glossary
Customer churn analysis is the process in which the information on customer churn rates is compared with previous churn rates and broken down into detail
blog
A deal room, or virtual data room, is a secure online platform companies use to store and share confidential information during business transactions.
Advisory shares are a type of equity that is different from regular shares and stock options, as it is not intended to be a financial reward but rather a way for companies to retain the expertise of their advisors.
Quarterly business reviews (QBRs) are one of the most precise and helpful tools to strengthen alliances, engage with executives, and determine how well customers recognize the value of your product.
A lower-middle market company refers to established, medium-sized businesses that generate annual revenues ranging from $5 million to $50 million.
Secondary investors bring liquidity to the equity market by purchasing interests from partners and investment portfolios from other fund managers and asset owners.
A side letter refers to an agreement that startup founders and investors create to supplement the terms of co-investment rights in the financing documents.