Free Portfolio Management Platform for Investors Launched by KoreConX

KoreConX launches a free Portfolio Management platform for individual investors investing in private companies. This is a first in the marketplace.

Portfolio Management Platform

KoreConX launches a free Portfolio Management platform for individual investors investing in private companies. This is a first in the marketplace.

The KoreConX Portfolio Management platform allows individual investors to manage their entire portfolio of private companies. Here are some of the features:

  • Manage all investments in Private Companies

  • All securities Common, Preferred, etc.

  • View all documents related to your transaction anytime you want

  • Manage your options and warrants

  • Track all your loans, SAFE, CrowdSAFE and Debentures

  • Receive alerts for options, warrants so you don’t miss your opportunity to exercise before expiry

  • Receive company communications (reports, news releases, statements)

  • Access to company details, including the current officers and directors

  • Ability to do online eVoting for meetings

“For the first time, I have one place that is nicely organized where I can see all the investments I have made in private companies around the globe. This is truly a game changer,” said Roderick Wilmer, a private investor.

Managing one’s personal investments in private companies is a nightmare. All too often, information is managed in Excel with the related documents in filing cabinets or safety deposit boxes. Why waste your time looking for the information you need when you can have it all at your fingertips anytime you need it.

“Since we started KoreConX, our vision has been to bring all the stakeholders together in one seamless single point of entry platform. Today we are excited that we bring the most important stakeholder (the Shareholder) together with the company to be able to access their investment information, documents and company reporting. By having both on one platform, the relationship for both investor and company are enhanced,” said Oscar A Jofre, Co-Founder, President/CEO KoreConX.

About KoreConX

KoreConX is a free all-in-one business platform that helps companies navigate and efficiently manage all their corporate business activities. The company keeps the Kore of the client's business (their corporate information and stakeholders) organized, accessible, secure, and up-to-date, allowing for easy collaboration. It’s better governance for better companies.

The company’s secure, integrated and efficient platform is a multitool for companies to properly organize, manage, and share corporate information. It helps companies stay transparent with shareholders, and create good will.

KoreConX allows companies to efficiently manage corporate records with essential integrated tools and services. Client information is proactively organized and cross-linked so the process of raising capital is easier.

More information is available at www.KoreConX.com.

Oscar A Jofre​
Co-Founder, CEO, KoreConX​
​oscar@koreconx.com
647-965-8268

Source: KoreConX

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Categories: Funding, Finance, Investments, Financial Accounting, Business

Tags: investor relations, investors, Portfolio management, shareholders


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About KoreConX

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KoreConX is a free all-in-one business platform that helps companies navigate and efficiently manage all their corporate business activities.

Larissa Veloso
Marketing Specialist, KoreConX
KoreConX
One World Trade Centre (Suite 8500)
New York, NY 10007
United States