What is KoreInside?

KoreInside is a comprehensive infrastructure and compliance platform designed for participants in the private capital markets ecosystem. The solution provides regulated intermediaries with the tools needed to manage transactions, compliance requirements, and operational processes from start to finish. Its infrastructure supports activities such as securities clearing, settlement, investor distributions, fund disbursements, and transaction record management. The platform is built to help broker-dealers, transfer agents, issuers, custodians, banks, legal advisors, and other market participants collaborate within a unified and compliant environment. KoreInside addresses many of the inefficiencies that have historically limited growth in private capital markets, including fragmented workflows, outdated systems, and administrative complexity. By creating a connected ecosystem, the platform enables stakeholders to exchange information and complete transactions with greater speed and accuracy. Compliance is a core component of the solution, helping firms adhere to securities regulations while maintaining transparency throughout the transaction lifecycle. Organizations can tailor the platform to match their operational requirements and branding needs while benefiting from a secure digital infrastructure. KoreInside also supports improved communication and trust among issuers, investors, advisors, and regulated entities. The platform is designed to reduce operational friction, lower costs, and simplify the management of private market transactions. Through its end-to-end infrastructure, KoreInside helps modernize capital formation and transaction processing for firms operating in the private investment industry.

Pricing

Price Starts At:
$150 per month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

All KoreInside Integrations
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Screenshots and Video

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.

Company Facts

Company Name:
Kore Inc
Date Founded:
2016
Company Location:
United States
Company Website:
kore.inc/
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Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

KoreInside Categories and Features

Virtual Data Room Software

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Investor Relations Software

Automated Reporting
Compliance Management
Custom Emails / Newsletters
Data Centralization
Deal & Acquisition Management
Document Creation
Document Management
Electronic Signature
IR Website Builder
Investor CRM
Investor Transactions / Valuations

Investment Management Software

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Equity Management Software

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Board Management Software

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

More KoreInside Categories

KoreInside Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Founder
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Effective way to raise capital online

    Date: Mar 11 2024
    Summary

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

    Positive

    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.

    Negative

    Support could improve. Investors have complained about their SLA.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent platform to compliant capital raise

    Date: Apr 16 2024
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: Jorge N.
    Position: CEO
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    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

    Updated: Aug 12 2022
    Summary

    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.

    Positive

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

    Negative

    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.

    Read More...
  • Reviewer Name: Robert M.
    Position: Shareholder
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing platform

    Date: Oct 18 2020
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
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