Anti-Dilution Provisions

Investor protections against the dilutive effect of issuing shares at a lower price than they paid.

Definition

Anti-dilution provisions protect investors from price dilution when a company issues shares at a lower price than previous rounds. These provisions adjust the conversion price of preferred shares to partially or fully protect against the economic impact of down rounds.

Types of Protection

  • Full Ratchet: Conversion price adjusts to new lower price
  • Weighted Average (Broad): Considers all shares outstanding
  • Weighted Average (Narrow): Only considers shares available for issuance
  • No Protection: No adjustment for down rounds
  • • Usually only applies to down rounds
  • • Can significantly dilute founders and employees

Real-World Example

Down Round Protection: VC invested at $2.00/share with weighted average anti-dilution

Company issues new shares at $1.00. The weighted average formula adjusts the VC's conversion price to $1.50, protecting against some dilution.

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