Vicinity Views
News, education and insights on investing in public offerings through the Vicinity platform and private early-stage offerings with VentureSouth.
-

Turning Passion into Profit
We’re not saying this blog will cure your post-Olympic blues, but we do have something golden for you. This week we chatted with Alek…
-

You’re Special… Sort of.
“You’re special, just like everyone else.” Unfortunately, this is as true in business as anywhere. Specialize or die – in a world of investing…
-

A Twist on Buffett’s Advice
Today we’re taking a new look at one of Warren Buffett’s most quoted lines: “Never invest in a business you cannot understand.” While we…
-

Is Real Estate Really “Location, Location, Location”?
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…
-

What Robinhood got wrong (& right) in their Super Bowl commercial
I was about ready to let the whole Robinhood/Gamestop wildness go… and then I saw the commercial. You’ve probably seen it by now –…
-

Doubling-down on Democratization
While trust in the gamified giant has become as volatile as a short squeeze on an outdated retail chain, now might be a good…
-

What’s the difference between microinvesting and crowdfunding?
While crowdfunding serves a purpose, there are some glaring differences between it and investment crowdfunding, also known as microinvesting.
-

An Alternative to Fighting Manipulation with Manipulation
There’s a good chance you’ll come across a BFF or “soul sister” at some point in life, but you’ll have better luck finding good…
-

What have you assumed?
Assumptions are all those little (and BIG) things we expect to be true in the future around our business, its market, or the customers…
-

5 Questions for the Capital Seeker
There comes a point in nearly every business’s life when getting funding is a necessity. At this fateful moment, there may also be a…
-

4 Investor Insights from 4 Years of Reg CF
Four years old… this is the age you can expect recognition of shapes and colors, and a love for rhyming words. Also for some…
-

Double Duty Diversified Income
It’s trivia time at Vicinity! Which of the following headlines from the past year are real? Aliens in hiding until mankind is ready, says…
-

Sidecar funds primer: Learning about sidecars
A few weeks ago, someone asked us where they could find good educational materials about angel group sidecar funds. We didn’t have one, so…
-

VentureSouth Invests In Two Southeastern Early-Stage Companies
VentureSouth is pleased to announce that it recently invested in two southeastern early-stage companies: Givebacks (MemberHub) and Reveal Mobile. VentureSouth completed its investment in Givebacks last…
-

Venture Carolina and Sharpen Offer Mental Health App to Entrepreneurs in South Carolina
Venture Carolina, an educational nonprofit whose mission is to support entrepreneurs in the Carolinas, is making its Sharpen Founder mental health app available for…
-

VentureSouth Portfolio Companies Contributing to the COVID-19 Fight
During these unprecedented times of extreme uncertainty related to the Coronavirus’ impact on our health and economic well-being, we believe it’s appropriate to convey…
-

Making Money. Having Fun. Doing Good. Through angel investing.
Thanks to Chris and Caleb at Next Level Income for letting me on the air to share a bit about angel investing in the…
-

VentureSouth Announces Another Record-Breaking Year in 2019
VentureSouth is proud to announce another year of record-setting investment activity. The South Carolina-based firm invested $12.7 million in 28 Southeastern early stage companies…
-

Back to basics: angel taxes wrap up
So to recap: After all that, you “net down” to an asset class where taxes have a much lower smaller impact on pre-tax investment…
-

Back to basics: LLC passthroughs
You hopefully noticed that the really great benefits of Section 1202 and Section 1045 were focused on C-Corps. They don’t apply if you invest…
-

Back to basics: Limits on Section 1244
Yes, there are some limits on Section 1244 losses. The $50k / $100k is one. Another is that it only applies to the first…
-

Back to basics: Section 1244 continued
Section 1244 gets even shinier. In usual capital loss situations, you really need capital gains to offset the losses against, because you can only…
-

Back to basics: Section 1244
The “silver lining” from the last post of being able to write off the capital loss against other capital gains was a dull, scuffed…
-

Back to basics: Write offs
The angel taxes posts in this series so far have covered when angel investing goes well. What about when things go wrong? In general,…