Private Equity VS. Venture Capital
For companies looking to raise capital, there are many options on the table. From raising capital from friends and family and crowdfunding to private equity…
Can I Trade Private Shares?
Think of buying a traditional stock, listed on a public exchange like the New York Stock Exchange or NASDAQ. You can buy and sell these…
What is a CIK Number?
Recently, we received a question from an issuer who asked what a CIK number is. If you have ever filed a form with the Securities…
10 RegA+ Issuers Penalized for SEC Violation: What Can We Learn?
We’ve discussed compliance at length and how it’s essential for building trust within the private capital markets. But what happens when you’re not compliant? The…
What is an Option?
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 Burn Rate?
Recently, we received a question from an issuer, asking what a burn rate is. We believe that education is an essential part of the capital…
Veni, Vidi, Verify
More than two millennia ago, Julius Caesar said the famous phrase, “Veni, Vidi, Vici”, triumphant in battle. This translates to, “I came, I saw, I…
What is Phishing?
No one thinks they’ll fall victim to a cybercrime, but in reality, you’ve likely come across a suspicious email that could be trying to steal…
My Company is Based in Canada: Can I Use RegCF to Raise Capital?
Recently, we received a question from an issuer, asking if Canadian companies can use RegCF to raise capital. We believe that education is an essential…
April Investment Crowdfunding Sees Near-Record Levels
The last couple of months have been a turbulent time for the financial sector. In March, we first saw the collapse of Silicon Valley Bank,…
Avoiding Scams
Scams come in all shapes and sizes but share the same goal: to take someone’s hard-earned money. At KoreConX, we talk a lot about the…
What is an Escrow Provider?
If you’ve bought a home, you’ve likely heard the term escrow. In the homebuying process, escrow can be used to hold a good faith deposit…
Shedding Light on the Secondary Market
The private capital market is an important component of the economy and has seen considerable growth since the JOBS Act exemptions came into play. However,…
Why the Private Capital Markets are Outpacing the Public Markets
The private capital market has seen considerable growth over the past few years due to geopolitical tensions, inflation, and interest rate hikes. These factors are…
What is a Board of Directors?
Recently, we received a question from an issuer, asking to explain what a board of directors is. We believe that education is an essential part…
What You Should Know About Investing in Private Capital Markets
Investing in the private market can be a great way to gain returns unavailable elsewhere. With the right research, investments in private companies can yield…
How Do I Build a Community for My Company?
What is a community? The word can be defined as “a body of persons of common and especially professional interests scattered through a larger society”…
Form C-AR filing time again!
Hi everyone; a reminder that we are just over a month away from the deadline to file Form C-AR by May 1.* We wanted to…
Small Businesses and Their Economic Success
Small businesses have always been an integral part of the economy, contributing to job creation and economic growth. Over the last decade, small businesses have…
7 Golden Rules for the Secondary Market
Secondary markets provide investors a way to trade securities they have previously purchased or buy new ones offered by other investors. This blog will look…
5 Things You Need to Know About Transfer Agents
When a company issues securities, it is vital to keep the official record of ownership and distribution accurate and up-to-date at all times. This process…
KorePartner Spotlight: Richard Johnson, CEO of Texture Capital
At Texture Capital, the mission is to revolutionize the two trillion-dollar market for private securities by leveraging blockchain technology and smart contracts. The company has…
Small Businesses Need Capital
Small businesses are essential to the economic well-being of a country, but unfortunately, many find it challenging to obtain the capital they need. It is…
Approaching the 11th Anniversary of the JOBS Act
Eleven years ago, the Jumpstart Our Business Startups (JOBS) Act was signed into law in a White House Rose Garden ceremony. Looking back on this…
Reforms to RegD
With Regulation D (RegD) offerings, companies are exempt from registering securities with the SEC. Under RegD, companies can raise capital from accredited investors (and a…
7 Things You Need to Raise Capital Online in 2023
. ising capital online can be a great way to a vast pool of potential investors. With the JOBS Act exemptions and many online funding…
5 Tips for Frictionless Capital Raising
Raising capital can be a tricky process. Fortunately, with the JOBS Act and its exemptions from SEC registration under RegA+, RegCF, or RegD, entrepreneurs can…
SEC Amends Broker-Dealer Record-keeping Requirements
The SEC’s long-time policy for broker-dealers is to keep records of their business activities in a non-rewritable, non-erasable format – otherwise known as WORM (Write…
Seeking Opportunities in Times of Crisis
The collapse of Silicon Valley Bank has sent shockwaves through the financial sector, sending bank stocks plummeting, heightening stresses, and leaving many people with feelings…
What is TradeCheck?
