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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Exits: Taxes
So, finally! Our preferred shareholder has a distribution. Less than expected by the naïve optimists hearing the headline price, but still it’s nice to…
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Exits: The Last Complications
The pie is so close you can almost taste it. But wait a second! Escrow accounts In most transactions, the buyer will insist that…
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Exits: Dividing the Pie
As we’re close to the bottom of the waterfall, we are now including a third metaphor as we figure out how to “divide the…
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Exits: The First Evaporations
There are a few immediate claims on the water heading into the waterfall; some of these are fairly obvious, others are more complicated or…
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Exits: Waterfalls
Nothing happens in investing without flowery metaphors. When we discuss “exits” we are talking about getting our money back out of an investment. This…
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Exits: waterfalls, holdbacks, escrows, earnouts, and carry – some of the complexities of “an exit”
“Make Money. Have Fun. Do Good.” is the VentureSouth motto. This first part, Make Money, is (we believe) the key point of angel investing…
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Capped participating preferreds: the real impact 2: the grey zone
Following from the last post, there was a range of fairly attractive outcomes where the capped participation had an impact: let’s review the results…
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Capped participation preferreds: the real impact part 1
What does the capped participation preference mean in practice? Time for the promised spreadsheet: this sheet lays out the returns for preferred shareholders in…
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Capped participating preferreds: Are they unusual?
As we asked in the last post, are capped participating preferreds unusual? Well, it is option #3 in the term sheet – people generally…
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Capped participating preferreds: source infomation
Following on from the last post, before we unleash the spreadsheet, though, let’s cover where the idea of capped participating preferreds comes from. The…
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Capped participating preferreds: introduction
On a few VentureSouth investments this fall, we led the round (as we like to do) and agreed a term sheet that included a…
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Non-dilutive funding: wrap up
There are lots of other resources for exploring non-dilutive funding. While this is a bit outside of our remit at VentureSouth, we strongly encourage…