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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Myth #8: There aren’t enough unicorns in the southeast
This “myth” is true – there aren’t many unicorns in the south east, and none in the Carolinas. There are also virtually no IPOs…
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Myth #7: It takes too long to reach exits
This is too often, unfortunately, true. Startup companies take a long time to mature into middle market businesses that large companies are interested in…
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Myth #6: It costs too much to be an investor
Finding deals yourself; conducting your own diligence; negotiating a deal; paying attorneys to create a suite of transaction documents; paying accountants for tax returns…
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Myth #5: Angel investing is for philanthropy or fun, not making money
Angel investing is about making money. VentureSouth itself is a private business (a SC LLC), not a government entity and not funded with public…
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Myth #4: You need to be an expert
Nope. Most people (nearly two-thirds) that join VentureSouth tell us that they are becoming angel investors for the first time. This is not deliberate:…
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Myth #3: It takes a long time to build a portfolio
It simply does not take a long time to build a portfolio of angel investments. When we published the first article, there were 13…
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Myth #2: You need to invest a lot of money
Following the math in the original article, you can create a portfolio of investments as a VentureSouth member for $50,000 (10x $5,000 investments) to…
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Myth #1: Not many people can be angel investors
Anyone can invest in early stage companies. (You can invest as an “unaccredited investor” in certain situations or platforms, subject to limits on how…
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Myths of Angel Investing: This Month’s Posts
In my last two Upstate Business Journal articles (here and here), I’ve tried to debunk a few myths and clear up a few misconceptions…
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What To Do With An Idea
I read children’s books every day – admittedly, not always for pleasure, but definitely by choice. My wife and I have a bunch of…
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Baebies receives FDA approval
Congratulations to Baebies for announcing it received clearance from the FDA for its SEEKER platform – the first Lysosomal Storage Disease newborn screening platform.…
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Matt’s Upstate Business Journal column – Creating the Future
Enjoy Matt’s UBJ column from this week’s issue here – Since you can’t predict the future, you should try to create it.