Key Technology & Platform Features | Kore | Kore Tech | Other 1 | Other 2 | Other 3 | Other 4 | Key Benefits |
---|---|---|---|---|---|---|---|
API Issuance Infrastructure End to End | Exclusive | API Issuance Infrastructure empowers businesses with seamless integration and customization capabilities, enabling them to efficiently create and manage their own technology. This infrastructure furnishes a compliance regulatory framework,ensuring your company's ability to build and maintain 100% compliance | |||||
BYOP-Enabled | Exclusive | Build Your Own Product. Modular components and building blocks to build or customize to your existing online enviorment (Kore.Builders) | |||||
Permissioned Block Chain | Exclusive | KoreChain Facilitates Regulated Compliant Process at lower costs, efficiency, transparency and privacy. | |||||
Digital Securites Smart Contract - Tokenization | Exclusive | Permisioned BlockChain Facilitates Regulated Compliant Process at lower costs, efficiency, transparency | |||||
Custodial Services | Enables you to house investors' accounts securely within a Custodial Account under the street name | ||||||
Regulation RegA+ • Pre-Raise | |||||||
DealRoom - Issuers, Brokers, Legal, Auditors, Marketers, QB | Exclusive | DealRoom significantly reduces the time needed for intermediaries during pre-raise preparation and prevents expensive filing related errors, thus reducing Issuer costs. Addionally it provides complete visibility into the Investor Application Process providing realtime Broker-Dealer Status Updates for complete visibility. | |||||
Cap Table | Included No Fee | Manage all your securities shaes, options, warrants, debenture, SAFE, SAFT with no additional cost | |||||
Portfolio set up for Current Shareholders | Included No Fee | Single place for your shareholders to view, transfer and trade the securities in your company | |||||
(KoreTransfer USA) Digital Securities Transfer Agent | Exclusive | 3rdParty External | 3rdParty External | Using a private label or API connection allows your shareholders to view their holdings directly on your company's domain, eliminating the need to navigate away | |||
Regulation RegA+ • During-Raise | |||||||
Private Label - End-to-End | Exclusive | Gain greater control & enhanced investor relationship : Private Label Invest Button, Investor Access, Transfer Agent , SMTP Email integration, seamlesslsy connected to your brand. | |||||
Private Label Issuance | "No-Hijack" Resident Invest button. Implementing a native 'Invest' button rather than a redirect helps minimize investor abandonment by alleviating concerns about potential alias hacking. | ||||||
Branded Email + SMTP | Enhance trust with emails originating from your own domain or your Finra Broker Dealer | ||||||
KorePixel - Integrated Investor Lifecycle Analytics | Exclusive | It involves consolidating and examining data related to investor interactions, from initial engagement and research to investment decisions, post-issuance activities, and secondary trading. This approach aims to provide valuable insights into the complete lifecycle of an investor's actions, aiding in better decision-making, risk management, and optimization of investment strategies. | |||||
Investor Dashboard | Private Label dashboard for your investors to track investment status in your company and the ability to re-invest with one click. | ||||||
Issuer DashBoard Raise Monitoring | The dashboard offers a comprehensive view of the investor application journey, giving issuers a clear picture from suitability assessment to KYC and ID verification, to payment processing, and closing to the investors addition to your. captable. | ||||||
Investor Application (KYC: ID Verification/AML checks ) | The proprietary architecture of Kore offers an affordable and flexible multi-signature framework, providing enhanced adaptability for online digital documents. | ||||||
Multi Document + Multi eSignature | Regulatory attestations contribute to providing a transparent and auditable framework for your company, your FINRA Broker-Dealers when required to report to either FINRA or SEC | ||||||
Regulatory Attestations | Regulatory attestations contribute to providing a transparent and auditable framework for your company, your FINRA Broker-Dealers when required to report to either FINRA or SEC | ||||||
KoreID - End to End: Investor Managment | Exclusive | By integrating KoreID tagging throughout the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company. It expedites rolling closes and re-investments. It mitigates the risk of fradualant Investors for Issuers, Banks and Payment Rail Providers. | |||||
