> ## Documentation Index
> Fetch the complete documentation index at: https://help.venturecollectives.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Glossary

> The words we use across Venture Collectives, from A to Z.

The words we use across Venture Collectives, what each one means and where you'll see it.

## How it fits together

| Part | What's in it | What it's for |
| - | - | - |
| Objects | Profiles, orders, contracts, goals, services, projects, experiences and memberships | The things you create, buy, sign and track. Each one is a record |
| Studio essentials | Boards, Inbox, Scorecards, Journeys, Pitches and Goals | The tools work happens in. Boards and journeys have steps; goals have markers |
| Primitives | Steps, markers, notes, signals, snapshots and pages | The small pieces inside tools and objects |
| Collections | Catalogs, portfolios and groups | Sets of things or people to browse, track and share |
| Spaces | My space, venture spaces, group spaces, project and service spaces | Where you and your team work. Every space opens on its Hub |
| Money | Requests, orders and billing | A request becomes an order, and an order is billed: invoices, earnings, balances, payments and payouts |

## A to Z

### A

**Account**: A space's own money account, where funds pooled in the space are held and paid out from.

**Account #**: Your number as a customer. It ties together your orders and memberships.

**Admin**: Runs an organization day to day. In a collective, admins are organizers; in a space the same level is Full access.

### B

**Balance**: The money you hold on the platform, ready to pay out. Balances lists them across your accounts.

**Billing**: Where your invoices, earnings, payments and payouts live, grouped by order. Members find it under Plans & Billing.

**Board**: A tool for organizing any work into cards and steps. A board linked to an order is that order's plan.

**Booking**: A session you've booked or been booked into. Bookings is the menu with your schedule, requests, orders and payments.

**Builder**: The track for people building something. Builders can open a venture profile.

### C

**Calendar**: What's open to book or register for. Booking something moves it to your schedule.

**Card**: One piece of work on a board, broken into steps.

**Catalog**: A published collection of services, projects and events to browse and share.

**Checkout**: Where you pay for something you buy straight from a page.

**Client**: Someone you work with. Your clients list shows each one with their orders.

**Collective**: A branded community with its own members, spaces and features.

**Contract**: The shared terms that bind people. You accept one when you join, a team agrees one to work together and every order has its terms.

**Contract #**: The number on a contract. It's how you refer to the relationship behind your orders.

**Credit invoice**: The document for money given back on an invoice.

### D

**Dealmaker**: The track for people backing something. Dealmakers can open a funder profile.

### E

**Earnings**: What a seller keeps from a payment once the platform fee is taken. Sellers see it on the Earnings tab of Billing.

**Event**: A gathering many people attend at a set time, like a meetup, workshop or talk.

**Experience**: A conference or program: a set of events you get into with one pass.

**Expert**: A member who offers sessions and services. Every member can open an expert profile.

### F

**Feedback**: A suggestion shared with a team. Members vote it up and hear back when it ships.

**Funder**: A member who backs ventures. Funders have a funder profile.

### G

**Goal**: Something you're working toward, tracked in the Goals tool. You break it into markers.

**Group**: Members who come together around a shared purpose, like a builders' circle or a regional chapter.

**Guest**: A lighter collective membership. What guests can do is still being decided.

### H

**Hub**: The first page of every space, where its work starts. In marketing, your hub is where you work and your back office.

### I

**Inbox**: Where everything that needs your team arrives: requests, feedback, bookings and approvals.

**Invoice**: A bill for an order, with its line items. Every payment comes with one.

### J

**Journey**: A path from where you are to where you're going, with steps, branches and links to the next journey.

### L

**Lead**: Runs a group. A group can have several leads.

### M

**Marker**: A checkpoint inside a goal.

**Member**: Someone who belongs to a collective. Members join spaces, book, request and share.

**Membership**: Your place in a collective: your role, your tier and what it unlocks.

**Membership #**: The number on your membership.

**Moderator**: Triages a collective's inbox and keeps conversations healthy.

### N

**Note**: Something you capture and keep, like an observation or a roadblock. It's private until you share it.

### O

**Object**: A kind of thing you work with on Venture Collectives, like an order or a goal.

**Operator**: The track for people growing something.

**Organizer**: Runs a collective: its settings, features, members and spaces.

**Order**: One deal and everything billed and paid for it, from a service to a ticket to a membership.

**Order #**: The one reference for a deal. It's on the order's terms, invoices and payments.

**Owner**: Holds a space or organization. In a collective, owners show as organizers.

### P

**Page**: The published, shareable page for a service, project or expert.

**Pass**: Your access to a whole conference or program. Get it once, then register for the events you want.

**Payment**: Money collected for an invoice, by card or bank.

**Payout**: Money sent from your balance to your bank.

**Pitch**: Your venture's story, told block by block in the Pitches tool. Pitches is also a kind of project page, for an ongoing business or product line.

