Category: KoreConX

by Scarlett Duarte

Section 12(G) Of The Exchange Act: all you need to know

Understanding the regulations surrounding public offerings is crucial for both companies and investors. In this article written by Patrick Costello, from Bevilacqua PLLC, we’ll delve…

March 15, 2024

by Oscar Jofre

Myths About How Capital is Raised by Everyone

Let’s talk about how capital is raised, especially about the myths that surround this matter. For decades, the narrative around raising capital for private companies…

March 13, 2024

by Oscar Jofre

Investor Acquisition in online capital raising

There are over 4.7 Billion potential investors online, but finding the right people to invest in your company among that vast number can seem overwhelming….

March 11, 2024

by Oscar Jofre

Regulation S vs Rule144 explained

Introduction: Regulation S vs Rule 144 Regulation S and Rule 144 are pivotal components of the United States securities law framework, each facilitating different aspects…

March 6, 2024

by Oscar Jofre

Why is building a community important when raising capital?

The private capital markets are very dynamic, and the advent of online investing, also known as online capital formation, marks a pivotal shift in how…

by Oscar Jofre

The Origins of KoreConX Trust Charter

I often get asked a number of questions when we’re doing presentations about how we got everything started. And today, I think what I want…

February 28, 2024

by Oscar Jofre

Diversifying Capital Raising Strategies for Startups

Navigating the VC Winter: Diversifying Capital Raising Strategies for Startups In the face of a VC winter, startups find themselves at a crucial juncture, requiring…

by Oscar Jofre

What is Entity Management?

In today’s fast-paced business environment, private companies face a myriad of challenges as they scale and seek capital. A crucial, yet often overlooked aspect of…

February 21, 2024

by Oscar Jofre

Digital Asset Ecosystem: Ultimate Guide

Overview of the Digital Assets Ecosystem In an era where digital assets are redefining the boundaries of technology and finance, understanding the complex landscape of…

February 16, 2024

by Oscar Jofre

Capital Raising Process: 4 Steps to Start Funding Now

In the dynamic world of private capital markets, raising capital is both an art and a science. We will demystify the capital raising process for…

by Oscar Jofre

2024 Funding Guide: Top 7 Loan Alternatives for Startups

Loan Alternatives for Startups Getting money to start a business is a critical issue that entrepreneurs have to deal. Sometimes the landscape seems so uncertain…

February 5, 2024

by Oscar Jofre

What is a Broker Dealer?

We are diving into the world of FINRA Broker-Dealers – a crucial component in maintaining the integrity and trustworthiness of the private capital markets. We’ll…

February 2, 2024

by Oscar Jofre

How to choose the right trusted cap table provider

In the dynamic landscape of private companies, managing and maintaining an accurate and reliable capitalization table (Cap Table) is paramount. A Cap Table is a…

by Sara Hanks

Reg S vs online offerings: key issues

In the complex sphere of securities, the SEC’s Regulation S holds significant importance, but it is frequently misunderstood by many in the industry. Therefore, having…

by Scarlett Duarte

Canada 45-106 Reporting Obligations

Raising capital as a company can be an exciting step, but understanding some particularities of the area is not always so easy. One crucial aspect…

by Scarlett Duarte

RegS SEC Reporting Obligations

Regulation S is a Securities and Exchange Commission (SEC) regulation that provides a safe harbor from the registration requirements under the Securities Act of 1933…

January 22, 2024

by Scarlett Duarte

What are blue sky laws and why are they important?

When it comes to investments, people like a clear sky rather than clouds of uncertainty. That’s where the Blue Sky Laws come in – a…

January 19, 2024

by Scarlett Duarte

What do I need for a Reg A+ Offering to be successful?

A successful Regulation A+ (Reg A+) offering requires careful planning and execution. Understanding the key components needed for a successful RegA+ offering is crucial for…

January 16, 2024

by Scarlett Duarte

Reg A+ SEC Reporting Obligations (part 2)

Introduction Welcome back to our RegA+ reporting journey! In the first part we decoded SEC reporting obligations, highlighting Tier 1 and Tier 2 offerings. We…

January 5, 2024

by Scarlett Duarte

Reg A+ SEC Reporting Obligations (part 1)

Regulation A+ offers great fundraising chances for companies, but understanding SEC reporting obligations might be confusing sometimes. This guide highlights the key forms, deadlines, and…

January 3, 2024

by Andressa

Online Capital Formation for Private Companies

In the fast-paced private company landscape, understanding Online Capital Formation dynamics is not just a strategic advantage – it’s imperative. As we commemorate the twelfth…

by Sara Hanks

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…

by Sara Hanks

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

March 13, 2023

by Oscar Jofre

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…

by Oscar Jofre

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,…

by Jason Futko

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…

February 10, 2023

by Oscar Jofre

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…

by Oscar Jofre

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,…

by Jason Futko

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…

January 18, 2023

by Oscar Jofre

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…

January 13, 2023

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

December 23, 2022

by Oscar Jofre

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…

December 21, 2022

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

Real Estate Revolution: Democratization Through Tokens

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Mark Roderick

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…

by Oscar Jofre

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…

November 23, 2022

by Oscar Jofre

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…

by Jason Futko

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?…

November 7, 2022

by Oscar Jofre

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…

November 4, 2022

by Oscar Jofre

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….

by Oscar Jofre

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…

October 21, 2022

by Oscar Jofre

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…

October 17, 2022

by Oscar Jofre

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…

by Sara Hanks

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

October 6, 2022

by Jason Futko

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…

by Oscar Jofre

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…

by Oscar Jofre

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….

by Oscar Jofre

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…

September 26, 2022

by Oscar Jofre

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…

by Sara Hanks

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

September 12, 2022

by Oscar Jofre

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…

by Oscar Jofre

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 Oscar Jofre

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…

by Mark Roderick

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

August 24, 2022

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

August 4, 2022

by Oscar Jofre

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….

by Jason Futko

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…

by Jason Futko

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Oscar Jofre

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…

by Jason Futko

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…

by Oscar Jofre

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+…

by Oscar Jofre

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…

by Oscar Jofre

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…

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 Oscar Jofre

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 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…

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 Oscar Jofre

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 Peter Daneyko

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Peter Daneyko

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 Oscar Jofre

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 Oscar Jofre

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 Peter Daneyko

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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 Oscar Jofre

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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