by Oscar Jofre | Oct 9, 2024 | Issuers
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...
by Oscar Jofre | Apr 19, 2023 | Capital Markets, Capital Raising, Issuers
What is a community? The word can be defined as “a body of persons of common and especially professional interests scattered through a larger society” or “a group of people with a common characteristic or interest living together within a larger society.” Putting this...
by Oscar Jofre | Mar 6, 2023 | Capital Markets, Capital Raising, Compliance
A cap table (short for capitalization table) is essential for any company looking to raise capital. It provides a detailed breakdown of the equity owned by shareholders, enabling founders to understand how their offerings will be impacted and make sound decisions...
by Oscar Jofre | Sep 28, 2022 | Capital Markets, Capital Raising, Compliance
Shareholder management is a critical part of any company, but it can be especially daunting for those who have recently completed a RegA+ or RegCF offering. When you welcome so many new shareholders on board, it’s important to have a plan in place for how you will...
by Oscar Jofre | Jul 29, 2022 | Issuers, KoreConX
As a business owner, you know that communication is key to success. But when it comes to shareholders, shareholder communications can sometimes take a backseat. They’ve already invested, so customer communications to generate revenue often steal the show. However,...