Vicinity Views

News, education and insights on investing in public offerings through the Vicinity platform and private early-stage offerings with VentureSouth.

  • The Top Five Benefits of Investing in Your Local Economy

    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…

  • The Evolution of Local Investing

    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…

  • Taxes for Investors: A Brief Guide to Forms

    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!

  • The Case for Direct Ownership

    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…

  • See, Touch, Feel

    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:…

  • A Different Take on Value Investing

    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.…

  • Pride of Place

    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…

  • Double Duty Dollars

    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…

  • Accredited or Sophisticated?

    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…

  • The Collab of the Decade

    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…

  • Booming Babies and Business Buying

    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…

  • Evaluating Evaluation

    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…

  • VentureSouth 2017 Summit – why?

    VentureSouth 2017 Summit – why?

    Having finished our October angel group meetings and all our kids’ Halloween candy, we are preparing hard for our final group meeting of the…

  • VentureSouth August Newsletter

    VentureSouth August Newsletter

    We’re proud of the connections being made and the work being done between angel investors and early stage companies in the VentureSouth portfolio. Our…

  • Welcoming Erin Ouzts as leader of VentureSouth Spartanburg

    Welcoming Erin Ouzts as leader of VentureSouth Spartanburg

    We are very pleased that Erin Ouzts is joining the VentureSouth Spartanburg team as local leader of the group. Below is more on the…

  • Upstate Business Journal articles in July

    Upstate Business Journal articles in July

    In case you missed it, here are the five things that Matt Dunbar looks for in a startup – thanks to the Upstate Business…

  • Announcing VentureSouth Piedmont

    Announcing VentureSouth Piedmont

    We are very excited to be working with Matt Bailey and Malay Shah on the development of VentureSouth Piedmont. Below is the announcement sent…

  • Why we don’t sign NDAs

    Why we don’t sign NDAs

    Approximately once a week we’ll be asked something along the lines of: “Could I also ask if you would be willing to signed an…

  • Back to basics: valuations – how do you work it out?

    Back to basics: valuations – how do you work it out?

    Now you know what a valuation is, how do you figure out what your valuation is? The short answer to this question is simply…

  • Back to basics: pre- vs. post- complications

    Back to basics: pre- vs. post- complications

    Four, more complexity between “pre-money” and “post-money” Imagine a company that has previously raised a $100,000 convertible note whose terms require it to convert…

  • Back to basics: pre- vs. post-money valuation

    Back to basics: pre- vs. post-money valuation

    Third, the “pre-money” vs. “post-money” confusion Angels speaking in terms of “pre-money valuations” can lead to some confusion. Entrepreneurs often think in terms of…

  • Back to basics: pre-money valuation

    Back to basics: pre-money valuation

    Second, what is “pre-money valuation”? Angels talk about “pre-money valuation.” This simply means the valuation (that we talked about last time) before this round…

  • Back to basics: what is valuation?

    Back to basics: what is valuation?

    Continuing our “back to basics” snippets (like here on the types of angel groups), we are going to have a few posts about the…

  • Other myths

    Other myths

    Here are a couple more misconceptions and myths. I don’t have time to be an angel investor. False. Members of our group attend a…