Customized Private Label Investment Scripts | By integrating the optional RESTful API Investment script, your application process gains enhanced flexibility. | ||||||
Compliance Desk | Exclusive | Compliance Desk is a seamlessly integrated platform tailored for FINRA Broker-Dealers, ensuring compliance with FINRA 17a-4. Linked with NexisLexis, Escrow, Payment Rails, Bad Actor, and investor verification, it offers a comprehensive solution. Moreover, it facilitates Multi Broker functionality for co-listing opportunities | |||||
KoreConnector: CRM API Integration | Exclusive | KoreConnector is a "No-Code" technology that connects you to all leading CRM applications via API: Klaviyo, Hubspot, ActiveCampaing, Close.io, MailChimp, etc. | |||||
KoreConnector: Social Media Integrationn | Exclusive | KoreConnector is a "No-Code" technology that connects you to all leading Social Media applications via API: GTM (Facebook, LinkedIn, X, Instagram, TikTok, Bing, etc.) | |||||
Reinvest | Exclusive | Facilitates Reinvestment by investors without having to re-enter personal data | |||||
Mobile App | Exclusive | Provide your investors with a true mobile experience on both IOS and Android platforms, enabling them to invest in your company and seamlessly manage their investments. | |||||
Source Flow, Abandon Application Flow | Exclusive | Abandoned applications aren't lost opportunities; they offer valuable insights into where and when potential investors disengage. By understanding these abandonment points, you can strategically retarget the audience, encouraging them to resume their investment journey. | |||||
KoreID Verified | Exclusive | KoreID Verified protects investors by giving them trust that the offering is legitimate and fully compliant with the SEC and FINRA. | |||||
KoreReach (External - No Charge Marketing) | |||||||
Platform co-listing Services ID Tracking | Exclusive | KoreID via KoreChain facilitates the joint management of prospective investors by multiple broker-dealers, financial institutions, and marketing intermediaries on behalf of their customers. This approach dramatically expands investor reach while ensuring compliance and safeguarding the investor audience for all parties involved | |||||
Intro-Act Exclusive | Exclusive | Instituation & Family Office Free listing Service | |||||
Spark.Exchange | Exclusive | Free Directory Listing Service | |||||
Spark Market Listing | Exclusive | A regulated co-listing platform to access investors for your offering | |||||
Regulation RegA+ • Post-Raise (Ongoing Investor Relations) | |||||||
Shareholder Communications | Yes | Communications is essential to your capital raise, Shareholder Communications gives you the ability to keep building your community and keep them engaged, with a built in CRM to manage your shareholders | |||||
Cap Table Management Direct | Yes | Manage all your securities shaes, options, warrants, debenture, SAFE, SAFT with no additional cost | |||||
Evoting / Town Hall Planning | Yes | Having your shareholders engage is an essential governance requiremnt, with eVoting get participation, engagement | |||||
SEC-Transfer Agent, fully integrated | Yes | Have your book of records managed by an SEC-Registered Rransfer Agent KoreTransfer USA LLC, and bring confidence to all your stakeholders | |||||
Mobile App | Yes | Mobile-KoreIwhich enables your current shareholders to view their investment in your company, receive reports, news releases, messages, and to instantly re-invest in your company when you have an offering open. | |||||
ATS Secondary Trading | Yes | Provides Seconday Trading options to Multiple ATS providers | |||||
Order Management System (OMS) | Yes | Order Management System provides you the ability to create your very own trading marketplace for your shareholders and integrates with the Alternate Trading System (ATS) of your choice giving you the comfort to retain order managment capabilities on your platfrom. | |||||
Blue Registration Secondary | Yes | By integrating KoreID tagging throughout the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company by expediting rolling closes, and re-investments. It mitigates the risk of fradualant investors for Issuers, Banks and Payment Rail Providers. | |||||
Listing National Securities Manual | Yes | TradeCheck lists your company in the National Securities Manaual to allow your shareholders to trade compliantly on your OMS or other secondary ATS | |||||
Fully lifecycle End to End ID tagged (KoreID) | Exclusive | By integrating KoreID tagging from the onset of the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company and expedites rolling closes |
