by Oscar Jofre | Dec 31, 2020 | Broker Dealer, Capital Markets, Capital Raising, Compliance, Fintech, Regulation
In the future, 5 or 10 years from now, we will see an evolution in business and a paradigm shift occurring all due to the global COVID-19 pandemic. Many of us have been advocating that the business world has been operating ineffectively, but not until now has everyone...
by Oscar Jofre | Dec 28, 2020 | Capital Markets, Capital Raising, CapTable, Regulation, SEC
Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it needs. Proper preparation will make investors confident that you are ready for their investments and have a foundation...
by Oscar Jofre | Dec 18, 2020 | Capital Markets, Capital Raising, KoreConX, Regulation, SEC
Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other types of investments, IRAs can be useful tools when saving for retirement....
by Oscar Jofre | Dec 16, 2020 | Capital Markets, Capital Raising, Compliance
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 | Dec 14, 2020 | CapTable, Digital Securities, KoreConX, Transfer Agent, Valuation
We “Get It” We understand that the last thing any start-up wants to worry about is tax compliance, especially when you have so many other things to worry about. Like product development, sales, recruiting, etc.… But it is wise for a start-up to think about compliance...
