Blog/Terms and allocation

Terms and allocation

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

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