Oscar Jofre

Jofre is one of the top 10 global thought leaders in Equity Crowdfunding, a Top 10 Fintech & Blockchain Influencer and a Top 50 InsureTech Influencer. Prior to co-founding KoreConX, Jofre founded SaaS-based, multilingual translation portal, BabelFish Corp. where he led a team of more than 135 individuals to provide multilingual solutions to 7,600 contractors around the world. He was awarded the Vision 2012 Businessman of the Year by the Toronto Hispanic Chamber of Commerce and is a globally sought after speaker on the topics including equity crowdfunding, blockchain, FinTech, compliance, shareholder management, alternative finance and RegTech.

by Oscar Jofre

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 22, 2024

by Oscar Jofre

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May 21, 2024

by Oscar Jofre

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 15, 2024

by Oscar Jofre

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 13, 2024

by Oscar Jofre

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 8, 2024

by Oscar Jofre

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 […]

May 6, 2024

by Oscar Jofre

3 Pitch Deck Secrets for Startups

A well-crafted pitch deck for startups is a cornerstone of successful fundraising, acting as your company’s first impression and primary tool for communicating its value […]

May 1, 2024

by Oscar Jofre

Compliance check: why do you need a Bad Actor report?

Companies seeking innovative funding options beyond traditional bank loans or venture capital investments. Regulation A (RegA+), Regulation Crowdfunding (RegCF), and Rule 506c of Regulation D […]

April 29, 2024

by Oscar Jofre

Fintechs: Supercharging the Fundraising Landscape

In recent years, the intersection of technology and finance has reshaped numerous industries, with one of the most significant transformations observed in the fundraising ecosystem. […]

April 24, 2024

by Oscar Jofre

Why Social Media for Startups? 7 Tips to Grab Now!

In today’s hyper-connected world, social media has emerged as a fundamental element in shaping business landscapes. For startups, especially, these platforms offer a direct line […]

April 22, 2024

by Oscar Jofre

Myths About How Capital is Raised by Everyone

Let’s talk about how capital is raised, especially about the myths that surround this matter. For decades, the narrative around raising capital for private companies […]

March 13, 2024

by Oscar Jofre

Investor Acquisition in online capital raising

Let’s talk about Investor Acquisition in online capital raising. There are over 4.7 Billion potential investors online, but finding the right people to invest in […]

by Oscar Jofre

Online investing on the Rise: What to look for?

Online investing, particularly in private capital markets, has experienced a significant uptick in popularity and accessibility in recent years, largely thanks to the innovations brought […]

March 8, 2024

by Oscar Jofre

Regulation S vs Rule144 explained

Introduction: Regulation S vs Rule 144 Regulation S and Rule 144 are pivotal components of the United States securities law framework, each facilitating different aspects […]

March 6, 2024

by Oscar Jofre

Why is building a community important when raising capital?

The private capital markets are very dynamic, and the advent of online investing, also known as online capital formation, marks a pivotal shift in how […]

by Oscar Jofre

The Origins of KoreConX Trust Charter

I often get asked a number of questions when we’re doing presentations about how we got everything started. And today, I think what I want […]

February 28, 2024

by Oscar Jofre

Diversifying Capital Raising Strategies for Startups

Navigating the VC Winter: Diversifying Capital Raising Strategies for Startups In the face of a VC winter, startups find themselves at a crucial juncture, requiring […]

by Oscar Jofre

What is Entity Management?

In today’s fast-paced business environment, private companies face a myriad of challenges as they scale and seek capital. A crucial, yet often overlooked aspect of […]

February 21, 2024

by Oscar Jofre

Digital Asset Ecosystem: Ultimate Guide

Overview of the Digital Assets Ecosystem In an era where digital assets are redefining the boundaries of technology and finance, understanding the complex landscape of […]

February 16, 2024

by Oscar Jofre

Charter of Trust

Trust, Commitment, and Code of Conduct This is the Trust Charter describing our commitment to Trust and the Code of Conduct of the Kore group […]

February 14, 2024

by Oscar Jofre

Payment Rails: Cannabis Raising Capital – Navigating the Complex Landscape

In the evolving landscape of the cannabis industry, securing capital through online platforms presents unique challenges, particularly in the realm of payment processing. We explore […]

February 12, 2024

by Oscar Jofre

Capital Raising Process: 4 Steps to Start Funding Now

In the dynamic world of private capital markets, raising capital is both an art and a science. We will demystify the capital raising process for […]

by Oscar Jofre

The Broker-Dealer’s Guide to Due Diligence process

In the realm of private capital markets, due diligence is not just a procedure but a pledge—a commitment to uphold integrity, trust, and compliance.  This […]

by Oscar Jofre

2024 Funding Guide: Top 7 Loan Alternatives for Startups

Loan Alternatives for Startups Getting money to start a business is a critical issue that entrepreneurs have to deal. Sometimes the landscape seems so uncertain […]

February 5, 2024

by Oscar Jofre

What is a Broker-Dealer?

We are diving into the world of FINRA Broker-Dealers – a crucial component in maintaining the integrity and trustworthiness of the private capital markets. We’ll […]

February 2, 2024

by Oscar Jofre

How to choose the right trusted cap table provider

In the dynamic landscape of private companies, managing and maintaining an accurate and reliable capitalization table (Cap Table) is paramount. A Cap Table is a […]

by Oscar Jofre

RegS SEC Reporting Obligations

Regulation S (RegS) is a Securities and Exchange Commission (SEC) regulation that provides a safe harbor from the registration requirements under the Securities Act of […]

January 22, 2024

by Oscar Jofre

What is the RegCF DD?
June 23, 2023

by Oscar Jofre

Private Capital Market Regulations – 10 RegA+ Issuers Penalized for SEC Violation: What Can We Learn?

The Importance of Compliance in Private Capital Market Regulations We’ve discussed compliance at length and how it’s essential for building trust within the private capital […]

by Oscar Jofre

What is an Escrow Provider’s Role in RegA+?

An escrow provider is a neutral party that handles financial transactions between two or more parties. They are often used in the securities industry to […]

by Oscar Jofre

What Does Direct Listing Mean?

Recently, we received a question from an issuer wondering what “direct listing” means. In short, a direct listing, also sometimes referred to as a direct […]

by Oscar Jofre

Private Equity vs. Venture Capital

For companies looking to raise capital, there are many options on the table. From raising capital from friends and family and crowdfunding to private equity […]

by Oscar Jofre

Can I Trade Private Shares?

Think of buying a traditional stock, listed on a public exchange like the New York Stock Exchange or NASDAQ. You can buy and sell these […]

by Oscar Jofre

What is a CIK Number?

Recently, we received a question from an issuer who asked what a CIK number is. If you have ever filed a form with the Securities […]

by Oscar Jofre

What is an Option?

Like warrants, options are a form of security called a derivative. As a derivative’s name suggests, these securities gain their value from an underlying asset. […]

by Oscar Jofre

What is a Burn Rate?

Recently, we received a question from an issuer, asking what a burn rate is. We believe that education is an essential part of the capital […]

by Oscar Jofre

Veni, Vidi, Verify

More than two millennia ago, Julius Caesar said the famous phrase, “Veni, Vidi, Vici”, triumphant in battle. This translates to, “I came, I saw, I […]

by Oscar Jofre

What is Phishing?

No one thinks they’ll fall victim to a cybercrime, but in reality, you’ve likely come across a suspicious email that could be trying to steal […]

by Oscar Jofre

My Company is Based in Canada: Can I Use RegCF to Raise Capital?

Recently, we received a question from an issuer, asking if Canadian companies can use RegCF to raise capital. We believe that education is an essential […]

by Oscar Jofre

April Investment Crowdfunding Sees Near-Record Levels

The last couple of months have been a turbulent time for the financial sector. In March, we first saw the collapse of Silicon Valley Bank, […]

by Oscar Jofre

Avoiding Scams

Scams come in all shapes and sizes but share the same goal: to take someone’s hard-earned money. At KoreConX, we talk a lot about the […]

by Oscar Jofre

What is an Escrow Provider?

If you’ve bought a home, you’ve likely heard the term escrow. In the homebuying process, escrow can be used to hold a good faith deposit […]

by Oscar Jofre

Shedding Light on the Secondary Market

The private capital market is an important component of the economy and has seen considerable growth since the JOBS Act exemptions came into play. However, […]

by Oscar Jofre

Why the Private Capital Markets are Outpacing the Public Markets

The private capital market has seen considerable growth over the past few years due to geopolitical tensions, inflation, and interest rate hikes. These factors are […]

by Oscar Jofre

What is a Board of Directors?

Recently, we received a question from an issuer, asking to explain what a board of directors is. We believe that education is an essential part […]

by Oscar Jofre

What You Should Know About Investing in Private Capital Markets

Investing in the private market can be a great way to gain returns unavailable elsewhere. With the right research, investments in private companies can yield […]

by Oscar Jofre

How Do I Build a Community for My Company?

