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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Transparency Builds Trust
Transparency. Our final core belief is “transparency builds trust”. Among private equity partners, this is often encapsulated in phrases like “no surprises” or “give…
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5 Reasons To Invest In Your Community
The first time I asked my wife out was at a coffee shop on a corner street. It was a significant moment for us,…
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The Wall Street – Main Street Disconnect
The Dow Jones surged over 20% between March 23 and March 26 with the financial markets betting on the imminent (and unprecedented) stimulus package.…
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Explaining the Form C
What is it? The Form C is the required SEC filing for any company looking to raise capital through Regulation CF. It needs to…
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Leading in Trust, Underdog in Finance
“Now I am going to read you a list of institutions in American society. Please tell me how much confidence you, yourself, have in…
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On Local Stimulus and You
Main Street is reeling and the pressure on small and medium-sized businesses (“SMBs”) is not going to let up anytime soon. One study has…
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Investing Through Reg CF
Just recently, over 95% of the population gained a new way to invest in the small and mid-sized businesses that make up over half…
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What are the benefits of being the lead investor?
There are many benefits to being the lead investor in a round, we’re going to touch on a few advantages that we’ve realized by…
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What does it mean to be the lead investor?
One struggle that entrepreneurs, individual angels, and even small cooperatives of angels frequently face is finding a lead investor. Time and time again, entrepreneurs’…
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Angel taxes: the Section 1045 rollover deadline extension
June has been busy at VentureSouth so blogging has been light, but we hate to leave gaps between posts about taxes so here’s a…
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Sidecar funds primer: Where can I learn more?
As a final post in this series, here are a few places where you can learn more about sidecar funds. As we said before,…
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Sidecar funds primer: The entrepreneurs perspective
As we wrap up this series, a quick post for entrepreneurs to ask: should I care about whether an angel group has a sidecar…
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Sidecar funds primer: What else should we be aware of?
One of our pet peeves is seeing fundraising efforts ignoring the rules on general solicitations. As a quick primer, most of this type of…
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Sidecar funds primer: What should I evaluate in my sidecar fund diligence?
Whenever you are investing, you should do your due diligence. We’ll skip here all the general diligence you should do every time – team,…
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Sidecar funds primer: Why might someone invest in a sidecar?
We’ll skip the reasons for angel investing in general, as hopefully we’ve covered the potential for making money, having fun, and doing good enough…
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Sidecar funds primer: How do sidecars work in practice?
To distill the concepts of the last post into a concrete example: consider a typical VentureSouth angel sidecar fund.
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Sidecar funds primer: How do sidecars work?
After the guesswork of the last post, we’re on firmer ground when discussing how sidecar funds work! First, structurally, they’re usually LLCs or Limited…
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Sidecar funds primer: How many are there?
Data on how the number of sidecar funds are not easy to find. Based on some membership data from the Angel Capital Association, my…
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Sidecar funds primer: What are sidecar funds?
A sidecar fund is a pooled investment vehicle that makes investments by “riding alongside” another investor. A pooled investment vehicle means an investor puts…