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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Back to basics: Section 1045 rollovers
You made a $5,000 investment (in a QSBS C-Corp) through VentureSouth in 2016 and we sent you back $45,000 for the capital gain in…
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Back to basics: Section 1202 capital gain exclusion
Why do we claim that angel investing can create especially attractive types of capital gains? The answer is Section 1202 of the tax code.…
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Back to basics: capital gains
A basic angel investment might be: From a tax perspective, that is a simple story: That’s a nice outcome, of course. It’s even better…
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Back to basics: intro to angel investing taxes
Before Thanksgiving, we replied to a Forbes article claiming the tax advantages from angel investing were not exciting compared with those from real estate…
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VentureSouth 2019 Summit recap
Phew. What a week. The 2019 VentureSouth Summit was another step up in ambition for VentureSouth and www.venturecarolina.orgVenture Carolina. The pictures tell the story,…
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The VentureSouth Summit 2019 – This Week!
Final preparations are nearly done for the 2019 VentureSouth Summit and Venture Carolina Education Conference. As for the last three years, our goal this…
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Is real estate Clemson and angel investing Carolina? A reply to Angel Investing Versus Real Estate Investing: Which Strategy Would Win?
By: Paul Clark In Forbes last Friday, this article from Ellie Perlman, the CEO of a real estate investment company, outlined the pros and cons…
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KIYATEC To Present Immuno-Oncology Response Characterization at the 2019 Society for Immunotherapy of Cancer (SITC) Annual Meeting
KIYATEC, Inc. today announced that it will present data characterizing in vitro response to checkpoint inhibitors in solid tumors, a capability that addresses an important need in…
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Angel Investing in the Southeast
By: Kevin Meinecke [Editor’s note: Kevin left VentureSouth in June 2022 for the big city, and is now Senior Manager of Mergers & Acquisitions…
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VentureSouth Closes Angel Fund III
This week we are pleased to announce the final closing of our third “sidecar” fund – the VentureSouth Angel Fund III. You can learn…
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SC angel credit trading season
Last week’s post about the after-tax returns of angel investors was prompted partly by Malay and partly because it’s the time of year when…
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VentureSouth Announces Successful Exit From Portfolio Company Ecomdash
VentureSouth is pleased to announce that Ecomdash, one of its portfolio companies, has been acquired. Ecomdash, based in Charlotte, provides software to help retailers successfully…