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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Four myths of angel investing
Thanks to the Upstate Business Journal for letting me discuss some of the myths about angel investing this week. The best way to “bust…
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Executing Exits – feedback and thanks
Bill Payne’s Executing Exits workshop last Wednesday was a big success. Over 130 people – members and guests to this workshop – came to…
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Executing Exits – “our” exits
We are bringing this Executing Exits workshop to the Carolinas for the first time because exits are so integral to angel investing, and so…
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Executing Exits – who should come?
After the first post about exits, a few people asked who should attend the Executing Exits workshop next week. Essentially, everyone: Investors · An…
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Executing Exits – the key ingredients to successful company sales
Angel investors rely on “exits” – essentially someone buying the company in which they have invested (in a liquidation event) – to make money.…
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Back to basics: liquidation preferences pop quiz
Give you answers to the nearest whole dollar. Assumptions: I invested $500,000 to own 1/6th of a company. The company is sold after three…
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Back to basics: liquidation “participation”
What is “participation”? One last complication about liquidation preferences. A liquidation preference may, or may not, be “participating.” What does this mean? If the…
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Back to basics: what is a typical liquidation preference?
The next question is “how much preference” do preferred equity shareholders usually get? The basic answer is “a one x liquidation preference” – or…
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Back to basics: what is a liquidation event?
On the previous post, we said the “preference” is relevant at a “liquidation event.” What does that mean? A liquidation event covers various scenarios…
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Back to basics: what is preferred equity?
What is preferred equity? Angels invest in “convertible preferred equity” rounds. What does this mean? 1) Equity: equity simply means a share in the…
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Back to basics: what is a convertible note?
Back to basics series One of the beauties of angel groups is that they bring together people from all different backgrounds – business-people (from…
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VentureSouth announces its fall 2016 educational events calendar
We look forward to seeing you at some of the educational events coming this year. VentureSouth Announces Fall Education Events Greenville, S.C. – VentureSouth,…