dilution-analyzer

Business

Models dilution impact across funding rounds, option pool expansions

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Source SKILL.md: https://github.com/a5c-ai/babysitter/blob/HEAD/library/specializations/domains/business/venture-capital/skills/dilution-analyzer/SKILL.md

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Dilution Analyzer

Overview

The Dilution Analyzer skill models ownership dilution across funding rounds, option pool expansions, and other equity events. It helps investors understand dilution mechanics and project ownership evolution through future financing scenarios.

Capabilities

Round Dilution Modeling

Calculate dilution from new financing rounds
Model pre-money vs. post-money mechanics
Handle pro-rata rights and super pro-rata
Analyze pay-to-play implications

Option Pool Analysis

Model option pool expansions
Calculate pool shuffle impacts
Analyze pool placement (pre vs. post)
Project pool runway and depletion

Multi-Round Projections

Model ownership through multiple rounds
Project dilution across scenarios
Calculate cumulative dilution impact
Analyze path to exit ownership

Anti-Dilution Modeling

Model weighted average anti-dilution
Calculate full-ratchet scenarios
Analyze down-round impacts
Assess anti-dilution protection value

Usage

Model Round Dilution

Input: Pre-money valuation, round size, pool
Process: Calculate post-money ownership
Output: Ownership table, dilution percentages

Project Multi-Round Path

Input: Current cap table, round assumptions
Process: Model rounds through exit
Output: Ownership projection, cumulative dilution

Analyze Option Pool Impact

Input: Pool expansion, placement assumptions
Process: Calculate ownership impact
Output: Pool dilution analysis, placement comparison

Model Anti-Dilution

Input: Current terms, down-round scenario
Process: Calculate anti-dilution adjustments
Output: Adjusted ownership, conversion prices

Dilution Components

Component	Impact
New Money	Primary dilution source
Option Pool	Often 15-20% pool target
Convertibles	SAFE/note conversion
Anti-dilution	Protection adjustments
Warrants	Additional dilution

Integration Points

Cap Table Modeling Process: Core dilution analysis
Cap Table Validator: Validate starting point
Scenario Modeler: Feed dilution into scenarios
Cap Table Modeler (Agent): Support agent analysis

Dilution Math

Metric	Calculation
Round Dilution	New Shares / Post-Money Shares
Cumulative Dilution	1 - (Final Ownership / Initial Ownership)
Effective Price	Pre-Money / Pre-Money Shares
Pool Impact	Pool Shares / Pre-Money Shares

Best Practices

Understand pre-money vs. post-money pool dynamics
Model realistic round sizes and frequencies
Consider pro-rata participation assumptions
Account for convertible instruments
Validate anti-dilution terms carefully