Glossary/Anti-Dilution
Deal Structure

Anti-Dilution

Protection for investors that adjusts their equity if the company raises money at a lower valuation.

Full Definition

Anti-dilution provisions protect investors from the economic impact of a company raising subsequent funding at a lower valuation (a "down round"). These provisions adjust the conversion price of the investor's preferred stock, effectively giving them more shares.

Types of Anti-Dilution

  • Full Ratchet: The conversion price drops to the new, lower price. Most aggressive form — the investor is fully protected but founders and earlier investors are severely diluted.
  • Weighted Average (Broad-Based): The most common type. Adjusts the conversion price based on the ratio of old shares to new shares, taking into account how many shares are issued at the lower price. More balanced for all parties.
  • Weighted Average (Narrow-Based): Similar to broad-based but uses a smaller denominator, resulting in more protection for the investor.

Anti-Dilution Protection Types

TypeProtection LevelFounder ImpactCommon Usage
Full RatchetMaximumMost dilutiveRare / aggressive
Weighted Average (Broad)ModerateBalancedStandard in most deals
Weighted Average (Narrow)Above moderateMore dilutiveOccasionally used

Real-World Example

An investor bought shares at $10/share with broad-based weighted average anti-dilution. When a down round prices shares at $5, their conversion price adjusts to $7.50.

Frequently Asked Questions

What triggers anti-dilution protection?
Anti-dilution protection is triggered when a company raises a new round of funding at a lower valuation than the previous round (a 'down round'). This means new shares are issued at a lower price per share than what the existing investor paid.
Which anti-dilution type is most common?
Broad-based weighted average is the most common and widely accepted anti-dilution provision. It offers a balanced approach that protects investors while being less punitive to founders and existing shareholders than full ratchet.
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Anti-Dilution: Definition & Examples | Datapile