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” […]

by Oscar Jofre

Small Businesses and Their Economic Success

Small businesses have always been an integral part of the economy, contributing to job creation and economic growth. Over the last decade, small businesses have […]

by Oscar Jofre

7 Golden Rules for the Secondary Market

Secondary markets provide investors a way to trade securities they have previously purchased or buy new ones offered by other investors. This blog will look […]

by Oscar Jofre

5 Things You Need to Know About Transfer Agents

When a company issues securities, it is vital to keep the official record of ownership and distribution accurate and up-to-date at all times. This process […]

by Oscar Jofre

KorePartner Spotlight: Richard Johnson, CEO of Texture Capital

At Texture Capital, the mission is to revolutionize the two trillion-dollar market for private securities by leveraging blockchain technology and smart contracts. The company has […]

by Oscar Jofre

Small Businesses Need Capital

Small businesses are essential to the economic well-being of a country, but unfortunately, many find it challenging to obtain the capital they need. It is […]

by Oscar Jofre

Approaching the 11th Anniversary of the JOBS Act

Eleven years ago, the Jumpstart Our Business Startups (JOBS) Act was signed into law in a White House Rose Garden ceremony. Looking back on this […]

by Oscar Jofre

Reforms to RegD

With Regulation D (RegD) offerings, companies are exempt from registering securities with the SEC. Under RegD, companies can raise capital from accredited investors (and a […]

by Oscar Jofre

7 Things You Need to Raise Capital Online in 2023

. ising capital online can be a great way to a vast pool of potential investors. With the JOBS Act exemptions and many online funding […]

by Oscar Jofre

5 Tips for Frictionless Capital Raising

Raising capital can be a tricky process. Fortunately, with the JOBS Act and its exemptions from SEC registration under RegA+, RegCF, or RegD, entrepreneurs can […]

by Oscar Jofre

SEC Amends Broker-Dealer Record-keeping Requirements

The SEC’s long-time policy for broker-dealers is to keep records of their business activities in a non-rewritable, non-erasable format – otherwise known as WORM (Write […]

by Oscar Jofre

Seeking Opportunities in Times of Crisis

The collapse of Silicon Valley Bank has sent shockwaves through the financial sector, sending bank stocks plummeting, heightening stresses, and leaving many people with feelings […]

by Oscar Jofre

What is TradeCheck?

Through RegA+, RegCF, and RegD, hundreds of companies across the country have been able to raise capital from both retail and accredited investors. The shares […]

by Oscar Jofre

What is Affinity Marketing?

Affinity marketing is an effective way to increase brand recognition and reach a larger target audience, especially when it comes to raising capital. By leveraging […]

by Oscar Jofre

Oscar Jofre to Speak at LSI 2023 Emerging Medtech Summit

The LSI 2023 Emerging Medtech Summit is an upcoming four-day conference that will provide attendees a detailed look into the current Medtech industry. From March […]

by Oscar Jofre

LSI Starts Next Week!

In 2022, KoreConX partnered with Life Science Intelligence (LSI) to host the Emerging Medtech Summit, an event for investors and strategic partners within the life […]

March 13, 2023

by Oscar Jofre

On The Silicon Valley Bank Shutdown

On Friday, March 10, Silicon Valley Bank was shut down by regulators. This has an impact on a significant number of businesses, both large and […]

by Oscar Jofre

How Do I Grant Equity to Employees?

Equity to employees gives workers a share of ownership in the company they work for. Ownership in the form of a percentage can be given […]

by Oscar Jofre

Addressing the Decrease in VC Funding to Women-Led Startups

In recent years, the number of female entrepreneurs has grown exponentially. Many women have decided to turn their business ideas into reality. Others have leveraged […]

by Oscar Jofre

How Do I Know if My Cap Table is Ready?

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 Oscar Jofre

KoreClient Spotlight: Steve Beaman, Chairman & Chief Executive Officer of Elevare Technologies

Elevare Technologies is a technology company aiming to lead the digital economy revolution through Virtualization as a Service (VaaS). They promote and accelerate virtual adoption […]

by Oscar Jofre

Who Does Due Diligence on Companies Using RegCF?

When it comes to raising capital using Regulation Crowdfunding (RegCF), due diligence is an essential part of the process. Due diligence helps ensure that the […]

by Oscar Jofre

Who Does Due Diligence on Companies using RegA+?

Due diligence is an essential part of the investment process. Especially following the passage of the JOBS Act in 2012, which expanded Regulation A+ (RegA+), […]

by Oscar Jofre

Understanding the JOBS Act for Real Estate

Real Estate has become increasingly popular as an asset class in recent years and investors are eager to put their money into this space. However, […]

by Oscar Jofre

The Origins of Blockchain

It’s been a little over a decade since Blockchain technology was first introduced, but it’s already revolutionizing the way we do business. By eliminating the […]

by Oscar Jofre

Online Capital Formation is Always Available, Even When VC Funding Is Not

The venture capital (VC) industry has been struggling since 2022. Venture funding has dropped by more than 50% since 2022 and late-stage investments have plummeted […]

by Oscar Jofre

Why Use RegCF for Real Estate?

Companies in the real estate industry have a variety of financing options available for their projects, but one that is often overlooked is the use […]

by Oscar Jofre

What is Tokenization in Real Estate?

Real estate tokenization is a new way of dividing property ownership rights using blockchain technology and digital tokens. Tokenization enables fractional real estate ownership, owning […]

by Oscar Jofre

The Need for Compliant and Safe Online Capital Formation

In the State of the Union address given by President Joe Biden on February 7th, 2023, he remarked: “Every time somebody starts a small business, […]

by Oscar Jofre

KoreID Verified Builds Trust for Online Investing

The online payment space is growing rapidly and with it the need for trust and security. KoreConX has launched KoreID Verified to bring that trust […]

by Oscar Jofre

What Are the Costs for a RegCF Issuance?

Raising capital is necessary for many companies, but it comes with a price tag. This is why we often receive questions from companies seeking to […]

by Oscar Jofre

Looking Ahead at the Growth of Private Equity

As a market now worth millions of dollars on a global scale, the history of private equity dates back to the early 1900s when J.P. […]

by Oscar Jofre

KoreClient Spotlight: Inland Mid-Continent Corporation

Jeff Leenerts is the president of Inland Mid-Continent Corporation, an oil and gas exploration and production company based in Tulsa, Oklahoma. In his early childhood, […]

by Oscar Jofre

What is Rule 145?

The Securities Act, passed in 1933, was created to protect investors following the stock market crash in 1929. It offers protection by ensuring more transparency […]

by Oscar Jofre

Why Is Blockchain Technology Popular?

Global spending on blockchain solutions is estimated to have reached $11.7 billion by the end of 2022, and the industry is expected to be worth […]

January 23, 2023

by Oscar Jofre

Marketing Strategies for Raising Capital

When a company is looking to raise capital, there are many marketing strategies to get the word out. With any method, the primary goal is […]

January 13, 2023

by Oscar Jofre

The Relationship Between Cryptocurrency and Blockchain

The relationship between blockchain and cryptocurrency has been an area of increasing interest over the past few years. For those looking to use cryptocurrency or […]

by Oscar Jofre

Is Reg D Suitable for My Company?

Regulation D (Reg D) is a set of rules established by the U.S. Securities and Exchange Commission (SEC) that allows companies to raise capital without […]

by Oscar Jofre

Overdue Diligence: Examining the Cryptocurrency Industry’s Billion-Dollar Scandal

What would happen if inexpensive flying cars hit the market tomorrow? Wouldn’t it be great if you could just fly right over stop signs and […]

by Oscar Jofre

Looking Back on KoreSummits in 2022

Throughout 2022, KoreConX has hosted a variety of live, educational events designed to shed light on essential topics in the private capital markets. The KoreSummit […]

by Oscar Jofre

KoreClient Spotlights: A Year in Review

At KoreConX, we love showcasing our innovative clients, who we believe are making a difference in the world, through our KoreClient Spotlight. Here are just […]

December 23, 2022

by Oscar Jofre

KoreTalkX’s Growth Throughout 2022

After launching our podcast, KoreTalkX, earlier this year, we’ve seen it grow as we continue to host industry thought leaders to share their perspective on […]

December 21, 2022

by Oscar Jofre

What You Need to Know About Cap Table Management

More than a simple spreadsheet, a cap table (short for capitalization table) records detailed data regarding the equity owned by shareholders. When it comes to […]

by Oscar Jofre

Oscar Jofre Shares Thoughts of Banking Reform with StratCann

Oscar Jofre, the President and CEO of KoreConX, has long been a proponent of expanding access to capital for cannabis companies in the US and […]

by Oscar Jofre

What You Need to Know About RegCF

Raising capital is always a challenge, especially in the startup sector, which means that it’s vital to understand all the options available and how they […]

by Oscar Jofre

What You Need to Know About RegA+

If you are an entrepreneur looking to raise funds, you may have heard of Regulation A+, often referred to simply as Reg A+. This alternative […]

by Oscar Jofre

How Does Technology Improve Transparency and Sustainability?

