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Dictionary by pitch.dog
Fundraising process & investor pipeline · Core

Allocation

Also called: investor allocation

ELI5

The portion of the round an investor is allowed to buy.

Used in conversation

“The investor requested a larger allocation.”

Definition

The amount of a round assigned to a particular investor.

Here “Allocation” means: The amount of a round assigned to a particular investor.

Pitch context

You will see “Allocation” in fundraising decks, data rooms, term sheets and investor conversations when the discussion reaches fundraising process & investor pipeline.

Why it matters: In fundraising process & investor pipeline, a loose definition can change rights, obligations, approval, disclosure or enforceability.

Caution

Meaning, enforceability and required process vary by jurisdiction and agreement; this definition is not legal advice.

Connected terms

  • Cost allocationThe search label “Allocation” can route to both entries.
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Sources & evidence · 6

Direct term-level sources and supporting source families.