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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Testing…
Testing testing… Two new testing the waters campaigns are live on Vicinity! With interest building in both of these deals, let’s recap what “testing the…
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Rethinking Portfolio Diversification: The ROI of Local
Portfolio diversification is your ally when it comes to risk. But it’s not only traditional assets: consider investing in local real estate.
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Reinventing Retirement: Invest Local for a Better Future
Concerned about retirement? Read this article and discover how a local investing strategy can help make your golden years truly shine!
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Investing in a Recession: Assets to Consider
Economic uncertainty can be tough for investors to manage. Read this article and discover which assets can help you diversify your portfolio.
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What Silicon Valley Bank can teach us about the power of community
Imagine driving down the interstate, 4+ hours in the car, children in tow, late in the afternoon. Suddenly, brakes. Your map app did not…
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Self-Directed IRA (SDIRA): What Investors Need to Know
A Self-Directed IRA is a retirement account that provides investors with an opportunity to diversify their portfolios. Read on to learn more!
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The Case for Mid-Market Real Estate and Crowdinvesting
Investing in mid-market real estate through “crowdinvesting” is a winning strategy. Read on to discover this booming asset class.
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Historic Tax (Rehabilitation) Credit FAQs
Tax credits can be an exciting part of real estate investing. Here are some frequently asked questions to help build a foundation.
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Reg CF: Rules Investors Need to Know
Before you invest through Reg CF, you must understand the rules. Read this article and discover everything you need to know to get started!
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The 5 Benefits of Reg CF for Investors
Looking to diversify your investment portfolio? Reg CF can get you there. Read on to find out how and discover the many benefits of…
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Millennials and Investing: A Complete Guide to Reg CF
Are you a millennial looking to diversify your portfolio? Read this article and discover everything you need to know about investing with Reg CF.
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Reg CF Compliance: A Brief Guide for Issuers
Regulation Crowdfunding (Reg CF) enables eligible companies (developers and business owners) to offer and sell securities through crowdfunding. And yet, before you can make…
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Myth #8: There aren’t enough unicorns in the southeast
This “myth” is true – there aren’t many unicorns in the south east, and none in the Carolinas. There are also virtually no IPOs…
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Myth #7: It takes too long to reach exits
This is too often, unfortunately, true. Startup companies take a long time to mature into middle market businesses that large companies are interested in…
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Myth #6: It costs too much to be an investor
Finding deals yourself; conducting your own diligence; negotiating a deal; paying attorneys to create a suite of transaction documents; paying accountants for tax returns…
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Myth #5: Angel investing is for philanthropy or fun, not making money
Angel investing is about making money. VentureSouth itself is a private business (a SC LLC), not a government entity and not funded with public…
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Myth #4: You need to be an expert
Nope. Most people (nearly two-thirds) that join VentureSouth tell us that they are becoming angel investors for the first time. This is not deliberate:…
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Myth #3: It takes a long time to build a portfolio
It simply does not take a long time to build a portfolio of angel investments. When we published the first article, there were 13…
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Myth #2: You need to invest a lot of money
Following the math in the original article, you can create a portfolio of investments as a VentureSouth member for $50,000 (10x $5,000 investments) to…
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Myth #1: Not many people can be angel investors
Anyone can invest in early stage companies. (You can invest as an “unaccredited investor” in certain situations or platforms, subject to limits on how…
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Myths of Angel Investing: This Month’s Posts
In my last two Upstate Business Journal articles (here and here), I’ve tried to debunk a few myths and clear up a few misconceptions…
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What To Do With An Idea
I read children’s books every day – admittedly, not always for pleasure, but definitely by choice. My wife and I have a bunch of…
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Baebies receives FDA approval
Congratulations to Baebies for announcing it received clearance from the FDA for its SEEKER platform – the first Lysosomal Storage Disease newborn screening platform.…
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Matt’s Upstate Business Journal column – Creating the Future
Enjoy Matt’s UBJ column from this week’s issue here – Since you can’t predict the future, you should try to create it.