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Day One
The reference

Startup & VC Glossary

76 terms founders, operators and investors actually use — fundraising, cap tables, metrics and the mechanics of a venture deal, in plain English.

Fundraising & Rounds

How capital actually gets raised — rounds, instruments and the mechanics of a raise.

Angel investor

An individual investing their own money into early startups, often ex-founders or operators.

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Bridge round

A small raise to extend runway between two larger rounds — a bridge to the next milestone.

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Convertible note

A loan that converts into equity at a later round — like a SAFE but with interest and a maturity date.

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Data room

The organised set of documents — financials, contracts, cap table, IP — you share with investors during diligence.

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Discount

A percentage break early SAFE/note holders get on the next round's price as a reward for backing you sooner.

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Down round

A raise at a lower valuation than your previous one.

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Due diligence

The investor's verification of your numbers, tech, legals and team before money moves.

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Lead investor

The investor who sets the terms and price of a round and usually takes the biggest cheque.

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Pre-money / Post-money valuation

Pre-money is what the company is worth before the new money goes in; post-money is pre-money plus the raise.

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Pre-seed

The first outside money, usually raised on an idea, a prototype and a team rather than real traction.

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Priced round

A raise where you agree a valuation and issue shares at that price, as opposed to a note or SAFE.

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Runway

How many months of cash you have left at your current burn rate.

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SAFE

A simple instrument that converts into shares at your next priced round, usually with a cap and/or discount.

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Seed

The round that funds the search for product-market fit — first hires, first revenue, first signs the thing works.

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Series A, B, C…

Successive priced rounds named alphabetically — each one funds a new stage of scaling.

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Term sheet

A short, mostly non-binding document setting out the key terms of an investment before the long-form legals.

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Up round

A raise at a higher valuation than the last one — the normal, healthy direction.

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Valuation cap

The maximum valuation at which a SAFE or note converts, protecting early investors if you raise the next round high.

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Metrics & Unit Economics

The numbers that tell you whether the business works — growth, retention and efficiency.

ARR / MRR

Recurring subscription revenue, annualised (ARR) or monthly (MRR) — the core SaaS growth metric.

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Bookings vs revenue

Bookings are contracts signed; revenue is what you've actually earned and can recognise over time.

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Burn rate

How much cash you lose each month. Net burn is spending minus revenue.

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CAC

The fully-loaded cost of acquiring one customer — sales and marketing spend divided by new customers won.

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Churn

The rate at which customers (logo churn) or revenue (revenue churn) leave over a period.

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Cohort analysis

Grouping customers by when they joined and tracking each group's behaviour over time.

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Default alive / default dead

Whether your current growth and burn get you to profitability before the cash runs out (alive) or not (dead).

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Gross margin

Revenue left after the direct cost of delivering your product, as a percentage.

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LTV

The total gross profit you expect from a customer across their whole relationship with you.

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LTV:CAC ratio

Lifetime value divided by acquisition cost — a quick read on whether your growth engine is profitable.

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Net revenue retention

Revenue this year from last year's customers, including upsells and minus churn — expressed as a percentage.

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Payback period

How many months of a customer's gross profit it takes to earn back what you spent acquiring them.

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Rule of 40

A SaaS health check: growth rate plus profit margin should clear 40%.

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VC & Fund Mechanics

How venture funds are built and how they make money — the investor's side of the table.

Carry

The share of a fund's profits the GPs keep — classically 20% — after returning capital to LPs.

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Conviction

How strongly an investor believes in a deal — enough to lead, price it and defend it internally.

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Deal flow

The stream of investment opportunities a fund sees.

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DPI / TVPI / IRR

Fund return measures — DPI is cash actually returned, TVPI includes paper value, IRR is the annualised rate.

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Dry powder

Committed capital a fund has raised but not yet invested.

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Follow-on

A fund investing again in a company it already backs, usually to defend ownership in a later round.

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Fund / vintage

A fund is a single pool of LP money invested over a few years; its vintage is the year it started.

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General partner (GP)

The partners who run a VC fund — they source deals, make investment decisions and sit on boards.

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Investment thesis

The view of the world that guides what a fund invests in — sector, stage, geography or a specific bet on the future.

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Limited partner (LP)

The investors in a VC fund — super funds, family offices, endowments, wealthy individuals — whose money the GPs deploy.

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Management fee

The annual fee (often ~2%) LPs pay GPs to operate the fund and pay salaries.

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Ownership target

The percentage of a company a fund aims to own, driving how big a cheque it needs to write.

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Portfolio construction

How a fund decides cheque sizes, ownership targets and number of bets so the maths can return the fund.

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Power law

The reality that a tiny number of investments return most of a fund — winners pay for everything else.

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Can't find a term, or want the real-world version? Ask the Network →

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