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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The Top Five Benefits of Investing in Your Local Economy
Investing takes on many forms. The key is to keep a diversified portfolio, and investing in local real estate plays an important part in…
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The Evolution of Local Investing
At the end of 2020 Chapel ran a successful campaign on Vicinity’s portal to fund a multi-tenant facility in the Poe Mill area. For…
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Taxes for Investors: A Brief Guide to Forms
Are you struggling to understand what tax forms apply to your investments? Our brief guide on taxes for investors should help!
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The Case for Direct Ownership
Let’s talk some trash. No, not figuratively. Trash is an everyday part of our lives, but how much do you really think about this…
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See, Touch, Feel
Diving into financial planning resources or investment strategy tips can feel more like a personality test than a mathematical analysis. You’ll get questions like:…
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A Different Take on Value Investing
I distinctly remember the look I received from our investment advisor assigned to my company’s 401k retirement plan. It was the annual plan review.…
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Pride of Place
Pride of place. It’s one of those phrases that sounds familiar, but you’re not sure why. What place are we talking about? Are there…
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Double Duty Dollars
If you’re in the thick of raising capital, worrying about who’s running their mouth about your brand and what they’re saying might not be…
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Accredited or Sophisticated?
I recently saw someone post on social media about their momentous achievement of reaching “Accredited Investor” status. For context, that’s the financial equivalent of…
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The Collab of the Decade
This week we’ve got buildings on the brain. Private real estate investing is hardly a new arena, but the rise of Crowdinvesting has CRE…
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Booming Babies and Business Buying
The mass exodus of baby boomers from small businesses has been predicted for several years now. While the “tsunami” of boomer biz owners looking…
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Evaluating Evaluation
Today we’re going mountain climbing. What mountains you say? Well, the small ones of course! Zeb Parsons, one of our recent podcast guests left us with…
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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…