Through RegA+, RegCF, and RegD, hundreds of companies across the country have been able to raise capital from both retail and accredited investors. The shares…
What is Affinity Marketing?
Affinity marketing is an effective way to increase brand recognition and reach a larger target audience, especially when it comes to raising capital. By leveraging…
Oscar Jofre to Speak at LSI 2023 Emerging Medtech Summit
The LSI 2023 Emerging Medtech Summit is an upcoming four-day conference that will provide attendees a detailed look into the current Medtech industry. From March…
LSI Starts Next Week!
In 2022, KoreConX partnered with Life Science Intelligence (LSI) to host the Emerging Medtech Summit, an event for investors and strategic partners within the life…
On The Silicon Valley Bank Shutdown
On Friday, March 10, Silicon Valley Bank was shut down by regulators. This has an impact on a significant number of businesses, both large and…
How Do I Grant Equity to Employees?
Equity to employees gives workers a share of ownership in the company they work for. Ownership in the form of a percentage can be given…
Addressing the Decrease in VC Funding to Women-Led Startups
In recent years, the number of female entrepreneurs has grown exponentially. Many women have decided to turn their business ideas into reality. Others have leveraged…
How Do I Know if My Cap Table is Ready?
A cap table (short for capitalization table) is essential for any company looking to raise capital. It provides a detailed breakdown of the equity owned…
KoreClient Spotlight: Steve Beaman, Chairman & Chief Executive Officer of Elevare Technologies
Elevare Technologies is a technology company aiming to lead the digital economy revolution through Virtualization as a Service (VaaS). They promote and accelerate virtual adoption…
Who Does Due Diligence on Companies Using RegCF?
When it comes to raising capital using Regulation Crowdfunding (RegCF), due diligence is an essential part of the process. Due diligence helps ensure that the…
Who Does Due Diligence on Companies using RegA+?
Due diligence is an essential part of the investment process. Especially following the passage of the JOBS Act in 2012, which expanded Regulation A+ (RegA+),…
Understanding the JOBS Act for Real Estate
Real Estate has become increasingly popular as an asset class in recent years and investors are eager to put their money into this space. However,…
The Origins of Blockchain
It’s been a little over a decade since Blockchain technology was first introduced, but it’s already revolutionizing the way we do business. By eliminating the…
Online Capital Formation is Always Available, Even When VC Funding Is Not
The venture capital (VC) industry has been struggling since 2022. Venture funding has dropped by more than 50% since 2022 and late-stage investments have plummeted…
Why Use RegCF for Real Estate?
Companies in the real estate industry have a variety of financing options available for their projects, but one that is often overlooked is the use…
What is Tokenization in Real Estate?
Real estate tokenization is a new way of dividing property ownership rights using blockchain technology and digital tokens. Tokenization enables fractional real estate ownership, owning…
KoreClient Spotlight: Greg Tucker, CEO and Co-Founder of Spartan Bitcoin Mining
Greg Tucker has been in the publicly traded arena in some form or fashion for close to 20 years. He served as a President/CEO of…
The Need for Compliant and Safe Online Capital Formation
In the State of the Union address given by President Joe Biden on February 7th, 2023, he remarked: “Every time somebody starts a small business,…
What Are the Costs for a RegCF Issuance?
