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…
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…
What is an Option?
Like warrants, options are a form of security called a derivative. As a derivative’s name suggests, these securities gain their value from an underlying asset….
What is a Burn Rate?
Recently, we received a question from an issuer, asking what a burn rate is. We believe that education is an essential part of the capital…
What is Phishing?
No one thinks they’ll fall victim to a cybercrime, but in reality, you’ve likely come across a suspicious email that could be trying to steal…
My Company is Based in Canada: Can I Use RegCF to Raise Capital?
Recently, we received a question from an issuer, asking if Canadian companies can use RegCF to raise capital. We believe that education is an essential…
April Investment Crowdfunding Sees Near-Record Levels
The last couple of months have been a turbulent time for the financial sector. In March, we first saw the collapse of Silicon Valley Bank,…
What is an Escrow Provider?
If you’ve bought a home, you’ve likely heard the term escrow. In the homebuying process, escrow can be used to hold a good faith deposit…
Shedding Light on the Secondary Market
The private capital market is an important component of the economy and has seen considerable growth since the JOBS Act exemptions came into play. However,…
Why the Private Capital Markets are Outpacing the Public Markets
The private capital market has seen considerable growth over the past few years due to geopolitical tensions, inflation, and interest rate hikes. These factors are…
What is a Board of Directors?
Recently, we received a question from an issuer, asking to explain what a board of directors is. We believe that education is an essential part…
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”…
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…
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…
Approaching the 11th Anniversary of the JOBS Act
Eleven years ago, the Jumpstart Our Business Startups (JOBS) Act was signed into law in a White House Rose Garden ceremony. Looking back on this…
Reforms to RegD
With Regulation D (RegD) offerings, companies are exempt from registering securities with the SEC. Under RegD, companies can raise capital from accredited investors (and a…
7 Things You Need to Raise Capital Online in 2023
. ising capital online can be a great way to a vast pool of potential investors. With the JOBS Act exemptions and many online funding…
5 Tips for Frictionless Capital Raising
Raising capital can be a tricky process. Fortunately, with the JOBS Act and its exemptions from SEC registration under RegA+, RegCF, or RegD, entrepreneurs can…
What is TradeCheck?
Through RegA+, RegCF, and RegD, hundreds of companies across the country have been able to raise capital from both retail and accredited investors. The shares…
What is Affinity Marketing?
Affinity marketing is an effective way to increase brand recognition and reach a larger target audience, especially when it comes to raising capital. By leveraging…
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…
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+),…
Why Use RegCF for Real Estate?
Companies in the real estate industry have a variety of financing options available for their projects, but one that is often overlooked is the use…
What is Tokenization in Real Estate?
Real estate tokenization is a new way of dividing property ownership rights using blockchain technology and digital tokens. Tokenization enables fractional real estate ownership, owning…
What Are the Costs for a RegCF Issuance?
Raising capital is necessary for many companies, but it comes with a price tag. This is why we often receive questions from companies seeking to…
Looking Ahead at the Growth of Private Equity
As a market now worth millions of dollars on a global scale, the history of private equity dates back to the early 1900s when J.P….
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…
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…
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…
How Does Technology Improve Transparency and Sustainability?
Technology has significantly impacted many different aspects of our lives, and the world of capital raising is no exception. With the help of technology, we…
What 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…
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…
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…
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…
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…
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….
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…
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…
How to Manage Investment Information
For entrepreneurs, it’s crucial to understand the private capital market well. Companies no longer need to go public to raise capital, enabling entrepreneurs to maintain…
RegA+ Offers Stability for Issuers
When a company decides to go the RegA+ route, they are opting for a more stable and regulated way to raise capital. This is due…
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….
Why RegA+ Offerings Fail
When it comes to RegA+ offerings, there are several reasons they may fail: a failure to comply with regulatory requirements, a failure to budget for…
What is the Estimated Budget for RegA+ Issuance?