Cost Comparisons |
Kore | Kore Tech |
Others Dec 2023 |
Other 3 Dec 2023 |
Other 4 Dec 2023 |
---|---|---|---|---|---|
Regulation A+ Platform & Raise Fees | KoreTransfer USA | Included | Not Included | Not Included | Not Included |
Onboarding Upfront Fee - RegA+ | $3,500 | $7,500-$10,000 | $0 | $5,000 | |
Monthly | $2,500 | $2,000 - $4,000 | $3,500 | $2,495 | |
12 Month Platform Fees (Total) | $33,500 | $31.5K-$58K | $42,000 | $34,940 | |
Raise Charges - RegA+ | |||||
Platform - Success Fees & Investor add-ons | |||||
Broker Dealer - Success Fees (Compliance) | KoreNode Mulli -Select Broker Opitons | 1% | 1% - 3% | 1% | 2% |
Equity Stake Fees (based on amount raised) | 0 | 0-3% | 0 | 0% | |
Usage Fees per invstor per annum | 0 | $5-$30 | 0 | $15 per subscription | |
1000 investor example (Add-on Fees) | 0 | $5k - $10k | Plus TA | Plus TA | |
Transfer Agent / Captable Managment | Included KoreTransfer | 0 | Not included + $$ | Not included + $$ | Not included + $$ |
COST - Succcess Fees % of Raise Fees Based on $25M Raise example : TA fees no additional charge with KoreIssuance | $284K | $300K-1M | $292K+ | $450K+ | |
Reg A+ Platform - Raise % estimates 25M- Total | 1.1% | 1.2% - 4.2%+ | 1.1%+ | 2%+ | |
Credit Card Charges | 2,89% | 2.89%-4.0% | 2.89% | 5% | |
ACH Charges | 0.80% | 0.8%-2% | 0,89% | 4% | |
Wire | Flat bank charge pass though | $20-$40/ wire | 3% | 0.49% | 2% |
Key Technology & Platform Features | Kore | Kore Tech | Other 1 | Other 2 | Other 3 | Other 4 | Key Benefits |
---|---|---|---|---|---|---|---|
API Issuance Infrastructure End to End | Exclusive | API Issuance Infrastructure empowers businesses with seamless integration and customization capabilities, enabling them to efficiently create and manage their own technology. This infrastructure furnishes a compliance regulatory framework,ensuring your company's ability to build and maintain 100% compliance | |||||
BYOP-Enabled | Exclusive | Build Your Own Product. Modular components and building blocks to build or customize to your existing online enviorment (Kore.Builders) | |||||
Permissioned Block Chain | Exclusive | KoreChain Facilitates Regulated Compliant Process at lower costs, efficiency, transparency and privacy. | |||||
Digital Securites Smart Contract - Tokenization | Exclusive | Permisioned BlockChain Facilitates Regulated Compliant Process at lower costs, efficiency, transparency | |||||
Custodial Services | Enables you to house investors' accounts securely within a Custodial Account under the street name | ||||||
Regulation RegA+ • Pre-Raise | |||||||
DealRoom - Issuers, Brokers, Legal, Auditors, Marketers, QB | Exclusive | DealRoom significantly reduces the time needed for intermediaries during pre-raise preparation and prevents expensive filing related errors, thus reducing Issuer costs. Addionally it provides complete visibility into the Investor Application Process providing realtime Broker-Dealer Status Updates for complete visibility. | |||||
Cap Table | Included No Fee | Manage all your securities shaes, options, warrants, debenture, SAFE, SAFT with no additional cost | |||||
Portfolio set up for Current Shareholders | Included No Fee | Single place for your shareholders to view, transfer and trade the securities in your company | |||||
(KoreTransfer USA) Digital Securities Transfer Agent | Exclusive | 3rdParty External | 3rdParty External | Using a private label or API connection allows your shareholders to view their holdings directly on your company's domain, eliminating the need to navigate away | |||
Regulation RegA+ • During-Raise | |||||||
Private Label - End-to-End | Exclusive | Gain greater control & enhanced investor relationship : Private Label Invest Button, Investor Access, Transfer Agent , SMTP Email integration, seamlesslsy connected to your brand. | |||||
Private Label Issuance | "No-Hijack" Resident Invest button. Implementing a native 'Invest' button rather than a redirect helps minimize investor abandonment by alleviating concerns about potential alias hacking. | ||||||
Branded Email + SMTP | Enhance trust with emails originating from your own domain or your Finra Broker Dealer | ||||||
KorePixel - Integrated Investor Lifecycle Analytics | Exclusive | It involves consolidating and examining data related to investor interactions, from initial engagement and research to investment decisions, post-issuance activities, and secondary trading. This approach aims to provide valuable insights into the complete lifecycle of an investor's actions, aiding in better decision-making, risk management, and optimization of investment strategies. | |||||
