Blog/Terms and allocation

Terms and allocation

Round-design choices, investor rights, and allocation constraints that shape the next financing.

Terms and allocation

What a lead investor actually does

A lead is not the biggest check. A lead sets price, shapes terms, creates momentum, and gives the rest of the round permission to commit.

6 min readUpdated Jun 15, 2026
Terms and allocation

A down round is a repricing, not a verdict on the company

A flat or down round is survivable. The story you attach to it decides whether the team, board, and candidates keep confidence.

10 min readUpdated Jun 14, 2026
Terms and allocation

Liquidation preference: the clause founders ignore

Valuation decides signing day. Liquidation preference decides exit day, especially in the modest exits founders rarely model.

10 min readUpdated Jun 14, 2026
Terms and allocation

How investors triangulate valuation from comps

Your valuation is a comp set adjusted for the risks you have or have not removed.

9 min readUpdated Jun 14, 2026
Terms and allocation

A party round is a cap table full of spectators

A fast stack of small checks can close the round while leaving no lead, champion, or follow-on capacity.

9 min readUpdated Jun 14, 2026
Terms and allocation

Pro rata rights matter when things go well

Pro rata rights are allocation promises that get expensive when your next round is oversubscribed.

8 min readUpdated Jun 13, 2026