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What is a Transfer Agent for Private Companies, and How Do They Work?

What is a Transfer Agent for Private Companies, and How Do They Work?

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...
How Do I Build a Community for My Company?

How Do I Build a Community for My Company?

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...
How Do I Know if My Cap Table is Ready?

How Do I Know if My Cap Table is Ready?

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...
Best Practices for Shareholder Management

Best Practices for Shareholder Management

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...
4 Ways to Build Better Shareholder Relationships

4 Ways to Build Better Shareholder Relationships

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,...
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