Raising capital is necessary for many companies, but it comes with a price tag. This is why we often receive questions from companies seeking to…
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…
Mobile App For Online Investments
Investing online is easier, faster, and safer with the new KoreID Mobile App For Online Investments. Launched by KoreConX, this first-of-its-kind mobile online passport for…
Marketing Strategies for Raising Capital
When a company is looking to raise capital, there are many marketing strategies to get the word out. With any method, the primary goal is…
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…
Online Capital Formation And Why You Have To Understand It
The JOBS Act reached its tenth anniversary in 2022. We celebrated the date with the launch of our Podcast, KoreTalkX, recently mentioned by Spotify as…
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…
What eBAY Tells Us About Secondary Markets For Private Companies
This blog was originally written by KorePartner Mark Roderick. You can view the original post here. The securities of private companies are illiquid, meaning…
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…
Genesis Global Trading Suspends Lending Services
Oscar Jofre joined FintechTV to talk about the Genesis Global Trading lending arm. Genesis Global Trading is a top investment bank in the crypto world….
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…
Is The Crypto Winter Over? Here’s What The Experts Say
Are you a crypto investor? The market for digital assets is growing by leaps and bounds every day. But is the crypto winter almost over?…
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…
Partnership in the Private Markets: “Who Pays?”
Way back in March 2020, our values as a company were tested. At the time, I began to write this blog post but with my…
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…
RegA and RegCF issuers: time to count your shareholders!
RegA and RegCF have been around for a few years now and we are finding that some of our clients, especially those that have made…
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…
Biden to pardon all federal offenses of simple marijuana possession – Breaking News
As the decriminalizing of marijuana is being extensively debated across the world, President Joe Biden just took his first major step in this direction. Biden…
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…
SEC Charges Eight in Scheme to Fraudulently Promote Securities Offerings
On September 30, 2022, the SEC announced charges against 8 CEOs and CFOs for fraudulently promoting Regulation A+ securities offerings. The companies named by the…
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….
If you aren’t current in your Reg A reporting, you could still be violating securities laws even if qualified by the SEC
It’s 1-SA filing season again for Regulation A filers, and time to make some observations about the consequences of not filing. We have encountered more…
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…
Investor Fatigue: One KoreID To Rule Them All
One does not simply walk into investing, and that’s why we designed KoreID. Therefore, for the past few years, we have been educating people on…
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…
The SEC Can Stop Your Regulation A Offering At Any Time
The SEC has two powerful tools to stop your Regulation A offering anytime. Rule 258 Rule 258 allows the SEC to immediately suspend an offering…
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…
Benefits of Digital Securities for Investors and Issuers
With the emergence and development of blockchain technology, digital securities have seen wider adoption by investors and investment firms. Arising from the need for protection…
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 JOBS Act as the Founding Father Of A New Economy
April 5th, 2012. On this day, Barack Obama, 44th President of the United States, signed the JOBS Act into law. This has touched so many…
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….
Jumpstart Our Business Startups: Democratizing Access To Capital
The JOBS Act (Jumpstart Our Business Startups) reached its 10th anniversary in 2022 and we keep working on education to empower people through private capital…
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…
What is the Estimated Budget for RegA+ Issuance?
