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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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,…