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What is a Valuation Cap?

Definition

Valuation Cap

A Valuation Cap is a protective term in a SAFE note or convertible note that establishes the maximum valuation at which the investment converts into equity.

Detailed Deep Dive

A Valuation Cap is a key protective term in a SAFE note or convertible note that establishes the maximum valuation at which the investor's debt converts into equity. The cap rewards early investors for taking on high risk; if the next priced round valuation is higher than the cap, the early investor converts their investment at the lower cap price, receiving more shares.

Frequently Asked Questions

Q:Why is a valuation cap beneficial to investors?

It ensures that if the company's valuation skyrockets in the priced round, the early investor converts their note at the lower cap price, gaining more equity.

Q:What is an uncapped note?

A convertible note without a valuation cap. Investors only receive the conversion discount, exposing them to dilution in high-priced rounds.

Quick Facts

  • CategoryFunding
  • Key ApplicationEarly-stage convertible security contracts

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Valuation Cap Media Coverage & Intelligence

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