Navigating the fundraising process and understanding how much to budget from a financial standpoint is one of the most frequent questions we receive. In the…
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 Independence Day means to KoreConX
Independence Day is a really iconic holiday. Parades and fireworks, concerts and cookouts, celebrations of what America is and what it aspires to be, surrounded…
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?…
Partnership Strengthens Growing Industries Raising Private Capital
In another strategic move, KoreConX All-In-One Platform announces partnership with Fundopolis, an online investment bank specializing in exempt offerings and private placement capital allocation, as…
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…
Quarterbacks: Their Role and Why They’re Essential for Your RegA+ Raise
In the world of Reg A+, quarterbacks are essential to a successful offering. They play a critical role in the overall success of an offering,…
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…
Security Tokens for RegA+
Although security tokens have been around for a while, they have started to gain popularity because they offer several advantages over traditional investment vehicles. In…
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…
5 Key Players To Know For Your 401k Audit
This blog was originally written by our KorePartners at Assurance Dimensions. View the original post here. Your 401k audit requires the work of multiple…
Credit Cards, Escrow, and Broker-Dealers for RegA+ = $75 Million for Cannabis Companies
“It’s About Time” Up until now, it was a real challenge for Cannabis companies to take advantage of Reg A+ exemptions that allow…
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…
Do you really have permission to use those logos?
This post was originally written by our KorePartners at CrowdCheck. View the original article here. The Theranos jury’s fraud convictions of Elizabeth Holmes, former CEO…
Foreign issuers using Reg A and Reg CF
This post was originally written by our KorePartners at CrowdCheck. View the original article here. For some reason, this issue has been coming up…
How to Get Sued
This article was originally written by our KorePartner Jamie Ostrow at CrowdCheck Law. View the original post here. If you work with us, you…
How Does A Convertible Note Work?
This article was originally written by our KorePartners at Raise Green. View the original article here. A Cornerstone of Regulation Crowdfunding Convertible notes are a…
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…
How Liquidity Impacts Investing
This article was originally written by our KorePartners at Rialto Markets. To view the original article, please click here. Liquidity is a term used…
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…
Foreign Investors Key Considerations for Your Next Deal
This post was originally written by our KorePartners at Crowdfunding Lawyers. View the original post here. When discussing fundraising for your deals, most of…
Hosting Webinars For Your Equity Crowdfunding Campaign
This article was originally written by our KorePartners at DNA. View the original post here. Why are webinars so important for your equity crowdfunding…
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…
The 4 Things You Can’t Do While Marketing a New Reg CF Fund
This post was originally written by KorePartner Dawson Russell at Capital Raise Agency. View the original article here. Your Reg CF Marketing has qualified,…
Why Are Brand Ambassadors Valuable Investors?
When it comes to raising capital, it’s important to think outside the box. The JOBS Act created a new type of investor a “brand…
What is the Opportunity in RegCF for Franchisees and Franchisors?
Raising capital is a critical part of any business, and it can be especially challenging for franchisees and franchisors. Fortunately, there are several options available,…
10 Years Later: How the JOBS Act Has Revolutionized Capital Raising
It’s been ten years since the JOBS Act was passed, enabling companies to raise capital in ways never before possible. What started in Washington, the…
What is a Fund and How Can it Utilize RegA+?
In the traditional sense of a fund, you may be thinking of something like a hedge fund, or other sort of entity that invests in…
What Due Diligence Do I Need for My RegA+ Offering?
If you’re thinking of conducting a RegA+ offering, you’ll need to do some due diligence first. This blog post will outline what you should investigate…
Tremendous Growth in Investments in Online Startups
Online startup investing has become more prevalent in recent years as the JOBS Act exemptions continue to evolve and grow more popular as a way…
A Look Back on the Last Year of RegA+
Marking a huge step forward in equity crowdfunding opportunities for entrepreneurs and investors alike, one year ago, the SEC’s game-changing decision went into effect that…
The Importance of Private Capital for Female Founders
It’s no secret that women face unique challenges when starting and running a business, with women-led startups only receiving 2.3% of VC funding in 2020. From…
KoreClient Spotlight: Peter Kassel, CEO and Co-Founder of HealthySole
Peter Kassel is the CEO and co-founder of Healthysole, a remover of 99.99% of infectious bacteria, viruses, and spores that are tracked on your shoes….
KoreClient Spotlight: Dr. Joseph McGinley, Founder and CEO of McGinley Orthopedics
Joseph C. McGinley. M.D., Ph.D. is a highly accomplished musculoskeletal intervention and sports medicine physician with over 15 years of experience in the field. He…
What are the Benefits of a Cap Table in Capital Raising?
