Tag: investor relations

by Hannah Melotto

Best Practices for Shareholder Management

Shareholder management is a critical part of any company, but it can be especially daunting for those who have recently completed a RegA+ or RegCF…

by Hannah Melotto

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 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

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 Hannah Melotto

Can I Use My IRA for Private Company Investments?

Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other…

by Hannah Melotto

Why 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

What is a Company’s Duty to its Shareholders?

For many companies, raising capital often marks a major milestone. With increased sources of capital, the company can grow, hire new employees, and develop new…

by Hannah Melotto

How often do I need to hold an AGM?

Every year, Warren Buffet hosts the Berkshire Hathaway Annual Shareholders Meeting. This meeting is an Annual General Meeting (AGM), widely viewed with many people in…

by Hannah Melotto

The Role of Investor Acquisition in Capital Raising Activities

The goal of any capital raising activity is to secure capital for the growth and development of the business. Without needed capital, it can often…

by Oscar Jofre

What is the Role of a Corporate Secretary?

A Corporate Secretary is a required position set forth by state corporation laws and is part of the ‘check and balance’ on board members and…

by Oscar Jofre

What is Portfolio Management?

Portfolio management, at its most basic level, is the way that an investment portfolio is designed to align with the wants and needs of the…

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

Why Does My Company Need a 409(a)?

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 Hannah Melotto

What is Secondary Market Trading?

Even if you’re unfamiliar with the term secondary market, you’re likely familiar with the concept. Companies sell securities to investors, who in exchange own a…

by Hannah Melotto

Can I Use My IRA for Private Company Investments?

Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other…

by Hannah Melotto

How to Manage Investments in Private Companies

For investors, investing in private companies can be a beneficial way to diversify their investment portfolios. Whether the investment was made through private equity or…

by Hannah Melotto

What is Investor Relations?

No matter the size of the company, investor relations (IR) should be a key component of conducting business. It’s never too early to implement a…

by Hannah Melotto

How does Investor Acquisition Help Find the Right Investors?

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

by Oscar Jofre

Wefunder Interviews Oscar Jofre co-founder KoreConX

WeFunder the #1 Equity Crowdfunding platform in the USA interviews Oscar Jofre co-founder of KoreConX. (1) What is a Transfer Agent?  This a great question. As…

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

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 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….

Join the All-In-One Platform empowering private capital markets.

Free forever, KoreConX makes it easy for participants in private capital markets to manage their investment portfolios, raise capital, and meet global compliance standards along every step of the way.

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