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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Testing…
Testing testing… Two new testing the waters campaigns are live on Vicinity! With interest building in both of these deals, let’s recap what “testing the…
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Rethinking Portfolio Diversification: The ROI of Local
Portfolio diversification is your ally when it comes to risk. But it’s not only traditional assets: consider investing in local real estate.
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Reinventing Retirement: Invest Local for a Better Future
Concerned about retirement? Read this article and discover how a local investing strategy can help make your golden years truly shine!
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Investing in a Recession: Assets to Consider
Economic uncertainty can be tough for investors to manage. Read this article and discover which assets can help you diversify your portfolio.
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What Silicon Valley Bank can teach us about the power of community
Imagine driving down the interstate, 4+ hours in the car, children in tow, late in the afternoon. Suddenly, brakes. Your map app did not…
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Self-Directed IRA (SDIRA): What Investors Need to Know
A Self-Directed IRA is a retirement account that provides investors with an opportunity to diversify their portfolios. Read on to learn more!
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The Case for Mid-Market Real Estate and Crowdinvesting
Investing in mid-market real estate through “crowdinvesting” is a winning strategy. Read on to discover this booming asset class.
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Historic Tax (Rehabilitation) Credit FAQs
Tax credits can be an exciting part of real estate investing. Here are some frequently asked questions to help build a foundation.
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Reg CF: Rules Investors Need to Know
Before you invest through Reg CF, you must understand the rules. Read this article and discover everything you need to know to get started!
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The 5 Benefits of Reg CF for Investors
Looking to diversify your investment portfolio? Reg CF can get you there. Read on to find out how and discover the many benefits of…
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Millennials and Investing: A Complete Guide to Reg CF
Are you a millennial looking to diversify your portfolio? Read this article and discover everything you need to know about investing with Reg CF.
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Reg CF Compliance: A Brief Guide for Issuers
Regulation Crowdfunding (Reg CF) enables eligible companies (developers and business owners) to offer and sell securities through crowdfunding. And yet, before you can make…
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Back to basics: General Solicitation: Who cares? 2. Investors
2. Informed investors. If you approach VentureSouth to ask for investment and we suspect you are generally soliciting investors, we will pass – no…
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Back to basics: General Solicitation: Who cares? 1. Regulators
Assume you are raising money, not really paying attention to posts like those in this series, and you generally solicit investors when you should…
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Back to basics: General Solicitation: What is an offer of securities?
Is publicly saying “we are raising money” the same as publicly soliciting a sale of securities? Well, if you really are not selling securities,…
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Back to basics: General Solicitation: 506(c) trade offs
As we mentioned a couple of posts back in this series, using 506(c) involves substantial trade offs. For us, it was fun to be…
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Back to basics: General Solicitation: Angellist rolling funds
As we were writing these posts, “rolling funds” became a topic of conversation on “VC Twitter”. Ignoring the “rolling” part for a second, these…
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Back to basics: General Solicitation: 506(c) offerings
506(c) offerings As you could probably guess from the last post, it is not actually that easy to qualify for a 506(b) exemption. However,…
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Back to basics: General Solicitation: Pre-existing substantive relationships
Pre-existing relationships One way to avoid general solicitation is to ensure that securities are only offered to those with whom the issuer has a…
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Back to basics: General Solicitation: Who was General Solicitation?
Who was General Solicitation? The short answer: publicly advertising that you are selling securities. The longer answer begins in 1933. That year, Congress passed…
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Back to basics: General Solicitation: A few disclaimers
If you came back after yesterday’s post, we commend your dedication! You may (understandably) not particularly care about the intricacies of the Securities Act…
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Back to basics: General Solicitation: The Perils of General Solicitation
At VentureSouth, we’ve learned a lot from Twitter. We also try hard to avoid trouble with regulators – both for ourselves and our portfolio…
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VentureSouth Establishing Fayetteville Angel Investor Group
VentureSouth, the Southeast’s largest angel investment network, is once again expanding its footprint. Fayetteville, N.C. will become the 14th community with a VentureSouth angel group, bringing…
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The negative side of being the lead investor
After reading the previous post about the advantages of being the lead investor, you may have been left wondering why so many people –…