Kore Blogs

September 30, 2025

Stablecoins, the GENIUS Act, and the Future of Payments

Stablecoins began as an interesting innovation in the crypto world to offer a “stable investment” or safe haven in volatile markets. But with regulatory pressure from the GENIUS Act, the survival of stablecoin issuers hinges on their becoming payment rails rather than speculative vehicles. The GENIUS Act (Guiding and Establishing National Innovation for U.S. Stablecoins) […]

September 25, 2025

Tokenization of Public Securities: Did Nasdaq Just Rewrite the Game?

Nasdaq has announced that by January 1, 2026, all public securities will be tokenized. While that one move could reshape the global capital markets, the impact will be felt very differently depending on who you are. Will casual U.S. retail investors who already trade commission-free and see instant fills even notice? Will sophisticated retail traders […]

August 28, 2025

Funding Futures: A Guide for Platform Pioneers

1. Introduction: The New Frontier of Online Capital Formation Platforms Have you ever thought about how crazy it is that we can now invest in things like art, music, and even real estate without needing millions in the bank? It used to be that raising capital was only for big corporations and ultra-wealthy investors. But […]

August 20, 2025

Transforming Real Estate Capital Raising: A White-Label End-to-End Solution for Sponsors

In today’s increasingly digital investment landscape, real estate sponsors—whether focused on residential or commercial assets—need more than just capital. They need technology, compliance, and investor engagement tools that elevate their brand while simplifying operations. Kore provides exactly that: a fully white-labeled, SEC-compliant, end-to-end solution built specifically for real estate sponsors to manage their capital raises […]

July 16, 2025

Crypto Mom says must by 100% SEC Compliant!!!

On July 9, 2025, SEC Commissioner Hester M. Peirce, affectionately known as “Crypto Mom,” released a statement titled “Enchanting, but Not Magical: A Statement on the Tokenization of Securities.” In it, she reminded the crypto and private markets that while tokenization is innovative, it doesn’t magically exempt anyone from existing federal securities laws. Highlights from […]

June 17, 2025

RegA+ Red Flags: What Every Investor Must Watch For

By Oscar A. Jofre Global leader in private capital markets, architect of 100% compliant infrastructure, and unwavering advocate for investor protection. Raising capital under Regulation A+ is no longer a novelty or startup side hustle. With the ceiling now set at $75 million, Reg A+ has entered a new era—one that demands maturity, structure, and […]

June 10, 2025

AGMs and Private Companies: A Modern Guide to Doing It Right

Why Private Companies Must Embrace the AGM Season with Confidence and Compliance As AGM season begins, private companies are called to do more than just check a regulatory box. The Annual General Meeting (AGM) is your opportunity to showcase leadership, engage shareholders, and reinforce good governance. In today’s distributed world, where shareholders span cities and […]

May 20, 2025

A New Era at the SEC: Chairman Paul S. Atkins Outlines His Vision for the Future

On May 20, 2025, Paul S. Atkins, the newly appointed Chairman of the U.S. Securities and Exchange Commission (SEC), addressed the House Appropriations Subcommittee on Financial Services and General Government. Just 20 days into his tenure, Chairman Atkins laid out a bold and focused vision for the agency. Drawing on decades of experience in public […]

May 13, 2025

BlackRock’s Vision Aligns with Kore’s Mission: Infrastructure for the Private Capital Markets

By Oscar A Jofre Larry Fink’s 2025 Chairman’s Letter presents a powerful and clear vision: the democratization of investing through broader access to private markets, technological innovation, and financial inclusion. As the world’s largest asset manager embraces private markets, tokenization, and digital identity, it serves as a strong validation of the work we at Kore have […]

May 5, 2025

Regulatory Pathways: Broker-Dealers Unlocking the JOBS Act for Private Markets Online

Did you know the JOBS Act has reshaped how broker-dealers and issuers connect with investors in the private markets? The JOBS Act not only democratized access to capital but also positioned broker-dealers as critical players in the evolving landscape of private markets. By leveraging pathways like Regulation Crowdfunding (RegCF), Regulation D (RegD), and Regulation A+ […]