Investor Dashboard | Private Label dashboard for your investors to track investment status in your company and the ability to re-invest with one click. | ||||||
Issuer DashBoard Raise Monitoring | The dashboard offers a comprehensive view of the investor application journey, giving issuers a clear picture from suitability assessment to KYC and ID verification, to payment processing, and closing to the investors addition to your. captable. | ||||||
Investor Application (KYC: ID Verification/AML checks ) | The proprietary architecture of Kore offers an affordable and flexible multi-signature framework, providing enhanced adaptability for online digital documents. | ||||||
Multi Document + Multi eSignature | Regulatory attestations contribute to providing a transparent and auditable framework for your company, your FINRA Broker-Dealers when required to report to either FINRA or SEC | ||||||
Regulatory Attestations | Regulatory attestations contribute to providing a transparent and auditable framework for your company, your FINRA Broker-Dealers when required to report to either FINRA or SEC | ||||||
KoreID - End to End: Investor Managment | Exclusive | By integrating KoreID tagging throughout the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company. It expedites rolling closes and re-investments. It mitigates the risk of fradualant Investors for Issuers, Banks and Payment Rail Providers. | |||||
Customized Private Label Investment Scripts | By integrating the optional RESTful API Investment script, your application process gains enhanced flexibility. | ||||||
Compliance Desk | Exclusive | Compliance Desk is a seamlessly integrated platform tailored for FINRA Broker-Dealers, ensuring compliance with FINRA 17a-4. Linked with NexisLexis, Escrow, Payment Rails, Bad Actor, and investor verification, it offers a comprehensive solution. Moreover, it facilitates Multi Broker functionality for co-listing opportunities | |||||
KoreConnector: CRM API Integration | Exclusive | KoreConnector is a "No-Code" technology that connects you to all leading CRM applications via API: Klaviyo, Hubspot, ActiveCampaing, Close.io, MailChimp, etc. | |||||
KoreConnector: Social Media Integrationn | Exclusive | KoreConnector is a "No-Code" technology that connects you to all leading Social Media applications via API: GTM (Facebook, LinkedIn, X, Instagram, TikTok, Bing, etc.) | |||||
Reinvest | Exclusive | Facilitates Reinvestment by investors without having to re-enter personal data | |||||
Mobile App | Exclusive | Provide your investors with a true mobile experience on both IOS and Android platforms, enabling them to invest in your company and seamlessly manage their investments. | |||||
Source Flow, Abandon Application Flow | Exclusive | Abandoned applications aren't lost opportunities; they offer valuable insights into where and when potential investors disengage. By understanding these abandonment points, you can strategically retarget the audience, encouraging them to resume their investment journey. | |||||
KoreID Verified | Exclusive | KoreID Verified protects investors by giving them trust that the offering is legitimate and fully compliant with the SEC and FINRA. | |||||
KoreReach (External - No Charge Marketing) | |||||||
Platform co-listing Services ID Tracking | Exclusive | KoreID via KoreChain facilitates the joint management of prospective investors by multiple broker-dealers, financial institutions, and marketing intermediaries on behalf of their customers. This approach dramatically expands investor reach while ensuring compliance and safeguarding the investor audience for all parties involved | |||||
Intro-Act Exclusive | Exclusive | Instituation & Family Office Free listing Service | |||||
Spark.Exchange | Exclusive | Free Directory Listing Service | |||||
Spark Market Listing | Exclusive | A regulated co-listing platform to access investors for your offering | |||||
Regulation RegA+ • Post-Raise (Ongoing Investor Relations) | |||||||
Shareholder Communications | Yes | Communications is essential to your capital raise, Shareholder Communications gives you the ability to keep building your community and keep them engaged, with a built in CRM to manage your shareholders | |||||
Cap Table Management Direct | Yes | Manage all your securities shaes, options, warrants, debenture, SAFE, SAFT with no additional cost | |||||
Evoting / Town Hall Planning | Yes | Having your shareholders engage is an essential governance requiremnt, with eVoting get participation, engagement | |||||
SEC-Transfer Agent, fully integrated | Yes | Have your book of records managed by an SEC-Registered Rransfer Agent KoreTransfer USA LLC, and bring confidence to all your stakeholders | |||||
