Dave Unveils $150M Convertible Notes Due 2031 with $22.5M Option

DAVEDAVE

Dave plans a private offering of $150 million convertible senior notes due April 1, 2031, with semiannual interest payments and a 13-day overallotment option for $22.5 million. Net proceeds will fund capped call hedges and repurchase common stock to reduce dilution and bolster share value.

1. Offering Terms

Dave plans to offer $150 million principal amount of Convertible Senior Notes due April 1, 2031, with interest payable semiannually on April 1 and October 1 beginning October 1, 2026; initial purchasers may buy an additional $22.5 million principal amount within a 13-day option period.

2. Capped Call Transactions

The company expects to enter into capped call transactions with initial purchasers and affiliates to cover the shares underlying the notes, subject to anti-dilution adjustments, aiming to limit dilution upon conversion and offset any excess cash conversion payments.

3. Use of Proceeds and Repurchases

Dave will use net proceeds to fund capped call costs, repurchase common stock in privately negotiated transactions at closing‐price levels, and support general corporate purposes, including further share buybacks under its repurchase program.

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