Anti-Dilution Protection
Provisions in preferred stock terms that protect investors from dilution if the company raises money at a lower valuation in a future down round.
FAQs
What is the broad-based weighted average anti-dilution formula?
Adjusted Conversion Price = CP × (A + B) ÷ (A + C), where CP is the current conversion price, A is the number of shares outstanding before the new issuance, B is the number of shares that the new offering proceeds would purchase at the current conversion price (i.e., proceeds ÷ CP), and C is the actual number of new shares issued. The broad base (A) includes all shares, options, warrants, and convertibles.
Does anti-dilution apply to option grants?
Standard option grants from an authorized equity plan are typically excluded from anti-dilution calculations, because including them would trigger adjustment every time an employee option is granted. Anti-dilution applies to equity issuances below the conversion price — not to routine equity compensation from the approved option pool.
How can founders negotiate around anti-dilution?
Founders can negotiate for broad-based weighted average (vs. full ratchet), inclusion of pay-to-play provisions requiring investors to participate in down rounds to keep anti-dilution protection, carve-outs for certain issuances (convertible note conversions, employee grants), and sunset provisions that eliminate anti-dilution after a specified period.
Related Terms
Dilution
The reduction in existing shareholders' ownership percentage caused by the issuance of new shares to investors, employees, or through conversion of instruments.
Priced Round
A funding round in which the company's value is formally determined and investors receive shares at a specific price, establishing a definitive valuation.
Cap Table
A spreadsheet or software record showing all equity ownership in a company, including shares, options, warrants, and convertible instruments.
Liquidation Preference
A provision giving preferred stockholders the right to receive their investment back before common shareholders in a company sale or liquidation.