KoreInside Description

KoreInside is a digital infrastructure platform built to support compliance, transaction processing, and operational workflows within the private capital markets industry. The platform serves regulated intermediaries such as broker-dealers, transfer agents, and trusted advisors who require secure and compliant transaction management. KoreInside provides tools that facilitate the entire transaction lifecycle, including investor onboarding, securities compliance, settlement, disbursement, and reporting. By connecting multiple participants within the private market ecosystem, the platform helps improve coordination and transparency across complex transactions. Its infrastructure supports organizations ranging from banks and custodians to legal firms, accounting providers, and secondary market platforms. The platform is designed to address long-standing challenges associated with fragmented systems, high operational costs, and regulatory complexity. Firms can customize solutions to fit their business models while maintaining compliance with applicable securities regulations. KoreInside also enables organizations to strengthen investor confidence by improving visibility and operational consistency throughout the investment process. The platform helps participants operate more efficiently while supporting secure and compliant capital market activities.

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Pricing

Pricing Starts At:
$150 per month
Free Version:
Yes
Free Trial:
Yes

Integrations

View Integrations

Reviews - 4 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
Kore Inc
Year Founded:
2016
Headquarters:
United States
Website:
kore.inc/
Update This Listing

Media

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
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Online Support

KoreInside Features and Options

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

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

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

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

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

KoreInside Lists

KoreInside User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Manager
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Founder
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Robert M.
    Job Title: Shareholder
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Jorge N.
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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

    Edited: 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...
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