**Plan**: The board an order is delivered on. The only other plans are subscription plans, like Start, Run and Expand.

**Portfolio**: The ventures a collective tracks, and how they're growing.

**Profile**: Your record on Venture Collectives. Members, experts, ventures and funders each have one.

**Project**: Something a member is building and showing the collective, like a launch, a pilot or a demo.

### R

**Receipt**: The seller's document for a payout.

**Record**: One object: your order, that goal.

**Refund**: Money returned to a buyer, in whole or in part.

**Registration**: Your seat at an event.

**Request**: Something someone needs help with, sent to a team. It's the first stage of every order.

### S

**Schedule**: Everything you're on, in time order: what you've booked, registered for or host.

**Scorecards**: Where your team ranks what to do next. Requests and feedback get scored and voted on.

**Service**: Work you can buy from experts and teams, like a sprint, an advisory package or a single session.

**Session**: A one to one booking with an expert.

**Signal**: A record of something that happened, captured for you.

**Snapshot**: A capture of where things stand at a point in time, so you can see progress.

**Space**: The room where work happens, with its tools and people. Yours is My space; ventures, groups, projects and services have their own.

**Step**: One move on a board card or a journey.

**Subscription**: Something you pay for on a repeating schedule, like a membership or a retainer. It renews until you cancel.

**Subscription #**: The number on a subscription. Its invoices number off it.

### T

**Terms**: What an order includes, its price and how it's paid, agreed when the buyer accepts.

**Track**: What brings you here: Builder, Operator or Dealmaker. Your track shapes which profiles you can open.

### V

**Venture**: A company or product line a member is building. Ventures have a venture profile and their own space.

## People and roles

**Collective roles**

| Role | What they can do |
| - | - |
| Organizer | Runs the collective: settings, features, members and every space in it |
| Moderator | Triages the collective's inbox and keeps conversations healthy |
| Member | Takes part: joins spaces, books, requests and shares |
| Guest | A lighter membership. What guests can do is still being decided |

**Space access levels**

| Level | What it allows |
| - | - |
| Owner | Owns the space |
| Full access | Everything, including changing everyone's access |
| Can manage | Contracts, members, invites and orders nobody has accepted yet |
| Can create | Adds notes, files, journeys and other new work |
| Can contribute | Comments on and edits existing work |
| Can subscribe | Follows along, read only |

**Tracks and profiles**

| Track | In their words | Profiles they can open |
| - | - | - |
| Builder | I'm building something | Member, Expert and Venture |
| Operator | I'm growing something | Member and Expert |
| Dealmaker | I'm backing something | Member, Expert and Funder |

**Other roles**

| Role | Where | What it means |
| - | - | - |
| Lead | Groups | Runs the group: edits it, invites and approves people |
| Host | Experiences and events | Runs the experience or event |
| Co-host | Meetups | Helps the host run a meetup |
| Speaker | Experiences | Speaks at the experience |
| Mentor | Experiences | Mentors the people in a program |
| Participant | Programs | Holds a pass to a program and works in its space |

## Tools and actions

| Tool | What it's for | Inside it |
| - | - | - |
| Boards | Organize any work into cards and steps | Cards, steps. Link an order and the board becomes its plan |
| Inbox | Everything that needs your team: requests, feedback, bookings and approvals | Review, assign, reply, close |
| Journeys | Map a path, with branches and a start and an end | Steps, branches, linked journeys |
| Pitches | Tell your venture's story, block by block | Blocks |
| Goals | Set goals and track them | Markers |
| Scorecards | Rank what your team should do next: requests and feedback, scored and voted on | Votes, priority |
| Snapshots | Capture where things stand, across your tools | Save snapshot |

| Action | What happens |
| - | - |
| Book | Reserves a session with an expert |
| Send order | Sends a buyer what's included, the price and how it's paid |
| Accept order | Agrees to an order's terms so work can start |
| Register | Takes your seat at an event |
| Get a pass | Gets you into a whole conference or program |
| Add to schedule | Adds an event in your pass to your schedule |
| Log a note | Captures a note, private until you share it |
| Give feedback | Shares a suggestion with a team |
| Save snapshot | Captures where things stand right now |
| Copy order number | Copies an order's reference to share or look up |

## Words we don't use

Some words mean something specific under the hood, or used to mean something else. Here's what we say instead.

| Instead of | Say |
| - | - |
| Engagement | Order for one deal, Client for the relationship, How you work for a preference |
| Quote | Order, or its terms or price |
| Workspace | Space, team or organization |
| Entity | Object or record. For the legal sense: organization or legal structure |
| Listing | Page |
| Offer | Order. "Offer" as a verb is fine |
| Proposal | Order |
| Ledger | Balance |
| Transaction | Payments (balance movements show there too) |
| Wallet | Balance |
| Sub-journey | Linked journey |
| Charter | Contract |
| Deal contract | Order terms |
| Backlog | Scorecards |


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