Glossary

Welcome to our glossary, your go-to resource for key terms in the Private Capital Markets and Compliance. Perfect for investors, entrepreneurs, or the curious, this guide simplifies complex concepts from the JOBS Act to digital securities.

Dive in to enhance your understanding and navigate the world of private investments with ease.


O


Oscar A Jofre

Oscar A Jofre

Oscar A Jofre is a recognized entrepreneur and thought leader in the field of equity crowdfunding and regulatory technology (RegTech). He is a key proponent of using technology to simplify the compliance processes associated with securities regulations and crowdfunding.

OMS (Order Management System)

OMS (Order Management System)

An Order Management System is a software used in securities trading to enter and process trade orders in an efficient and secure way. It is a vital tool in managing the life cycle of a trade and provides continuous updated information about trades and traders' positions.

Online Capital Formation

Online Capital Formation

Online Capital Formation refers to the process of raising capital through internet-based platforms, including crowdfunding sites. This approach has democratized access to capital for small businesses and startups, allowing them to reach a broader base of potential investors efficiently.

Options

Options

Options are financial derivatives that give the buyer the right, but not the obligation, to buy or sell an underlying asset at a specified price on or before a certain date. They are used for hedging risks or for speculative purposes in various financial markets.

OM (Offering Memorandum)

OM (Offering Memorandum)

OM details the objectives, risks, and terms of an investment involved with a private placement. This document is used to help potential investors make informed decisions.