Technology has significantly impacted many different aspects of our lives, and the world of capital raising is no exception. With the help of technology, we […]

by Oscar Jofre

Real Estate Revolution: Democratization Through Tokens

The real estate market has seen a substantial uptick in value, with more and more people looking to invest in this asset class. However, the […]

by Oscar Jofre

What is Two-Factor Authentication?

According to a recent report published by Microsoft, hackers make 921 attempts to steal a password every second. This means that accounts secured by weak […]

by Oscar Jofre

KoreClient Spotlight: Wealthcasa

For many people, investment properties come with a price tag that is cost-prohibitive to everyday investors. However, as Reg A+ sees wider use in the […]

by Oscar Jofre

What are the Differences Between Regulations A, CF, D, and S?

When it comes to raising capital, there are various ways you can raise money from investors. And while they all have their own specific compliance […]

by Oscar Jofre

Misconceptions About Regulation S

Continuing our last post on Regulation S, then are still a few things that should be known to issuers looking to explore this method of […]

by Oscar Jofre

Regulation S: What is it and How is it Used?

Created to help companies raise money from foreign investors, Regulation S has been successful for some companies, while others have fallen into trouble by not […]

November 23, 2022

by Oscar Jofre

How Can an Update on RegD Impact Private Markets?

Far larger than the initial public offering (IPO) market, Regulation D is incredibly important within the private capital markets, facilitating over $1 trillion in capital […]

by Oscar Jofre

How is Equity Crowdfunding Different Than Kickstarter?

Kickstarter and equity crowdfunding are two different ways to raise money for a project or venture. Kickstarter is a platform where people can donate money […]

by Oscar Jofre

Selling Shareholders for RegA+

For many investors in the private market, one of the risks they face is the lack of a liquid market for selling shares. Through a […]

by Oscar Jofre

Celebrity Endorsements of Investment Opportunities

When it comes to investing, celebrities are just like the rest of us. They need to do their research before putting their money into anything. […]

by Oscar Jofre

KoreClient Spotlight: Consumer Cooperative Group

When it comes to real estate, most people think about buying and flipping properties for a quick profit. But what if you could buy a […]

by Oscar Jofre

How Much Can I Invest in a Company with RegCF?

As Regulation Crowdfunding offerings continue to grow in popularity, more and more investors are looking to get involved. RegCF gives investors the ability to invest […]

by Oscar Jofre

Call Centers for RegA+

A call center can be extremely helpful for companies looking to raise capital through a Reg A+ offering. By having a dedicated call center, businesses […]

by Oscar Jofre

KoreClient Spotlight: Live Retail

There are about 5.5 million businesses that operate in the U.S. under the license of a brand, typically franchises like McDonald’s or 7-11 and even […]

November 4, 2022

by Oscar Jofre

Howey Test: What is it?

The Howey Test is a simple but important test used by the US Securities and Exchange Commission (SEC) to determine whether an investment contract is […]

by Oscar Jofre

KoreClient Spotlight: Tech Chain Software

The trucking industry in the United States is a vital part of the economy, responsible for transporting trillions of dollars worth of goods each year. […]

by Oscar Jofre

What is the Role of FINRA?

When it comes to investment, there are a lot of things to think about. You want to make sure that you’re making smart decisions with […]

by Oscar Jofre

How Does Tech Allow People to Make Smaller Investments?

The world of technology has completely revolutionized the way we view investments–no longer do people need to invest large sums of money to have access […]

by Oscar Jofre

Female Startups Are Outperforming Male Led Startups

It is no secret that the world of startups and entrepreneurship is male-dominated. From the early days of Silicon Valley to the present day, men […]

October 21, 2022

by Oscar Jofre

Partnership in the Private Markets: “Who Pays?”

Way back in March 2020, our values as a company were tested.  At the time, I began to write this blog post but with my […]

October 17, 2022

by Oscar Jofre

KoreClient Spotlight: Orion Capital

Orion Capital is a small holding company that specializes in connecting investors with unique investment opportunities. With a focus on the little guy, Orion Capital […]

by Oscar Jofre

Over the Next Five Years, the Private Capital Market is Expected to Double

Over the past decade, fiscal stimulus and opportunities for liquidity have caused a surge within the private capital markets. Even though this year’s outlook is […]

by Oscar Jofre

KoreClient Spotlight: Budding Technologies

Budding Technologies, Inc. is looking to change the cannabis industry with innovative technology and the use of blockchain through its product, Budbo.   The Budbo […]

by Oscar Jofre

What You Should Know About 2-Factor Authentication

In today’s world, we are more connected than ever before. We rely on technology to keep us connected with friends and family, to keep us […]

October 6, 2022

by Oscar Jofre

Cannabis Consumers’ Home Growth Increases Worldwide

As marijuana becomes increasingly legalized all over the world, an interesting trend is developing–an increase in the home-growing of the plant. This can be seen […]

by Oscar Jofre

SEC Charges Eight in Scheme to Fraudulently Promote Securities Offerings

On September 30, 2022, the SEC announced charges against 8 CEOs and CFOs for fraudulently promoting Regulation A+ securities offerings.  The companies named by the […]

by Oscar Jofre

KoreClient Spotlight: Fist Assist

Fist Assist Devices, LLC, a medical device company from Las Vegas, NV, is on a mission to increase and improve arm circulation around the world. […]

by Oscar Jofre

Best Practices for Shareholder Management

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 […]

by Oscar Jofre

Why RegCF Offerings Fail

Before the JOBS Act, companies in the private capital market had very few options to raise the capital they needed to grow. Many sought venture […]

September 26, 2022

by Oscar Jofre

KoreClient Spotlight: FirstString

As father and son, Barry and Tyler Jones share a common goal of revolutionizing the job-seeking and hiring process. Together they founded FirstString, a career […]

by Oscar Jofre

Global Cannabis Sales are Projected to Skyrocket

Cannabis has been legalized for both medicinal and recreational use in many states, and this is only expected to increase the demand for the product. […]

by Oscar Jofre

Digital Securities That Help You Navigate the Web Safely

The internet is often difficult to navigate. On one hand, many wonderful resources can be found for educational purposes, you can connect and communicate with […]

by Oscar Jofre

Private Equity is Seeing Potential in the Healthcare Industry

As the healthcare landscape continues to change rapidly, private equity firms are taking note and getting involved in the healthcare sector. Private equity firms are […]

September 12, 2022

by Oscar Jofre

KoreClient Spotlight: Stenergy

When Samuel and Leyla Butero decided to start their own business, they knew they had to offer a product that would make a difference in […]

by Oscar Jofre

The Growth of Online Startup Investments

Investments in online startups have been growing rapidly in recent years, and the trend is expected to continue well into the future, with the number […]

by Oscar Jofre

KoreClient Spotlight: Brent Fawson, COO of Facible

Working at Facible, Brent Fawson believes that the company is poised to leave a lasting impact on lives around the world by making medical diagnostic […]

by Oscar Jofre

Labor Day: Democratization and Opportunities to Create Jobs

The growth in Regulation A+ and Regulation CF offerings fuels entrepreneurship and job growth in the United States. Since 2016, there have been over 4,600 […]

by Oscar Jofre

KoreClient Spotlight: Notarized.com

Notarized.com is a company that provides on-demand traveling notary services nationwide to businesses and individuals, as well as offering remote online notarization services in a […]

by Oscar Jofre

Crowdfunding Platforms Pose a Significant Opportunity for Global Investors

Across the world, there are an estimated 4.7 billion people with the means to invest in the private capital market. While this may be a […]

August 24, 2022

by Oscar Jofre

Arcview Access & Cannabis Investment Summit Takes Places October 19th-21st in NYC

If you’re an investor, cannabis company, or industry specialist looking to make connections in the legal cannabis industry, the upcoming Arcview Access & Cannabis Investment […]

by Oscar Jofre

KoreClient Spotlight: Durable Energy

Durable Energy is on a mission to expand access to renewable energy and electric vehicle (EV) charging across the country. Partnered with  dealerships, parts companies, […]

by Oscar Jofre

Opportunities to Invest in the Private Capital Market

The private equity market is rapidly growing, fueled by expansions to the JOBS Act exemptions in 2021. By 2030, the private capital market is anticipated […]

by Oscar Jofre

How to Manage Investment Information

For entrepreneurs, it’s crucial to understand the private capital market well. Companies no longer need to go public to raise capital, enabling entrepreneurs to maintain […]

by Oscar Jofre

RegA+ Offers Stability for Issuers

When a company decides to go the RegA+ route, they are opting for a more stable and regulated way to raise capital. This is due […]

by Oscar Jofre

KoreClient Spotlight: Bruce Lewis of BulletID

Bruce Lewis is a serial entrepreneur who has had his share of successes and failures. He is now 82 years old and has started a […]

by Oscar Jofre

Supporting Improvements to RegA+ Secondary Trading

Since the JOBS Act was passed in 2012, RegA+ has evolved tremendously. With companies able to raise up to $75 million and utilize methods of […]

