Vicinity Views
News, education and insights on investing in public offerings through the Vicinity platform and private early-stage offerings with VentureSouth.
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Testing…
Testing testing… Two new testing the waters campaigns are live on Vicinity! With interest building in both of these deals, let’s recap what “testing the…
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Rethinking Portfolio Diversification: The ROI of Local
Portfolio diversification is your ally when it comes to risk. But it’s not only traditional assets: consider investing in local real estate.
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Reinventing Retirement: Invest Local for a Better Future
Concerned about retirement? Read this article and discover how a local investing strategy can help make your golden years truly shine!
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Investing in a Recession: Assets to Consider
Economic uncertainty can be tough for investors to manage. Read this article and discover which assets can help you diversify your portfolio.
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What Silicon Valley Bank can teach us about the power of community
Imagine driving down the interstate, 4+ hours in the car, children in tow, late in the afternoon. Suddenly, brakes. Your map app did not…
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Self-Directed IRA (SDIRA): What Investors Need to Know
A Self-Directed IRA is a retirement account that provides investors with an opportunity to diversify their portfolios. Read on to learn more!
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The Case for Mid-Market Real Estate and Crowdinvesting
Investing in mid-market real estate through “crowdinvesting” is a winning strategy. Read on to discover this booming asset class.
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Historic Tax (Rehabilitation) Credit FAQs
Tax credits can be an exciting part of real estate investing. Here are some frequently asked questions to help build a foundation.
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Reg CF: Rules Investors Need to Know
Before you invest through Reg CF, you must understand the rules. Read this article and discover everything you need to know to get started!
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The 5 Benefits of Reg CF for Investors
Looking to diversify your investment portfolio? Reg CF can get you there. Read on to find out how and discover the many benefits of…
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Millennials and Investing: A Complete Guide to Reg CF
Are you a millennial looking to diversify your portfolio? Read this article and discover everything you need to know about investing with Reg CF.
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Reg CF Compliance: A Brief Guide for Issuers
Regulation Crowdfunding (Reg CF) enables eligible companies (developers and business owners) to offer and sell securities through crowdfunding. And yet, before you can make…
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Sidecar funds primer: Learning about sidecars
A few weeks ago, someone asked us where they could find good educational materials about angel group sidecar funds. We didn’t have one, so…
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VentureSouth Invests In Two Southeastern Early-Stage Companies
VentureSouth is pleased to announce that it recently invested in two southeastern early-stage companies: Givebacks (MemberHub) and Reveal Mobile. VentureSouth completed its investment in Givebacks last…
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Venture Carolina and Sharpen Offer Mental Health App to Entrepreneurs in South Carolina
Venture Carolina, an educational nonprofit whose mission is to support entrepreneurs in the Carolinas, is making its Sharpen Founder mental health app available for…
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VentureSouth Portfolio Companies Contributing to the COVID-19 Fight
During these unprecedented times of extreme uncertainty related to the Coronavirus’ impact on our health and economic well-being, we believe it’s appropriate to convey…
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Making Money. Having Fun. Doing Good. Through angel investing.
Thanks to Chris and Caleb at Next Level Income for letting me on the air to share a bit about angel investing in the…
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VentureSouth Announces Another Record-Breaking Year in 2019
VentureSouth is proud to announce another year of record-setting investment activity. The South Carolina-based firm invested $12.7 million in 28 Southeastern early stage companies…
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Back to basics: angel taxes wrap up
So to recap: After all that, you “net down” to an asset class where taxes have a much lower smaller impact on pre-tax investment…
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Back to basics: LLC passthroughs
You hopefully noticed that the really great benefits of Section 1202 and Section 1045 were focused on C-Corps. They don’t apply if you invest…
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Back to basics: Limits on Section 1244
Yes, there are some limits on Section 1244 losses. The $50k / $100k is one. Another is that it only applies to the first…
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Back to basics: Section 1244 continued
Section 1244 gets even shinier. In usual capital loss situations, you really need capital gains to offset the losses against, because you can only…
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Back to basics: Section 1244
The “silver lining” from the last post of being able to write off the capital loss against other capital gains was a dull, scuffed…
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Back to basics: Write offs
The angel taxes posts in this series so far have covered when angel investing goes well. What about when things go wrong? In general,…