If you’re running a business, then you know that keeping track of your finances is essential. And if you’re looking to raise money from investors,…
Secondary Market Trading for RegA+, RegCF, and RegD
As more and more companies look to raise capital in the private capital market, it’s essential to understand the different exemptions available for this purpose….
How to Ensure Your Marketing is Compliant During an Equity Crowdfunding Raise
You may be wondering, “Why is a marketing agency talking about compliance?”. We’re obviously not lawyers, but it is pivotal that compliance is offered at…
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…
Attracting Impact Investors
Founders and executives of startup and early-stage healthcare companies seeking funding historically were limited to appeals to Venture Capital firms, Angels, and bootstrapping – struggling to…
KoreConX and Medtech-Ecosystem Together at LSI Emerging Medtech Summit 2022
Experts in the life sciences sector will teach investors how to use Regulation A+ for successful capital raising NEW YORK, February 23, 2022 –…
Three Trends that We predict Will Shape Investment Crowdfunding in 2022
This article was written by Erin Holloway, KorePartner from Prime Trust. It was originally published on Crowdfund Insider, view the original article here. Investment…
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…
KoreConX and David Weild IV at LSI Emerging Medtech Summit 22
‘Father of the JOBS Act,’ Mr. Weild will join KoreConX to address a keynote on how Medtech is the new frontier to a successful capital…
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+…
How to Read a Startup’s Financial Statements
This article was originally written by our KorePartners at StartEngine. View the original post here. When considering which startups to invest in, there is…
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…
KoreConX Partners With LSI Emerging Medtech Summit 2022
Medtech and Life Sciences main event will be held next March in California. KoreConX is one of the supporting sponsors. NEW YORK, January 26, 2022…
Reg A Offering : When is it the right offering type?
This post was originally written by our KorePartners at Capital Raise Agency. View the original post here. There are a lot of questions we get…
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…
Investing in Startups 101
This article was originally written by our KorePartners at StartEngine. You can view the post here. The high-speed world of startups, and the risks of…
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…
Private Securities and Crowdfunding Surge is Forecast to Continue in 2022
This article was written by our KorePartners at Rialto Markets. View the original post here. Crowdfunding had another record year in 2021 and is…
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…
Is Email Still King for Reg A, Reg CF, and Reg D Marketing?
This article was originally written by KorePartner Dawson Russell of Capital Raise Agency. View the original post here. Email marketing has been around for…
Securities in Real Estate – A Beginner’s Guide!
This blog was originally written by our KorePartners at Crowdfunding Lawyers. View the original post here. Over the past few decades, real estate investing…
What is Sustainable Investing?
This blog was originally written by our KorePartners at Raise Green. View the original post here. OK, How Does Sustainable Investing Work? Some investors seek…
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…
Crowdfunding SAFE vs. Traditional SAFE – Key Differences
This blog was originally written for our KorePartner Bian Belley at Crowdwise. View the original article here. Since its creation in 2013, the use…
Why Digital Marketing is The Key to “Always Raising” Capital
In a recent webinar with StartEngine, Kevin O’Leary succinctly said, “great companies that are growing need money, and they should get it.” With today’s…
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…
Crowdfunding with IRAs
This blog is was written by our KorePartners at New Direction Trust Co. View the original article here. It would be an understatement to…
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 are the Benefits of Digital Securities for Issuers and Investors?
With the emergence and development of blockchain technology, digital securities have seen wider adoption by investors and investment firms. Arising from the need for protection…
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. …
KoreConX Webinar: Why cannabis and RegA+ are the perfect match!