Mobile App | Yes | Mobile-KoreIwhich enables your current shareholders to view their investment in your company, receive reports, news releases, messages, and to instantly re-invest in your company when you have an offering open. | |||||
ATS Secondary Trading | Yes | Provides Seconday Trading options to Multiple ATS providers | |||||
Order Management System (OMS) | Yes | Order Management System provides you the ability to create your very own trading marketplace for your shareholders and integrates with the Alternate Trading System (ATS) of your choice giving you the comfort to retain order managment capabilities on your platfrom. | |||||
Blue Registration Secondary | Yes | By integrating KoreID tagging throughout the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company by expediting rolling closes, and re-investments. It mitigates the risk of fradualant investors for Issuers, Banks and Payment Rail Providers. | |||||
Listing National Securities Manual | Yes | TradeCheck lists your company in the National Securities Manaual to allow your shareholders to trade compliantly on your OMS or other secondary ATS | |||||
Fully lifecycle End to End ID tagged (KoreID) | Exclusive | By integrating KoreID tagging from the onset of the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company and expedites rolling closes |
Cost Comparisons |
Kore | Kore Tech |
Others Dec 2023 |
Other 3 Dec 2023 |
Other 4 Dec 2023 |
---|---|---|---|---|---|
Regulation A+ Platform & Raise Fees | KoreTransfer USA | Included | Not Included | Not Included | Not Included |
Onboarding Upfront Fee - RegA+ | $3,500 | $7,500-$10,000 | $0 | $5,000 | |
Monthly | $2,500 | $2,000 - $4,000 | $3,500 | $2,495 | |
12 Month Platform Fees (Total) | $33,500 | $31.5K-$58K | $42,000 | $34,940 | |
Raise Charges - RegA+ | |||||
Platform - Success Fees & Investor add-ons | |||||
Broker Dealer - Success Fees (Compliance) | KoreNode Mulli -Select Broker Opitons | 1% | 1% - 3% | 1% | 2% |
Equity Stake Fees (based on amount raised) | 0 | 0-3% | 0 | 0% | |
Usage Fees per invstor per annum | 0 | $5-$30 | 0 | $15 per subscription | |
1000 investor example (Add-on Fees) | 0 | $5k - $10k | Plus TA | Plus TA | |
Transfer Agent / Captable Managment | Included KoreTransfer | 0 | Not included + $$ | Not included + $$ | Not included + $$ |
COST - Succcess Fees % of Raise Fees Based on $25M Raise example : TA fees no additional charge with KoreIssuance | $284K | $300K-1M | $292K+ | $450K+ | |
Reg A+ Platform - Raise % estimates 25M- Total | 1.1% | 1.2% - 4.2%+ | 1.1%+ | 2%+ | |
Credit Card Charges | 2,89% | 2.89%-4.0% | 2.89% | 5% | |
ACH Charges | 0.80% | 0.8%-2% | 0,89% | 4% | |
Wire | Flat bank charge pass though | $20-$40/ wire | 3% | 0.49% | 2% |
Key Technology & Platform Features | Kore | Kore Tech | Other 1 | Other 2 | Other 3 | Other 4 | Key Benefits |
---|---|---|---|---|---|---|---|
API Issuance Infrastructure End to End | Exclusive | API Issuance Infrastructure empowers businesses with seamless integration and customization capabilities, enabling them to efficiently create and manage their own technology. This infrastructure furnishes a compliance regulatory framework,ensuring your company's ability to build and maintain 100% compliance | |||||
BYOP-Enabled | Exclusive | Build Your Own Product. Modular components and building blocks to build or customize to your existing online enviorment (Kore.Builders) | |||||
Permissioned Block Chain | Exclusive | KoreChain Facilitates Regulated Compliant Process at lower costs, efficiency, transparency and privacy. | |||||
Digital Securites Smart Contract - Tokenization | Exclusive | Permisioned BlockChain Facilitates Regulated Compliant Process at lower costs, efficiency, transparency | |||||
Custodial Services | Enables you to house investors' accounts securely within a Custodial Account under the street name | ||||||
Regulation RegA+ • Pre-Raise | |||||||
DealRoom - Issuers, Brokers, Legal, Auditors, Marketers, QB | Exclusive | DealRoom significantly reduces the time needed for intermediaries during pre-raise preparation and prevents expensive filing related errors, thus reducing Issuer costs. Addionally it provides complete visibility into the Investor Application Process providing realtime Broker-Dealer Status Updates for complete visibility. | |||||
Cap Table | Included No Fee | Manage all your securities shaes, options, warrants, debenture, SAFE, SAFT with no additional cost | |||||
Portfolio set up for Current Shareholders | Included No Fee | Single place for your shareholders to view, transfer and trade the securities in your company | |||||
