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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Profits, and Losses, and EBITDA…oh my!
One of the main financial statements you can use to analyze a business is the Profit and Loss statement (aka the income statement, the…
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“Going local” is more than buying a cup of coffee
I’m the type who turns buying apples into an arduous process. I’ll skeptically compare the fifty-cent difference between apples, assuming the proper scrutiny stance:…
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Investor Insights: Prophets and Pro Formas
Before we talk about the future, let’s mention a bit about the past. Business owners, sales leaders, finance executives and other stakeholders are all…
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The Who Economy
I’ll never forget pitching two angel investors with my first fully thought-out business plan. I’ve always been a dreamer, a creator, and an aspiring…
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Investor Insights: Debt vs. Equity Investments
First, the disclaimer: If you can’t afford to lose 100% of your investment, then you shouldn’t invest – hard stop. Now the TLDR: When…
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I Invested Local with Reg CF! Now what?
Two weeks ago, we discussed some reasons to invest local via the JOBS Act and Reg CF. Last week, we answered how to invest…
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Investor Insights: Robinhood & Vicinity
If we’re talking about new and innovative ways to invest, we have to talk about Robinhood. Robinhood has become synonymous with the democratization of…
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How do I invest in small businesses?
Let’s be honest for a moment. When we eat out, 99% of us (disclaimer: fake stat we made up) don’t go beyond leaving a…
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Investor Insights: Investor Accreditation
So, what’s an accredited investor anyway? Are you one? Does it matter? As to the first question, it’s pretty simple. An accredited investor is…
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Reasons to Invest Local with Regulation Crowdfunding
If you’ve read our stuff before, you know Regulation Crowdfunding provides a new-to-you business investment opportunity. An avenue to invest local that has been…
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Time Travel, Reg CF, And The Justice League
When you hear the term “crowdfunding for small business,” it might sound like a recent phenomenon. But put aside Reg CF and tech startups…
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How can I increase cash flow as a small business?
Spreadsheets, bookkeeping, cash flows, balance sheets, financial statements…it’s tough to manage your finances as a small business. You may be a passionate owner with…
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Liquidity for Emerging Managers – some other ideas
A few weeks ago, the Kauffman Fellows published an article about Liquidity Tools for Emerging VC Managers. KF often provides valuable content, and an…
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And a little “Fake News” on Angel Investing
Continuing Matt’s article: Now for some fake (or at least misunderstood) news 52,746 words over 166 pages of SEC rules leaves room for plenty…
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Some more on the Big News in Angel Investing
The big news A few days ago, Matt authored a blog post outlining the big news from the Securities & Exchange Commission that it…
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Big News in Angel Investing: Broader Access
In case you missed it, there was big news in the private capital markets last week. No, not just the new direct IPO filings…
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VentureSouth Surpasses $50 Million Invested
VentureSouth is delighted to announce a major milestone, as the early-stage investment group has now invested more than $50 million in early-stage companies in…
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The Perils of General Solicitation: the one post version!
Securities Law: The Perils of General Solicitation At VentureSouth, we’ve learned a lot from Twitter. We also try hard to avoid trouble with regulators…
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Back to basics: General Solicitation: Wrap up
Over the last few weeks, we have tried to outline the fundraising regulations you can operate under (506(b) vs. 506(c) and others), who really…
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Back to basics: General Solicitation: Other bad ideas
Other things you cannot do: Regardless of the fundraising rules you choose to operate under, there are a few things that you absolutely cannot…
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Back to basics: General Solicitation: Reverse solicitations
Reverse solicitations: Can I respond when someone solicits my solicitation? If someone publicly asks entrepreneurs to send them investment opportunities, but the entrepreneur doesn’t…
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Back to basics: General Solicitation: How about VC funds?
Do these rules apply to people raising investment funds, like venture capital funds? Yes, they absolutely do. The rules we have outlined in previous…
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Back to basics: General Solicitation: Blowing The Exemption
If you undertake general solicitation, you cannot rely on Rule 506(b) to give you an exemption from registration. It does not matter if a…
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Back to basics: General Solicitation: Who cares? 3. Disgruntled investors
After financial regulators and potential investors, the third group of people that care are your own disgruntled investors. No startup company goes according to…