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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Atlas Organics Grand Opening in the News
Many congratulations to Atlas Organics for the success of its grand opening. We are pleased to be part of an entrepreneurial team that has…
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Atlas Organics: Twin Chimneys Site Grand Opening
We are thrilled to announce that VentureSouth portfolio company, Atlas Organics, will be holding a grand opening event at Twin Chimneys Landfill, located at…
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Tracking Angel Returns – piling in?
In a follow up to this post, we need to explain why the 22% annualized rate of return for angels in groups is possible…
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Tracking Angel Returns – data biases?
IRRs of 20%+ sound unlikely. If angels were really doing that, wouldn’t they have followed hedge fund managers to Puerto Rico or the Caymans?…
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Tracking Angels Returns – the right benchmark
Continue the “tracking angel returns” series… Another objection might be that the S&P 500’s performance over the last 15 years is not the appropriate…
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Tracking Angel Returns – inflation, taxes, and fees
Last week’s UBJ article tried to cover a complex subject – investment returns for angel investing compared to other uses of capital – in…
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Tracking Angel Returns – the data
I had the pleasure of writing Matt’s regular Upstate Business Journal article this month. You can see the glossy original here. We’ve reproduced it…
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2015 angel investing – UNH CVR data
The University of New Hampshire’s Center for Venture Research published its 2015 report on angel investment activity today. You can see the press release…
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Due diligence scoring – cash flow evaluation
If you’re still with me, these posts were prompted by a member’s question about cash flow. The company we had been working on scored…
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Due diligence scoring – competition
If you read my last post about diligence data, you might remember that “competition” was a surprisingly large determinant of whether SCAN members choose…
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Due diligence scoring – what criteria are important to SCAN members?
What are the key factors that SCAN members consider when deciding to invest or not? In our April CSR Angels meeting, a member asked…
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Zipit’s progress
Congratulations to Zipit, a portfolio company of SCAN and the Palmetto Angel Fund, on the two partnerships it has announced publicly in March. Today…