Warrant Wire
Stop Giving CVCs Equity for Free
Reporting: QED Investors Substack1 min read
- Performance Warrants
- Commercial Warrants
- Corporate Venture Capital
- Growth Stage
- United States
- Expert Opinion
At a glance
Amias Gerety (QED) argues that traditional CVC investment often creates misalignment and "dead rounds". The solution? Shift the focus to warrants to ensure corporate partners only earn their spot on the cap table by delivering outsized commercial value.
Wrnt’s perspective
Amias hits the nail on the head: “Infrastructure has been missing” for this level of alignment. Founders want strategic upside without the friction or cap table "signal risk." By moving warrants into a digital system of record, Wrnt enables the milestone-based structuring—revenue targets or market expansion —that actually kinks the growth curve. This isn't just a growth hack; it’s the operating system for performance-aligned partnerships.