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What Role Does a Transfer Agent or Share Registry Provider Play?

What Role Does a Transfer Agent or Share Registry Provider Play?

by Oscar Jofre | Feb 18, 2021 | KoreConX

For companies, both private and public, a transfer agent plays a vital role in financial success. With everything a company needs to keep track of on a day-to-day basis, maintaining an accurate record of shareholders is one of these important tasks. However, it is...
KoreConX CEO Oscar Jofre’s Interview on Recent EINBLICK Podcast

KoreConX CEO Oscar Jofre’s Interview on Recent EINBLICK Podcast

by Oscar Jofre | Jan 18, 2021 | Capital Markets, Capital Raising, KoreConX

Recently, KoreConX President, CEO, and Co-Founder Oscar Jofre had the pleasure of joining Christian Klepp, Co-Founder of EINBLICK Consulting, on their podcast B2B Marketers on a Mission.    With Christian, Oscar discusses empowering and transforming the private...
Can I Use My IRA for Private Company Investments?

Can I Use My IRA for Private Company Investments?

by Oscar Jofre | Dec 18, 2020 | Capital Markets, Capital Raising, KoreConX, Regulation, SEC

Individual retirement accounts (commonly shortened to IRAs) allow flexibility and diversity when making investments. Whether investing in stocks, bonds, real estate, private companies, or other types of investments, IRAs can be useful tools when saving for retirement....
409A – A Guide for Startups

409A – A Guide for Startups

by Oscar Jofre | Dec 14, 2020 | CapTable, Digital Securities, KoreConX, Transfer Agent, Valuation

We “Get It” We understand that the last thing any start-up wants to worry about is tax compliance, especially when you have so many other things to worry about. Like product development, sales, recruiting, etc.… But it is wise for a start-up to think about compliance...
What is Investor Relations?

What is Investor Relations?

by Oscar Jofre | Dec 2, 2020 | Capital Raising, Investor Relations, KoreConX

No matter the size of the company, investor relations (IR) should be a key component of conducting business. It’s never too early to implement a solid investor relations approach, but if your company has never tackled this issue, the term may seem confusing....
How does Investor Acquisition Help Find the Right Investors?

How does Investor Acquisition Help Find the Right Investors?

by Oscar Jofre | Nov 30, 2020 | Capital Markets, Investor Relations, Issuers, KoreConX

If you’re a company that is in the process of raising funds for your business, you’re likely looking to do so with the help of investors. By trading a piece of your company in exchange for some much-needed capital, you can fund your ideas and the growth of your...
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