Tag: Capital Raising

by Hannah Melotto

Private Equity VS. Venture Capital

For companies looking to raise capital, there are many options on the table. From raising capital from friends and family and crowdfunding to private equity…

by Hannah Melotto

What is a CIK Number?

Recently, we received a question from an issuer who asked what a CIK number is. If you have ever filed a form with the Securities…

by Hannah Melotto

What is an Option?

Like warrants, options are a form of security called a derivative. As a derivative’s name suggests, these securities gain their value from an underlying asset….

by Hannah Melotto

What is a Burn Rate?

Recently, we received a question from an issuer, asking what a burn rate is. We believe that education is an essential part of the capital…

by Hannah Melotto

What is Phishing?

No one thinks they’ll fall victim to a cybercrime, but in reality, you’ve likely come across a suspicious email that could be trying to steal…

by Hannah Melotto

My Company is Based in Canada: Can I Use RegCF to Raise Capital?

Recently, we received a question from an issuer, asking if Canadian companies can use RegCF to raise capital. We believe that education is an essential…

by Hannah Melotto

April Investment Crowdfunding Sees Near-Record Levels

The last couple of months have been a turbulent time for the financial sector. In March, we first saw the collapse of Silicon Valley Bank,…

by Hannah Melotto

What is an Escrow Provider?

If you’ve bought a home, you’ve likely heard the term escrow. In the homebuying process, escrow can be used to hold a good faith deposit…

by Hannah Melotto

Shedding Light on the Secondary Market

The private capital market is an important component of the economy and has seen considerable growth since the JOBS Act exemptions came into play. However,…

by Hannah Melotto

Why the Private Capital Markets are Outpacing the Public Markets

The private capital market has seen considerable growth over the past few years due to geopolitical tensions, inflation, and interest rate hikes. These factors are…

by Hannah Melotto

What is a Board of Directors?

Recently, we received a question from an issuer, asking to explain what a board of directors is. We believe that education is an essential part…

by Hannah Melotto

How Do I Build a Community for My Company?

What is a community? The word can be defined as “a body of persons of common and especially professional interests scattered through a larger society”…

by Hannah Melotto

Small Businesses and Their Economic Success

Small businesses have always been an integral part of the economy, contributing to job creation and economic growth. Over the last decade, small businesses have…

by Hannah Melotto

5 Things You Need to Know About Transfer Agents

When a company issues securities, it is vital to keep the official record of ownership and distribution accurate and up-to-date at all times. This process…

by Hannah Melotto

Approaching the 11th Anniversary of the JOBS Act

Eleven years ago, the Jumpstart Our Business Startups (JOBS) Act was signed into law in a White House Rose Garden ceremony. Looking back on this…

by Hannah Melotto

Reforms to RegD

With Regulation D (RegD) offerings, companies are exempt from registering securities with the SEC. Under RegD, companies can raise capital from accredited investors (and a…

by Hannah Melotto

7 Things You Need to Raise Capital Online in 2023

. ising capital online can be a great way to a vast pool of potential investors. With the JOBS Act exemptions and many online funding…

by Hannah Melotto

5 Tips for Frictionless Capital Raising

Raising capital can be a tricky process. Fortunately, with the JOBS Act and its exemptions from SEC registration under RegA+, RegCF, or RegD, entrepreneurs can…

by Hannah Melotto

What is TradeCheck?

Through RegA+, RegCF, and RegD, hundreds of companies across the country have been able to raise capital from both retail and accredited investors. The shares…

by Hannah Melotto

What is Affinity Marketing?

Affinity marketing is an effective way to increase brand recognition and reach a larger target audience, especially when it comes to raising capital. By leveraging…

by Hannah Melotto

How Do I Know if My Cap Table is Ready?

A cap table (short for capitalization table) is essential for any company looking to raise capital. It provides a detailed breakdown of the equity owned…

by Hannah Melotto

Who Does Due Diligence on Companies using RegA+?