Navigating the fundraising process and understanding how much to budget from a financial standpoint is one of the most frequent questions we receive. In the…
KorePartner Spotlight: Richard Heft, President of Ext. Marketing
Richard Heft is the President at Ext. Marketing, a full-service marketing firm that helps companies attract potential investors to apply their marketing strategy and achieve…
Potential and Impact of the Cannabis Sector on Jobs Creation
The cannabis sector is growing fast, and with it, the potential for job creation. A recent study shows that the cannabis industry could create and…
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…
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…
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…
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+…
Trends We Believe Will Shape Investment Crowdfunding
In the first half of the year, a great deal has happened in investment crowdfunding. We’ve seen several trends emerge that are worth looking at…
Quarterbacks: Their Role and Why They’re Essential for Your RegA+ Raise
In the world of Reg A+, quarterbacks are essential to a successful offering. They play a critical role in the overall success of an offering,…
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…
Credit Cards, Escrow, and Broker-Dealers for RegA+ = $75 Million for Cannabis Companies
“It’s About Time” Up until now, it was a real challenge for Cannabis companies to take advantage of Reg A+ exemptions that allow…
Accredited Vs. Non-Accredited Investors: What’s the difference?
There is a big difference between accredited and non-accredited investors. Understanding the difference is key to knowing which type of investor you are or understanding…
How Does A Convertible Note Work?
This article was originally written by our KorePartners at Raise Green. View the original article here. A Cornerstone of Regulation Crowdfunding Convertible notes are a…
Online is Proving Successful for Minority Founders
Minority-owned startups are proving to be incredibly successful in gaining exposure on online platforms, growing their customer base and raising capital. In 2021, funding from…
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…
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…
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…
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,…
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+…
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…
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…
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,…
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…
Reflecting on Canadian Small Business Week
As Small Business Week comes to a close in Canada, KoreConX reflects on the role small businesses play in the economy. Our mission has long…
Tokenization in RegA+
As the private capital market continues to undergo a digital transformation, ideas like blockchain, digital securities, and tokenization continue to be discussed by regulators, issuers,…
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…
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…
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…
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…
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…
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…
Warrants for RegA+
For private companies looking to raise capital through exemptions such as Regulation A+, Regulation CF, or Regulation D, there are many forms of securities that…
KorePartner Spotlight: Douglas Ruark, Founder and President of Regulation D Resources
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Douglas Ruark,…
What is Regulated Crowdfunding
On April 5th of 2012, President Obama signed into law legislation called the JOBS Act. Four years after that act was signed, Title III of…
What is 409(a) and Why Does My Company Need it?
Whether your company is a new startup or an established private company, understanding and proper use of a 409(a) is essential to your company’s success….
What is Due Diligence?
When it comes to investments of any kind, due diligence is essential for both issuers and investors alike. Do so what exactly is due diligence?…
What is Investor Acquisition?
If you’re a company that is in the process of raising funds for your business, you’re likely looking to do so with the help of…
Are You Ready to Raise Capital?
Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…
How a Member of the Crowd Made Crowdfunding Easier
A while back, one of our favorite start-up clients called me and asked me to speak to a potential investor. Paul Efron, a resident of…
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+…
KorePartner Spotlight: Sara Hanks, CEO of CrowdCheck
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. With over…
What is Cap Table Management?
More than a simple spreadsheet, a cap table (short for capitalization table) records detailed data regarding the equity owned by shareholders. For companies at any…
KorePartners Spotlight: Rod Turner, Founder, Chairman, and CEO of Manhattan Street Capital
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Rod Turner is…
Bringing Private Placements into the Digital Age
How blockchain-based technology will transform private markets Remember the first time you drove a car with a rear-facing camera? The first time you streamed…
How Can a Company Raise Capital?
For companies looking to raise capital, there are many different options. While not every option may be best suited for every company, understanding each will…
KoreConX CEO Oscar Jofre’s Interview on Recent EINBLICK Podcast
Recently, KoreConX President, CEO, and Co-Founder Oscar Jofre had the pleasure of joining Christian Klepp, Co-Founder of EINBLICK Consulting, on their podcast B2B Marketers on…
Effective Date of the Amendments to Reg CF and Reg A
The amendments to Reg CF, Reg A, and other rules relating to capital formation utilizing exempt offerings have finally been published in the Federal Register,…
Meet the KorePartners: Andrew Corn, CEO of E5A Integrated Marketing
With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. From the…
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…
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…
How to be Ready for Raising Capital
Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it…
What are Blue Sky Laws and Why are They Important?
Originating in the aftermath of the Great Depression, “blue sky laws” were made possible by the Uniform Securities Act of 1956. Leading up to the…
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…
