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Category: Company Education

Transparency Builds Trust

by Joshua Rollins on June 30, 2020.

Transparency. Our final core belief is “transparency builds trust”. Among private equity partners, this is often encapsulated in phrases like “no surprises” or “give me bad news fast”. In Reg CF, this is usually “what could go wrong with investment X or company Y?”. For those interested in investing through Vicinity, it may be “where...

The Wall Street – Main Street Disconnect

by John Crawford on June 9, 2020.

The Dow Jones surged over 20% between March 23 and March 26 with the financial markets betting on the imminent (and unprecedented) stimulus package. The Dow Jones stock prices had another spike from April 3 to April 6, possibly being carried by Trump’s announcement of oil competition dropping (and prices to consumers increasing) as the...

Explaining the Form C

by Joshua Rollins on June 3, 2020.

What is it? The Form C is the required SEC filing for any company looking to raise capital through Regulation CF. It needs to be filed before your campaign can go live and before any advertising about your offering takes place. As a potential investor, the Form C is a tool to evaluate the main...

Leading in Trust, Underdog in Finance

by John Crawford on May 26, 2020.

“Now I am going to read you a list of institutions in American society. Please tell me how much confidence you, yourself, have in each one — a great deal, quite a lot, some or very little?” Ok, close your eyes. Pretend you didn’t just see the exhibit at the top of this blog. How...

On Local Stimulus and You

by John Crawford on May 20, 2020.

Main Street is reeling and the pressure on small and medium-sized businesses (“SMBs”) is not going to let up anytime soon. One study has shown that “a combined 63 percent [of SMBs]  have either zero cash reserves (32.4 percent) or enough cash for a short-duration event (30.7 percent).”[i] There will be no quick fix, but...

Investing Through Reg CF

by Joshua Rollins on May 13, 2020.

Just recently, over 95% of the population gained a new way to invest in the small and mid-sized businesses that make up over half the economy. A combination of...