If you have ever considered making investments outside of public markets (like stocks and bonds) in alternative investments (like private equity, real estate, startups), you may have been asked if you are an “accredited investor.” So what is an accredited investor and...
A convertible note learning lesson From our earlier blog post on convertible notes, you can probably tell that we are not big fans of them, though we concede that as a “bridge” to an imminent “event” (like a new round of financing, or an exit) they are a useful...
If you have followed Matt’s writings about angel investing, you’ll know he has been a fan of the “flywheel” metaphor for angel investing and startup communities from long before VentureSouth even existed. (See here and here, for example.) In the last few weeks, we...
Attention anyone who started a business in the last two years! If you were fun enough to launch a new business during the pandemic, you may qualify for Employee Retention Tax Credit as an “Recovery Startup Business”. The first round of Employee Retention Tax Credits...
It’s that time of year again: South Carolina angel investor tax credit (SCAITC) award letter time!! For the last couple of years we have shared data on the amounts of the SC angel investor tax credits being awarded. You can see the original posts from April 2020 and...
In this week’s podcast at Venture In The South, David and Charlie discussed one of the more challenging scenarios in early stage investing: management changes in invested companies. Most angel investors don’t plan much about this. Angels invest in the founders – we...
An overlooked attraction of angel investing, compared to most other asset classes, are the fun tax rules around gains and losses on early stage investing. Sounds odd, but it’s true. As we discussed in our guide to angel taxes, the gains from angel investing are often...
The past year has been challenging, but I am grateful it made me stronger. I am sharing three lessons I learned more about in business. My first is to serve and give back. It has been a rough year for many people and it is super important for our businesses to give...
Best angel investing podcasts for southeastern angel investors Interested in angel investing and like podcasts? You’re in the right place – our annotated guide to podcasts about angel investing in the southeast. There are already lists of angel investing podcasts. Why...
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...