KoreInside Blogs

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, […]

September 11, 2024

SEC Spring 2024 Agenda: Regulatory Updates you need to know

This blog post from the Laura Anthony from Securities Law Blog, examines the SEC’s Spring 2024 regulatory agenda. The agenda, although subject to change, gives crucial insight into future financial regulations. Key areas highlighted in this edition include corporate governance, cybersecurity, and investment regulations. Interestingly, there are fewer immediate action items compared to previous agendas, […]

September 9, 2024

What is the difference between Broker-Dealer vs RIA?

In the financial world, broker-dealers and registered investment advisers are two central figures that often get people talking.  They both play important roles, yet understanding their differences is essential for anyone involved with investments or the private capital market.  While they both provide investment services, they operate under different regulations, cater to varying client needs, […]

September 4, 2024

Key Insights into Reg CF Resale Restrictions

Understanding the nuances of financial regulations is crucial for anyone involved in the private capital markets. While the rules may seem straightforward at first glance, their true implications often require a deeper dive. This special article, written by Jamie Ostrow and Andrew Stephenson will explore a specific aspect of Regulation Crowdfunding, focusing on Reg CF […]

August 28, 2024

Private Capital Markets: Expert Insights from KoreSummit

Once considered a niche sector, private capital markets have now become a thriving source of growth and opportunity. This expansion has been driven by regulatory changes, technological innovation, and greater access to investment opportunities. In this special KoreSummit session, our industry experts Peter Daneyko (Chief Revenue Officer of Kore), Dr. Kiran Garimella (Chief Scientist & […]

August 26, 2024

Crowdfunding Platforms for Startups in 2024: how to find the perfect match?

Crowdfunding has become a buzzword in the startup ecosystem, offering a viable alternative to traditional fundraising methods. As we move further into 2024, the landscape of crowdfunding platforms has evolved, catering to diverse industries and investor types.  In this blog post, we will explore everything you need to know about the best crowdfunding platforms for […]

August 21, 2024

What is Net Worth? Understanding Your Financial Position

In an era of economic uncertainty, understanding your net worth isn’t just smart – it’s essential. Net worth isn’t just for the rich and famous. It’s the cornerstone of personal finance, and understanding it is key to taking control of your financial future. This blog post demystifies the concept, showing you why it matters and […]

August 19, 2024

Capital Raise Strategy: Why IRA Investments Matter?

Individual Retirement Accounts (IRAs) represent a significant, yet often underutilized, source of investment capital in the private markets. IRA as of 2023 stands at $38.3T the largest asset pool in the USA. Despite the advantages, many companies fail to actively promote the acceptance of IRA investments in their fundraising strategies, missing out on substantial capital […]

August 14, 2024

Blockchain for Broker-Dealers: Revolutionizing Compliance & Efficiency

In today’s fast-paced financial world, broker-dealers face a myriad of challenges in managing paperwork, ensuring data security, and maintaining operational efficiency. Regulatory compliance is becoming increasingly complex, while investor expectations continue to rise. A telling statistic from the financial industry reveals that compliance costs for financial institutions have increased by over 60% in the past […]

August 12, 2024

Innovation and Trust in the Private Capital Markets

We are thrilled to announce a significant milestone in our journey: KoreConX is now simply KORE. This change is more than just a new name—it’s a reflection of our dedication to providing the most efficient, secure, and innovative infrastructure for the Private Capital Markets. Why KORE? The decision to simplify our name to KORE stems […]

August 7, 2024

AI for Broker-Dealers: All You Need to Know

Artificial Intelligence (AI) is rapidly transforming industries, and the financial sector is no exception. AI offers numerous potential benefits for broker-dealers, including enhanced customer service, improved risk management, and streamlined operations. However, navigating the complexities of AI implementation and compliance, particularly with FINRA regulations, is essential for broker-dealers to harness these advantages effectively. Navigating FINRA […]

August 5, 2024

Non-Accredited Investor Definition: All You Need to Know + FAQs

Investing can be a powerful tool for wealth creation, but it often comes with rules and classifications. One such classification is the distinction between accredited and non-accredited investors. Understanding who non-accredited investors are, their limitations, and the opportunities available to them is crucial for anyone looking to navigate the private capital markets. In this blog […]