Category: KoreConX

by Oscar Jofre

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…

by Hannah Melotto

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…

May 20, 2022

by Theresa Hyatte

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…

May 6, 2022

by Sara Hanks

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…

May 4, 2022

by Jamie Ostrow

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…

May 2, 2022

by Oscar Jofre

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,…

by Oscar Jofre

What is a Fund and How Can it Utilize Reg A?

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…

April 1, 2022

by Oscar Jofre

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…

by Oscar Jofre

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….

by Oscar Jofre

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…

by Hannah Melotto

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…

by Matt Foley

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…

by Carolina Casimiro

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 –…

February 23, 2022

by Erin Holloway

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…

February 21, 2022

by Hannah Melotto

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…

by Hannah Melotto

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….

February 16, 2022

by Hannah Melotto

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…

February 14, 2022

by Hannah Melotto

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…

February 11, 2022

by Carolina Casimiro

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…

February 8, 2022

by Hannah Melotto

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,…

by Hannah Melotto

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…

January 26, 2022

by Carolina Casimiro

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…

by Dawson Russell

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…

January 24, 2022

by Hannah Melotto

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…

by Hannah Melotto

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…

by Dawson Russell

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…

by Crowdfunding Lawyers

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…

by Hannah Melotto

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…

December 17, 2021

by Hannah Melotto

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…

December 8, 2021

by Jason Fishman

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…

by Oscar Jofre

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+…

November 4, 2021

by Hannah Melotto

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…

November 1, 2021

by Oscar Jofre

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…

October 27, 2021

by Hannah Melotto

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:…

October 8, 2021

by Hannah Melotto

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….

October 4, 2021

by Hannah Melotto

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…

September 6, 2021

by Hannah Melotto

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,…

September 3, 2021

by Hannah Melotto

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…

August 2, 2021

by Hannah Melotto

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…

July 30, 2021

by Hannah Melotto

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…

July 23, 2021

by Oscar Jofre

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…

by Oscar Jofre

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…

by Hannah Melotto

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…

June 7, 2021

by Oscar Jofre

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,…

by Oscar Jofre

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…

May 18, 2021

by Oscar Jofre

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…

by Hannah Melotto

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…

by Hannah Melotto

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…

by Sara Hanks

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…

by Hannah Melotto

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…

by Hannah Melotto

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…

by Hannah Melotto

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…

by Hannah Melotto

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…

by Hannah Melotto

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+…

by Andrew Stephenson

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…

March 22, 2021

by Mark Roderick

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…

March 19, 2021

by Hannah Melotto

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…

March 12, 2021

by Hannah Melotto

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…

by Lahdan Rahmati

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…

by Mark Roderick

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…

by Hannah Melotto

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…

February 19, 2021

by Hannah Melotto

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…

February 18, 2021

by Hannah Melotto

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…

by Hannah Melotto

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…

by Hannah Melotto

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…

by Daniel Eyman

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…

by Hannah Melotto

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…

by Hannah Melotto

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…

by Hannah Melotto

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+…

by Hannah Melotto

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Kendall Almerico

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Kiran Garimella

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

April 22, 2019

by Oscar Jofre

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…

by Oscar Jofre

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,…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Kiran Garimella

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…

by Oscar Jofre

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…

by Kiran Garimella

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,…

by Oscar Jofre

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…

January 23, 2019

by Oscar Jofre

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,…

by Oscar Jofre

KoreChain & KoreContract

What is the KoreConX blockchain strategy & why choose KoreChain? In this video, KoreConX Co-Founder and CEO, Oscar Jofre, and our Chief Scientist/CTO, Kiran Garimella,…

by Kiran Garimella

Technologies of Blockchain Part 4: Conclusion

In parts 1, 2 and 3, we briefly touched on some of the historical foundations of blockchains from computer science and mathematics, including their sub-topics…

by Kiran Garimella

Technologies of Blockchain Part 3: Cryptography, Scaling, and Consensus

In Part 2, we saw how a simple concept of a linked list can morph into complex, distributed systems. Obviously, this is a simple, conceptual…

by Kendall Almerico

Lessons To Be Learned From The SEC’s Recent Penalties for ICO Companies

The Securities and Exchange Commission recently brought their regulatory hammer down on several ICO-related companies. After months of public statements from officials and rumors of numerous subpoenas…

by Kiran Garimella

Technologies of Blockchain – Part 2: Distributed Systems

We saw in Part 1 that linked lists provide the conceptual foundation for blockchain, where a ‘block’ is a package of data and blocks are…

by Kiran Garimella

Technologies of Blockchain – Part 1: The Foundations

Blockchain is not just a single technology but a package of a number of technologies and techniques. The rich lexicon in the blockchain includes terms…

by Kiran Garimella

The Three Fallacies of Smart Contracts

Smart contracts have become popular due to the extensibility of the Ethereum blockchain beyond its main foundation as a cryptocurrency platform, where it competes with…

