Tag: Private Capital Markets

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

Arcview Access & Cannabis Investment Summit Takes Places October 18-19th 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 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

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

The SEC Released its 41st Annual Small Business Forum Report

For 41 years, the Securities and Exchange Commission has hosted its annual Small Business Forum. The event, led by the SEC’s Office of the Advocate…

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 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

A $30 Trillion Market in 8 Years: Shari Noonan Speaks with Crowdfund Insider

The private securities market is predicted to grow exponentially in the next decade, with a total value of $30 trillion by 2030. Recently, Shari Noonan,…

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

Private Capital Trends for the Cannabis Industry

As the cannabis industry continues to grow, so does the need for new methods of raising capital. Revenues have doubled over the past three years,…

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

What is KYC?

Each year, an estimated $2 trillion from illicit activities is laundered. This poses a significant challenge to financial institutions, requiring onerous efforts to verify that…

by Hannah Melotto

What Kind of Data is Relevant for Private Equity?

The world of private equity is shrouded in a certain amount of mystery. What data do private equity firms use when making their investment decisions?…

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

There’s a Lot of Private Capital to Go Around

With all the turbulence in the public markets, private markets look even more attractive to investors.  The private markets are 4x the size of public…

by Hannah Melotto

Private Equity’s Primetime Has Arrived

Private equity’s primetime has arrived! This stems from a number of reasons, including favorable economic conditions for the private capital market. In fact, 42% of…

by Hannah Melotto

How Can a Foreign Company use RegA+

For many issuers outside of the United States, the ability to raise capital from a wide pool of investors, including “the crowd” is immensely compelling….

by Hannah Melotto

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 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 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 Oscar Jofre

The Importance of Private Capital for Female Founders

It’s no secret that women face unique challenges when starting and running a business, with women-led startups only receiving 2.3% of VC funding in 2020. From…

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 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

What is Regulation S?

It is essential to be familiar with the different regulations that govern how companies can raise capital in today’s business world. One important rule is…

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 StartEngine

How to Read a Startup’s Financial Statements

This article was originally written by our KorePartners at StartEngine. View the original post here.   When considering which startups to invest in, there is…

by Hannah Melotto

What is Regulation A+?

Regulation A+ (RegA+) was passed into law by the SEC in the JOBS Act, making it possible for companies to raise funding from the general…

by Hannah Melotto

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 Hannah Melotto

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 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 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 Raise Green

What is Sustainable Investing?

This blog was originally written by our KorePartners at Raise Green. View the original post here.  OK, How Does Sustainable Investing Work? Some investors seek…

by Hannah Melotto

The Evolution of Reg A+

During the recent Dare to Dream KoreSummit, David Weild IV, the Father of the JOBS Act, spoke about companies going from public to private, access…

by Hannah Melotto

Has RegA+ Killed the IPO?

Has RegA+ Killed the IPO?   Regulation A+ gives issuers the ability to raise $75 million in crowdfunding while remaining private. With RegA+ benefiting both…

by Hannah Melotto

What is Impact Investing?

Impact investing is the allocation of investments in companies, organizations, and funds to generate social and environmental impact alongside financial returns. Impact investments can be…

by Brian Belley

Crowdfunding SAFE vs. Traditional SAFE – Key Differences

This blog was originally written for our KorePartner Bian Belley at Crowdwise. View the original article here.    Since its creation in 2013, the use…

by Hannah Melotto

How Does a Transfer Agent Protect Issuers and Investors?

A transfer agent is responsible for the custody of securities and preserves books and records. They also keep up with who owns what investment, which…

by New Direction Trust Co.

Crowdfunding with IRAs

This blog is was written by our KorePartners at New Direction Trust Co. View the original article here.    It would be an understatement to…

by Oscar Jofre

What are the Benefits of Digital Securities for Issuers and Investors?

With the emergence and development of blockchain technology, digital securities have seen wider adoption by investors and investment firms. Arising from the need for protection…

by Hannah Melotto

What is the Difference Between the Public and Private Capital Markets?

  The public and private capital markets work differently, but both sectors play essential roles in supporting economic growth. Companies raise funds for long-term growth…

by Hannah Melotto

The Economy and the Private Capital Markets

The economy and the private capital markets are intrinsically linked; many of the largest companies in America exist because of investments within the private capital…

November 9, 2021

by Hannah Melotto

What is an NFT?

A non-fungible token, more commonly known as NFTs, is a unique cryptographic asset that cannot be replicated and stored on a blockchain. By definition, fungibility is when…

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 Oscar Jofre

$1 Billion Raised Through RegCF

It seems 2021 is the year where we continue to break new ground for the JOBS Act, and today marks a momentous milestone in its…

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

KorePartner Spotlight: Scott Allen, CEO of InvestAcq

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.  Scott Allen is the CEO…

by Hannah Melotto

As a Canadian Company, can Canadians Invest in Your RegA+?

We have extensively discussed how Americans can invest in securities offered under Regulation A+. However, Canadian companies can also use the exemption to raise capital…

by Hannah Melotto

Why do I need a FINRA Broker-Dealer?

Broker-dealers are an essential part of the fundraising process. These entities can be small, independent firms or part of a large investment bank. However, regardless…

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

KorePartner Spotlight: Jake Gallagher, Director of Business Development at North Capital

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.   Jake Gallagher has always…

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 Hannah Melotto

Nominee vs. Direct: How does this affect investors?

Today, there are many ways to buy and sell securities. For publicly traded companies, 75% of Americans are familiar with investing apps or online accounts. For private…

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

What is the Difference Between Fiduciary Responsibility and Regulatory Requirement?

By definition, a fiduciary is a person or an organization who holds a legal or ethical relationship of trust with another person or organization. Typically,…

by Hannah Melotto

What is a Virtual Data Room?

Every way that we do business is changing on what seems a daily basis. In just the last year, we have seen a public health…

by Oscar Jofre

What Forms of Alternative Finance are Available?

Starting a business can be difficult. Most young companies enter the scene with little capital to help them grow. Taking a loan out from the…

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 RegTech?

In the wake of the 2008 economic crisis and the subsequent recession that followed, there was a push to create new regulations to govern financial…

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 Hannah Melotto

What Impact Will Blockchain Have on Private Markets?

Blockchain has become a familiar buzzword, especially as things such as cryptocurrency grow in popularity. Currently, 46 million Americans now own Bitcoin. However, blockchain has many…

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

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 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 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 Alternative Finance?

By definition, alternative finance includes any financing source outside of the traditional realm of the traditional finance systems like regulated banks and stock markets. Such…

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 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

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 Hannah Melotto

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 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

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

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

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 Jeanne Campanelli

Warrant Issuers, Keep Your Offering Statement Evergreen

An increasing number of issuers have been using Regulation A to make continuous offerings of units, consisting of a combination of equity, often common stock,…

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 Oscar Jofre

Click “RESET”

In the future, 5 or 10 years from now, we will see an evolution in business and a paradigm shift occurring all due to the…

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 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 is a Broker-Dealer Important for Private Company Offerings?

If you’re looking to raise money for your private company, chances are that you’ve at least heard the term “broker-dealer.” However, if you’re new to…

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 Hannah Melotto

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 Hannah Melotto

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

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

Exempt Market Update 2019

The exempt market in Canada is going through some major developments that will fundamentally change how the private market will be seen by investors.Digital Securities…

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