Due diligence is an essential part of the investment process. Especially following the passage of the JOBS Act in 2012, which expanded Regulation A+ (RegA+),…

by Hannah Melotto

Why Use RegCF for Real Estate?

Companies in the real estate industry have a variety of financing options available for their projects, but one that is often overlooked is the use…

by Hannah Melotto

What is Tokenization in Real Estate?

Real estate tokenization is a new way of dividing property ownership rights using blockchain technology and digital tokens. Tokenization enables fractional real estate ownership, owning…

by Hannah Melotto

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 Hannah Melotto

Looking Ahead at the Growth of Private Equity

As a market now worth millions of dollars on a global scale, the history of private equity dates back to the early 1900s when J.P….

by Hannah Melotto

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 Hannah Melotto

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 Hannah Melotto

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 Hannah Melotto

How Does Technology Improve Transparency and Sustainability?

Technology has significantly impacted many different aspects of our lives, and the world of capital raising is no exception. With the help of technology, we…

by Hannah Melotto

What are the Differences Between Regulations A, CF, D, and S?

When it comes to raising capital, there are various ways you can raise money from investors. And while they all have their own specific compliance…

by Hannah Melotto

How is Equity Crowdfunding Different Than Kickstarter?

Kickstarter and equity crowdfunding are two different ways to raise money for a project or venture. Kickstarter is a platform where people can donate money…

by Hannah Melotto

Call Centers for RegA+

A call center can be extremely helpful for companies looking to raise capital through a Reg A+ offering. By having a dedicated call center, businesses…

by Hannah Melotto

Howey Test: What is it?

The Howey Test is a simple but important test used by the US Securities and Exchange Commission (SEC) to determine whether an investment contract is…

by Hannah Melotto

How Does Tech Allow People to Make Smaller Investments?

The world of technology has completely revolutionized the way we view investments–no longer do people need to invest large sums of money to have access…

by Hannah Melotto

Global Cannabis Sales are Projected to Skyrocket

Cannabis has been legalized for both medicinal and recreational use in many states, and this is only expected to increase the demand for the product….

by Hannah Melotto

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 Hannah Melotto

Opportunities to Invest in the Private Capital Market

The private equity market is rapidly growing, fueled by expansions to the JOBS Act exemptions in 2021. By 2030, the private capital market is anticipated…

by Hannah Melotto

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 Hannah Melotto

RegA+ Offers Stability for Issuers

When a company decides to go the RegA+ route, they are opting for a more stable and regulated way to raise capital. This is due…

by Hannah Melotto

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 Hannah Melotto

Why RegA+ Offerings Fail

When it comes to RegA+ offerings, there are several reasons they may fail: a failure to comply with regulatory requirements, a failure to budget for…

by Rafael Goncalves

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 Hannah Melotto

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 Hannah Melotto

Potential and Impact of the Cannabis Sector on Jobs Creation

The cannabis sector is growing fast, and with it, the potential for job creation. A recent study shows that the cannabis industry could create and…

by Hannah Melotto

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 Hannah Melotto

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 Hannah Melotto

Is Equity Crowdfunding Immune to Market Volatility?

In a recent TechCrunch article, author Rebecca Szkutak asserts, “With the fundraising climate now showing cloudy skies, equity crowdfunding is getting ready for a field…

by Hannah Melotto

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 Hannah Melotto

Trends We Believe Will Shape Investment Crowdfunding

In the first half of the year, a great deal has happened in investment crowdfunding. We’ve seen several trends emerge that are worth looking at…

by Peter Daneyko

Quarterbacks: Their Role and Why They’re Essential for Your RegA+ Raise

In the world of Reg A+, quarterbacks are essential to a successful offering. They play a critical role in the overall success of an offering,…

by Hannah Melotto

Can Cannabis Companies Use RegCF?

