June 10, 2025
AGMs and Private Companies: A Modern Guide to Doing It Right
Why Private Companies Must Embrace the AGM Season with Confidence and Compliance As AGM season begins, private companies are called to do more than just […]
Kore is the first of its kind, an All-In-One Platform that unites tools to securely and efficiently manage essential business data and facilitate compliance.
KoreID Mobile App
Kore is the first of its kind, an All-In-One Platform that unites tools to securely and efficiently manage essential business data and facilitate compliance.
Transfer Agent
January 31, 2024
Protecting shareholder rights: Can transfer agents save democracy?
In today’s article, we’ll talk about the key role of transfer agents in protecting shareholder rights and corporate governance. Especially when it comes to potential […]
February 22, 2021
Using a Transfer Agent Doesn’t Mean You Have a Single Entry on Your Cap Table
Many issuers are concerned that “Crowdfunding will screw up my cap table.” In response, several Title III funding portals offer a mechanism they promise will […]
January 11, 2021
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 […]
January 1, 2021
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 […]
December 14, 2020
409A – A Guide for Startups
We “Get It” We understand that the last thing any start-up wants to worry about is tax compliance, especially when you have so many other […]
June 9, 2020
The SEC proposes expanding the “accredited investor” definition
The SEC has proposed amending the definition of “accredited investors.” Accredited investors are currently defined as (huge generalization here) people who have net worth of $1 million […]
June 1, 2020
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 […]
May 4, 2020
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 […]
April 5, 2020
What is Reg A plus versus Reg A?
The simple answer is that today, Regulation A (Reg A) and Regulation A+ (Reg A+) are the exact same law. There is no difference, and […]