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Deal Terms & Term Sheets

What is a down round and what does it mean for a startup?

A down round is when a startup raises new funding at a lower valuation than its previous round, signaling financial distress and triggering dilution for earlier investors and employees.

A down round occurs when a startup raises capital at a valuation lower than its previous funding round. It's the opposite of the 'up and to the right' trajectory that venture storytelling usually celebrates.

Down rounds happen for many reasons: missing growth targets, a market downturn, increased competition, or simply having raised at an inflated valuation during a frothy market (as many companies did in 2021).

The consequences of a down round are significant:

Dilution: New shares are issued at a lower price, which means existing shareholders (founders, employees, early investors) own a smaller percentage of the company.

Anti-dilution triggers: If earlier investors have anti-dilution protection (they almost always do), the company must issue them additional shares to compensate. This can massively dilute founders and common shareholders.

Employee morale: When stock options are granted at a higher price than the current valuation, they're 'underwater' — worth nothing. This kills retention and morale.

Signaling: A down round sends a negative signal to customers, employees, and future investors.

Not always fatal: Many companies have survived down rounds and gone on to successful outcomes. The key is whether the new capital gives the business enough runway to get to a better place. A down round with clean terms is better than running out of cash.

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