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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VentureSouth’s regional and national profile
At VentureSouth, we aspire to be one of the leading early stage investment firms in the US. From humble beginnings, we now manage over…
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Back to Basics: why across the southeast?
Why “across the southeast”? This balances two offsetting requirements. 1) Diversification. We make many investments in North and South Carolina because of where most…
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Back to Basics: types of angel groups recap
Over the last month we’ve outlined the thinking behind why VentureSouth is organized the way they it is. Starting here we outlined the basic…
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Back to Basics: why “early stage”?
Why “early stage” (not “seed” or “growth” stages)? We use “early stage” to mean companies that are beyond just an idea, have a team…
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Back to Basics: why private capital?
Why individual private capital (not public or institutional funding)? 1) No strings. Grants or other public funding for early stage investment, if it even…
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Back to Basics: why in-person groups?
Why in person (not virtual or online)? There are a few reasons why we prefer in-person angel group meetings over virtual or online-only platforms.…
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Back to Basics: why a professional team?
Why a professional team? Angel groups can be led effectively by unpaid volunteers, often members of the group itself. But a professional team brings…
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Back to Basics: why a group?
Why a membership group (not a fund)? Our lives might be easier if we had committed capital funds waiting for us to invest them.…
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Back to Basics: why a network?
Types of angel groups In our last post, we outlined the different kinds of angel investing structures. Next, we wanted to explain why we…
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Back to Basics: types of angel groups
Angel investment groups come in many flavors. Does it matter to know the different types? Potentially, yes: Here is our outline of the different…
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VentureSouth announces investment in KWIPPED
We were very pleased to announce yesterday that VentureSouth members have invested in KWIPPED. KWIPPED is an online platform that helps businesses and organizations…
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VentureSouth announces record year in 2016
In 2016, VentureSouth’s members invested over $4 million in 15 companies – a record year. Here is some news coverage and below is our…