A virtual event held by KoreConX that featured Cannabis experts and Top Thoughts Leaders discussing the potential and possibilities of raising money using Regulation A+…
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…
Things to Consider When Choosing Your Equity Crowdfunding Portal
Written by KorePartner Jason Fishman at DNA. See the original post here. Before the new SEC regulations, about 20% of Reg CF campaigns hit…
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…
KoreConX’s KoreChain Infrastructure Leveraged by SEC-Qualified Companies Raising Capital
The KoreConX All-In-One Platform is the first to market with a fully compliant blockchain technology (KoreChain) to connect investors, companies, broker-dealers, secondary market ATS, and…
$1 Billion Raised Through RegCF
It seems 2021 is the year where we continue to break new ground for the JOBS Act, and today marks a momentous milestone in its…
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…
Using RegCF to Raise Money for a Non-US Business
To use Reg CF (aka Title III Crowdfunding), an issuer must be “organized under, and subject to, the laws of a State or territory of…
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…
What Forms of Alternative Finance are Available?
Starting a business can be difficult. Most young companies enter the scene with little capital to help them grow. Taking a loan out from the…
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…
KorePartner Spotlight: Douglas Ruark, Founder and President of Regulation D Resources
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Douglas Ruark,…
What is RegTech?
In the wake of the 2008 economic crisis and the subsequent recession that followed, there was a push to create new regulations to govern financial…
What is Regulated Crowdfunding
On April 5th of 2012, President Obama signed into law legislation called the JOBS Act. Four years after that act was signed, Title III of…
What is a RegA+ Annual Shareholder Meeting?
With Regulation A+ allowing companies to raise up to $75M USD, the regulation enables many great investors to support an issuer’s journey. From the everyday…
What is the role of a board director?
When thinking about corporate governance, the first roles that often come to mind are the executive officers like the CEO or CCO. These roles are…
Reg A and Reg CF Issuers: Time to Count Your Shareholders!
Reg A and Reg CF have been around for a few years now and we are finding that some of our clients, especially those that…
Meet the KorePartners: Louis Bevilacqua of Bevilacqua PLLC
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to the ecosystem. For the…
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 Corporate Secretary?
A Corporate Secretary is a required position set forth by state corporation laws and is part of the ‘check and balance’ on board members and…
Shareholder Rights and Why They’re Important to Know
The first thought that comes to mind when someone says “shareholder,” is Wall Street, understandably, as Wall Street is home to the New York Stock…
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…
KorePartner Spotlight: Brian Belley, Founder and CEO of Crowdwise
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Brian Belley,…
What is Portfolio Management?
Portfolio management, at its most basic level, is the way that an investment portfolio is designed to align with the wants and needs of the…
There is a Market for Your Private Securities
KoreConX is proud to announce the upcoming KoreSummit event, “There is a Market for Your Private Securities.” The event, co-hosted with Rialto Markets, CrowdCheck, and…
What is a Minute Book and Why is it Important?
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…
What is 409(a) and Why Does My Company Need it?
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….
What is Alternative Finance?
By definition, alternative finance includes any financing source outside of the traditional realm of the traditional finance systems like regulated banks and stock markets. Such…
What is Due Diligence?
