by Oscar Jofre | Jun 2, 2021 | Capital Markets, Capital Raising, Investor Relations, Regulation
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 investor. Portfolio management focuses on creating an investment strategy that factors in the goals set by the investor, the...
by Oscar Jofre | May 18, 2021 | KoreConX
KoreConX is proud to announce the upcoming KoreSummit event, “There is a Market for Your Private Securities.” The event, co-hosted with Rialto Markets, CrowdCheck, and Fintech.TV continues our mission of powering private markets with a half-day event dedicated to...
by Oscar Jofre | May 12, 2021 | Capital Markets, Capital Raising, KoreConX
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 all important company meetings and allows for the information to be easily accessed when required. With an up-to-date minute...
by Oscar Jofre | Apr 23, 2021 | Capital Markets, Capital Raising, CapTable, Compliance
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. Thinking about it early will help you avoid potential setbacks and challenges later on, giving you more time to...
by Oscar Jofre | Apr 19, 2021 | Capital Markets, Capital Raising
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 methods include raising seed capital from friends and family, angel investors, venture...