August 4, 2022

by Oscar Jofre

The SEC Released its 41st Annual Small Business Forum Report

For 41 years, the Securities and Exchange Commission has hosted its annual Small Business Forum. The event, led by the SEC’s Office of the Advocate […]

by Oscar Jofre

4 Ways to Build Better Shareholder Relationships

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. […]

by Oscar Jofre

Why RegA+ Offerings Fail

When it comes to RegA+ offerings, there are several reasons they may fail: a failure to comply with regulatory requirements, a failure to budget for […]

by Oscar Jofre

KorePartner Spotlight: Richard Heft, President of Ext. Marketing

Richard Heft is the President at Ext. Marketing, a full-service marketing firm that helps companies attract potential investors to apply their marketing strategy and achieve […]

by Oscar Jofre

Potential and Impact of the Cannabis Sector on Jobs Creation

The cannabis sector is growing fast, and with it, the potential for job creation. A recent study shows that the cannabis industry could create and […]

by Oscar Jofre

A $30 Trillion Market in 8 Years: Shari Noonan Speaks with Crowdfund Insider

The private securities market is predicted to grow exponentially in the next decade, with a total value of $30 trillion by 2030. Recently, Shari Noonan, […]

by Oscar Jofre

Oscar Jofre Speaks at Franchising Event in Denver, CO

We are always looking for ways to help our clients and the franchise community grow and succeed. That’s why we’re excited that our CEO, Oscar […]

by Oscar Jofre

Investment Compliance: It’s Not Just About Complying

Compliance can be a complex, dynamic task for companies raising capital, and sometimes might feel like an unnecessary burden just to stay in the good […]

by Oscar Jofre

Examining RegCF Trends

The internet has put financial literacy resources at the tip of our fingers and has done the same for investment opportunities. Whether it’s an app […]

by Oscar Jofre

Private Capital Trends for the Cannabis Industry

As the cannabis industry continues to grow, so does the need for new methods of raising capital. Revenues have doubled over the past three years, […]

by Oscar Jofre

Is Equity Crowdfunding Immune to Market Volatility?

In a recent TechCrunch article, author Rebecca Szkutak asserts, “With the fundraising climate now showing cloudy skies, equity crowdfunding is getting ready for a field […]

by Oscar Jofre

What is KYC?

Each year, an estimated $2 trillion from illicit activities is laundered. This poses a significant challenge to financial institutions, requiring onerous efforts to verify that […]

by Oscar Jofre

What Kind of Data is Relevant for Private Equity?

The world of private equity is shrouded in a certain amount of mystery. What data do private equity firms use when making their investment decisions? […]

by Oscar Jofre

Recapping Our All-Star June Podcast Guests

Throughout June, we were happy to host another set of excellent speakers to add to our KoreTalkX series, covering timely topics like digital securities, RegA+ […]

by Oscar Jofre

It is time to meet your MedTech A+ Team

With our KoreSummit on RegA + for Medtech companies quickly approaching, we’d like to introduce the speakers we are thrilled to have for this informative […]

by Oscar Jofre

The Medtech A+ Team: An Upcoming KoreSummit Event

KoreConX is excited for the upcoming KoreSummit event on Thursday, June 23rd. Our second event focused on the Medtech vertical, Thursday is a half-day event […]

by Oscar Jofre

There’s a Lot of Private Capital to Go Around

With all the turbulence in the public markets, private markets look even more attractive to investors.  The private markets are 4x the size of public […]

by Oscar Jofre

Private Equity’s Primetime Has Arrived

Private equity’s primetime has arrived! This stems from a number of reasons, including favorable economic conditions for the private capital market. In fact, 42% of […]

by Oscar Jofre

How Can a Foreign Company use RegA+

For many issuers outside of the United States, the ability to raise capital from a wide pool of investors, including “the crowd” is immensely compelling. […]

by Oscar Jofre

What Does ATS Mean in Trading

Many investors are turning to the private capital market to make long-term investments in light of the current market conditions. This has increased alternate trading […]

by Oscar Jofre

A Distributed Workforce And How To Trust Your Employees

At the Virtual Communication Mastery event on May 26th, 2022, Oscar Jofre, KoreConX President, CEO, and co-founder, was invited to participate in a talk on […]

by Oscar Jofre

Trends We Believe Will Shape Investment Crowdfunding

In the first half of the year, a great deal has happened in investment crowdfunding. We’ve seen several trends emerge that are worth looking at […]

by Oscar Jofre

It All Started with the JOBS Act

This month, we launched our newest series, KoreTalkX, during which we have hosted exciting, one-on-one conversations with industry experts to expand the knowledge base on […]

by Oscar Jofre

Security Tokens for RegA+

Although security tokens have been around for a while, they have started to gain popularity because they offer several advantages over traditional investment vehicles. In […]

by Oscar Jofre

Can Cannabis Companies Use RegCF?

In recent years, public perception of cannabis is gaining positive momentum. As of April 2021, 35 states have made medical marijuana legal, with 18 of […]

by Oscar Jofre

KorePartner Spotlight: Dawson Russell, Founder and CEO of Capital Raise Agency

Dawson Russell is the Managing Partner and CEO of Capital Raise Agency, a full-service investor acquisition, and creative agency. Capital Raise Agency has helped over […]

May 20, 2022

by Oscar Jofre

Accredited Vs. Non-Accredited Investors: What’s the difference?

There is a big difference between accredited and non-accredited investors. Understanding the difference is key to knowing which type of investor you are or understanding […]

by Oscar Jofre

What are the Benefits of Having a Diverse Investment Portfolio?

Building a diverse investment portfolio is one of the smartest things you can do for your financial health. By spreading your money across various asset […]

by Oscar Jofre

Online is Proving Successful for Minority Founders

Minority-owned startups are proving to be incredibly successful in gaining exposure on online platforms, growing their customer base and raising capital. In 2021, funding from […]

by Oscar Jofre

KorePartner Spotlight: Curtis Spears, President and CEO of Andes Capital Group

Curtis Spears, President and CEO of Andes Capital Group, has over 25 years of experience in the asset management arena. At Andes Capital Group, he […]

by Oscar Jofre

KorePartner Spotlight: Nate Dodson, Managing Member at Crowdfunding Lawyers

Nate Dodson has over 15 years of experience helping clients with securities, financing, real estate, asset protection, and mergers and acquisitions. Not only has he […]

by Oscar Jofre

Why Are Brand Ambassadors Valuable Investors?

  When it comes to raising capital, it’s important to think outside the box. The JOBS Act created a new type of investor a “brand […]

by Oscar Jofre

What is the Opportunity in RegCF for Franchisees and Franchisors?

Raising capital is a critical part of any business, and it can be especially challenging for franchisees and franchisors. Fortunately, there are several options available, […]

by Oscar Jofre

10 Years Later: How the JOBS Act Has Revolutionized Capital Raising

It’s been ten years since the JOBS Act was passed, enabling companies to raise capital in ways never before possible. What started in Washington, the […]

April 5, 2022

by Oscar Jofre

What is a Fund and How Can it Utilize RegA+?

In the traditional sense of a fund, you may be thinking of something like a hedge fund, or other sort of entity that invests in […]

April 1, 2022

by Oscar Jofre

Testing the Waters – What Reg CF Investors Should Know

With the new crowdfunding regulations that went into effect on March 15, 2021, the U.S. SEC introduced something called “testing the waters” (TTW) for Regulation Crowdfunding (Reg […]

by Oscar Jofre

What Due Diligence Do I Need for My RegA+ Offering?

If you’re thinking of conducting a RegA+ offering, you’ll need to do some due diligence first. This blog post will outline what you should investigate […]

by Oscar Jofre

Tremendous Growth in Investments in Online Startups

Online startup investing has become more prevalent in recent years as the JOBS Act exemptions continue to evolve and grow more popular as a way […]

by Oscar Jofre

A Look Back on the Last Year of RegA+

Marking a huge step forward in equity crowdfunding opportunities for entrepreneurs and investors alike, one year ago, the SEC’s game-changing decision went into effect that […]

March 18, 2022

by Oscar Jofre

The Importance of Private Capital for Female Founders

It’s no secret that women face unique challenges when starting and running a business, with women-led startups only receiving 2.3% of VC funding in 2020. From […]

by Oscar Jofre

KoreClient Spotlight: Peter Kassel, CEO and Co-Founder of HealthySole

Peter Kassel is the CEO and co-founder of Healthysole, a remover of 99.99% of infectious bacteria, viruses, and spores that are tracked on your shoes. […]

by Oscar Jofre

KoreClient Spotlight: Dr. Joseph McGinley, Founder and CEO of McGinley Orthopedics

Joseph C. McGinley. M.D., Ph.D. is a highly accomplished musculoskeletal intervention and sports medicine physician with over 15 years of experience in the field. He […]

by Oscar Jofre

What are the Benefits of a Cap Table in Capital Raising?

