KoreConX logo

KoreConX

by KoreConX · Since 2016
No reviews yet
Active1+ countriesCloudOn-premise
Quick facts
VendorKoreConX
Year launched2016
StatusActive
Location1 World Trade Center, Suite 8500 New York, NY 10007
Countries served1+
Languages5
IntegrationsN/A
Free tierNO
Free trialNO
Contact salesYES

About KoreConX

KoreConX is a cloud-based compliance management platform from KoreConX that supports private companies in managing their equity and compliance needs.

KoreConX is an all-in-one private capital markets platform that helps companies manage the full lifecycle of raising capital, handling shareholders and maintaining regulatory compliance in a single environment rather than relying on spreadsheets or disconnected tools. It was founded in 2020 and is often described as a secure, integrated ecosystem for private companies, investors, broker-dealers and other stakeholders. One of its core strengths is real-time cap table management that automatically tracks issued securities, transfers and ownership changes, replacing error-prone manual systems and giving a clear, compliant view of equity ownership. Beyond cap table functionality, KoreConX includes tools for investor relations, virtual deal rooms, shareholder communications and portfolio management, which help companies stay connected with their investor base and manage corporate records and updates efficiently. The platform also supports Regulation A+ offerings, enabling companies to run compliant equity crowdfunding campaigns and access broader pools of capital, and it connects issuers with a network of partners such as broker-dealers, transfer agents and legal advisors to streamline compliance and execution.

Pros & Cons

Pros
  • Enhanced security features to protect sensitive investor information and transactions
  • Automated compliance monitoring to ensure adherence to regulations and reduce risk
  • Facilitates communication and collaboration among investors, issuers, and other stakeholders
  • Integration with third-party tools and services for seamless workflow management
Cons
  • Limited customization options for reports and data visualization
  • Steep learning curve for new users due to complex features and navigation
  • Complexity and compliance features may require onboarding support and training for smaller teams.
  • Pricing and detailed plan structures are typically available by inquiry, not publicly listed

Features

Key features

All-In-One Private Capital Platform

Provides a unified system for companies to manage capital raising, investor relations, cap tables, and compliance in one place.

Cap Table Management

Lets companies maintain and update their capitalization table securely, tracking equity ownership and shareholder details without spreadsheets.

Capital Raise Support

Includes tools to support equity crowdfunding and other regulated capital raises, helping with investor onboarding and compliance.

Transfer Agent Services

Offers SEC-registered transfer agent capabilities to handle share transfers and reflect changes in real time.

Investor Portfolio View

Centralizes investor and investment information so companies can see a full view of stakeholders and related documents.

Additional features

Shareholder Management

Tools for tracking and communicating with shareholders across the lifecycle of private securities.

Compliance and Regulatory Support

Built-in compliance functions including KYC/AML and suitability checks for regulated capital raises.

Virtual Deal Rooms

Supports secure document storage and collaboration during fundraising processes.

Investor Relations Tools

Helps companies maintain ongoing communication and reporting with their investor base.

Blockchain-Based Infrastructure

Uses a permissioned blockchain framework for secure, compliant management of private securities.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
5
Interface languages
10
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇲🇽MXN🇨🇭CHF

No reviews yet

Be the first to drop a review

Alternatives to KoreConX

SecondSTAX logo

SecondSTAX

SecondSTAX is a financial software platform from SecondSTAX that provides investment portfolio analysis. It includes…

Grow For Me logo

Grow For Me

Grow For Me is a productivity platform from Grow For Me that supports agricultural decision-making.…

Tynka Global logo

Tynka Global

Tynka Global is an investment platform from Tynka Global that helps users find businesses to…

Opus logo

Opus

Opus is a digital asset management software from DMA Mauritius that focuses on organizing and…

LandHive logo

LandHive

LandHive is a land management software from LandHive that provides tools for managing land assets…

ISTARI logo

ISTARI

ISTARI is a data analytics platform from InSync Analytics that supports advanced data insights. It…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with KoreConX

Compare any two tools →
SecondSTAX logo
SecondSTAX
Investment Management
0.0
Grow For Me logo
Grow For Me
Investment Management
0.0
Tynka Global logo
Tynka Global
Investment Management
0.0
Opus logo
Opus
Asset Management
0.0