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Convertible Notes

Winstead PC

Investing in SAFE and Convertible Note Rounds: Know Your Bedmates!

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Early-stage companies often rely on Simple Agreements for Future Equity (SAFEs) and convertible promissory notes to raise capital either prior to a company's first priced preferred equity round, or to raise bridge capital...more

Latham & Watkins LLP

Demystifying Modern Convertible Notes - April 2024 - Revised Edition

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Issuing convertible notes has long been an attractive capital-raising option for public companies. At its most basic essence, a convertible note is a debt instrument that pays interest and principal, but also carries the...more

Sherman & Howard L.L.C.

Polar Bear Sightings in Death Valley: A Nevada Court Departs from Established Understanding of Conversion Rights Under a...

The common understanding of the right to convert debt to equity under a convertible promissory note has shifted following a Nevada county court ruling in Toptal v. Grosz. In the court’s motion granting partial summary...more

Latham & Watkins LLP

5 Tips for Navigating PIPEs in the European Life Sciences Sector

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The challenging funding environment will likely prompt small- and mid-cap listed life sciences companies to seek financing through private investments in public equity. Small- and mid-cap life sciences companies typically...more

Lippes Mathias LLP

SAFEs vs. Convertible Notes – Which is Better for an Early-Stage Company?

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Our early-stage start-up clients often ask us about the difference between convertible notes and Simple Agreements for Future Equity (SAFEs). Each provides a way for companies to raise capital without the need to determine...more

WilmerHale

2023 Venture Capital Report

WilmerHale on

US Market Review and Outlook - Venture capital financing and liquidity activity contracted in 2022 from the record-breaking levels of the prior year, in the face of declining equity markets, rising interest rates and...more

Skadden, Arps, Slate, Meagher & Flom LLP

Convertible Notes, Accelerated Share Repurchases and Other Equity-Linked Instruments: Challenges and Opportunities in 2023

Increased volatility and reductions in asset values in the equity markets, coupled with rising interest rates and a slowing macroeconomic environment, have affected a wide range of equity-linked products. Continuation of...more

Skadden, Arps, Slate, Meagher & Flom LLP

Skadden’s 2023 Insights – Five Critical Areas for the Year Ahead

The pandemic’s impact may be subsiding, but businesses are encountering new challenges across the globe, including the potential for an economic retrenchment, rising interest rates, shifting regulatory and litigation...more

Morrison & Foerster LLP

Financing Options in the Alternative Protein Industry

This article is Part B of the fifth alert in our series of alerts focussed on the alternative protein industry. While Part A provided an overview of financing options in the industry, this Part B considers a variety of key...more

Gray Reed

Could Corporate Convertible Loans be Subject to Criminal Usury Laws in New York?

Gray Reed on

In Adar Bays, LLC v. GeneSYS ID, Inc., the New York Court of Appeals (the “Court”) held that the conversion price in a convertible option could be classified as interest thereby potentially falling under the territory of New...more

Bailey & Glasser, LLP

[Webinar] Raising Capital & Staying Compliant: It’s Not Easy Being Green - December 9th, 1:30 pm - 2:00 pm ET

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Thanks to everyone who joined Part One of Bailey Glasser’s two-part raising capital webinar series with lawyers Michael de León Hawthorne and Carlos Duque. Part One of the webinar featured raising capital questions and...more

Morrison & Foerster LLP

COVID-19 Support Measures: What Should Directors Be Thinking About As These Ease?

As the UK Government’s COVID-19 support measures ease, there are a number of considerations that directors should be thinking about... ...more

Cooley LLP

Blog: Convertible Notes in Southeast Asia and India – What Founders Should Know

Cooley LLP on

Often viewed as a quick interim source of funding until the next round of equity financing, convertible notes have become ubiquitous in Southeast Asia and India for many early-stage and even late-stage companies looking to...more

Carlton Fields

Is It an Equity Investment or Usury? Second Circuit, Nostra Sponte, Certifies Two Questions to New York Court of Appeals

Carlton Fields on

On June 11, 2020, the Second Circuit Court of Appeals confronted the question whether an option in a commercial note that allows the lender to convert the remaining balance into the borrower's common stock at a 35% discount...more

Orrick, Herrington & Sutcliffe LLP

Future Fund: FAQs

#TeamOrrick thanks the nearly 200 people who attended our webinar on Wednesday morning on the #FutureFund convertible loan notes. We tried to answer all of your questions, but they kept on coming, so here is the promised FAQ...more

Goodwin

UK ‘Future Fund’ Update

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The British Business Bank has opened the application process for the Future Fund, a new fund that provides financing to UK start-ups and scale-ups in the form of a convertible loan which is invested directly by the UK...more

Latham & Watkins LLP

UK Announces Full Details of Future Fund Scheme to Support Startups in COVID-19 Era

Latham & Watkins LLP on

The scheme opens on 20 May 2020 and is available on a “first come, first served” basis. On 18 May 2020, the UK government released a draft of its convertible loan note agreement and details of the application process for...more

Morgan Lewis

COVID-19 in Malaysia: Regulator Grants Increased Flexibility in Convertible Notes to VC, PE Firms

Morgan Lewis on

The Malaysia Securities Commission (SC) announced on April 28 that flexibility will be granted for businesses issuing convertible notes to venture capital (VC) and private equity (PE) firms registered with the SC....more

Latham & Watkins LLP

UK Announces New Funds to Support Startups in the COVID-19 Era

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The UK government is pledging at least £250 million in convertible loan notes to UK-registered businesses. On 20 April 2020, the UK government issued a press release announcing a new Future Fund scheme for the financing of...more

Goodwin

Extending Your Cash Runway In A Distressed Economy: Convertible Loan Notes In The UK

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We live in unprecedented times with global lockdowns and the world economy coming to a standstill in a number of sectors and government interventions to protect income, jobs and businesses. A number of start-ups and high...more

Barnea Jaffa Lande & Co.

Seven Investment Terms Every Entrepreneur Should Know

Barnea Jaffa Lande & Co. on

Being an entrepreneur involves wearing many hats. In addition to thinking about product and design, you must also be able to speak the language of investors.   Below are some important terms every entrepreneur should know...more

Bass, Berry & Sims PLC

Chris Lazarini Reviews Whether a Rule Violation Supports a Breach of Contract Claim

Bass, Berry & Sims PLC on

Bass, Berry & Sims attorney Chris Lazarini reviewed a putative class case filed against a brokerage firm alleging that the firm breached its client agreement by purchasing risky reverse convertible notes (RCNs) for clients...more

Latham & Watkins LLP

Equity Derivatives 2019

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The past several years have witnessed the continuing growth of strategic equities as part of corporate finance advisory services for both listed issuers and their controlling shareholders. Strategic equities services offer a...more

Fenwick & West LLP

Liquidation Preference Overhang, Shadow Preferred Stock De-Mystified

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In the past few years promissory notes and SAFEs have become an increasingly popular way to fund early-stage companies. Fenwick completes hundreds of these types of financings for its clients each year and we recently...more

Mintz - Energy & Sustainability Viewpoints

Blockchain in Energy: Smart Legal Contracts on the Rise

The Smart Contract Alliance, an initiative of the Chamber of Digital Commerce, defines smart contract as “computer code that, upon the occurrence of a specified condition or conditions, is capable of running automatically...more

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