Kore Blogs

June 8, 2022

What Does ATS Mean in Trading

Many investors are turning to the private capital market to make long-term investments in light of the current market conditions. This has increased alternate trading systems and secondary market trading for RegA+, RegCF, and RegD securities. An alternate trading system (ATS) is a non-exchange trading venue that matches buyers and sellers to trade securities. In […]

June 6, 2022

A Distributed Workforce And How To Trust Your Employees

At the Virtual Communication Mastery event on May 26th, 2022, Oscar Jofre, KoreConX President, CEO, and co-founder, was invited to participate in a talk on the importance of building a team from a distributed workforce and how to trust your employees. He spoke about the company culture at KoreConX, which is based on trust and […]

June 3, 2022

Trends We Believe Will Shape Investment Crowdfunding

In the first half of the year, a great deal has happened in investment crowdfunding. We’ve seen several trends emerge that are worth looking at as we move into 2022. These trends can impact everything from how you raise capital, structure your investments, and what kinds of companies you invest in. Here are three trends […]

June 1, 2022

Quarterbacks: Their Role and Why They're Essential for Your RegA+ Raise

In the world of Reg A+, quarterbacks are essential to a successful offering. They play a critical role in the overall success of an offering, and their importance should not be underestimated. This article will explore the role of the quarterback and explain why they are so crucial for Reg A+.    What is a […]

May 27, 2022

It All Started with the JOBS Act

This month, we launched our newest series, KoreTalkX, during which we have hosted exciting, one-on-one conversations with industry experts to expand the knowledge base on capital raising in the private markets. We’re recapping the episodes so far and look forward to the next live event on Tuesday, May 31st, when Dr. Kiran Garimella (CTO, KoreConX) […]

May 26, 2022

Security Tokens for RegA+

Although security tokens have been around for a while, they have started to gain popularity because they offer several advantages over traditional investment vehicles. In particular, security tokens can be used in RegA+ offerings, allowing companies to raise money from accredited and unaccredited investors. As a result, security tokens have quickly become one of the […]

May 23, 2022

Can Cannabis Companies Use RegCF?

In recent years, public perception of cannabis is gaining positive momentum. As of April 2021, 35 states have made medical marijuana legal, with 18 of them legalizing it recreationally. This growth has been tremendous, raising the industry’s value to over $13 billion and directly supporting 340,000 jobs. Additionally, 91% of Americans believe that regulators should […]

May 20, 2022

KorePartner Spotlight: Dawson Russell, Founder and CEO of Capital Raise Agency

Dawson Russell is the Managing Partner and CEO of Capital Raise Agency, a full-service investor acquisition, and creative agency. Capital Raise Agency has helped over 100 clients build their brands and tell their stories to the right audience, specializing in creative storytelling in the realm of JOBS Act raises such as Reg A+, Regulation D, […]

May 16, 2022

5 Key Players To Know For Your 401k Audit

This blog was originally written by our KorePartners at Assurance Dimensions. View the original post here.   Your 401k audit requires the work of multiple key players with different roles and responsibilities. It’s a team effort to ensure your benefit plan audit is seamless, timely, and accurate. Let’s outline the service providers and how you […]

May 13, 2022

Credit Cards, Escrow, and Broker-Dealers for RegA+ = $75 Million for Cannabis Companies

  “It’s About Time”   Up until now, it was a real challenge for Cannabis companies to take advantage of Reg A+ exemptions that allow private companies to raise up to $75 million from the crowd; accredited and non-accredited investors alike.  So you have the investor community’s appetite, the table is set and they are […]

May 11, 2022

Accredited Vs. Non-Accredited Investors: What's the difference?

There is a big difference between accredited and non-accredited investors. Understanding the difference is key to knowing which type of investor you are or understanding the type of investor your offering is targeting. Let’s look at each type of investor and find out more about their specific benefits and limitations.   Accredited Investors   An […]

May 9, 2022

What are the Benefits of Having a Diverse Investment Portfolio?

Building a diverse investment portfolio is one of the smartest things you can do for your financial health. By spreading your money across various asset classes, you can reduce your risk and maximize your return potential. Keep reading to explore the benefits of diversifying your investments and learn some tips for creating a well-rounded portfolio. […]

May 6, 2022

Do you really have permission to use those logos?

This post was originally written by our KorePartners at CrowdCheck. View the original article here.    The Theranos jury’s fraud convictions of Elizabeth Holmes, former CEO and founder of the now defunct Theranos, Inc., should give pause to startups seeking to build their reputation by touting their relationships with other companies.  In the press to find […]

May 4, 2022

Foreign issuers using Reg A and Reg CF

This post was originally written by our KorePartners at CrowdCheck. View the original article here.    For some reason, this issue has been coming up a lot lately. Our usual response to the question “Can non-US issuers make a Reg A or Reg CF offering?” is to point to the rules: Rule 251(b)(1) says Reg […]

May 2, 2022

How to Get Sued

This article was originally written by our KorePartner Jamie Ostrow at CrowdCheck Law. View the original post here.    If you work with us, you will hear it many times that we strongly advise against financial projections …  as they can get you in trouble. However, companies always seem to want to include projections that […]

April 29, 2022

How Does A Convertible Note Work?

This article was originally written by our KorePartners at Raise Green. View the original article here.  A Cornerstone of Regulation Crowdfunding Convertible notes are a form of debt that converts to equity over time; said simply, convertible notes allow investors to loan money to a startup or early stage venture and receive equity in return, […]

April 27, 2022

Online is Proving Successful for Minority Founders

Minority-owned startups are proving to be incredibly successful in gaining exposure on online platforms, growing their customer base and raising capital. In 2021, funding from crowd raising grew 33.7%, showing the increasing use of online fundraising. A Lack of Diversity in Traditional Capital  Online platforms for startup investing are more inclusive than traditional options. They don’t […]

April 25, 2022

How Liquidity Impacts Investing

This article was originally written by our KorePartners at Rialto Markets. To view the original article, please click here.    Liquidity is a term used in finance to describe how easy or difficult it is to buy or sell an asset in a market without affecting its price – in other words, how simply an […]

April 22, 2022

KorePartner Spotlight: Curtis Spears, President and CEO of Andes Capital Group

Curtis Spears, President and CEO of Andes Capital Group, has over 25 years of experience in the asset management arena. At Andes Capital Group, he is responsible for overall firm strategy, strategic direction, and day-to-day operations.    Andes Capital Group is a boutique firm that prides itself on its long-term relationships and excellent customer service. […]

April 20, 2022

Foreign Investors Key Considerations for Your Next Deal

This post was originally written by our KorePartners at Crowdfunding Lawyers. View the original post here.    When discussing fundraising for your deals, most of our attention has previously focused on U.S. citizens investing their own money. That’s to be expected, but it’s important not to overlook another potential funding source: foreign investors. This article […]