If you’re running a business, then you know that keeping track of your finances is essential. And if you’re looking to raise money from investors, […]

by Oscar Jofre

Secondary Market Trading for RegA+, RegCF, and RegD

As more and more companies look to raise capital in the private capital market, it’s essential to understand the different exemptions available for this purpose. […]

by Oscar Jofre

KoreClient Spotlight: Brent Fawson, COO of Facible

Working at Facible, Brent Fawson believes that the company is poised to leave a lasting impact on lives around the world by making medical diagnostic […]

by Oscar Jofre

Can I Use My IRA for Private Company Investments?

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 […]

by Oscar Jofre

KoreClient Spotlight: Manny Villafaña, CEO and Founder of Medical21

Manny Villafaña has a long track record of innovation in the medtech space, delivering solutions to improve cardiac care and surgical procedures. In his latest […]

by Oscar Jofre

Why is Your Community of Investors Important?

When companies begin the capital raising journey, it is no longer about going public or simply getting a company’s product in front of venture capitalists. […]

February 16, 2022

by Oscar Jofre

How to be Ready for Raising Capital

Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it […]

February 14, 2022

by Oscar Jofre

What is Rule 12(g)?

Rule 12(g) is a crucial rule that affects all issuers, but many issuers don’t start with it in mind. The rule began with the 1934 […]

February 11, 2022

by Oscar Jofre

What is Regulation S?

It is essential to be familiar with the different regulations that govern how companies can raise capital in today’s business world. One important rule is […]

by Oscar Jofre

KorePartner Spotlight: Scott Pantel, President & CEO of Life Science Intelligence

With the launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.    During the capital raising journey, […]

by Oscar Jofre

The Recipe for a Successful RegA+ Offering

If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+ […]

by Oscar Jofre

What is Regulation A+?

Regulation A+ (RegA+) was passed into law by the SEC in the JOBS Act, making it possible for companies to raise funding from the general […]

by Oscar Jofre

How RegA+ Helps Pre-Revenue Companies

For many pre-revenue companies, especially started by first-time entrepreneurs, capital comes from sources like personal savings, credit card debt, friends, or family. However, when it […]

January 26, 2022

by Oscar Jofre

How Regulation Crowdfunding Will Reach $5 Billion

“We are adopting amendments to facilitate capital formation and increase opportunities for investors by expanding access to capital for small and medium-sized businesses and entrepreneurs […]

by Oscar Jofre

KorePartner Spotlight: Andrew Bull, Founding Partner Bull Blockchain Law  

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.    During the capital raising […]

by Oscar Jofre

Using RegA+ For Collectibles

RegA+ is a securities exemption that allows companies to raise capital from accredited and unaccredited investors. There has been a lot of interest around Regulation […]

by Oscar Jofre

How Does Social Media Impact RegCF Offerings?

Reg CF allows companies to raise up to $5 million through an SEC-registered intermediary.  Since increasing this limit from $1.07 million in 2021, private companies […]

by Oscar Jofre

How Have the JOBS Act Exemptions Impacted Company Founders?

Since the JOBS Act was passed in 2012, it has been easier for company founders to raise money with exemptions like Reg CF and Reg […]

January 5, 2022

by Oscar Jofre

Why are Data and Research Key in the Private Capital Markets?

Data and research are essential pieces of the puzzle regarding the private capital markets. Investors can make informed decisions about where to put their money, […]

by Oscar Jofre

What Franchisees and Franchisors Should Consider when Crowdfunding

With franchisees and franchisors looking to secure capital, a growing trend is using Regulation CF to raise capital from accredited and nonaccredited investors. Since RegCF’s […]

by Oscar Jofre

KorePartner Spotlight: Peter Wright, President and Co-Founder of Intro-act

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.    Companies are burdened by […]

December 17, 2021

by Oscar Jofre

The Evolution of Reg A+

During the recent Dare to Dream KoreSummit, David Weild IV, the Father of the JOBS Act, spoke about companies going from public to private, access […]

by Oscar Jofre

What are the Different Types of Investors?

Through the JOBS Act exemptions, private companies can access a wider pool of potential investors to fund their business ventures. With many diverse investor types […]

December 8, 2021

by Oscar Jofre

Has RegA+ Killed the IPO?

Has RegA+ Killed the IPO?   Regulation A+ gives issuers the ability to raise $75 million in crowdfunding while remaining private. With RegA+ benefiting both […]

by Oscar Jofre

KorePartner Spotlight: Jonathan Stidd, Co-Founder and CEO of Ridge Growth Agency

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.  During the capital raising journey, […]

by Oscar Jofre

End to End for RegCF

When the JOBS Act was signed into law in 2012, it brought about many changes in the private capital markets, namely, the dramatic increase in […]

by Oscar Jofre

What is Impact Investing?

Impact investing is the allocation of investments in companies, organizations, and funds to generate social and environmental impact alongside financial returns. Impact investments can be […]

by Oscar Jofre

How Does a Transfer Agent Protect Issuers and Investors?

A transfer agent is responsible for the custody of securities and preserves books and records. They also keep up with who owns what investment, which […]

by Oscar Jofre

An Overview of Digital Securities for the Private Capital Market

Understanding digital securities begin with blockchain, distributed ledger technology that has revolutionized the way records and information are stored. Rather than data being stored in […]

November 17, 2021

by Oscar Jofre

KorePartner Spotlight: Paul Karrlsson-Willis, CEO of JUSTLY

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.    Paul Karrlsson-Willis is the […]

by Oscar Jofre

What are the Benefits of Digital Securities for Issuers and Investors?

With the emergence and development of blockchain technology, digital securities have seen wider adoption by investors and investment firms. Arising from the need for protection […]

by Oscar Jofre

What is the Difference Between the Public and Private Capital Markets?

  The public and private capital markets work differently, but both sectors play essential roles in supporting economic growth. Companies raise funds for long-term growth […]

by Oscar Jofre

The Economy and the Private Capital Markets

The economy and the private capital markets are intrinsically linked; many of the largest companies in America exist because of investments within the private capital […]

November 9, 2021

by Oscar Jofre

How KoreChain Helps Companies Raise Capital Compliantly

Recently, KoreConX’s CEO Oscar Jofre was a guest on Fintech.TV’s Digital Asset Report to discuss the KoreChain Infrastructure. Watch the full video on YouTube.   […]

by Oscar Jofre

KoreConX Webinar: Why cannabis and RegA+ are the perfect match!

A virtual event held by KoreConX that featured Cannabis experts and Top Thoughts Leaders discussing the potential and possibilities of raising money using Regulation A+ […]

November 4, 2021

by Oscar Jofre

What is an NFT?

A non-fungible token, more commonly known as NFTs, is a unique cryptographic asset that cannot be replicated and stored on a blockchain. By definition, fungibility is when […]

by Oscar Jofre

Stable Coin for RegA+

For many, an issue with cryptocurrency is the intense volatility that persists. For example, the prices of Bitcoin hit a record high on October 20th […]

November 1, 2021

by Oscar Jofre

Cannabis: An Emerging Market for RegA+

Despite remaining illegal at the federal level, the idea of legalizing cannabis is continuing to gain public acceptance, especially in recent years. As of April […]

by Oscar Jofre

KoreConX’s KoreChain Infrastructure Leveraged by SEC-Qualified Companies Raising Capital

The KoreConX All-In-One Platform is the first to market with a fully compliant blockchain technology (KoreChain) to connect investors, companies, broker-dealers, secondary market ATS, and […]

by Oscar Jofre

$1 Billion Raised Through RegCF

It seems 2021 is the year where we continue to break new ground for the JOBS Act, and today marks a momentous milestone in its […]

by Oscar Jofre

Reflecting on Canadian Small Business Week

As Small Business Week comes to a close in Canada, KoreConX reflects on the role small businesses play in the economy. Our mission has long […]

by Oscar Jofre

Tokenization in RegA+

As the private capital market continues to undergo a digital transformation, ideas like blockchain, digital securities, and tokenization continue to be discussed by regulators, issuers, […]

by Oscar Jofre

Meet the KorePartners: Adrian Alvarez, CEO and Co-Founder of InvestReady

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. For the last […]

by Oscar Jofre

RegA+ for Real Estate

Since the JOBS Act was first passed in 2012, it has vastly changed the way private companies can raise money. One particular industry making use […]

by Oscar Jofre

Meet the KorePartners: Eric Fischgrund of FischTank PR

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.    For nearly […]

by Oscar Jofre

The 1% Broker-dealer & What you need to ask!

When working with FINRA Broker-dealer, it’s not enough that they simply have the required licenses that are necessary, so make sure to ask some questions: […]

by Oscar Jofre

What is a Securities Manual?

For companies to raise capital under the exemptions allowed by the JOBS Act, there are different requirements to maintain compliance with state and federal securities […]

by Oscar Jofre

What is the difference between Title II, III, and IV Crowdfunding?

Through the JOBS Act, issuers can access new sources of capital to fund their business, create jobs, and provide new investment opportunities for everyday investors. […]

October 4, 2021

by Oscar Jofre

KorePartner Spotlight: Bill Humphrey, CEO and Co-Founder of New Direction Trust Company

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.    Bill Humphrey has over […]

by Oscar Jofre

Join the new American Revolution – financial markets equality for all

This post originally appeared on the Rialto Markets blog and was written by Lee E. Saba, Head of Market Structure at Rialto Markets.   Very […]

by Oscar Jofre

What is a Company’s Duty to its Shareholders?