(KoreTransfer USA) Digital Securities Transfer Agent | Exclusive | 3rdParty External | 3rdParty External | Using a private label or API connection allows your shareholders to view their holdings directly on your company's domain, eliminating the need to navigate away | |||
Regulation RegA+ • During-Raise | |||||||
Private Label - End-to-End | Exclusive | Gain greater control & enhanced investor relationship : Private Label Invest Button, Investor Access, Transfer Agent , SMTP Email integration, seamlesslsy connected to your brand. | |||||
Private Label Issuance | "No-Hijack" Resident Invest button. Implementing a native 'Invest' button rather than a redirect helps minimize investor abandonment by alleviating concerns about potential alias hacking. | ||||||
Branded Email + SMTP | Enhance trust with emails originating from your own domain or your Finra Broker Dealer | ||||||
KorePixel - Integrated Investor Lifecycle Analytics | Exclusive | It involves consolidating and examining data related to investor interactions, from initial engagement and research to investment decisions, post-issuance activities, and secondary trading. This approach aims to provide valuable insights into the complete lifecycle of an investor's actions, aiding in better decision-making, risk management, and optimization of investment strategies. | |||||
Investor Dashboard | Private Label dashboard for your investors to track investment status in your company and the ability to re-invest with one click. | ||||||
Issuer DashBoard Raise Monitoring | The dashboard offers a comprehensive view of the investor application journey, giving issuers a clear picture from suitability assessment to KYC and ID verification, to payment processing, and closing to the investors addition to your. captable. | ||||||
Investor Application (KYC: ID Verification/AML checks ) | The proprietary architecture of Kore offers an affordable and flexible multi-signature framework, providing enhanced adaptability for online digital documents. | ||||||
Multi Document + Multi eSignature | Regulatory attestations contribute to providing a transparent and auditable framework for your company, your FINRA Broker-Dealers when required to report to either FINRA or SEC | ||||||
Regulatory Attestations | Regulatory attestations contribute to providing a transparent and auditable framework for your company, your FINRA Broker-Dealers when required to report to either FINRA or SEC | ||||||
KoreID - End to End: Investor Managment | Exclusive | By integrating KoreID tagging throughout the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company. It expedites rolling closes and re-investments. It mitigates the risk of fradualant Investors for Issuers, Banks and Payment Rail Providers. | |||||
Customized Private Label Investment Scripts | By integrating the optional RESTful API Investment script, your application process gains enhanced flexibility. | ||||||
Compliance Desk | Exclusive | Compliance Desk is a seamlessly integrated platform tailored for FINRA Broker-Dealers, ensuring compliance with FINRA 17a-4. Linked with NexisLexis, Escrow, Payment Rails, Bad Actor, and investor verification, it offers a comprehensive solution. Moreover, it facilitates Multi Broker functionality for co-listing opportunities | |||||
KoreConnector: CRM API Integration | Exclusive | KoreConnector is a "No-Code" technology that connects you to all leading CRM applications via API: Klaviyo, Hubspot, ActiveCampaing, Close.io, MailChimp, etc. | |||||
KoreConnector: Social Media Integrationn | Exclusive | KoreConnector is a "No-Code" technology that connects you to all leading Social Media applications via API: GTM (Facebook, LinkedIn, X, Instagram, TikTok, Bing, etc.) | |||||
Reinvest | Exclusive | Facilitates Reinvestment by investors without having to re-enter personal data | |||||
Mobile App | Exclusive | Provide your investors with a true mobile experience on both IOS and Android platforms, enabling them to invest in your company and seamlessly manage their investments. | |||||
Source Flow, Abandon Application Flow | Exclusive | Abandoned applications aren't lost opportunities; they offer valuable insights into where and when potential investors disengage. By understanding these abandonment points, you can strategically retarget the audience, encouraging them to resume their investment journey. | |||||
KoreID Verified | Exclusive | KoreID Verified protects investors by giving them trust that the offering is legitimate and fully compliant with the SEC and FINRA. | |||||
KoreReach (External - No Charge Marketing) | |||||||
