Tag: transfer agent

by Oscar Jofre

Can I Trade Private Shares?

Think of buying a traditional stock, listed on a public exchange like the New York Stock Exchange or NASDAQ. You can buy and sell these…

by Oscar Jofre

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 Oscar Jofre

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 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

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

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

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

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 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 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…

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