With the passage of the JOBS Act and the many new avenues for accessing capital, such as crowdfunding (including Title III crowdfunding) and other online platforms, disclosure is more important than ever. iDisclose helps issuers complete the Form C as well as other important disclosure and regulatory documents in simple and cost effective manner.
Douglas EllenoffCo-Founder and Chairman
Douglas S. Ellenoff, co-founder and chairman of iDisclose, is also a member of Ellenoff Grossman & Schole LLP since its founding in 1992, is a corporate and securities attorney with a specialty in business transactions and corporate financings. Mr. Ellenoff has represented public companies in connection with their initial public offerings, secondary public offerings, regulatory compliance as well as general corporate governance matters. During his career, he has represented numerous broker-dealers, venture capital investor groups and many corporations involved in the
capital formation process.
Mr. Ellenoff has taken a leadership role in the emerging crowdfunding industry, which was signed into law by President Obama on April 5, 2012. In addition to regular meetings and interaction on behalf of the leading trade association which the Firm represents, (CFIRA, the Crowdfunding Intermediary Regulatory Advocates) with the SEC and FINRA in discussing the proposed rules which the SEC and FINRA must approve before crowdfunding becomes lawful in the US, the Firm has sponsored conferences, webinars and has been invited to speak at numerous events on the topic. The Firm is already actively engaged with clients (funding portals, broker-dealers, technology solution providers, software developers, investors and entrepreneurs).
Mr. Ellenoff received a Juris Doctor degree from Fordham Law School and a Bachelor of Arts degree in Political Science from Vassar College.
Michael Knox, CFACEO
Michael Knox is the Chief Executive Officer of iDisclose and joined the company in 2017. Mr. Knox was previously the Founder and President of Xtract Research from 2005 to 2013 where he oversaw all of the company’s operations through a period of rapid growth. Xtract is a legal technology firm which provides debt covenant research on high yield bonds and syndicated bank loans for hedge funds, investment managers and investment banking firms globally. Xtract was sold in 2010 to a large European conglomerate. Michael has also overseen the operations of Gold Ridge Asset Management, a private equity firm he founded in 2005 after spending nearly 20 years as an analyst and portfolio manager with several Wall Street firms. Prior to his experience with Gold Ridge/Xtract Research, he was a founding partner and portfolio manager with Hamilton Investment Management LLC, a multi-strategy hedge fund, where he oversaw the Convertible Arbitrage, Credit and Special Situations strategies. He held the same roles at Hamilton's predecessor, Hamilton Partners Limited and was with the combined firms for 7 years. Prior to joining Hamilton, he was a Portfolio Manager with Morgan Stanley Advisors (previously Dean Witter InterCapital) where he managed one of the largest Convertible mutual funds in the country as well as co-managed the firm's Equity Income fund. Prior to Morgan Stanley, he was a high yield and convertible Portfolio Manager for Eagle Asset Management and a trader/analyst for Eagle's sister company, Heritage Asset Management.
Michael has extensive experience investing in, scaling and operating startup and small businesses. His investment firm has been actively investing in small businesses that now have access to capital through crowdfunding platforms and his experience with the capital raising challenges of small companies brought him to iDisclose.
Michael received a Bachelor of Arts in Economics from Ohio Wesleyan University, a Master of Business Administration from The University of Chicago Booth School of Business, and holds the Chartered Financial Analyst designation.
Georgia QuinnCo-Founder and Chair of Advisory Committee
Georgia P. Quinn is the co-founder and Chairwoman of the Advisory Board of iDisclose, a legal technology company focused on the disclosure and legal document needs of small business and startup entrepreneurs accessing capital. Quinn is also General Counsel of Coinlist, a financial services company focused on blockchain investments. Quinn was recognized in 2014 as a Top Female Attorney in New York City by Thomson-Reuters. In 2015, she was joined by other honored attorneys in a special section about “Super Lawyers” featured in the New York Times. She is on the advisory board for the American Banker Lending and Investing Conference and NextGeneration Startups, an online resource for young entrepreneurs. Wealthforge, an early entrant in the crowdfunding space, has called Quinn one of the top influencers in the private placement industry. Quinn is a senior contributor to Crowdfund Insider, an online crowdfunding publication.
