Ratchets . . .
are powerful forms of antidilution provisions which
investors sometimes request in connection with fundings. In a ratchet,
the investor is given additional shares of stock for free if the
company later sells shares at a lower price. The number of free shares
the investor receives is enough to make the investor’s average cost
per share (counting all of his purchased and free shares) equal to the
lower price per share given to the later investor. What makes the
ratchet so powerful is that the first investor is given these extra
shares regardless of the number of shares purchased by the later
investor.
For example, if an investor who has a ratchet
purchases 100,000 shares of company stock for $200,000, or $2 a share,
and the company later sells another investor 100,000 shares for $1
each, the first investor would receive another 100,000 shares for
free. The result would be the same if the second investor bought only
one share for $1.
Ratchets can also be tied to options or warrants. When
they are, the investor receives extra shares when he exercises his
option. When ratchets are tied to conversion prices, as in convertible
preferred stock, the extra shares are received at conversion. Other
types of antidilution provisions employ weighted average or other
fairness mechanisms that give the investor fewer shares when the
second investor purchases fewer shares. See:
Antidilution
Provisions, Dilution
(Percentage), Weighted Average
Antidilution.