When it comes to investments of any kind, due diligence is essential for both issuers and investors alike. Do so what exactly is due diligence?…
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…
How a Member of the Crowd Made Crowdfunding Easier
A while back, one of our favorite start-up clients called me and asked me to speak to a potential investor. Paul Efron, a resident of…
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+…
CrowdCheck’s Analysis of the New Exempt Offerings Rules: Testing the Waters comes to Reg CF
While the costs of preparing an offering under Reg CF are significantly lower than other types of securities offerings, they can still be expensive in…
Tax Alert for Sponsors and Fund Managers: IRS Issues Final Regulations for Carried Interests
Every real estate syndication and private investment fund involves a “carried interest” for the sponsor, also known as a “promoted interest.” The IRS just issued…
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…
Regulation A+ Is Even Better After Passage Of The Economic Growth Act
On May 24, 2018, President Trump signed the Economic Growth, Regulatory Relief and Consumer Protection Act (the Act) into law. The Act was introduced by…
Using a Transfer Agent Doesn’t Mean You Have a Single Entry on Your Cap Table
Many issuers are concerned that “Crowdfunding will screw up my cap table.” In response, several Title III funding portals offer a mechanism they promise will…
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…
Bringing Private Placements into the Digital Age
How blockchain-based technology will transform private markets Remember the first time you drove a car with a rear-facing camera? The first time you streamed…
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…
Effective Date of the Amendments to Reg CF and Reg A
The amendments to Reg CF, Reg A, and other rules relating to capital formation utilizing exempt offerings have finally been published in the Federal Register,…
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…
Warrant Issuers, Keep Your Offering Statement Evergreen
An increasing number of issuers have been using Regulation A to make continuous offerings of units, consisting of a combination of equity, often common stock,…
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…
Foreign Issuers Using Regulation A and Regulation CF
For some reason, this issue has been coming up a lot lately. Our usual response to the question “Can non-US issuers make a Regulation A…
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…
Click “RESET”
In the future, 5 or 10 years from now, we will see an evolution in business and a paradigm shift occurring all due to the…
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…
409A – A Guide for Startups
We “Get It” We understand that the last thing any start-up wants to worry about is tax compliance, especially when you have so many other…
Reg CF Investment Vehicles: What Are They Good For?
In its recent rulemaking, the SEC added new Rule 3a-9 under the Investment Company Act to allow for the use of “crowdfunding vehicles” for Reg…
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…
SEC Proposes Relief for “Finders”
I have long (oh so long) been one of those urging the SEC to give some clarity with respect to the status of “finders.” See here for…
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…
SEC Approves Increases to RegCF Maximum Offering and Investor Limits
On Monday, November 2, 2020 the SEC approved updates to Regulation Crowdfunding significantly increasing the limits of offering under this regulation. These changes will go…
KoreSummit RegA+ 2020
KoreSummit is all about education, We are pleased to be able to offer you the opportunity to receive first-hand knowledge from leading thought leaders to…
Forbes interview with KoreConX founders
Start-Up KoreConX Launches A New Blockchain Network To Connect The Private Capital Market Robert AnzaloneContributor Crypto & Blockchain Do you know how to invest in…
The SEC proposes expanding the “accredited investor” definition
The SEC has proposed amending the definition of “accredited investors.” Accredited investors are currently defined as (huge generalization here) people who have net worth of $1 million…
Equity Crowdfunding Platforms (RegCF)
As of 02 JUNE 2020, there are 51 active RegCF Equity Crowdfunding Platforms helping companies raise up to $1.0M USD. We are all anticipating that RegCF…
FINRA BD Requirements for RegA+ & Digital Securities
FINRA BD Requirements for RegA+ & Digital Securities The private markets are receiving a much updated revamp by the SEC which is having a major…
Wefunder Interviews Oscar Jofre co-founder KoreConX
WeFunder the #1 Equity Crowdfunding platform in the USA interviews Oscar Jofre co-founder of KoreConX. (1) What is a Transfer Agent? This a great question. As…
What is Reg A plus versus Reg A?
The simple answer is that today, Regulation A (Reg A) and Regulation A+ (Reg A+) are the exact same law. There is no difference, and…
Why is my cap table so important for my company?
It’s never too early in the process of building a company to start managing your capitalization table (otherwise known as a cap table). As a…
SEC changes to RegA+ and RegCF
On 04 March 2020, the US Securities Exchange Commission (SEC) has laid out the proposed changes that are going to have a major impact on…
Wake up call, do you have the right chain for securities?
