands of companies have taken advantage of the…
Announcing the 2021 JOBS Act Program RegCF
KoreConX has long been dedicated to helping companies meet all regulatory compliance requirements in the most cost-effective way. This commitment continues with our complimentary 2021…
KorePartner Spotlight: Shari Noonan, CEO and Co-Founder of Rialto Markets
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. With over 20…
What Role Does a Transfer Agent or Share Registry Provider Play?
For companies, both private and public, a transfer agent plays a vital role in financial success. With everything a company needs to keep track of…
Why Does My Company Need a 409(a)?
Whether your company is a new startup or an established private company, understanding and proper use of a 409(a) is essential to your company’s success….
KorePartner Spotlight: Sara Hanks, CEO of CrowdCheck
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. With over…
What is Cap Table Management?
More than a simple spreadsheet, a cap table (short for capitalization table) records detailed data regarding the equity owned by shareholders. For companies at any…
KorePartners Spotlight: Rod Turner, Founder, Chairman, and CEO of Manhattan Street Capital
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Rod Turner is…
How Can a Company Raise Capital?
For companies looking to raise capital, there are many different options. While not every option may be best suited for every company, understanding each will…
What is Regulation A+?
Regulation A+ (RegA+) was passed into law by the SEC in the JOBS Act, making it possible for companies to raise funding from the general…
KoreConX CEO Oscar Jofre’s Interview on Recent EINBLICK Podcast
Recently, KoreConX President, CEO, and Co-Founder Oscar Jofre had the pleasure of joining Christian Klepp, Co-Founder of EINBLICK Consulting, on their podcast B2B Marketers on…
Meet the KorePartners: Andrew Corn, CEO of E5A Integrated Marketing
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. From the…
What is Secondary Market Trading?
Even if you’re unfamiliar with the term secondary market, you’re likely familiar with the concept. Companies sell securities to investors, who in exchange own a…
KorePartner Spotlight: Etan Butler, Chair of Dalmore Group
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the KorePartners that contribute to its ecosystem. Etan Butler…
What is the Role of a Transfer Agent for a Private Company?
For companies issuing securities to investors, a transfer agent plays an important role in the process. If your company has yet to issue securities but…
How to be Ready for Raising Capital
Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…
What are Blue Sky Laws and Why are They Important?
Originating in the aftermath of the Great Depression, “blue sky laws” were made possible by the Uniform Securities Act of 1956. Leading up to the…
Can I Use My IRA for Private Company Investments?
Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other…
Wait a Minute, What is a Minute Book?
Unlike the name suggests, a minute book is by no means minute. As a business grows, a well-kept minute book becomes an essential record of…
Why is a Broker-Dealer Important for Private Company Offerings?
If you’re looking to raise money for your private company, chances are that you’ve at least heard the term “broker-dealer.” However, if you’re new to…
How to Manage Investments in Private Companies
For investors, investing in private companies can be a beneficial way to diversify their investment portfolios. Whether the investment was made through private equity or…
What is Investor Relations?
No matter the size of the company, investor relations (IR) should be a key component of conducting business. It’s never too early to implement a…
How does Investor Acquisition Help Find the Right Investors?
If you’re a company that is in the process of raising funds for your business, you’re likely looking to do so with the help of…
What is Needed for a Successful RegA+ Offering
If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+…
Regulation A Offering Limits Increased to $75 Million
On Monday, November 2, exciting news was announced by the SEC regarding Regulation A offerings. The Securities and Exchange Commission approved long-awaited amendments to offering…