For many companies, raising capital often marks a major milestone. With increased sources of capital, the company can grow, hire new employees, and develop new […]

by Oscar Jofre

KorePartner Spotlight: Scott Allen, CEO of InvestAcq

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.  Scott Allen is the CEO […]

by Oscar Jofre

As a Canadian Company, can Canadians Invest in Your RegA+?

We have extensively discussed how Americans can invest in securities offered under Regulation A+. However, Canadian companies can also use the exemption to raise capital […]

by Oscar Jofre

Why do I need Blue Sky registration for Secondary Trading?

Through the Regulation A+ exemption, securities issuers can raise up to $75 million as of March 2021. This creates a significant opportunity for the everyday […]

by Oscar Jofre

KorePartner Spotlight: Stephen Brock, CEO of Medical Funding Professionals

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.   There are two things […]

by Oscar Jofre

How often do I need to hold an AGM?

Every year, Warren Buffet hosts the Berkshire Hathaway Annual Shareholders Meeting. This meeting is an Annual General Meeting (AGM), widely viewed with many people in […]

by Oscar Jofre

Why do I need a FINRA Broker-Dealer?

Broker-dealers are an essential part of the fundraising process. These entities can be small, independent firms or part of a large investment bank. However, regardless […]

by Oscar Jofre

KorePartner Spotlight: Steve Distante, Founder and Chairman of Vanderbilt Financial Group

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.   Steve Distante is an […]

by Oscar Jofre

How Does RegA+ Impact the Life Sciences Industry?

Since dramatic improvements to Regulation A that went into effect in 2015, the exemption has become a tremendous tool allowing private companies to raise significant […]

by Oscar Jofre

Shareholder vs. Investor: What is the Difference?

When it comes to supporting a business, whether public or private, there are many ways to go about accomplishing it. There is the public stock […]

September 6, 2021

by Oscar Jofre

KorePartner Spotlight: Sean Levine, Managing Director and Head of Reg A & CF at Entoro

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.   As an investment banker, […]

September 3, 2021

by Oscar Jofre

How the Unaccredited Investor Benefits from RegA+

The passage of the JOBS Act in 2012 set in motion a significant change for the private capital markets. For so long, investments in private […]

by Oscar Jofre

The Role of Investor Acquisition in Capital Raising Activities

The goal of any capital raising activity is to secure capital for the growth and development of the business. Without needed capital, it can often […]

by Oscar Jofre

KorePartner Spotlight: Jake Gallagher, Director of Business Development at North Capital

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem.   Jake Gallagher has always […]

by Oscar Jofre

Stock Options for Employees

Stock exchanges have a long history within America. The first was the Philadelphia Stock Exchange, originally the Board of Brokers of Philadelphia, founded in 1790 […]

by Oscar Jofre

How to Select a Crowdfunding Platform for Your Capital Raise

One of the significant advancements brought to the financial sector in recent years was the enaction of the JOBS Act signed into law by President […]

by Oscar Jofre

KorePartner Spotlight: Dean DeLisle, Founder and CEO of Forward Progress

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners contributing to its ecosystem. Dean DeLisle has been raising […]

by Oscar Jofre

Nominee vs. Direct: How does this affect investors?

Today, there are many ways to buy and sell securities. For publicly traded companies, 75% of Americans are familiar with investing apps or online accounts. For private […]

by Oscar Jofre

What is KYP?

Previously, we have talked about KYC or Know Your Client. KYC is a rule from the non-profit Financial Industry Regulatory Authority (FINRA), created in the […]

by Oscar Jofre

What is the Difference Between Fiduciary Responsibility and Regulatory Requirement?

By definition, a fiduciary is a person or an organization who holds a legal or ethical relationship of trust with another person or organization. Typically, […]

by Oscar Jofre

Why are Background Checks Important?

Money laundering is a global issue, with the United Nations estimating that between $800 billion and $2 Trillion are laundered each year, with 90% of this […]

by Oscar Jofre

What are Options?

Like warrants, options are a form of security called a derivative. As a derivative’s name suggests, these securities gain their value from an underlying asset. […]

by Oscar Jofre

What is a Virtual Data Room?

Every way that we do business is changing on what seems a daily basis. In just the last year, we have seen a public health […]

by Oscar Jofre

USA vs. Canada: Who Has Better Capital Raising Rules

When it comes to raising capital for your business, there is some confusion between rules in the United States and Canada. Can Canadian companies file […]

August 2, 2021

by Oscar Jofre

KorePartner Spotlight: Douglas Ruark, President of Regulation D Resources

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   For over two […]

July 30, 2021

by Oscar Jofre

What is OrgTech?

Technology is a broader term than we are used to thinking of it. Generally, we think of it as the advanced computing power that we […]

July 28, 2021

by Oscar Jofre

The Death of the Democratization of Capital

The JOBS Act was introduced in 2012 to allow everyone to invest and let the regulated funding platforms, operated by non-broker-dealers, connect investors, investment opportunities, […]

by Oscar Jofre

What is the private capital market?

In recent years we have seen exponential growth in the issuance of private capital to companies in the US, nearly doubling the amount of money […]

July 23, 2021

by Oscar Jofre

What is KYC?

In 2007, the SEC approved the founding of the non-profit Financial Industry Regulatory Authority (FINRA). FINRA was created in the wake of a failing economy […]

by Oscar Jofre

What Forms of Alternative Finance are Available?

Starting a business can be difficult. Most young companies enter the scene with little capital to help them grow. Taking a loan out from the […]

by Oscar Jofre

Warrants for RegA+

For private companies looking to raise capital through exemptions such as Regulation A+, Regulation CF, or Regulation D, there are many forms of securities that […]

by Oscar Jofre

KorePartner Spotlight: Douglas Ruark, Founder and President of Regulation D Resources

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   Douglas Ruark, […]

by Oscar Jofre

What is RegTech?

In the wake of the 2008 economic crisis and the subsequent recession that followed, there was a push to create new regulations to govern financial […]

by Oscar Jofre

What is Regulated Crowdfunding

On April 5th of 2012, President Obama signed into law legislation called the JOBS Act. Four years after that act was signed, Title III of […]

by Oscar Jofre

What is a RegA+ Annual Shareholder Meeting?

With Regulation A+ allowing companies to raise up to $75M USD, the regulation enables many great investors to support an issuer’s journey. From the everyday […]

by Oscar Jofre

What is the role of a board director?

When thinking about corporate governance, the first roles that often come to mind are the executive officers like the CEO or CCO. These roles are […]

by Oscar Jofre

Meet the KorePartners: Louis Bevilacqua of Bevilacqua PLLC

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to the ecosystem.    For the […]

by Oscar Jofre

What Impact Will Blockchain Have on Private Markets?

Blockchain has become a familiar buzzword, especially as things such as cryptocurrency grow in popularity. Currently, 46 million Americans now own Bitcoin. However, blockchain has many […]

by Oscar Jofre

What is the Role of a Corporate Secretary?

A Corporate Secretary is a required position set forth by state corporation laws and is part of the ‘check and balance’ on board members and […]

by Oscar Jofre

Shareholder Rights and Why They’re Important to Know

The first thought that comes to mind when someone says “shareholder,” is Wall Street, understandably, as Wall Street is home to the New York Stock […]

by Oscar Jofre

What is the role of a CCO?

When it comes to business executives with acronyms, there are a few that come to mind fairly quickly: CEO (Chief Executive Officer), COO (Chief Operations […]

June 7, 2021

by Oscar Jofre

KorePartner Spotlight: Brian Belley, Founder and CEO of Crowdwise

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   Brian Belley, […]

by Oscar Jofre

What is Portfolio Management?

Portfolio management, at its most basic level, is the way that an investment portfolio is designed to align with the wants and needs of the […]

by Oscar Jofre

There is a Market for Your Private Securities

KoreConX is proud to announce the upcoming KoreSummit event, “There is a Market for Your Private Securities.” The event, co-hosted with Rialto Markets, CrowdCheck, and […]

May 18, 2021

by Oscar Jofre

What is a Minute Book and Why is it Important?

Unlike the name suggests, a minute book is by no means minute. As a business grows, a well-kept minute book becomes an essential record of […]

by Oscar Jofre

What is 409(a) and Why Does My Company Need it?

Whether your company is a new startup or an established private company, understanding and proper use of a 409(a) is essential to your company’s success. […]

by Oscar Jofre

What are the Benefits of Digital Securities for Issuers and Investors?

With the emergence and development of blockchain technology, digital securities have seen wider adoption by investors and investment firms. Arising from the need for protection […]

by Oscar Jofre

What is Alternative Finance?

By definition, alternative finance includes any financing source outside of the traditional realm of the traditional finance systems like regulated banks and stock markets. Such […]

by Oscar Jofre

What is Due Diligence?

When it comes to investments of any kind, due diligence is essential for both issuers and investors alike. Do so what exactly is due diligence? […]

by Oscar Jofre

What is Investor Acquisition?

