Instructions for getting your company's Last Round Preferred Price
1
See below for an email you can send the appropriate party at your company. This person is usually the CFO, the COO, or someone senior in their respective groups:
Copy

Hi [Recipient],

I am considering exercising my [Company Name] options and trying to understand the value of the shares I would be purchasing in the exercise.

I know that the board-approved Fair Market Value of the common stock can be higher or lower than one might expect, depending on the board's goals, so I'm hoping to also consider the last round preferred price in making my decision (as laid out here - https://preferredreturn.com/blog/common-stock-as-of-preferred-stock). Could you please share this with me (the price per share of preferred stock in the last fundraising round)?

I assume this is shareable information, because if I were to exercise my options and become a stockholder, my status as a stockholder would confer relevant information rights. Relatedly, I will only use this information to make my exercise decision.

Thanks,

[Name]


By using this website, you understand the information being presented is provided for informational and educational purposes only and agree to our Terms of Use and Privacy Policy. Vested, Inc. (together with its affiliates, "Vested") relies on information from various sources believed to be reliable, including users and third parties, but cannot guarantee the accuracy and completeness of that information.
All company data, including but not limited to valuation, projections and common share price, are estimates derived using public data sets, without any endorsement or influence from the company, and should be used only for informational and educational purposes. These data should not be used as investment advice.
Vested, Inc. is a technology company as well as an adviser regulated by the U.S. Securities and Exchange Commission as an exempt reporting adviser. While Vested, Inc. is not a broker-dealer, its affiliated subsidiary, Vested Securities, LLC (“VSL”), is a registered broker-dealer and member FINRA/SIPC. Prepaid Forward Contracts (“PFCs”), when brokered, are done so by VSL between share- or option-holders and funds. VSL does not have a direct relationship with investors in the funds. Check the background of VSL on FINRA's BrokerCheck.
Nothing on this website should be construed as an offer, solicitation of an offer, or recommendation to buy, sell or hold any security. All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. PFCs are highly speculative and are less liquid than publicly traded securities. You should consider these risks and your investment objectives carefully before investing or participating in any securities transaction. Vested does not provide legal, tax or financial planning advice.
Company logos are provided by Clearbit. All company names, logos and brands that appear on this website are property of their respective owners. All company, product and service names and logos used in this website are for identification and informational purposes only. Use of these names, logos and brands does not imply endorsement.
Form CRS Reg BI FAQs - CIP Public Notice -BCP Public Disclosure Statement