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Framework and workflow to evaluate pro-rata and follow-on investments, model ownership and returns, and balance reserve allocation and signalling risks for port
This skill guides investors through assessing follow-on rounds: confirming pro-rata rights, gathering company and fund inputs, modelling ownership and returns, evaluating round dynamics, and making a documented recommendation. It produces a concise Follow-On Investment Decision Memo with ownership tables, return scenarios, reserve impact, and signalling analysis.
Use when a portfolio company is raising a new round and you need to decide whether to participate (full or partial), when reviewing reserve allocations, or when preparing a recommendation for an investment committee. Useful during quarterly reserve reviews or any event-driven follow-on opportunity.
Best used with business/strategy assistants, financial modeling tools, and agents that can read cap tables and run basic math (spreadsheet-aware models).
This skill has not been reviewed by our automated audit pipeline yet.
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