by Oscar Jofre | Aug 19, 2024 | Issuers
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...
by Oscar Jofre | Jul 17, 2024 | Broker-dealers, Issuers
Understanding the complexities of SEC compliance can be challenging for many businesses. With recent updates to cybersecurity disclosure requirements, staying informed is more critical than ever. In this article, written by Laura Anthony of the SecuritiesLaw Blog, we...
by Oscar Jofre | Jul 3, 2024 | Issuers, KoreConX
Deciding how much capital to raise is a key decision for any business, especially in the ever-changing landscape of private capital markets. This decision not only impacts your company’s immediate financial health but also its long-term strategic growth. In...
by Oscar Jofre and Kiran Garimella | Jun 10, 2024 | Investors, Issuers
KoreGPT: Empowering the Future of Private Capital Markets It’s a fact: the world of Private Capital Markets is always changing. Especially in recent times, change has been as frequent as ever. To keep up with this pace, the solutions that worked before may no...
by Oscar Jofre | Jun 3, 2024 | Investors, Issuers
Tax forms can be confusing, especially when it comes to distinguishing between similar-sounding forms like W-9 and W-8. In this blog post, we’ll break down the key differences between these two forms, explain when each should be used, and offer practical tips for...
by Oscar Jofre | May 22, 2024 | Issuers, KoreConX
Introduction In the dynamic world of startups, managing a Cap Table can often seem overwhelming. We often hear founders talking about the complexity of keeping track of all the details and dealing with the exhausting manual updates on spreadsheets. The need for a...