In recent years, public perception of cannabis is gaining positive momentum. As of April 2021, 35 states have made medical marijuana legal, with 18 of…

by Peter Daneyko

Credit Cards, Escrow, and Broker-Dealers for RegA+ = $75 Million for Cannabis Companies

  “It’s About Time”   Up until now, it was a real challenge for Cannabis companies to take advantage of Reg A+ exemptions that allow…

by Hannah Melotto

Accredited Vs. Non-Accredited Investors: What’s the difference?

There is a big difference between accredited and non-accredited investors. Understanding the difference is key to knowing which type of investor you are or understanding…

by Raise Green

How Does A Convertible Note Work?

This article was originally written by our KorePartners at Raise Green. View the original article here.  A Cornerstone of Regulation Crowdfunding Convertible notes are a…

by Hannah Melotto

Online is Proving Successful for Minority Founders

Minority-owned startups are proving to be incredibly successful in gaining exposure on online platforms, growing their customer base and raising capital. In 2021, funding from…

by Hannah Melotto

KorePartner Spotlight: Curtis Spears, President and CEO of Andes Capital Group

Curtis Spears, President and CEO of Andes Capital Group, has over 25 years of experience in the asset management arena. At Andes Capital Group, he…

by Oscar Jofre

10 Years Later: How the JOBS Act Has Revolutionized Capital Raising

It’s been ten years since the JOBS Act was passed, enabling companies to raise capital in ways never before possible. What started in Washington, the…

April 5, 2022

by Oscar Jofre

Tremendous Growth in Investments in Online Startups

Online startup investing has become more prevalent in recent years as the JOBS Act exemptions continue to evolve and grow more popular as a way…

by Oscar Jofre

What are the Benefits of a Cap Table in Capital Raising?

If you’re running a business, then you know that keeping track of your finances is essential. And if you’re looking to raise money from investors,…

by Hannah Melotto

The Recipe for a Successful RegA+ Offering

If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+…

by Carolina Casimiro

KoreConX Partners With LSI Emerging Medtech Summit 2022

Medtech and Life Sciences main event will be held next March in California. KoreConX is one of the supporting sponsors. NEW YORK, January 26, 2022…

by Hannah Melotto

How Does Social Media Impact RegCF Offerings?

Reg CF allows companies to raise up to $5 million through an SEC-registered intermediary.  Since increasing this limit from $1.07 million in 2021, private companies…

by Hannah Melotto

Why are Data and Research Key in the Private Capital Markets?

Data and research are essential pieces of the puzzle regarding the private capital markets. Investors can make informed decisions about where to put their money,…

by Hannah Melotto

Cannabis: An Emerging Market for RegA+

Despite remaining illegal at the federal level, the idea of legalizing cannabis is continuing to gain public acceptance, especially in recent years. As of April…

by Hannah Melotto

Reflecting on Canadian Small Business Week

As Small Business Week comes to a close in Canada, KoreConX reflects on the role small businesses play in the economy. Our mission has long…

by Hannah Melotto

Tokenization in RegA+

As the private capital market continues to undergo a digital transformation, ideas like blockchain, digital securities, and tokenization continue to be discussed by regulators, issuers,…

by Hannah Melotto

RegA+ for Real Estate

Since the JOBS Act was first passed in 2012, it has vastly changed the way private companies can raise money. One particular industry making use…

by Hannah Melotto

What is a Securities Manual?

For companies to raise capital under the exemptions allowed by the JOBS Act, there are different requirements to maintain compliance with state and federal securities…

by Hannah Melotto

How Does RegA+ Impact the Life Sciences Industry?

