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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The Top Five Benefits of Investing in Your Local Economy
Investing takes on many forms. The key is to keep a diversified portfolio, and investing in local real estate plays an important part in…
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The Evolution of Local Investing
At the end of 2020 Chapel ran a successful campaign on Vicinity’s portal to fund a multi-tenant facility in the Poe Mill area. For…
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Taxes for Investors: A Brief Guide to Forms
Are you struggling to understand what tax forms apply to your investments? Our brief guide on taxes for investors should help!
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The Case for Direct Ownership
Let’s talk some trash. No, not figuratively. Trash is an everyday part of our lives, but how much do you really think about this…
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See, Touch, Feel
Diving into financial planning resources or investment strategy tips can feel more like a personality test than a mathematical analysis. You’ll get questions like:…
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A Different Take on Value Investing
I distinctly remember the look I received from our investment advisor assigned to my company’s 401k retirement plan. It was the annual plan review.…
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Pride of Place
Pride of place. It’s one of those phrases that sounds familiar, but you’re not sure why. What place are we talking about? Are there…
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Double Duty Dollars
If you’re in the thick of raising capital, worrying about who’s running their mouth about your brand and what they’re saying might not be…
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Accredited or Sophisticated?
I recently saw someone post on social media about their momentous achievement of reaching “Accredited Investor” status. For context, that’s the financial equivalent of…
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The Collab of the Decade
This week we’ve got buildings on the brain. Private real estate investing is hardly a new arena, but the rise of Crowdinvesting has CRE…
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Booming Babies and Business Buying
The mass exodus of baby boomers from small businesses has been predicted for several years now. While the “tsunami” of boomer biz owners looking…
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Evaluating Evaluation
Today we’re going mountain climbing. What mountains you say? Well, the small ones of course! Zeb Parsons, one of our recent podcast guests left us with…
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Back to basics: Section 1045 rollovers
You made a $5,000 investment (in a QSBS C-Corp) through VentureSouth in 2016 and we sent you back $45,000 for the capital gain in…
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Back to basics: Section 1202 capital gain exclusion
Why do we claim that angel investing can create especially attractive types of capital gains? The answer is Section 1202 of the tax code.…
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Back to basics: capital gains
A basic angel investment might be: From a tax perspective, that is a simple story: That’s a nice outcome, of course. It’s even better…
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Back to basics: intro to angel investing taxes
Before Thanksgiving, we replied to a Forbes article claiming the tax advantages from angel investing were not exciting compared with those from real estate…
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VentureSouth 2019 Summit recap
Phew. What a week. The 2019 VentureSouth Summit was another step up in ambition for VentureSouth and www.venturecarolina.orgVenture Carolina. The pictures tell the story,…
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The VentureSouth Summit 2019 – This Week!
Final preparations are nearly done for the 2019 VentureSouth Summit and Venture Carolina Education Conference. As for the last three years, our goal this…
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Is real estate Clemson and angel investing Carolina? A reply to Angel Investing Versus Real Estate Investing: Which Strategy Would Win?
By: Paul Clark In Forbes last Friday, this article from Ellie Perlman, the CEO of a real estate investment company, outlined the pros and cons…
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KIYATEC To Present Immuno-Oncology Response Characterization at the 2019 Society for Immunotherapy of Cancer (SITC) Annual Meeting
KIYATEC, Inc. today announced that it will present data characterizing in vitro response to checkpoint inhibitors in solid tumors, a capability that addresses an important need in…
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Angel Investing in the Southeast
By: Kevin Meinecke [Editor’s note: Kevin left VentureSouth in June 2022 for the big city, and is now Senior Manager of Mergers & Acquisitions…
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VentureSouth Closes Angel Fund III
This week we are pleased to announce the final closing of our third “sidecar” fund – the VentureSouth Angel Fund III. You can learn…
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SC angel credit trading season
Last week’s post about the after-tax returns of angel investors was prompted partly by Malay and partly because it’s the time of year when…
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VentureSouth Announces Successful Exit From Portfolio Company Ecomdash
VentureSouth is pleased to announce that Ecomdash, one of its portfolio companies, has been acquired. Ecomdash, based in Charlotte, provides software to help retailers successfully…