Weighted Average Anti-Dilution
Anti-dilution adjustment formula balancing down-round share price with the volume of new shares issued.
FAQs
What is the difference between broad-based and narrow-based weighted average?
Both use the same weighted average formula, but they differ in what shares are included in the denominator. Broad-based weighted average includes all fully diluted shares—common stock, preferred stock on an as-converted basis, options, warrants, and authorized but unissued option pool shares—producing a larger 'A' value in the formula, which results in a smaller, more conservative anti-dilution adjustment. Narrow-based includes only outstanding shares (excluding option pool and unissued shares), resulting in a larger anti-dilution adjustment more favorable to existing investors. Broad-based is standard in most modern VC term sheets.
Can anti-dilution provisions be waived?
Yes—anti-dilution provisions can be waived by the holders of the affected preferred stock class, typically by a majority or supermajority vote of that class. Anti-dilution waivers are commonly negotiated in down rounds as part of the overall financing terms: existing investors may agree to waive anti-dilution in exchange for other benefits (board seats, enhanced participation rights in the new round, or simply to facilitate a financing that keeps the company alive). Founders and companies should always request anti-dilution waivers from existing investors when structuring down rounds.
Does weighted average anti-dilution affect all shareholders equally?
No—anti-dilution protection only applies to preferred stockholders who hold it as a contractual right. Common stockholders (including founders and employees with options or restricted stock) receive no anti-dilution protection. In a down round, preferred stockholders with weighted average protection receive more common shares upon conversion (their conversion price drops), while common stockholders' ownership percentage is diluted by both the new shares issued and the increased conversion of preferred. This asymmetric protection is why down rounds are particularly painful for founders and early employees who primarily hold common stock.
Related Terms
Full Ratchet
Anti-dilution protection resetting preferred stock conversion price to the lowest price of any subsequent share issuance.
Ratchet
Mechanism adjusting investor ownership percentage upward if performance targets are missed post-investment.
Participating Preferred
Preferred stock that receives its liquidation preference and also participates in remaining proceeds alongside common stockholders.