Venture Lab

Module 6

Exit Waterfall

The startup exits. Now the exit value flows downhill through liquidation preferences before anyone touches common stock.

Exit Value

35.0%
15.0%
$40.0M
1x

Money Flow at $500.0M Exit

Investors$250.0M
Founders$175.0M
Employees$75.0M

Waterfall Mechanics

At this exit size, investors are better off converting to common and taking their pro-rata share (50.0%) rather than their 1x liquidation preference — a sign the exit created real value for everyone.

Investors

$250.0M

50.0% of exit

Founders

$175.0M

35.0% of exit

Employees

$75.0M

15.0% of exit

Why This Matters

Liquidation preferences determine payout order at exit — investors are typically paid before common stockholders, which matters enormously at smaller exit values.

Common Misconception

People assume ownership percentage alone determines payout. In reality, preference stacks mean investors can receive more than their ownership percentage would suggest, especially in modest exits.

Key Takeaway

The size of the exit changes who benefits most — small exits favor preference holders, huge exits reward everyone roughly by ownership.