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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Profits, and Losses, and EBITDA…oh my!
One of the main financial statements you can use to analyze a business is the Profit and Loss statement (aka the income statement, the…
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“Going local” is more than buying a cup of coffee
I’m the type who turns buying apples into an arduous process. I’ll skeptically compare the fifty-cent difference between apples, assuming the proper scrutiny stance:…
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Investor Insights: Prophets and Pro Formas
Before we talk about the future, let’s mention a bit about the past. Business owners, sales leaders, finance executives and other stakeholders are all…
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The Who Economy
I’ll never forget pitching two angel investors with my first fully thought-out business plan. I’ve always been a dreamer, a creator, and an aspiring…
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Investor Insights: Debt vs. Equity Investments
First, the disclaimer: If you can’t afford to lose 100% of your investment, then you shouldn’t invest – hard stop. Now the TLDR: When…
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I Invested Local with Reg CF! Now what?
Two weeks ago, we discussed some reasons to invest local via the JOBS Act and Reg CF. Last week, we answered how to invest…
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Investor Insights: Robinhood & Vicinity
If we’re talking about new and innovative ways to invest, we have to talk about Robinhood. Robinhood has become synonymous with the democratization of…
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How do I invest in small businesses?
Let’s be honest for a moment. When we eat out, 99% of us (disclaimer: fake stat we made up) don’t go beyond leaving a…
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Investor Insights: Investor Accreditation
So, what’s an accredited investor anyway? Are you one? Does it matter? As to the first question, it’s pretty simple. An accredited investor is…
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Reasons to Invest Local with Regulation Crowdfunding
If you’ve read our stuff before, you know Regulation Crowdfunding provides a new-to-you business investment opportunity. An avenue to invest local that has been…
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Time Travel, Reg CF, And The Justice League
When you hear the term “crowdfunding for small business,” it might sound like a recent phenomenon. But put aside Reg CF and tech startups…
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How can I increase cash flow as a small business?
Spreadsheets, bookkeeping, cash flows, balance sheets, financial statements…it’s tough to manage your finances as a small business. You may be a passionate owner with…
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What are the benefits of being the lead investor?
There are many benefits to being the lead investor in a round, we’re going to touch on a few advantages that we’ve realized by…
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What does it mean to be the lead investor?
One struggle that entrepreneurs, individual angels, and even small cooperatives of angels frequently face is finding a lead investor. Time and time again, entrepreneurs’…
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Angel taxes: the Section 1045 rollover deadline extension
June has been busy at VentureSouth so blogging has been light, but we hate to leave gaps between posts about taxes so here’s a…
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Sidecar funds primer: Where can I learn more?
As a final post in this series, here are a few places where you can learn more about sidecar funds. As we said before,…
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Sidecar funds primer: The entrepreneurs perspective
As we wrap up this series, a quick post for entrepreneurs to ask: should I care about whether an angel group has a sidecar…
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Sidecar funds primer: What else should we be aware of?
One of our pet peeves is seeing fundraising efforts ignoring the rules on general solicitations. As a quick primer, most of this type of…
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Sidecar funds primer: What should I evaluate in my sidecar fund diligence?
Whenever you are investing, you should do your due diligence. We’ll skip here all the general diligence you should do every time – team,…
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Sidecar funds primer: Why might someone invest in a sidecar?
We’ll skip the reasons for angel investing in general, as hopefully we’ve covered the potential for making money, having fun, and doing good enough…
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Sidecar funds primer: How do sidecars work in practice?
To distill the concepts of the last post into a concrete example: consider a typical VentureSouth angel sidecar fund.
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Sidecar funds primer: How do sidecars work?
After the guesswork of the last post, we’re on firmer ground when discussing how sidecar funds work! First, structurally, they’re usually LLCs or Limited…
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Sidecar funds primer: How many are there?
Data on how the number of sidecar funds are not easy to find. Based on some membership data from the Angel Capital Association, my…
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Sidecar funds primer: What are sidecar funds?
A sidecar fund is a pooled investment vehicle that makes investments by “riding alongside” another investor. A pooled investment vehicle means an investor puts…