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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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…