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…
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…
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…
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…
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…
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…
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…
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…
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…