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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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,…