Term sheet clauses

Participating preferred stock

Also called participating preferred, double dip preferred

Participating preferred stock lets an investor take their liquidation preference back first and then also share in the remaining proceeds alongside common shareholders, rather than choosing between the two.

How participation changes an exit

Preferred stock carries a liquidation preference, normally 1x the amount invested, paid before common shareholders receive anything. The question participation answers is what happens to the money left over.

With non-participating preferred, the investor picks whichever is larger: the preference, or their pro-rata share of the whole exit as if they had converted to common. They cannot take both.

With participating preferred, they take the preference first and then also participate pro rata in what remains. This is why it is sometimes called a double dip. It is materially worse for founders and employees at modest exit values.

Caps and where it shows up

Participation is often capped, for example at 2x or 3x the original investment, after which the investor is deemed to convert to common. A cap limits the damage at large exits but does nothing at small ones.

Full participation without a cap is now uncommon in competitive early-stage rounds and is generally a signal of a difficult market, a distressed company, or an investor with real leverage. It appears more often in later rounds and in structured or down rounds.

Worked example

  1. An investor puts in $5m for 25% of the company on a 1x preference.
  2. The company sells for $20m.
  3. Non-participating: the investor takes the greater of $5m or 25% of $20m = $5m. They take $5m. Common holders share $15m.
  4. Participating: the investor takes $5m first, then 25% of the remaining $15m = $3.75m. Total $8.75m. Common holders share $11.25m.
  5. The participation term moved $3.75m from the founders and employees to the investor.

Common questions

Is participating preferred bad for founders?

It reduces founder and employee proceeds at every exit value where the preference matters, and the effect is largest at modest exits. At very large exits the difference narrows in percentage terms.

What is a participation cap?

A ceiling on total return from participation, commonly 2x or 3x the amount invested. Once reached, the investor converts to common instead, which limits the term's impact on big outcomes.

How common is participating preferred?

Uncommon in competitive seed and Series A rounds today, more common in later, structured or down rounds where the investor has leverage.

Related terms

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