Audience

KoreInside is designed for broker-dealers, transfer agents, issuers, private market platforms, financial institutions, legal professionals, and other regulated intermediaries involved in private capital market transactions

About KoreInside

KoreInside is a private capital markets infrastructure platform designed to help regulated intermediaries execute transactions in a compliant and efficient manner. The platform provides end-to-end support for processes such as clearing, settlement, disbursement, distribution, and investor management. Built for broker-dealers and other market participants, KoreInside helps organizations navigate complex securities regulations while maintaining operational efficiency. The platform connects various stakeholders, including transfer agents, banks, custodians, legal professionals, auditors, and investor relations firms within a unified ecosystem. Through its compliance-focused infrastructure, KoreInside enables private market transactions to be completed with greater transparency and trust. The solution is designed to help firms streamline operations, reduce friction, and support capital formation in private markets.

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Pricing

Starting Price:
$150 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 4 User Reviews

Overall 4.2 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.5 / 5
support 3.2 / 5
More Reviews Write a Review

Company Information

Kore Inc
Founded: 2016
United States
kore.inc/

Videos and Screen Captures

Play Video Our "invest button" is easily added to an investment page where the user can simply fill up its basic information and submit for approval including KYC and funding methods. Investor - Personal dashboard. Once the investment is made, the investor can follow its status and their portfolio in their personal dashboard inside the KoreConX All-in-One platform or the Once the investment is made, the investor can follow its status and their portfolio in their personal dashboard inside the KoreConX All-in-One platform or the KoreID mobile app. Broker-Dealer - Compliance Desk. On the company side, it's possible to follow the investments made and their status. And the Broker-Dealer can use the All-in-One platform to continue the approval process. Shareholder Reports and News Releases - The shareholder can also receive and view the company's reports and news releases in the KoreConX All-in-One platform, making shareholder communications easier, faster, and compliant. Dealroom - The Deal Room feature from KoreConX All-in-One platform integrates fundraising, merger and acquisition, bank loan, and IPO activities alongside due diligence and compliance processes in a secure and integrated platform. Companies are empowered to close deals efficiently and successfully. The company can also see the distribution between their shares and manage their cap table using the KoreConX All-in-One Platform. That’s why we call it the All-in-One platform.
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Product Details

Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

KoreInside Frequently Asked Questions

Q: What kinds of users and organization types does KoreInside work with?
Q: What languages does KoreInside support in their product?
Q: What kind of support options does KoreInside offer?
Q: What other applications or services does KoreInside integrate with?
Q: Does KoreInside have a mobile app?
Q: What type of training does KoreInside provide?
Q: Does KoreInside offer a free trial?
Q: How much does KoreInside cost?
Q: What pricing for support is available for KoreInside?
Q: What pricing for training is available for KoreInside?

KoreInside Product Features

Board Management

Calendar Management Not Supported
Electronic Signature Not Supported
Role-Based Permissions Not Supported
Collaboration Not Supported
For Nonprofits Not Supported
Member Directory Not Supported
Polls / Voting Not Supported
Document Management Not Supported
Approval Process Management Not Supported
Minutes Management Not Supported
Board Assessment Not Supported
Agenda Time Management Not Supported
Roles and Terms Not Supported
Single Sign On Not Supported
D&O Questionnaires Not Supported
Skills Tracking Not Supported

Equity Management

Cap Table Management Supported
Deal Management Supported
Financial Modeling Supported
Options Management Supported
Participant Portal Supported
Portfolio Management Supported
Private Equity Supported
Public Equity Supported
Valuation Management Supported
Vesting Management Supported
Document Storage Not Supported
ESOP Management Not Supported
VSOP Management Not Supported

Investment Management

Bonds / Stocks Supported
Client Management Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Modeling & Simulation Supported
Performance Metrics Supported
Portfolio Management Supported
Accounting Management Not Supported
Benchmarking Not Supported
Commodities Not Supported
Fund Management Not Supported
Payroll & Commissions Not Supported
Risk Management Not Supported

Investor Relations

Compliance Management Supported
Custom Emails / Newsletters Supported
Deal & Acquisition Management Supported
IR Website Builder Supported
Investor CRM Supported
Investor Transactions / Valuations Supported
Automated Reporting Not Supported
Data Centralization Not Supported
Document Creation Not Supported
Document Management Not Supported
Electronic Signature Not Supported

Stock Portfolio Management

Order Management Not Supported
For Traders Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Wash Sale Detection Not Supported
Portfolio Rebalancing Not Supported
Technical Analysis Not Supported
For Investment Advisors Not Supported
Data Warehousing Not Supported
Portfolio Accounting Not Supported
Tax Management Not Supported
Risk Management Not Supported

Virtual Data Room

Due Diligence Management Supported
Anonymity Management Not Supported
Audit Trail Not Supported
Collaboration Not Supported
Data Protection Not Supported
Data Storage Management Not Supported
Document Tagging Not Supported
Procurement Management Not Supported
Project Management Not Supported
Role-Based Permissions Not Supported
Secure Preview Not Supported

KoreInside Additional Categories

KoreInside Verified User Reviews

Write a Review
  • A KoreConX User
    Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent platform to compliant capital raise"

    Posted 2024-04-16

    Pros: System easy to use.
    I booked a call and received all the necessary support.
    Transfer agent, cap table management and shareholder communication in one system, it made me gain time.

    Cons: Sometimes the site speed is a little bit slow.
    The response time when I had questions could faster.

    Overall: KoreConX is a trustworthy partner to help in the process of raise capital and manage important parts of the business. What made me choice them is that the access is easy and I have all things I need without having to hire different people and platforms, now I have a transfer agent, compliance desk and captable and other features in just one place.

    Read More...
  • A KoreConX User
    Founder
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Effective way to raise capital online "

    Posted 2024-03-11

    Pros: The platform and team helped me through my RegCF process from the beginning. I wouldn't know how to do it 100% compliantly without them.

    Cons: Support could improve. Investors have complained about their SLA.

    Overall: I'd use it again for new capital raising offerings. The private label experience also increases the investor experience.

    Read More...
  • Jorge N.
    CEO
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "KoreConX appears to be start-up with a great vision, but they over-promised and under-delivered"

    Edited 2022-08-12

    Pros: Some of the team members are friendly, although they are often difficult to reach. The concept of a fully-integrated platform is good.

    Cons: When we signed up in late 2021, the tech was sold as fully-functional with promises of improvements coming imminently. The improvements were significantly delayed and/or not deployed. As-is, the tech felt like MVP and was not well received by our investors. Customer service was poor.

    Overall: KoreConX appears to be start-up with a great vision, but they over-promised and under-delivered. Add in poor customer service and we had a disappointing experience which we terminated.

    Read More...
  • Robert M.
    Shareholder
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Amazing platform"

    Posted 2020-10-18

    Pros: Our company has this platform on our website, for all our thousands of shareholders. It's completely private label to us, including all email templates.

    Cons: Nothing, there is nothing in the market like this for private companies anywhere.

    Overall: If you have 10, 20, 50, 100, 1000+ shareholders this platform has features for the company, your shareholders, you can send reports, news releases and provides evoting.

    Read More...
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