Polymath is the latest of the Ethereum fan club that has woken up to the fact that Ethereum isn’t the right blockchain platform for financial…
Finality, Settlement, and Validation: The Place to Start
One of the most important concepts in capital market transactions is settlement and finality. Even though the payment infrastructure gets the majority of airtime, settlement…
Global Crypto Twins one on one with Oscar Jofre co-founder of KoreConX
The Crypto Twins are well-recognized faces in the blockchain space and have been advocates and the voice for those who are supporting the global ecosystem…
Blockchain Radio’s one on one with KoreConX Chief Scientist/Technology Officer
This is a rare occasion to have our very own Dr. Kiran Garimella interviewed by Blockchain Radio’s Pierre Bourque, a leading talk show host for…
Midas Letter James West interviews CEO of KoreConX
The Midas Letter show is hosted by personality James West, who gets right into things with his guests. He is an advocate of the capital…
TalkCents Radio based in UAE interviews KoreConX Director MENA
So much of blockchain is spoken in USA, Europe here is TalkCents coming live from Dubai, UAE. TalkCents brings the latest leaders in the MENA…
Understanding Digital Assets
There has been a lot of talk in recent years about crypto, tokens, blockchain, ICOs, STOs, Digital Securities, etc. What does it all mean and…
Facebook’s Libra Reboots the Crypto World
Facebook Libra Project set’s to rebook the crypto world. Since the announcement by Facebook of their Libra Project, everyone in the world came out with…
Many Rights Make the KoreProtocol Right
Over the last few weeks, we have seen the highly entertaining farce of Craig Wright claiming to be Satoshi Nakamoto by registering a copyright to…
Exempt Market Update 2019
The exempt market in Canada is going through some major developments that will fundamentally change how the private market will be seen by investors.Digital Securities…
KoreConX launches $15M Digital Securities Offering using its own Fully-Compliant KoreProtocol
KoreConX is excited to announce its Digital Securities Offering that will utilize its own KoreProtocol. The KoreProtocol is the world’s first complete end-to-end protocol that…
Reg A+ Webinar: Q&A Part I
The content on this webinar and associated blogs are provided for general information purposes only and does not constitute legal or other professional advice or…
Minimizing Failure Vector Surfaces for Digital Securities
Modern capitalists and ancient Chinese may disagree on many things, but the one thing they do seem to agree on relates to security of the…
Meet the KorePartners: David Benizri, Rivver
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that…
Reg A+ Webinar: The Highlights
In our last webinar, we’ve talked about a very complex topic in the startup industry: The Regulation A+. For those of you who have never…
Digital Securities Webinar: Your Questions Answered!
We had an overwhelming response to our last webinar on Digital Securities. While Oscar Jofre and Darren Marble did their best to answer all the…
Webinar sheds light on Digital Securities Terrain
The regulator’s message is clear: there’s no room for tampering with the regulation when it comes to capital raising, and many companies that invested time…
Much Ado About Nothing: the SEC’s No-Action Letter
On April 3, the SEC issued its first no-action letter saying that the tokens proposed to be issued by the applicant, TurnKey Jet (or TKJ,…
Meet the KorePartners: Dan Eyman, Meld Valuation
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that…
Meet the KorePartners: Adrian Alvarez, InvestReady
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that…
Meet the KorePartners: Rick Tapia, Blockchain Agility
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that…
Who do you trust with your Crypto?
“The great thing about trustless cryptocurrency systems is just how many incompetents you have to trust along the way.” – David Gerard, author of Attack…
Meet the KorePartners: Peter Woodard, DLTMI
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that…
The Right Technology – The Case of Mercury Cash
Nothing proves the wisdom of choosing the right technology for the right job than the case of Mercury Cash, a hosted-wallet solution for real-time liquidation…
Meet the KorePartners: Luka Gubo, Blocktrade
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe…
Decentralized vs Distributed Systems Part I
Blockchain per se is not about decentralization; rather, it is a distributed system technology. The two terms, decentralized system and distributed system, are often confused,…
Meet the KorePartners: Kyle Asman, BX3 Capital
This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that…
Meet the KorePartners: Michel Aliphon, SME Brokers
This week we are launching a special series to introduce you to our KorePartners. These are the people and companies who share KoreConX’s governance standards,…