Subsidiaries using RegCF
This came up no less than three times last week, so I figured it was worth a blog post. Subsidiaries can raise funds under Reg…
Communications and publicity by issuers prior to and during a Regulation CF (RegCF) Offering
The idea behind crowdfunding is that the crowd — family, friends, and fans of a small or startup company, even if they are not rich…
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…
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…
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…
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…
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,…
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…
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…
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,…
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…
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 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…
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…
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…
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…
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….
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…
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…
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….
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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+…
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…
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…
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 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….
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,…
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 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…
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…
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,…
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 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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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,…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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.
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…
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…
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…
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…
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…
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…
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….
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…
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…
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,…
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…
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…
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….
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…
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…
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…
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…
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…
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…
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…
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&IR=T” target=”_blank”…
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…
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…
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…
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…
