Paul Clark

March Recap

March Recap

March 2021 recap: In the month that marked a year since COVID-19 hit, we have been continuing to execute on our mission but also looking forward to a near-future that returns to normal. We made good progress this month. New team member: We are thrilled to announce a...

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February Recap

February 2021 recap After starting January, with a long list of developments, we expected February to be a little quieter. Despite being three days shorter, we still got a lot done! New investment completed: This month we executed investments in two new companies....

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IRAs: What can I do to optimize?

So what can I do to optimize? There is, of course, nothing stopping you angel investing from both cash and IRA. You can, and many VentureSouth members in fact do, carefully plot what investments are made from which source. If you’re investing in a C-Corp raising a...

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IRAs: Final reasons to use an IRA

But does it actually make sense to use your IRA? 4. Admin and fees There are a couple of other administrative considerations. First, tracking: investments, especially if you do them on your own, is likely easier in the IRA as the custodian should have good tracking...

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IRAs: Yet more reasons to use an IRA

But does it actually make sense to use your IRA? 3. A bit more on taxes. Two other small things on taxes. We looked at gains in the last post, but we shouldn’t forget the flip-side of that – losses. Capital losses are “useful” in either case – a loss in an IRA will...

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IRAs: More reasons to use an IRA

But does it actually make sense to use your IRA? 2. Taxes. The key benefit of investing through an IRA, of course, is that any gains have favorable tax treatments: in a traditional IRA, the gains are tax-free when they happen and you pay ordinary income tax upon...

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Exits: Summing up

So, we’ve now exited, reached the bottom of the waterfall, and cleaned our pie of plate! Many posts ago, the $100 million exit in this example was a cause for celebration. Despite the evaporation of some of the delicious watery proceeds along the way, the optimistic...

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