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What is an Anti-Dilution Provision

Nupur Wankhede

An anti-dilution provision is a protective clause commonly found in venture capital and private equity agreements. It is designed to shield early investors from a reduction in their ownership percentage when a company issues new shares at a lower valuation.

Anti-Dilution Provision Meaning

Anti-dilution provisions are contractual clauses that adjust the price or number of shares held by existing investors when new shares are issued at a price lower than what they originally paid. This mechanism ensures that their investment value is not disproportionately eroded in subsequent funding rounds.

Why Are Anti-Dilution Provisions Used

These provisions are used to:

  • Protect early-stage investors from the negative impact of future down rounds.

  • Maintain the economic value and equity stake of investors.

  • Provide confidence and assurance to investors about maintaining fair ownership despite valuation changes.

Types of Anti-Dilution Provisions

Anti-dilution provisions come in several forms, each offering varying levels of protection to existing investors when new shares are issued at lower valuations.

Type Description

Full Ratchet

Adjusts the price of earlier shares to match the new lower issue price, regardless of the number of new shares issued.

Weighted Average

Adjusts share price based on the weighted average of old and new share prices.

Broad-Based Weighted Avg

Consider all shares (common and preferred) when calculating adjustment.

Narrow-Based Weighted Avg

Only includes preferred shares in the calculation.

Contractual

Tailored clauses negotiated case-by-case, possibly combining elements above.

Examples of Anti-Dilution in Practice

Example: A venture capital investor buys shares at ₹500 each in a startup. A year later, the company raises a new funding round, but the fresh shares are issued at ₹200 each.

  • Full Ratchet: The original investor’s conversion price is reset to ₹200, giving them the same benefit as if they had originally invested at the new lower valuation.

  • Weighted Average: The adjustment would be more moderate, as it considers both the number of old and new shares issued along with their prices.

Impact on Founders and Investors

Anti-dilution provisions significantly influence the equity dynamics between founders and investors, especially during subsequent funding rounds—most notably, down rounds (where shares are issued at a lower valuation than previous rounds).

  • Ownership Dilution for Founders:
    In the event of a down round, anti-dilution adjustments can reduce the founders' ownership percentage, as more shares are allocated to existing investors to protect their economic stake. This can affect the founders’ long-term control and decision-making power in the company.

  • Investor Protection and Influence:
    These provisions are designed to preserve the value of an investor’s stake. By receiving additional shares or having their conversion price adjusted, investors retain a larger economic interest than they otherwise would, ensuring their initial valuation is honored to a degree.

  • Negotiation Complexity:
    Including anti-dilution clauses can complicate the negotiation of term sheets and shareholder agreements. Founders may need to trade off between securing funding and preserving equity or control.

  • Impact on Future Rounds:
    A heavily adjusted cap table resulting from aggressive anti-dilution terms can deter new investors, especially if prior investors hold disproportionate influence or equity.

  • Perceived Valuation Signal:
    The invocation of anti-dilution provisions may also signal poor performance or overvaluation in earlier rounds, potentially affecting the company's credibility and market perception.

Conclusion

Anti-dilution provisions serve to protect investor equity when subsequent funding rounds occur at lower valuations. They vary in structure and effect but are standard tools in venture and private equity to balance risk between founders and investors.

Disclaimer

This content is for informational purposes only and the same should not be construed as investment advice. Bajaj Finserv Direct Limited shall not be liable or responsible for any investment decision that you may take based on this content.

FAQs

What does anti-dilution provision mean?

An anti-dilution provision is a clause that protects early investors from losing ownership value when new shares are issued at lower prices than their original investment.

What is the difference between full ratchet and weighted average?

Full ratchet resets the original investor’s share price to the new lower price.
The weighted average makes a proportionate adjustment based on the volume and price of new shares.

Where are anti-dilution provisions commonly used?

These clauses are typically found in venture capital, private equity, and convertible debt or preferred share agreements.

Do anti-dilution provisions protect all shareholders?

No. They usually apply only to preferred or institutional investors, not common shareholders unless specified.

How do anti-dilution provisions affect founders?

They can dilute founders’ ownership in down rounds and create negotiation complexities in later-stage funding. This may impact future control and strategic decisions.

Hi! I’m Nupur Wankhede
BSE Insitute Alumni

With a Postgraduate degree in Global Financial Markets from the Bombay Stock Exchange Institute, Nupur has over 8 years of experience in the financial markets, specializing in investments, stock market operations, and project management. She has contributed to process improvements, cross-functional initiatives & content development across investment products. She bridges investment strategy with execution, blending content insight, operational efficiency, and collaborative execution to deliver impactful outcomes.

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