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EDUCATION CENTER

Investment Glossary

Campaign

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A structured effort to raise funds within a set time frame.

Campaign Page

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The webpage where a crowdfunding project is presented to potential backers.

Campaign Video

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A promotional video explaining a crowdfunding campaign’s purpose and goals.

Cap / Capitalization Table

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A table showing company ownership, including shares, options, and convertible securities.

Cap Rate

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A metric used in real estate to measure return on investment.

Capital Expenditure (CAPEX)

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Funds used to acquire, upgrade, or maintain physical assets.

Capital Market

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A marketplace where securities such as stocks and bonds are traded.

Capital Stack

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The hierarchy of financial claims on a company’s assets.

Capital Structure

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The mix of debt and equity used to finance a company’s operations.

Carried Interest (Carry)

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A share of profits that fund managers receive as compensation.

Cash Flow Statement

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A financial report detailing cash inflows and outflows.

Churn Rate

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The percentage of customers who stop using a service over a period.

Commission

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A fee paid to intermediaries for facilitating transactions or sales.

Common Stock

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Shares representing ownership in a company, typically with voting rights.

Community

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The group of people supporting or engaging with a crowdfunding campaign.

Compound Annual Growth Rate (CAGR)

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The annualized growth rate of an investment over a given period.

Contribution

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The amount of money given by a backer to a campaign.

Conversion Rate

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The percentage of visitors who take a desired action, such as backing a campaign.

Convertible Debt/Note

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A loan that can be converted into equity at a later stage.

Convertible Equity

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Investment that converts into company shares upon meeting certain conditions.

Copywriting

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The process of writing persuasive text for marketing materials.

Cost-Per-Click (CPC)

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The amount an advertiser pays for each click on an ad.

Costs of Goods Sold (COGS)

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The direct costs of producing goods or services.

Crowdfunding

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Raising small amounts of money from a large number of people, typically via the internet.

Current Assets

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Assets expected to be converted into cash within a year.

Current Ratio

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A measure of a company’s ability to pay short-term obligations.

Custodian

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A financial institution that holds and manages assets on behalf of investors.

Customer Acquisition Cost (CAC)

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The cost of acquiring a new customer.

Customer Mix

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The composition of a company’s customer base.

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