Category: Private Offerings

The Unseen Dangers of Not Having a Stock Transfer Agent
  • Admin
  • Oct 11, 2021
Hiring a stock transfer agent relieves your leadership team of the administrative burden of tracking and registering shareholders. Offloading the reporting, recordkeeping, and communications of stock....
What is a Cap Table and How to Create One
  • Dan Carter
  • Jan 17, 2020
At its most basic definition, a capitalization table, or "cap table" is a list of your companies securities. This list includes stock, warrants, convertible notes, and equity grants. While there is no....
SEC Proposes an Updated “Accredited Investor” Definition
  • Delaney Horchover
  • Jan 15, 2020
Under the current rule, an “Accredited Investor” is defined by “any person who falls within any of the following categories, or who the issuer reasonably believes falls within any of the followi....