by Oscar Jofre | Nov 29, 2021 | Investors
Impact investing is the allocation of investments in companies, organizations, and funds to generate social and environmental impact alongside financial returns. Impact investments can be made in developing and developed markets and target various social and...
by Oscar Jofre | Nov 26, 2021 | Investors
This blog was originally written for our KorePartner Bian Belley at Crowdwise. View the original article here. Since its creation in 2013, the use of the SAFE has proliferated as an early-stage financing instrument and is now used everywhere from Silicon...
by Oscar Jofre | Nov 22, 2021 | Investors, Issuers
A transfer agent is responsible for the custody of securities and preserves books and records. They also keep up with who owns what investment, which can be especially important if a company goes bankrupt or merges with another entity. Transfer agents are a crucial...
by Oscar Jofre | Aug 18, 2021 | Investors
Today, there are many ways to buy and sell securities. For publicly traded companies, 75% of Americans are familiar with investing apps or online accounts. For private companies, many investors in companies invest with a broker-dealer and or maintain their own...
by Oscar Jofre | Aug 6, 2021 | Investors
Like warrants, options are a form of security called a derivative. As a derivative’s name suggests, these securities gain their value from an underlying asset. In the case of options, this is the underlying security. There are typically two primary forms of...
by Oscar Jofre | Jul 21, 2021 | Broker-dealers, Investors, Issuers
In 2007, the SEC approved the founding of the non-profit Financial Industry Regulatory Authority (FINRA). FINRA was created in the wake of a failing economy to consolidate the regulation of securities firms operating in the United States. The...