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 […]

by Oscar Jofre

Are You Ready to Raise Capital?

Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it […]

by Oscar Jofre

Managing Your Investments in Private Companies

For investors, investing in private companies can be a beneficial way to diversify their investment portfolios. Whether the investment was made through private equity or […]

by Oscar Jofre

Can IRAs Be Used for Private Companies Investments?

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 […]

by Oscar Jofre

KoreConX CEO Oscar Jofre was Recently Interviewed on DNA Podcast

Recently, KoreConX President and CEO Oscar Jofre had the pleasure of joining Jason Fishman on the Digital Niche Agency podcast. Jason and DNA are valued […]

by Oscar Jofre

KorePartner Spotlight: Jonny Price, Vice President of Fundraising at Wefunder

With the recent launch of the KoreConX all-in-one platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   Jonny Price has […]

by Oscar Jofre

Conducting a Successful RegA+ Offering

If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+ […]

by Oscar Jofre

The State of the Jobs Act 2021 KoreSummit Webinar

The JOBS Act was signed into law just nine years ago, in April of 2012. Since then, thousands of companies have taken advantage of the […]

March 12, 2021

by Oscar Jofre

Announcing the 2021 JOBS Act Program RegCF

KoreConX has long been dedicated to helping companies meet all regulatory compliance requirements in the most cost-effective way. This commitment continues with our complimentary 2021 […]

by Oscar Jofre

KorePartner Spotlight: Shari Noonan, CEO and Co-Founder of Rialto Markets

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. With over 20 […]

February 19, 2021

by Oscar Jofre

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

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 […]

February 18, 2021

by Oscar Jofre

Why Does My Company Need a 409(a)?

Whether your company is a new startup or an established private company, understanding and proper use of a 409(a) is essential to your company’s success. […]

by Oscar Jofre

KorePartner Spotlight: Sara Hanks, CEO of CrowdCheck

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   With over […]

by Oscar Jofre

What is Cap Table Management?

More than a simple spreadsheet, a cap table (short for capitalization table) records detailed data regarding the equity owned by shareholders.  For companies at any […]

by Oscar Jofre

KorePartners Spotlight: Rod Turner, Founder, Chairman, and CEO of Manhattan Street Capital

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem. Rod Turner is […]

by Oscar Jofre

How Can a Company Raise Capital?

For companies looking to raise capital, there are many different options. While not every option may be best suited for every company, understanding each will […]

by Oscar Jofre

What is Regulation A+?

Regulation A+ (RegA+) was passed into law by the SEC in the JOBS Act, making it possible for companies to raise funding from the general […]

by Oscar Jofre

KoreConX CEO Oscar Jofre’s Interview on Recent EINBLICK Podcast

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 […]

by Oscar Jofre

Meet the KorePartners: Andrew Corn, CEO of E5A Integrated Marketing

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the partners that contribute to its ecosystem.   From the […]

by Oscar Jofre

What is Secondary Market Trading?

Even if you’re unfamiliar with the term secondary market, you’re likely familiar with the concept. Companies sell securities to investors, who in exchange own a […]

by Oscar Jofre

KorePartner Spotlight: Etan Butler, Chair of Dalmore Group

With the recent launch of the KoreConX all-in-one RegA+ platform, KoreConX is happy to feature the KorePartners that contribute to its ecosystem.    Etan Butler […]

by Oscar Jofre

What is the Role of a Transfer Agent for a Private Company?

For companies issuing securities to investors, a transfer agent plays an important role in the process. If your company has yet to issue securities but […]

by Oscar Jofre

Click “RESET”

In the future, 5 or 10 years from now, we will see an evolution in business and a paradigm shift occurring all due to the […]

by Oscar Jofre

How to be Ready for Raising Capital

Whether you’ve raised capital in the past or are preparing for your first round, being properly prepared will help your company secure the funding it […]

by Oscar Jofre

What are the Blue Sky Laws and Why are They Important?

Originating in the aftermath of the Great Depression, “blue sky laws” were made possible by the Uniform Securities Act of 1956. Leading up to the […]

by Oscar Jofre

Can I Use My IRA for Private Company Investments?

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 […]

by Oscar Jofre

Wait a Minute, What is a Minute Book?

Unlike the name suggests, a minute book is by no means minute. As a business grows, a well-kept minute book becomes an essential record of […]

December 16, 2020

by Oscar Jofre

Why is a Broker-Dealer Important for Private Company Offerings?

If you’re looking to raise money for your private company, chances are that you’ve at least heard the term “broker-dealer.” However, if you’re new to […]

by Oscar Jofre

How to Manage Investments in Private Companies

For investors, investing in private companies can be a beneficial way to diversify their investment portfolios. Whether the investment was made through private equity or […]

by Oscar Jofre

What is Investor Relations?

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 […]

by Oscar Jofre

How does Investor Acquisition Help Find the Right Investors?

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 […]

by Oscar Jofre

What is Needed for a Successful RegA+ Offering

If your company is looking to raise funding, you’ve probably considered many options for doing so. Since the SEC introduced the outlines for Regulation A+ […]

by Oscar Jofre

Regulation A Offering Limits Increased to $75 Million

On Monday, November 2, exciting news was announced by the SEC regarding Regulation A offerings. The Securities and Exchange Commission approved long-awaited amendments to offering […]

by Oscar Jofre

SEC Approves Increases to RegCF Maximum Offering and Investor Limits

On Monday, November 2, 2020 the SEC approved updates to Regulation Crowdfunding significantly increasing the limits of offering under this regulation. These changes will go […]

by Oscar Jofre

KoreSummit RegA+ 2020

KoreSummit is all about education,  We are pleased to be able to offer you the opportunity to receive first-hand knowledge from leading thought leaders to […]

by Oscar Jofre

Forbes interview with KoreConX founders

Start-Up KoreConX Launches A New Blockchain Network To Connect The Private Capital Market Robert AnzaloneContributor  Crypto & Blockchain Do you know how to invest in […]

by Oscar Jofre

IRA Providers

    <p><b>Search Self-Directed IRA Websites</b></p> <p>Below, you’ll find our comprehensive directory of companies that offer Self-Directed IRA’s in any form.  However, as an entrenched […]

June 1, 2020

by Oscar Jofre

Equity Crowdfunding Platforms (RegCF)

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 […]

by Oscar Jofre

FINRA BD Requirements for RegA+ & Digital Securities

FINRA BD Requirements for RegA+ & Digital Securities The private markets are receiving a much updated revamp by the SEC which is having a major […]

by Oscar Jofre

Wefunder Interviews Oscar Jofre co-founder KoreConX

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 […]

by Oscar Jofre

Why is my cap table so important for my company?

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 […]

by Oscar Jofre

SEC changes to RegA+ and RegCF

On 04 March 2020, the US Securities Exchange Commission (SEC) has laid out the proposed changes that are going to have a major impact on […]

by Oscar Jofre

Wake up call, do you have the right chain for securities?

Polymath is the latest of the Ethereum fan club that has woken up to the fact that Ethereum isn’t the right blockchain platform for financial […]

by Oscar Jofre

Global Crypto Twins one on one with Oscar Jofre co-founder of KoreConX

The Crypto Twins are well-recognized faces in the blockchain space and have been advocates and the voice for those who are supporting the global ecosystem […]

by Oscar Jofre

Blockchain Radio’s one on one with KoreConX Chief Scientist/Technology Officer

This is a rare occasion to have our very own Dr. Kiran Garimella interviewed by Blockchain Radio’s Pierre Bourque, a leading talk show host for […]

by Oscar Jofre

Midas Letter James West interviews CEO of KoreConX

The Midas Letter show is hosted by personality James West, who gets right into things with his guests. He is an advocate of the capital […]

by Oscar Jofre

TalkCents Radio based in UAE interviews KoreConX Director MENA

So much of blockchain is spoken in USA, Europe here is TalkCents coming live from Dubai, UAE.  TalkCents brings the latest leaders in the MENA […]

by Oscar Jofre

Facebook’s Libra Reboots the Crypto World

Facebook Libra Project set’s to rebook the crypto world. Since the announcement by Facebook of their Libra Project, everyone in the world came out with […]

by Oscar Jofre

Exempt Market Update 2019

The exempt market in Canada is going through some major developments that will fundamentally change how the private market will be seen by investors.Digital Securities […]

by Oscar Jofre

KoreConX launches $15M Digital Securities Offering using its own Fully-Compliant KoreProtocol

KoreConX is excited to announce its Digital Securities Offering that will utilize its own KoreProtocol. The KoreProtocol is the world’s first complete end-to-end protocol that […]

by Oscar Jofre

Reg A+ Webinar: Q&A Part I

The content on this webinar and associated blogs are provided for general information purposes only and does not constitute legal or other professional advice or […]

by Oscar Jofre

Meet the KorePartners: David Benizri, Rivver

This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that […]

by Oscar Jofre

Reg A+ Webinar: The Highlights

In our last webinar, we’ve talked about a very complex topic in the startup industry: The Regulation A+. For those of you who have never […]

by Oscar Jofre

Digital Securities Webinar: Your Questions Answered!