Since dramatic improvements to Regulation A that went into effect in 2015, the exemption has become a tremendous tool allowing private companies to raise significant…

by Hannah Melotto

How the Unaccredited Investor Benefits from RegA+

The passage of the JOBS Act in 2012 set in motion a significant change for the private capital markets. For so long, investments in private…

by Hannah Melotto

Stock Options for Employees

Stock exchanges have a long history within America. The first was the Philadelphia Stock Exchange, originally the Board of Brokers of Philadelphia, founded in 1790…

by Mark Roderick

Using RegCF to Raise Money for a Non-US Business

To use Reg CF (aka Title III Crowdfunding), an issuer must be “organized under, and subject to, the laws of a State or territory of…

by Hannah Melotto

Warrants for RegA+

For private companies looking to raise capital through exemptions such as Regulation A+, Regulation CF, or Regulation D, there are many forms of securities that…

by Oscar Jofre

KorePartner Spotlight: Douglas Ruark, Founder and President of Regulation D Resources

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   Douglas Ruark,…

by Oscar Jofre

What is Regulated Crowdfunding

On April 5th of 2012, President Obama signed into law legislation called the JOBS Act. Four years after that act was signed, Title III of…

by Oscar Jofre

What is 409(a) and Why Does My Company Need it?

Whether your company is a new startup or an established private company, understanding and proper use of a 409(a) is essential to your company’s success….

by Oscar Jofre

What is Due Diligence?

When it comes to investments of any kind, due diligence is essential for both issuers and investors alike. Do so what exactly is due diligence?…

by Hannah Melotto

What is Investor Acquisition?

If you’re a company that is in the process of raising funds for your business, you’re likely looking to do so with the help of…

by Hannah Melotto

Are You Ready to Raise Capital?

Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…

by Sara Hanks

How a Member of the Crowd Made Crowdfunding Easier

A while back, one of our favorite start-up clients called me and asked me to speak to a potential investor. Paul Efron, a resident of…

by Hannah Melotto

KorePartner Spotlight: Jonny Price, Vice President of Fundraising at Wefunder

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   Jonny Price has…

by Hannah Melotto

Conducting a Successful RegA+ Offering

If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+…

by Hannah Melotto

KorePartner Spotlight: Sara Hanks, CEO of CrowdCheck

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   With over…

by Hannah Melotto

What is Cap Table Management?

More than a simple spreadsheet, a cap table (short for capitalization table) records detailed data regarding the equity owned by shareholders.  For companies at any…

by Hannah Melotto

KorePartners Spotlight: Rod Turner, Founder, Chairman, and CEO of Manhattan Street Capital

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Rod Turner is…

by Lee E. Saba

Bringing Private Placements into the Digital Age

How blockchain-based technology will transform private markets   Remember the first time you drove a car with a rear-facing camera? The first time you streamed…

by Hannah Melotto

How Can a Company Raise Capital?

For companies looking to raise capital, there are many different options. While not every option may be best suited for every company, understanding each will…

by Hannah Melotto

KoreConX CEO Oscar Jofre’s Interview on Recent EINBLICK Podcast

Recently, KoreConX President, CEO, and Co-Founder Oscar Jofre had the pleasure of joining Christian Klepp, Co-Founder of EINBLICK Consulting, on their podcast B2B Marketers on…

by Andrew Stephenson

Effective Date of the Amendments to Reg CF and Reg A

The amendments to Reg CF, Reg A, and other rules relating to capital formation utilizing exempt offerings have finally been published in the Federal Register,…

by Hannah Melotto

Meet the KorePartners: Andrew Corn, CEO of E5A Integrated Marketing

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   From the…

by Hannah Melotto

KorePartner Spotlight: Etan Butler, Chair of Dalmore Group

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the KorePartners that contribute to its ecosystem.    Etan Butler…

by Hannah Melotto

What is the Role of a Transfer Agent for a Private Company?

For companies issuing securities to investors, a transfer agent plays an important role in the process. If your company has yet to issue securities but…

by Hannah Melotto

How to be Ready for Raising Capital

Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…

by Hannah Melotto

What are Blue Sky Laws and Why are They Important?

Originating in the aftermath of the Great Depression, “blue sky laws” were made possible by the Uniform Securities Act of 1956. Leading up to the…

by Sara Hanks

The SEC proposes expanding the “accredited investor” definition

The SEC has proposed amending the definition of “accredited investors.” Accredited investors are currently defined as (huge generalization here) people who have net worth of $1 million…

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