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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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…