by Oscar Jofre | Jan 2, 2025 | Broker Dealer, Broker-dealers, Capital Markets, Capital Raising, Compliance, Ecosystem, FINRA
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...
by Oscar Jofre | Dec 2, 2024 | KoreConX
When is a Transfer Agent Mandatory for Private Companies Raising Capital? A transfer agent isn’t always mandatory for private companies raising capital, but there are certain circumstances where it becomes necessary or highly beneficial. Here are key scenarios...
by Oscar Jofre | Nov 27, 2024 | Online investing, Private capital markets
Did you know that equity crowdfunding has opened the door to investing in early-stage startups for millions of people, not just accredited investors? This form of investment offers the chance to engage directly with companies you believe in and potentially benefit...
by Oscar Jofre | Nov 25, 2024 | KoreConX
Real Estate Investment Trusts (REITs) are transforming how Americans approach real estate investment, making this sector more accessible and impactful for everyday investors. These financial structures enable individuals to access commercial real estate opportunities...
by Oscar Jofre | Nov 18, 2024 | KoreConX
In recent years, there has been a growing interest in alternative investments, particularly in private companies. For clients looking to diversify beyond traditional stocks and bonds, private offerings provide an attractive opportunity. These investments, often linked...