Ms. Quinn advises on crowdfunding and marketplace lending matters and has presented to the Securities and Exchange Commission, Congressional staff-members, leaders of US and UK crowdfunding portals and peer-to-peer lending platforms, the American Bar Association, the American Banker P2P Conference, the Council of Development Finance Agencies, the Canadian Equity Crowdfunding Alliance, the New York State Bar Association, and the Small Business Administration.
Ms. Quinn received a Juris Doctor from Columbia Law School, and received a Bachelor of Fine Arts from New York University.
Gerald LaporteAdvisory Board Member
Gerald Laporte is an Advisory Board Member of iDisclose. Mr. Laporte is a securities regulation consultant and the former chief of the Office of Small Business Policy at the Securities and Exchange Commission. He is also the former Chairman of the Corporation, Finance and Securities Law Section of the District of Columbia Bar, and has practiced law at both Hogan & Hartson and Patton Boggs. Mr. Laporte served as special counsel in the Office of the General Counsel and counsel to Commissioner Joseph A. Grundfest at the SEC, and as a law clerk to U.S. District Judge John H. Pratt.
Tom GlocerAdvisory Board Member
Tom Glocer is an Advisory Board Member of iDisclose. Mr. Glocer is the founder and managing partner of Angelic Ventures, LP, an office focusing on early stage investments in financial technology, media, cyber defense and healthcare. He is the former CEO ofThomson Reuters and the current director of Merck & Co., Inc., Morgan Stanley, K2 Intelligence, the Atlantic Council and the Council on Foreign Relations. Mr. Glocer is also a trustee of the Cleveland Clinic and a member of the Columbia Global Center (Paris) Advisory Board, the President’s Council on International Activities at Yale University, the European Business Leaders Council and the Madison Council of the Library of Congress.
Hope TaitzAdvisory Board Member
Hope Taitz is an Advisory Board Member of iDisclose. Ms. Taitz is the managing partner of ELY Capital, focusing on analyzing and investing in early- and late-stage companies in the consumer and technology industries. She served as Vice President of the Argosy Group (now part of CIBC) and as a Managing Director at Crystal Asset Management before founding her own money management firm, Catalyst Partners. Ms. Taitz currently sits on the board of Apollo Residential Mortgage, Inc., Athene Holding Ltd, Diamond International Resorts, Inc., MidCap Finco Holdings Limited and Future Project, and is a founding executive member of Youth Renewal Fund.
Sherwood NeissAdvisory Board Member
Sherwood Neiss is an Advisory Board Member of iDisclose. Mr. Neiss is the co-founder and principal of Crowdfund Capital Advisors, a consulting firm which serves global entrepreneurs and investors, as well as governments and international entities. He and his business partner, Jason Best, co-authored the crowdfund-investing framework used in the JOBS Act to legalize securities-based crowdfunding in the U.S., and directed the 460-day grass roots campaign leading to its enactment. He also founded FLAVORx, Inc. which won Ernst & Young’s Entrepreneur of the Year award and the Inc. 500 award for three consecutive years, and serves as the co-founder for the UC Berkley’s Innovation in Entrepreneurial and Social Finance program at the College of Engineering.
Howard LeonhardtAdvisory Board Member
Howard Leonhardt is an Advisory Board Member of iDisclose. Mr. Leonhardt is the founder of Bioheart, Inc., a leading stem cell research company, as well as Leonhardt Ventures, an angels network that has raised and put to work more than $145 million in 28 companies to date. He currently has 21 U.S. patents for products that have treated more than 200,000 patients with cardiovascular disease in 60 countries to date. Mr. Leonhardt also serves as state spokesperson in California for the JOBS Acts and is the co-leader of Startup California.
Jason BestAdvisory Board Member
Jason Best is an Advisory Board Member of iDisclose. Mr. Best is the co-founder and principal of Crowd Capital Venture Fund, a global venture capital firm and partner of the U.S. State Department’s Global Entrepreneurship Program. He and his business partner, Sherwood Neiss, co-authored the crowdfund-investing framework used in the JOBS Act to legalize securities-based crowdfunding in the U.S. Mr. Best also serves as an Entrepreneur-in-Residence at UC Berkeley’s Center for Entrepreneurship and Technology, and has been an executive leadership member of three Web-based software companies, including Kinnser Software, which was twice named one of the 500 fastest growing private companies in the by Inc. Magazine. Best has co-authored groundbreaking research on crowdfunding’s global impact for such intergovernmental entities as the World Bank, the Ministry of Economy and the Inter-American Development Bank.