We had an overwhelming response to our last webinar on Digital Securities. While Oscar Jofre and Darren Marble did their best to answer all the […]

April 22, 2019

by Oscar Jofre

Webinar sheds light on Digital Securities Terrain

The regulator’s message is clear: there’s no room for tampering with the regulation when it comes to capital raising, and many companies that invested time […]

by Oscar Jofre

Much Ado About Nothing: the SEC’s No-Action Letter

On April 3, the SEC issued its first no-action letter saying that the tokens proposed to be issued by the applicant, TurnKey Jet (or TKJ, […]

by Oscar Jofre

Meet the KorePartners: Dan Eyman, Meld Valuation

This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that […]

by Oscar Jofre

Meet the KorePartners: Adrian Alvarez, InvestReady

This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that […]

by Oscar Jofre

Meet the KorePartners: Rick Tapia, Blockchain Agility

This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that […]

by Oscar Jofre

Meet the KorePartners: Peter Woodard, DLTMI

This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that […]

by Oscar Jofre

Meet the KorePartners: Luka Gubo, Blocktrade

  This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe […]

by Oscar Jofre

Meet the KorePartners: Kyle Asman, BX3 Capital

This post is part of a series of short interviews about the companies and faces that are part of the KorePartners Ecosystem*. We believe that […]

January 23, 2019

by Oscar Jofre

Meet the KorePartners: Michel Aliphon, SME Brokers

This week we are launching a special series to introduce you to our KorePartners. These are the people and companies who share KoreConX’s governance standards, […]

by Oscar Jofre

KoreChain & KoreContract

What is the KoreConX blockchain strategy & why choose KoreChain? In this video, KoreConX Co-Founder and CEO, Oscar Jofre, and our Chief Scientist/CTO, Kiran Garimella, […]

by Oscar Jofre

Difference between Crypto and Security Token

Is there a difference between cryptocurrency and a security token? The answer is yes, there is a big difference. And it is time we get […]

by Oscar Jofre

KoreSummit is honored to have Mr. David Weild IV as its keynote speaker

The first KoreSummit event just got even more interesting. We are thrilled to announce Mr. David Weild IV, the father of the JOBS Act, as […]

by Oscar Jofre

KoreSummit – an opportunity to learn about what is a fully compliant Security Token

Security Token – and all the technology and buzzwords that go with it – is not an easy topic. Search these terms online, and you […]

by Oscar Jofre

Top Questions a Securities Lawyer will Ask an STO Issuer (in USA or Canada)

Security Token Offering is a serious business. The days of the ICO are over. These are clear messages not only from the SEC and other […]

by Oscar Jofre

Life of a Company

I know, the title is odd. But the goal is to show how a company is formed and what is required for it  to be […]

by Oscar Jofre

Regulated Crowdfunding: We’re Having a Baby!

We’re Having a Baby! I’m proud to tell you we have been planning and expecting a baby these past 3 years, regulated crowdfunding. Now our […]

June 4, 2018

by Oscar Jofre

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by Oscar Jofre

What Can Companies Learn From Investor Relations?

You have no choice but to talk, and you need to figure out how and when to do so.  Startups, small businesses, and private companies […]

by Oscar Jofre

What is Investor Relations for Private Companies?

While Investor Relations may seem like an all-encompassing term referring to the relationship between investors and the company that they invest in, in practice the […]

June 3, 2018

by Oscar Jofre

What is Investor Relations for Private Companies?

While Investor Relations may seem like an all-encompassing term referring to the relationship between investors and the company that they invest in, in practice the […]

by Oscar Jofre

StartUp Law 101

Late last year I had the opportunity to collaborate with Catherine Lovrics, B.A., LL.B at Bereskin & Parr LLP, on the inner workings of raising […]

by Oscar Jofre

Today Investors Want

The internet changed everything when it was first introduced but it has not been until now that Broker Dealers, Exempt Market Dealers (EMD) are playing […]

April 22, 2018

by Oscar Jofre

2nd Post

Anyone that invests in more than one company or investment asset has a portfolio of investments to manage. With global markets opening up and alternative […]

April 17, 2018

by Oscar Jofre

Lorum ipsum urabitur blandit tempus porttitor.

Anyone that invests in more than one company or investment asset has a portfolio of investments to manage. With global markets opening up and alternative […]

by Oscar Jofre

The Death of the ICO and the RISE of #TAO

The term ICO has been very confusing to the investing market, even those selling ICOs have no understanding of it — when you start asking […]

February 6, 2018

by Oscar Jofre

Wild Wild West of ICO’s time to move over, Regulated ICO’s are coming (#TAO)

Those that can remember the wild wild west of crowdfunding back in 2010-2011 will have a feeling of dejavu seeing the 2017 ICO market take […]

January 23, 2018

by Oscar Jofre

Investor Relations Hashtag #IRPrivate

I know what you are thinking, why on earth do a blog regarding a hashtag.  Clearly everyone knows what Investor Relations (IR) is and how […]

January 5, 2018

by Oscar Jofre

Happy 2nd Anniversary KoreConX !

We are so excited to be celebrating the 2nd year anniversary of the KoreConX all-in-one business platform launch.  It’s amazing how fast the past 2 years have gone by.  We have made friends all over the world who have shared their stories of how they use KoreConX to manage their investments with our Portfolio Management tool and how managing their companies corporate information is so easy.

December 8, 2017

by Oscar Jofre

Yes ONE login Yes ONE platform

The All-in-ONE platform The promise land of technology since the early days (going back to the 80’s) was to have one platform to make us […]

November 16, 2017

by Oscar Jofre

Shareholders = Customers = Ambassadors

Each interview I’ve had in the past two weeks has asked a question about how some companies or outsiders believe that having a large pool […]

by Oscar Jofre

Don’t Let Compliance Become Chaos

Are you spending too much time on compliance and getting frustrated with all the paperwork? Compliance Officers have to deal with compliance and regulatory issues on […]

November 2, 2017

by Oscar Jofre

All Hands On Deck

All too often, the responsibility of a company raising capital is left in the hands of a few people…and that weighs on them, affecting everyone. […]

by Oscar Jofre

Entrepreneurs Get Naked for Money

I think you should get naked. There’s a reason why people have nightmares about being naked in front of a crowd, and it’s because they […]

by Oscar Jofre

Role for Corporate Secretaries in Companies with Equity Crowdfunding?

The Corporate Secretary’s role to date has only been utilized, appreciated and well understood by listed companies and larger private company enterprises. Rules mandate their […]

by Oscar Jofre

What will happen to blockchain in 2017?

Banks are beginning to recognise the potential of blockchain. Oscar Jofre looks at what this could mean for financial services in 2017. Blockchain is transformative. […]

December 6, 2016

by Oscar Jofre

Perspective: Alternative Finance in Asia

I’ve been in Shanghai and Hong Kong quite often over the last few months, speaking at events and meeting with partners. As a Canadian, what […]

June 16, 2016

by Oscar Jofre

Fintech and Equity Crowdfunding in Germany

FinTech is about to get an upgrade. In 2016, get ready to see GermTech – the entry and infectious spread of high potential German technological […]

June 13, 2016

by Oscar Jofre

The Double-D (as in Due Diligence)

Get your mind out of the gutter!   Now, when you first saw the title, you asked yourself what business has to do with anything […]

June 3, 2016

by Oscar Jofre

Fintech: The New World Order

Like most of you today, I spend a lot of time reading about fintech. You can get massive amounts of news reports and companies talking […]

May 9, 2016

by Oscar Jofre

Trance Music and Equity Crowdfunding

You might not guess it looking at me, but I <a href=”https://www.equities.com/news/electronic-dance-music-las-vegas-and-its-unlikely-savior” target=”_blank” rel=”noopener nofollow”>love trance music</a>. I have been a big fan of trance […]

May 1, 2016

by Oscar Jofre

The R.A.B.B.I.T. Race: The Importance of The Crowd, and the R.A.B.B.I.T Report

The tortoise may sometimes beat the rabbit, but in technology, it’s rarely much of a race. CB Insights CEO Anand Sanwal said <a href=”https://www.businessinsider.com/vc-analyst-claims-2016-will-be-the-year-of-the-rabbits-2016-1?r=UK&amp;IR=T” target=”_blank” […]

April 19, 2016

by Oscar Jofre

World Domination: The New Fintech

Banking, finance, and insurance have been largely constant and unchanging for decades. It’s been the very definition of an “old boys’ club”, static, institution, monopolistic, and […]

April 11, 2016

by Oscar Jofre

Holy Grail of Regulated Crowdfunding

Travelling around the world gives you great perspective on many things.  From the people, culture, food, and market, to how everyone has their own way […]

February 9, 2016

by Oscar Jofre

Its great to be Canadian eh !!

It’s an exciting time to be in Canada. On March 20, 2014, the Canadian regulators proposed 4 ways that companies can raise capital in Canada […]

June 18, 2015