Down Rounds and Recaps Part 4: Navigating the Startup Recap

Down Rounds and Recaps Part 4: Navigating the Startup Recap

Welcome to part four of our series on down rounds and recaps:

  • Part 1: An Intro to Down Rounds and Recaps
  • Part 2: Managing Your Key Stakeholders
  • Part 3: A Deep Dive Into Down Rounds
  • Part 4: Navigating the Startup Recap <- You are here


Preferred stock. It's the innovation that makes raising venture capital possible.

Your investors make a risky bet on you and your team. To offset some of that risk, you issue preferred stock with two essential features.

?? Liquidation preferences place preferred investors first in line for any distributions that come from a change of control.

?? Investor rights give your investors control over the most critical decisions you'll face. When to raise. When to sell. When to recap, pivot to profitability, or wind down.

Economics and control. That's what preferred stock is all about.

Preferred stock is a valuable tool when things are going well for your startup.

But when you've missed critical milestones, your valuation has fallen, and there is no clear path to raising fresh capital, those economic and control rights can be a roadblock to your startup's survival.

?? Read the full article at StartupRoadmap.com. Link in the comments.


Eric Ashman

Partnering with founders to realize your vision and maximize value. Strategic Advisor ? Growth ? Funding? Exit Strategy ? Pivot to Profitability

5 个月
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Moran Koren

Assistant Professor of Game Theory @ IE&M BGU

7 个月

Dear Eric, Thank you for a very interesting read. I was called to consult a startup going through a recap process, I was wondering if there is any literature/common procedures regarding the division of ownership among existing owners? My gut tells me that a fair approach is to maintain proportionality among them (I.e, if the CEO had 30% hold, and the CTO had 15% hold before the recap, and the share of existing owners decreased by half, now the CEO will have 15% and the CTO 7.5%). Is this something acceptable? Are there any references to such decision?

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