by Oscar Jofre

Difference between Crypto and Security Token

Is there a difference between cryptocurrency and a security token? The answer is yes, there is a big difference. And it is time we get…

by Kiran Garimella

Joining Hyperledger to Revolutionize Tokenization of Private Securities Globally

We are thrilled to announce our membership in the Hyperledger Project. This was a carefully thought-out decision, but given the nature of our business, a…

by Oscar Jofre

KoreSummit is honored to have Mr. David Weild IV as its keynote speaker

The first KoreSummit event just got even more interesting. We are thrilled to announce Mr. David Weild IV, the father of the JOBS Act, as…

by Oscar Jofre

KoreSummit – an opportunity to learn about what is a fully compliant Security Token

Security Token – and all the technology and buzzwords that go with it – is not an easy topic. Search these terms online, and you…

by Oscar Jofre

Top Questions a Securities Lawyer will Ask an STO Issuer (in USA or Canada)

Security Token Offering is a serious business. The days of the ICO are over. These are clear messages not only from the SEC and other…

by Oscar Jofre

Life of a Company

I know, the title is odd. But the goal is to show how a company is formed and what is required for it  to be…

by Kiran Garimella

A Big Lesson from the Delaware Blockchain Amendments

Andrea Tinianow, the founding director of the Delaware Blockchain Initiative (and ‘Blockchain Czarina’), recently published a very insightful article on the significant gap in the…

by Kiran Garimella

A Security Token for Full Lifecycle Compliance

ICOs suffer from disapproval from not only the SEC but also several media that have banned ICO advertising. This disapproval seems justified, since many of the…

by Jonathan Heymann

Capital Raising “Capital markets point of view” dealer

For private issuers, raising capital is the next natural step once you have exhausted other traditional forms of financing. It becomes even more enticing when…

by Oscar Jofre

What is Investor Relations for Private Companies?

While Investor Relations may seem like an all-encompassing term referring to the relationship between investors and the company that they invest in, in practice the…

by Oscar Jofre

Today Investors Want

The internet changed everything when it was first introduced but it has not been until now that Broker Dealers, Exempt Market Dealers (EMD) are playing…

April 22, 2018

by Jason Futko

What is Portfolio Management?

Anyone that invests in more than one company or investment asset has a portfolio of investments to manage. With global markets opening up and alternative…

by Jonathan Heymann

Hiring in the Securities Industry: What you Need to Know

Hiring a new employee can be challenging in any environment, but it’s even harder in the securities industry.  Employee not only have to be the…

April 9, 2018

by Jonathan Heymann

Proficiency Requirements

Securities legislation is quite clear on what courses and designations you need in order to register in the various categories, but what relevant experience is…

February 28, 2018

by Oscar Jofre

The Death of the ICO and the RISE of #TAO

The term ICO has been very confusing to the investing market, even those selling ICOs have no understanding of it — when you start asking…

February 6, 2018

by Jonathan Heymann

Product Due Diligence (Company/Issuer)

Dealing Representatives are only allowed to sell products that have been approved by the Chief Compliance Officer (CCO) — and only after they’ve been trained…

January 25, 2018

by Oscar Jofre

Wild Wild West of ICO’s time to move over, Regulated ICO’s are coming (#TAO)

Those that can remember the wild wild west of crowdfunding back in 2010-2011 will have a feeling of dejavu seeing the 2017 ICO market take…

January 23, 2018

by Oscar Jofre

Investor Relations Hashtag #IRPrivate

I know what you are thinking, why on earth do a blog regarding a hashtag.  Clearly everyone knows what Investor Relations (IR) is and how…

January 5, 2018

by Jason Futko

The Good, The Bad, and the Confusing Messaging

Think of yourself standing in front of a room full of strangers, about to give a speech on particle physics.  You don’t know if they…

January 2, 2018

by Jonathan Heymann

Compliance Review

Compliance Review Compliance reviews by regulators follow a prescribed format depending on what has triggered the visit, whether a full compliance review, targeted review or…

December 14, 2017

by Oscar Jofre

Happy 2nd Anniversary KoreConX !

We are so excited to be celebrating the 2nd year anniversary of the KoreConX all-in-one business platform launch.  It’s amazing how fast the past 2 years have gone by.  We have made friends all over the world who have shared their stories of how they use KoreConX to manage their investments with our Portfolio Management tool and how managing their companies corporate information is so easy.

