January 2, 2025
The Evolution of Online Capital Formation: Insights from Oscar A. Jofre
The journey of Online Capital Formation (OCF) since the signing of the JOBS Act in 2012 represents a seismic shift in democratizing access to capital […]
Kore is the first of its kind, an All-In-One Platform that unites tools to securely and efficiently manage essential business data and facilitate compliance.
KoreID Mobile App
Kore is the first of its kind, an All-In-One Platform that unites tools to securely and efficiently manage essential business data and facilitate compliance.
November 25, 2024
REIT + JOBS Act = Transparency for 168M American Investors
Real Estate Investment Trusts (REITs) are transforming how Americans approach real estate investment, making this sector more accessible and impactful for everyday investors. These financial […]
November 18, 2024
Broker-Dealers and RIAs: Expand Client IRAs with RegCF, RegA, and RegD
In recent years, there has been a growing interest in alternative investments, particularly in private companies. For clients looking to diversify beyond traditional stocks and […]
June 24, 2024
KoreGPT: A Powerful asset for RegCF companies
For entrepreneurs and businesses looking to raise capital under Regulation CF, navigating the complex regulatory landscape and meeting ongoing compliance requirements can be daunting. KoreGPT, […]
June 3, 2024
W-9 vs. W-8: What They Are, When to Use Them, and Tips
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 […]
May 22, 2024
Cap Table Management Software for Startups: all you need to know
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 […]
May 15, 2024
Strategic Considerations for Reg D Offerings: Optimizing Private Placements
In the landscape of private securities offerings, Regulation D (Reg D) stands out as a critical framework for companies looking to raise capital without the […]
May 13, 2024
Synergizing Crowdfunding Exemptions: A Strategy for Diverse Investor Engagement
In today’s investment landscape, the ability to harness the full potential of crowdfunding through strategic use of various exemptions provided by the JOBS Act is […]
May 8, 2024
5 Investment Trends for 2024 by Oscar Jofre
The landscape of private capital markets is evolving more rapidly than ever. Innovative technologies, shifting regulatory frameworks, and changing investor behaviors are reshaping how companies […]
May 6, 2024
Building a Strong Investor Network: Strategies for CEOs
For CEOs in the rapidly evolving landscape of private capital markets, building a strong investor network is not just a component of their business strategy—it’s […]