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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Transparency Builds Trust
Transparency. Our final core belief is “transparency builds trust”. Among private equity partners, this is often encapsulated in phrases like “no surprises” or “give…
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5 Reasons To Invest In Your Community
The first time I asked my wife out was at a coffee shop on a corner street. It was a significant moment for us,…
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The Wall Street – Main Street Disconnect
The Dow Jones surged over 20% between March 23 and March 26 with the financial markets betting on the imminent (and unprecedented) stimulus package.…
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Explaining the Form C
What is it? The Form C is the required SEC filing for any company looking to raise capital through Regulation CF. It needs to…
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Leading in Trust, Underdog in Finance
“Now I am going to read you a list of institutions in American society. Please tell me how much confidence you, yourself, have in…
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On Local Stimulus and You
Main Street is reeling and the pressure on small and medium-sized businesses (“SMBs”) is not going to let up anytime soon. One study has…
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Investing Through Reg CF
Just recently, over 95% of the population gained a new way to invest in the small and mid-sized businesses that make up over half…
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Sidecar funds primer: Learning about sidecars
A few weeks ago, someone asked us where they could find good educational materials about angel group sidecar funds. We didn’t have one, so…
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VentureSouth Invests In Two Southeastern Early-Stage Companies
VentureSouth is pleased to announce that it recently invested in two southeastern early-stage companies: Givebacks (MemberHub) and Reveal Mobile. VentureSouth completed its investment in Givebacks last…
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Venture Carolina and Sharpen Offer Mental Health App to Entrepreneurs in South Carolina
Venture Carolina, an educational nonprofit whose mission is to support entrepreneurs in the Carolinas, is making its Sharpen Founder mental health app available for…
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VentureSouth Portfolio Companies Contributing to the COVID-19 Fight
During these unprecedented times of extreme uncertainty related to the Coronavirus’ impact on our health and economic well-being, we believe it’s appropriate to convey…
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Making Money. Having Fun. Doing Good. Through angel investing.
Thanks to Chris and Caleb at Next Level Income for letting me on the air to share a bit about angel investing in the…
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VentureSouth Announces Another Record-Breaking Year in 2019
VentureSouth is proud to announce another year of record-setting investment activity. The South Carolina-based firm invested $12.7 million in 28 Southeastern early stage companies…
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Back to basics: angel taxes wrap up
So to recap: After all that, you “net down” to an asset class where taxes have a much lower smaller impact on pre-tax investment…
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Back to basics: LLC passthroughs
You hopefully noticed that the really great benefits of Section 1202 and Section 1045 were focused on C-Corps. They don’t apply if you invest…
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Back to basics: Limits on Section 1244
Yes, there are some limits on Section 1244 losses. The $50k / $100k is one. Another is that it only applies to the first…
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Back to basics: Section 1244 continued
Section 1244 gets even shinier. In usual capital loss situations, you really need capital gains to offset the losses against, because you can only…
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Back to basics: Section 1244
The “silver lining” from the last post of being able to write off the capital loss against other capital gains was a dull, scuffed…
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Back to basics: Write offs
The angel taxes posts in this series so far have covered when angel investing goes well. What about when things go wrong? In general,…