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 […]


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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 […]

October 9, 2024

Managing ownership and tracking shares can quickly become complicated for private companies issuing stock or other securities. This is where a transfer agent comes in. […]

October 7, 2024

Online Capital Raising has opened doors for more people to invest, but the industry is constantly evolving, meaning broker-dealers must be adaptable. It’s a balancing […]