Thayer Ventures Acquisition Corp II (TVAI) - Dilution Analysis

Visualizing historical and potential share dilution over time

Dilution Analysis

High Risk
Significant dilution risk
Last updated: March 30, 2026

Risk Assessment Details

Potential Dilution: 87.19% of current shares
Recent Dilution: 207.2% (2 years)
Historical Dilution Factor: significant recent dilution
Outstanding Shares
20M
Potential Supply
18M
Additional shares possible
Splits
None
Past 2 years

Summary

TVAI currently has 20.5M outstanding shares. with significant dilution risk as 17.9M authorized shares could dilute existing holders by 87.2%. The company has significantly diluted shareholders by 207.2% over the past 2 years, indicating aggressive capital raising.

Share Structure Timeline

Outstanding Shares
Total Supply

Historical Data Points

Date Event Outstanding Supply
Mar 30, 2026

10-K filing | 20.5M shares outstanding

20M 18M
Nov 14, 2025

10-Q filing | 20.1M shares outstanding

20M 18M
Aug 13, 2025

10-Q filing | 20.5M shares outstanding

20M 18M
Jun 30, 2025

10-Q filing | 20.5M shares outstanding

20M 18M
May 13, 2025

S-1/A filing: Thayer Ventures Acquisition Corporation II is offering 17,500,000 units at $10.00 per unit, each consisting of one Class A ordinary share and one right to acquire one-tenth of a Class A ordinary share upon consummation of an initial business combination.

6.7M 18M
May 09, 2025

S-1/A filing: Thayer Ventures Acquisition Corporation II is offering 17,500,000 units in an initial public offering, each unit consisting of one Class A ordinary share and one right, along with a private placement of units to the sponsor.

6.7M 18M
Apr 15, 2025

S-1/A filing: Thayer Ventures Acquisition Corporation II is offering 17,500,000 units at $10.00 per unit. Each unit consists of one Class A ordinary share and one right.

6.7M 18M
Apr 03, 2025

S-1/A filing: This S-1/A filing details a proposed offering with a public offering price of $10.00 per unit, totaling $175,000,000. The proceeds will be used for general corporate purposes, with a portion deposited into a trust account. The filing also discusses potential dilution to public shareholders and conflicts of interest.

N/A 18M
Mar 14, 2025

S-1 filing: The filing is an S-1 form indicating a public offering of common stock with a proposed amount of $175,000,000 at a price of $10.00 per unit.

N/A 18M
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