Follow-On Investment Checklist

Follow-on investments are where most venture returns are made. Use this checklist to decide whether to double down on a portfolio company's next round.

Performance since initial investment: Did they hit the milestones from the original thesis? Engineering velocity still strong or accelerating (GitDealFlow)? Revenue/users growing as planned?

Round dynamics: Is the round oversubscribed (good signal) or struggling (bad signal)? Is the lead investor credible? Is the valuation reasonable for the traction?

Portfolio context: How much dry powder do you have? Is this company a top-3 portfolio candidate? What's your ownership if you follow on vs. if you don't?

Conviction check: Has your conviction increased, decreased, or stayed flat since the initial investment? What would need to be true for you to pass on this follow-on?

FAQ

When should I follow on?

When the company is executing well, your ownership is meaningful, and you have dry powder. The best follow-on candidates are top-decile performers where momentum is accelerating.

Should I always exercise pro-rata?

No. Pro-rata is a right, not an obligation. Pass on companies that are underperforming or where the round terms are unfavorable. Reserve capital for your best performers.

How much should I reserve for follow-ons?

50% of total capital. This lets you double down on 3-5 winners without running out of dry powder before the next vintage.

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