Vicinity Views

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

  • Transparency Builds Trust

    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…

  • 5 Reasons To Invest In Your Community

    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,…

  • The Wall Street – Main Street Disconnect

    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.…

  • Explaining the Form C

    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…

  • Leading in Trust, Underdog in Finance

    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…

  • On Local Stimulus and You

    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…

  • Investing Through Reg CF

    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…

  • 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…