Platform co-listing Services ID Tracking | Exclusive | KoreID via KoreChain facilitates the joint management of prospective investors by multiple broker-dealers, financial institutions, and marketing intermediaries on behalf of their customers. This approach dramatically expands investor reach while ensuring compliance and safeguarding the investor audience for all parties involved | |||||
Intro-Act Exclusive | Exclusive | Instituation & Family Office Free listing Service | |||||
Spark.Exchange | Exclusive | Free Directory Listing Service | |||||
Spark Market Listing | Exclusive | A regulated co-listing platform to access investors for your offering | |||||
Regulation RegA+ • Post-Raise (Ongoing Investor Relations) | |||||||
Shareholder Communications | Yes | Communications is essential to your capital raise, Shareholder Communications gives you the ability to keep building your community and keep them engaged, with a built in CRM to manage your shareholders | |||||
Cap Table Management Direct | Yes | Manage all your securities shaes, options, warrants, debenture, SAFE, SAFT with no additional cost | |||||
Evoting / Town Hall Planning | Yes | Having your shareholders engage is an essential governance requiremnt, with eVoting get participation, engagement | |||||
SEC-Transfer Agent, fully integrated | Yes | Have your book of records managed by an SEC-Registered Rransfer Agent KoreTransfer USA LLC, and bring confidence to all your stakeholders | |||||
Mobile App | Yes | Mobile-KoreIwhich enables your current shareholders to view their investment in your company, receive reports, news releases, messages, and to instantly re-invest in your company when you have an offering open. | |||||
ATS Secondary Trading | Yes | Provides Seconday Trading options to Multiple ATS providers | |||||
Order Management System (OMS) | Yes | Order Management System provides you the ability to create your very own trading marketplace for your shareholders and integrates with the Alternate Trading System (ATS) of your choice giving you the comfort to retain order managment capabilities on your platfrom. | |||||
Blue Registration Secondary | Yes | By integrating KoreID tagging throughout the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company by expediting rolling closes, and re-investments. It mitigates the risk of fradualant investors for Issuers, Banks and Payment Rail Providers. | |||||
Listing National Securities Manual | Yes | TradeCheck lists your company in the National Securities Manaual to allow your shareholders to trade compliantly on your OMS or other secondary ATS | |||||
Fully lifecycle End to End ID tagged (KoreID) | Exclusive | By integrating KoreID tagging from the onset of the investment application process and incorporating Payment Rails and Escrow Bank integration, manual reconciliation is eliminated. This significantly reduces costs for the capital-raising company and expedites rolling closes |
Cost Comparisons |
Kore | Kore Tech |
Others Dec 2023 |
Other 3 Dec 2023 |
Other 4 Dec 2023 |
---|---|---|---|---|---|
Regulation A+ Platform & Raise Fees | KoreTransfer USA | Included | Not Included | Not Included | Not Included |
Onboarding Upfront Fee - RegA+ | $3,500 | $7,500-$10,000 | $0 | $5,000 | |
Monthly | $2,500 | $2,000 - $4,000 | $3,500 | $2,495 | |
12 Month Platform Fees (Total) | $33,500 | $31.5K-$58K | $42,000 | $34,940 | |
Raise Charges - RegA+ | |||||
Platform - Success Fees & Investor add-ons | |||||
Broker Dealer - Success Fees (Compliance) | KoreNode Mulli -Select Broker Opitons | 1% | 1% - 3% | 1% | 2% |
Equity Stake Fees (based on amount raised) | 0 | 0-3% | 0 | 0% | |
Usage Fees per invstor per annum | 0 | $5-$30 | 0 | $15 per subscription | |
1000 investor example (Add-on Fees) | 0 | $5k - $10k | Plus TA | Plus TA | |
Transfer Agent / Captable Managment | Included KoreTransfer | 0 | Not included + $$ | Not included + $$ | Not included + $$ |
COST - Succcess Fees % of Raise Fees Based on $25M Raise example : TA fees no additional charge with KoreIssuance | $284K | $300K-1M | $292K+ | $450K+ | |
Reg A+ Platform - Raise % estimates 25M- Total | 1.1% | 1.2% - 4.2%+ | 1.1%+ | 2%+ | |
Credit Card Charges | 2,89% | 2.89%-4.0% | 2.89% | 5% | |
ACH Charges | 0.80% | 0.8%-2% | 0,89% | 4% | |
Wire | Flat bank charge pass though | $20-$40/ wire | 3% | 0.49% | 2% |
From pre-raise groundwork to post raise shareholder communications, leveraging the most cost effective solution available for Reg CF, RegA+ and RegD. Kore makes it easy for participants in private capital markets to raise capital, manage their investment portfolios, and meet global compliance standards along every step of the way.