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...
by Oscar Jofre | Jun 9, 2020 | Broker Dealer, Capital Markets, Capital Raising, CapTable, Compliance, Digital Securities, FINRA, Investor Relations, KoreProtocol, Legal, Regulation, Secondary Markets, Security Token, Transfer Agent
The SEC has proposed amending the definition of “accredited investors.” Accredited investors are currently defined as (huge generalization here) people who have net worth of $1 million (excluding principal residence) or income of $200,000 ($300,000 with spouse) or...
by Oscar Jofre | Jun 1, 2020 | Capital Markets, Capital Raising, FINRA, KoreConX, SEC, Transfer Agent
As of 02 JUNE 2020, there are 51 active RegCF Equity Crowdfunding Platforms helping companies raise up to $1.0M USD. We are all anticipating that RegCF is going to be potentially increased to a $5 million funding cap. The SEC has proposed this increase, along with...
by Oscar Jofre | May 4, 2020 | CapTable, Investor Relations, Transfer Agent
WeFunder the #1 Equity Crowdfunding platform in the USA interviews Oscar Jofre co-founder of KoreConX. (1) What is a Transfer Agent? This a great question. As each entrepreneur enters the world of raising capital, new responsibilities are brought on. In many...
by Oscar Jofre | Apr 5, 2020 | Capital Markets, Capital Raising, Digital Securities, FINRA, KoreConX, Legal, Regulation, SEC, Transfer Agent
The simple answer is that today, Regulation A (Reg A) and Regulation A+ (Reg A+) are the exact same law. There is no difference, and the two terms may be used interchangeably. Some confusion stems from the two similar terms, and there is much misleading information...
by Oscar Jofre | Mar 10, 2020 | Capital Markets, Capital Raising, CapTable, Digital Securities, Investor Relations, KoreProtocol, Regulation, SEC, Secondary Markets, Security Token, Transfer Agent
It’s never too early in the process of building a company to start managing your capitalization table (otherwise known as a cap table). As a detailed document recording all information regarding shareholders and the equity owned in the company, a well-managed...