April 23, 2025

How Regulation CF (RegCF), RegA+, and RegD Are Powering the Alternative Investment Boom

By Oscar A. Jofre Over the past decade, we have witnessed a fundamental transformation in the private capital markets, driven by regulatory changes introduced through the JOBS Act. This has resulted in a booming alternative investment market that provides more opportunities for companies and investors alike. In less than five years, over $150 billion has […]

April 16, 2025

How Broker-Dealers Can Facilitate Compliant Alternative Investment Offerings

The private capital markets have experienced unprecedented growth, driven largely by regulatory changes introduced through the JOBS Act. Over the last five years, more than $150 billion has been raised through these exemptions, with FINRA-registered broker-dealers playing a crucial role in ensuring compliance, investor protection, and deal execution. As the alternative investment (Alts) space continues […]

April 14, 2025

SEC's March 2025 Guidance Eases Burden on Accredited Investor Verification

🚨 SEC’s March 2025 Guidance Eases Burden on Accredited Investor Verification In a landmark move this March, the U.S. Securities and Exchange Commission (SEC) has introduced new guidance that simplifies the way issuers can verify whether an investor qualifies as “accredited” under Rule 506(c) of Regulation D which was introduced with the JOBS Act implementation. […]

March 25, 2025

SEC Declares Meme Coins Outside Its Jurisdiction: A Turning Point for Cryptocurrency Regulation?

On February 27, 2025, the U.S. Securities and Exchange Commission (SEC) made a significant announcement that has reverberated across the cryptocurrency ecosystem: meme coins, or cryptocurrencies inspired by internet memes and viral trends, are not considered securities. This ruling has sparked questions within the world of securities regulation and sparked new debates about the role […]

March 11, 2025

Private Capital Markets & Alts

Alternative investments (Alts) have become synonymous with the evolution of private capital markets. What was once a fragmented sector of private equity, venture capital, and real estate is now undergoing a technological transformation powered by blockchain, AI, and digital securities. The JOBS Act laid the foundation for this shift by opening new capital-raising avenues through […]

March 6, 2025

Broker-Dealers + Tokenization = Online Capital Formation

Have you ever wondered how tokenization is transforming the role of broker-dealers in private markets? When we talk about tokenization in the context of private markets, we’re specifically referring to tokenized securities. These are digital representations of ownership in assets like equity, debt, or other financial instruments, governed by securities regulations. Tokenized securities are issued […]

March 3, 2025

Change is Coming: What Do We Really Need?

By Marty Tate In the week following the 2024 Presidential Election, I received a number of calls from clients asking what this to expect.  The internet was a firestorm of speculation and rumors, including the possibility of the new administration dismantling the SEC.  As a securities lawyer with over 25 years of experience and having […]

February 11, 2025

The Wheels of Regulation Go ‘Round and ‘Round

by Dr. David E. McClean CEO, The DMA Consulting Group MAIN is interested in regulation. Good regulation. Regulation that serves the public interest as well as the interests of the industry, without undue burdens. As you may have gathered from news reports, there is a lot going on in the area of regulation – or […]

February 4, 2025

Securities Simplified: Mastering Compliance in Modern Markets

The private capital markets are evolving, driven by regulatory changes, technological advancements, and the increasing role of compliance in ensuring investor protection. Regulation CF, Regulation A, and Regulation D (506(b), 506(c), and 504) have opened new opportunities for issuers and investors, but they also present compliance challenges for FINRA broker-dealers, compliance officers, and regulated FINRA […]

January 2, 2025

The Evolution of Online Capital Formation: Insights from Oscar A. Jofre

The journey of Online Capital Formation (OCF) since the signing of the JOBS Act in 2012 represents a seismic shift in democratizing access to capital markets. Initially known as “crowdfunding,” this framework has evolved into a sophisticated ecosystem that accommodates a diverse array of investor types—retail, accredited, institutional, venture capital, governments, strategic investors, and private […]