How To Invest

There are four steps to making an investment.

First - please complete your due diligence! Any investment has inherent risks so please do your research thoroughly. You can review all the “open rounds” available to members in the Vicinity platform, where we also provide access to the diligence reports, underlying diligence materials, and more.

Deals available only to VentureSouth members are outlined in dark blue. Other investment opportunities are publicly available.

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Second - visit the potential investment’s “card” in the Vicinity platform and select “Indication of Interest” or “Invest” as appropriate.

You will then complete an “admission agreement” to document your investment.

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Third - You will then receive an online funding link from FINSYNC to complete your investment. Please complete that to submit funds

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Four - after the investment closes (i.e. we have invested in the company, which may be a few days later), your investment will be visible on your portfolio page.

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To learn more about investing through an IRA Account, please see Our FAQ Guide.

To learn more about investing using Donor Advised Funds, please see this FAQ Guide. You might also want to listen to this podcast episode with Abundance Capital.

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