April 14, 2025
🚨 SEC’s March 2025 Guidance Eases Burden on Accredited Investor Verification In a landmark move this March, the U.S. Securities and Exchange Commission (SEC) has […]
March 25, 2025
On February 27, 2025, the U.S. Securities and Exchange Commission (SEC) made a significant announcement that has reverberated across the cryptocurrency ecosystem: meme coins, or […]
March 11, 2025
Alternative investments (Alts) have become synonymous with the evolution of private capital markets. What was once a fragmented sector of private equity, venture capital, and […]
March 6, 2025
Have you ever wondered how tokenization is transforming the role of broker-dealers in private markets? When we talk about tokenization in the context of private […]
March 3, 2025
By Marty Tate In the week following the 2024 Presidential Election, I received a number of calls from clients asking what this to expect. The […]
February 11, 2025
by Dr. David E. McClean CEO, The DMA Consulting Group MAIN is interested in regulation. Good regulation. Regulation that serves the public interest as well […]
February 4, 2025
The private capital markets are evolving, driven by regulatory changes, technological advancements, and the increasing role of compliance in ensuring investor protection. Regulation CF, Regulation […]
January 2, 2025
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 […]
December 2, 2024
When is a Transfer Agent Mandatory for Private Companies Raising Capital? A transfer agent isn’t always mandatory for private companies raising capital, but there are […]
November 27, 2024
Did you know that equity crowdfunding has opened the door to investing in early-stage startups for millions of people, not just accredited investors? This form […]
November 25, 2024
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
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 […]
November 13, 2024
Partnering with a registered SEC transfer agent can be a game-changer for private companies. They handle key corporate actions that help keep your company compliant, […]
November 6, 2024
Kore has always been dedicated to advancing the technology landscape of private capital markets. Today, we’re unveiling a major enhancement to our platform— KoreID. KoreID […]
November 4, 2024
It’s no secret that finding investors can be challenging. What worked in the past doesn’t quite cut it today. Despite the launch of increasingly sophisticated […]
October 30, 2024
If you’ve ever felt slightly overwhelmed by the specialized language of private capital markets, you’re not alone. Industry terms can sound foreign, especially to newcomers […]
October 28, 2024
Expert insights and Knowledge for all – KoreSummit The Rise In its ongoing journey of sharing educational content for the private capital markets, KoreSummit continues […]
October 23, 2024
What is a SAFE Note? A SAFE Note (Simple Agreement for Future Equity) is a straightforward financial tool used by startups to raise money. Created […]
October 21, 2024
In the world of fundraising, especially in Regulation Crowdfunding (Reg CF) offerings, transparency and accuracy are essential. The following is a true and recent story, […]
October 16, 2024
Attracting accredited investors can be challenging, but it’s definitely possible. With smart strategies and the right tactics, you can increase your chances of success. Under […]