Kore Blogs

December 2, 2024

When is a Transfer Agent Mandatory for Private Companies Raising Capital?

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 in which a transfer agent is either mandatory or advantageous: Regulation A+ and Regulation CF Offerings If […]

November 27, 2024

Investment Opportunities: What You Need to Know Before Starting in Equity Crowdfunding

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 from their growth. However, it’s crucial to recognize that these opportunities come with their […]

November 25, 2024

REIT + JOBS Act = Transparency for 168M American Investors

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 more broadly, contributing to diversified investment options. There are 168 million Americans, representing about 50% of U.S. households, are invested in […]

November 18, 2024

Broker-Dealers and RIAs: Expand Client IRAs with RegCF, RegA, and RegD

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 to private markets, have become more accessible thanks to regulations like RegCF (Regulation Crowdfunding), RegA+, and RegD, which allow […]

November 13, 2024

What Corporate Actions does your Registered SEC Transfer Agent manage?

Partnering with a registered SEC transfer agent can be a game-changer for private companies. They handle key corporate actions that help keep your company compliant, streamline your paperwork, and strengthen relationships with investors. It’s like having an extra set of hands to manage the details so you can focus on growing your business! Some of […]

November 6, 2024

The future of private capital markets: Discover KORE ID

Kore has always been dedicated to advancing the technology landscape of private capital markets. Today, we’re unveiling a major enhancement to our platform— KoreID. KoreID offers a streamlined, secure, and effective method for both investors and broker-dealers to access opportunities in private capital markets. What is the KoreID platform? KoreID is like a passport for […]

November 4, 2024

How Nvatomate Revolutionizes Investor Acquisition 

It’s no secret that finding investors can be challenging. What worked in the past doesn’t quite cut it today. Despite the launch of increasingly sophisticated resources, data alone is not enough. Businesses are facing a more competitive and demanding market, which requires new strategies to survive, especially in the investor acquisition space. Companies need tools […]

October 30, 2024

KoreGlossary: Decoding Private Capital Markets

If you’ve ever felt slightly overwhelmed by the specialized language of private capital markets, you’re not alone. Industry terms can sound foreign, especially to newcomers or those shifting from related fields. That’s where KoreGlossary steps in—a resource designed to clarify and decode the complex world of private capital terminology. What is KoreGlossary? KoreGlossary is an […]

October 28, 2024

KoreSummit The Rise: A New Era For Broker-Dealers

Expert insights and Knowledge for all – KoreSummit The Rise In its ongoing journey of sharing educational content for the private capital markets, KoreSummit continues to excel. This was especially clear in October 2024, as the event featured not just one but two sessions per day. It was a time of great learning and networking […]

October 23, 2024

What is a SAFE Note and other financial instruments?

What is a SAFE Note? A SAFE Note (Simple Agreement for Future Equity) is a straightforward financial tool used by startups to raise money. Created by Y Combinator in 2013, it’s a simple agreement between the investor and the startup. Unlike traditional loans or bonds, a SAFE doesn’t charge interest or have a specific time […]

October 21, 2024

Cross-checking staff credentials: lessons for issuers, portals and investors

In the world of fundraising, especially in Regulation Crowdfunding (Reg CF) offerings, transparency and accuracy are essential. The following is a true and recent story, though names and details have been changed for privacy. It highlights the importance of due diligence for companies, platforms, and investors alike, to avoid potential misunderstandings or misrepresentations during the […]

October 16, 2024

How to attract accredited investors?

Attracting accredited investors can be challenging, but it’s definitely possible. With smart strategies and the right tactics, you can increase your chances of success. Under the  JOBS Act regulation, specifically through Regulation D, Rule 506(c)¹, companies can publicly advertise their offerings, opening up new opportunities to attract accredited investors. Accredited investors can also join Regulation […]

October 9, 2024

What is a Transfer Agent for Private Companies, and How Do They Work?

Managing ownership and tracking shares can quickly become complicated for private companies issuing stock or other securities. This is where a transfer agent comes in. Although often associated with public companies, transfer agents also play a crucial role for private businesses. Let’s explore what transfer agents do and how they help private companies manage ownership […]

October 7, 2024

Unlocking New Client Opportunities: Andes Capital's Approach to Online Capital-Raising

Online Capital Raising has opened doors for more people to invest, but the industry is constantly evolving, meaning broker-dealers must be adaptable. It’s a balancing act: staying compliant while discovering new growth opportunities. Firms like Andes Capital show it can be done. They’re not just keeping up—they’re excelling. We recently had the chance to sit […]

October 2, 2024

Jumpstart Our Business Startups Act (JOBS Act): Summary of the main regulations

If you’ve ever searched for ways to get funds for your business, you’ve likely encountered the “JOBS Act”. There’s a lot of talk about it, but the explanation isn’t always concise and the definition isn’t totally clear. If you want to understand the concept in a simple way and find out how this tool can […]

September 30, 2024

The rise of a new era in private equity

Once restricted to a specific audience, the Private Capital Markets are now booming. The new regulations and advancements in AI have not just changed the game; they’re rewriting the entire rulebook. In a special episode of The Big Data Show hosted by Nate Latimer,  Kore’s Oscar Jofre shared his insights, exploring how the convergence of […]

September 25, 2024

Private Capital Markets Trends: Balancing Human and Technology

Private Capital Markets Trends: How Technology and Human Expertise Are Shaping the Future In recent years, the private capital markets have seen a wave of technological advancements, transforming the landscape of fundraising. The rise of digital platforms, blockchain infrastructure, and AI-powered tools has revolutionized how companies raise capital, providing access to new investors and capital […]

September 23, 2024

Attract IRA Investors: 3 Simple Steps

Individual Retirement Accounts (IRAs) are a popular way for investors to save for retirement with tax benefits. As an issuer, offering investments that are IRA-eligible can attract a broader audience. This article outlines 3 simple steps to help issuers enable IRA investments in their offerings, making the process easy for both you and your investors. […]

September 18, 2024

Who is the missing Intermediary when Real Estate Sponsors are raising capital?

Raising capital for real estate projects is a complex process that often requires the involvement of various professionals to ensure compliance, efficiency, and the best financial outcomes. While real estate sponsors frequently turn to legal advisors, financial analysts, and broker-dealers during their capital-raising campaigns, there is often one critical professional missing from their team—the tax […]

September 16, 2024

Kore's advisor, David Weild is one of the top influencers in FinTech

At the beginning of this month, Kore’s advisor, David Weild, was recognized as one of the top influencers in the finance market by the website employ.com. In an article authored by Jacob Peebles, Weild was described as “an original thinker.” The work of our advisor, along with his significant role in the industry, was highlighted, […]