✅ Kore Onboarding Checklist (Reg CF First Phase)
This checklist outlines the steps required to onboard R. Block Nation onto the KoreConX platform using a Reg CF first approach. Reg A+ onboarding will follow only after the platform has demonstrated traction and scalability during and after initial Reg CF raise(s).
🛠️ Phase 1: Reg CF Raise (via Funding Portal)
| Step | Task | Responsible Party |
|---|---|---|
| 1 | Platform signs up on KoreConX as issuer | Lester Sawyer |
| 2 | Select Funding Portal as intermediary for Reg CF raise (Form C filing + escrow) | Lester Sawyer |
| 3 | Integrate KoreConX tools (Cap Table, Portfolio, Personal Profile, BoardRoom) | Kore Team + Issuer |
| 4 | Upload required issuer documents to Kore system (Form C draft, Articles, EIN) | Lester Sawyer |
| 5 | Enable KYC/AML & investor onboarding flow | Kore / Escrow |
| 6 | Setup wallet logic (via Kore’s supported providers or externally managed solution) | TBD |
| 7 | Confirm escrow integration (North Capital) | Lester Sawyer |
| 8 | Cap Table reviewed and finalized with 12-month lock-in for CF token | Kore + Issuer |
| 9 | Upload BD Compliance Packet (GitHub link) for record | Lester Sawyer |
| 10 | Approve investor UI for Reg CF launch | Kore / Lester |
🚀 Trigger Point: Post-Raise Evaluation
Once R. Block Nation hits MVP + raise milestones (defined in valuation roadmap), the platform will initiate Reg A+ onboarding.
🧱 Phase 2: Reg A+ Expansion (Conditional)
| Step | Task | Responsible Party |
|---|---|---|
| A1 | Begin Form 1-A filing via Kore (or BD/legal) | TBD |
| A2 | Set new token logic (Reg A+ shares or rev-share) | Lester Sawyer |
| A3 | Upgrade UI (white-label version of Kore or platform-hosted frontend) | Lester Sawyer |
| A4 | Enable unrestricted liquidity paths (ATS) | Kore + Escrow |
| A5 | Update investor onboarding tiers (Reg CF, Reg A+, Reg D if applicable) | Lester Sawyer |
Notes
- Kore's “Free Forever” plan will be used during Phase 1.
- Upgrade to Private Label UI ($200/mo) will be considered after raise.
- North Capital will remain escrow/KYC agent for both phases.
⚠️ Disclaimers
- This document is provided for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities.
- R. Block Share Holdings, LLC (DBA: R. Block Nation) is currently planning a Regulation CF raise through a FINRA-registered funding portal. Final terms will be disclosed in the Form C filing submitted by the portal.
- Any reference to KoreConX in this checklist does not imply endorsement or a legal partnership. KoreConX is a technology provider selected for onboarding, compliance, and investor management tools.
- Final investment decisions should be made only after reviewing official offering documents filed with the SEC and hosted on the selected funding portal.