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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Burn Baby Burn
Not to start out the insight on a down note, (or a bang?) but I want to emphasize the critical importance in business of…
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The SMB’s Survival Guide For The End Of The World
70% of small businesses are worried about financial hardship because of prolonged closures and 58% worry about permanently closing. Raising capital is the #1…
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Location Location Location
As promised last week, we’re coming back to visit the success metric of profit margin. Profit margin is a very common ratio used to…
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Profit Margin
As promised last week, we’re coming back to visit the success metric of profit margin. Profit margin is a very common ratio used to…
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What the Barefoot Prophet of WeWork Missed About the Power of “We”
Imagine, for a second, an ultra-successful CEO who walks around barefoot and preaches on the “power of we.” Are we talking about a cult…
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Just Ask
Instead of worrying about your intellectual status, adopt the approach of asking a lot of questions. And while the only dumb question might be…
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What I learned from Oprah & Baker Mayfield About Building a Legacy
What do you think when you hear the word legacy? Your children, your business, Legacy Federal Credit Union? It’s ok, me too. “Legacy” gets…
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The Commonalities Between Squirrels and Investors
Here in the Upstate, tis the season for countless Eastern Gray Squirrels to busily bury, unbury, rebury and even lose track of diligently harvested…
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The Different Types of Reg CF Offerings Explained
Looking to learn more about Regulation Crowdfunding? Read this article and discover some of the most popular reg cf offerings.
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How Community Involvement Changes Your Life
Have you ever seen a group of young men singing Disney songs while swinging a sledgehammer at a cement parking lot? It’s quite a…
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The Move to Microinvesting
Apps like Acorns have brought the phrase “micro investing” on the scene with their approach of rounding up to the next dollar whenever you…
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Top 3 Ways to Promote your Crowdfunding campaign
So you did it! You launched an investment crowdfunding campaign and you’re going all-in on a local legion of microinvestors and brand ambassadors. Now…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…