December 8, 2017

by Oscar Jofre

Yes ONE login Yes ONE platform

The All-in-ONE platform The promise land of technology since the early days (going back to the 80’s) was to have one platform to make us…

November 16, 2017

by Oscar Jofre

Shareholders = Customers = Ambassadors

Each interview I’ve had in the past two weeks has asked a question about how some companies or outsiders believe that having a large pool…

by Jason Futko

Who is KoreConX

Welcome to the KoreConX blog. You are probably wondering who we are and what we do? As our first blog, we wanted to start by…

November 5, 2017

by Oscar Jofre

Don’t Let Compliance Become Chaos

Are you spending too much time on compliance and getting frustrated with all the paperwork? Compliance Officers have to deal with compliance and regulatory issues on…

November 2, 2017

by Jonathan Heymann

How to Build an Effective Compliance System

Regulators are paying increasing attention to firms’ compliance structures to ensure there is a system of control and supervision in accordance with securities rules and…

September 12, 2017

by Jason Futko

How should I manage my shareholders?

Just raised money via crowdfunding? Have you raised money traditionally several times and have lots of shareholders to manage? So, what is the best way…

by Oscar Jofre

All Hands On Deck

All too often, the responsibility of a company raising capital is left in the hands of a few people…and that weighs on them, affecting everyone….

by Jonathan Heymann

Three Compliance Commandments to Obey

Advisors have a duty to act fairly, honestly and in good faith with clients. To meet these obligations, they must know their clients, understand the…

May 23, 2017

by Oscar Jofre

Entrepreneurs Get Naked for Money

I think you should get naked. There’s a reason why people have nightmares about being naked in front of a crowd, and it’s because they…

by Jonathan Heymann

Becoming an EMD

So, you’re thinking of setting up your own Exempt Market Dealer “EMD”. Starting your own firm, along with the additional compliance responsibilities, can be daunting,…

by Jason Futko

Equity vs. Debt Crowdfunding

There is a lot of media focus on crowdfunding, but sometimes the types of crowdfunding are not properly distinguished. You hear a lot about the…

April 29, 2017

by Oscar Jofre

Role for Corporate Secretaries in Companies with Equity Crowdfunding?

The Corporate Secretary’s role to date has only been utilized, appreciated and well understood by listed companies and larger private company enterprises. Rules mandate their…

by Oscar Jofre

What will happen to blockchain in 2017?

Banks are beginning to recognise the potential of blockchain. Oscar Jofre looks at what this could mean for financial services in 2017. Blockchain is transformative….

December 6, 2016

by Jason Futko

​Size Matters: How to Manage Shareholders Under Title III

Most companies go out to raise capital knowing exactly what they’ll do with the money once they have it. They’ve got an itemized plan broken…

October 10, 2016

by Oscar Jofre

Perspective: Alternative Finance in Asia

I’ve been in Shanghai and Hong Kong quite often over the last few months, speaking at events and meeting with partners. As a Canadian, what…

June 16, 2016

by Oscar Jofre

Fintech and Equity Crowdfunding in Germany

FinTech is about to get an upgrade. In 2016, get ready to see GermTech – the entry and infectious spread of high potential German technological…

June 13, 2016

by Oscar Jofre

The Double-D (as in Due Diligence)

Get your mind out of the gutter!   Now, when you first saw the title, you asked yourself what business has to do with anything…

June 3, 2016

by Oscar Jofre

Fintech: The New World Order

Like most of you today, I spend a lot of time reading about fintech. You can get massive amounts of news reports and companies talking…

May 9, 2016

by Jason Futko

The U.K.’s Mature Financial Disruption: What the Rest of Us Can Learn

I’ve spent a lot of time in the UK lately, and it’s been on my mind even more. I was just there for the AltFi Europe…

May 4, 2016

by Oscar Jofre

Trance Music and Equity Crowdfunding

You might not guess it looking at me, but I <a href=”https://www.equities.com/news/electronic-dance-music-las-vegas-and-its-unlikely-savior” target=”_blank” rel=”noopener nofollow”>love trance music</a>. I have been a big fan of trance…

May 1, 2016

by Oscar Jofre

The R.A.B.B.I.T. Race: The Importance of The Crowd, and the R.A.B.B.I.T Report

The tortoise may sometimes beat the rabbit, but in technology, it’s rarely much of a race. CB Insights CEO Anand Sanwal said <a href=”https://www.businessinsider.com/vc-analyst-claims-2016-will-be-the-year-of-the-rabbits-2016-1?r=UK&amp;IR=T” target=”_blank”…

April 19, 2016

by Oscar Jofre

World Domination: The New Fintech

Banking, finance, and insurance have been largely constant and unchanging for decades. It’s been the very definition of an “old boys’ club”, static, institution, monopolistic, and…

April 11, 2016

by Oscar Jofre

Holy Grail of Regulated Crowdfunding

Travelling around the world gives you great perspective on many things.  From the people, culture, food, and market, to how everyone has their own way…

February 9, 2016

by Oscar Jofre

Its great to be Canadian eh !!

It’s an exciting time to be in Canada. On March 20, 2014, the Canadian regulators proposed 4 ways that companies can raise capital in Canada…

June 18, 2015

by Jason Futko

Equity Crowdfunding Eco-System

Like any new business sector you need to look at the entire eco-system to understand how it works. Back in 2003 I had the pleasure…

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