Use Case  ·  For the CFO

Stop diluting shareholders. Keep every grant.


Cashless Participation® sources shares from the open market instead of issuing new ones. The same equity benefit reaches employees without expanding the float, burning the share pool, or requiring an offsetting buyback.

Reduce Dilution II  /  IV

The Problem

Every traditional equity plan increases your shares outstanding. The shares are newly issued, the burn rate climbs, and existing holders are diluted - quietly, predictably, every quarter. Most companies treat it as a fixed cost of running the program. It isn't.

01.

New issuance dilutes existing shareholders

Traditional equity plans are funded by issuing newly authorized shares each cycle. Those shares add directly to the diluted share count and reduce existing holders' ownership percentage with every purchase window.

02.

Share authorization erodes faster than planned

Burn rate from comp programs is a recurring drain on the share pool. Companies routinely return to shareholders for additional authorization - an expensive ask that signals comp-plan strain to the market.

03.

Buybacks become an offset, not a return

The standard response is to buy back shares to offset comp-plan issuance. Industry data suggests roughly 70% of buyback capital at large-cap public companies goes toward offsetting dilution from equity plans.

The Mechanism

Same comp philosophy. A different source of shares.

Traditional equity plans issue newly authorized shares each cycle - diluting existing holders and burning through share authorization faster. Carver Edison sources participant shares from the open market, funded through the Cashless structure. The same equity benefit flows to employees without any new issuance.

Traditional Equity Plan

Newly issued shares each cycle. Burn rate rises. Dilution accrues.

Share sourceNewly issued
Effect on floatDiluted
Burn rateRises
Share-auth voteAccelerated
Buyback offsetRequired

Cashless Participation®

Open-market sourced. Burn rate held. No net dilution.

Share sourceOpen market
Effect on floatPreserved
Burn rateHeld flat
Share-auth voteExtended
Buyback offsetNot required
Cashless preserves the same employee economic value with no incremental issuance.

The Outcome

What this preserves.

Zero net dilution from the equity plans. The float holds, the share pool holds, and the buyback does real accretive work instead of running in place.

Illustrative example

Hundreds of millions of shareholder value preserved.

For a company with $100M in annual SBC funded through new share issuance.

Today

Annual share issuance from SBC $100M
Annual dilution avoided
3-year dilution avoided
Shareholder value preserved

With Carver Edison

Annual share issuance from SBC $15M
Annual dilution avoided $85M
3-year dilution avoided $267.96M
Shareholder value preserved $267.96M

Methodology: 85% of equity plan share issuance eliminated through Cashless Participation, growing 5% annually with the comp budget. 3-year dilution avoided = $85M + $89.25M + $93.71M = $267.96M of share value that stays with existing holders instead of being diluted away.

Related Outcomes

Reducing dilution is one lever. The same mechanism unlocks the rest.

See what zero net dilution looks like for your share pool.

We'll model the projected impact on your burn rate and float against your actual share count and grant philosophy.