Audit Existing Investor Support, Capacity and Cadence
Assess the precise reserves, pro-rata willingness, and value-add capabilities of current cap-table members. The founder maps out historical participation, establishes expected follow-on allocations, and sets up a predictable reporting rhythm.
Completing this action produces a clear matrix of existing investor commitment, remaining reserves, and reporting requirements. It ensures the venture knows its internal funding backstop before approaching external lead investors.
The founder delivers an investor audit matrix detailing each investor's pro-rata rights, estimated follow-on cheque size, non-financial support, and preferred update cadence. This must be backed by documented communications rather than assumptions.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
What direct evidence confirms that key existing investors have remaining fund capacity for your next round?
- 2
How have you validated whether non-participating investors will waive their pre-emption rights without friction?
- 3
Why do you believe your proposed update cadence will drive active support rather than passive monitoring?
- 4
What explicit value-add actions have existing investors delivered beyond capital over the past six months?
- 5
How does your follow-on capacity calculation change if your lead investor defaults on their expected pro-rata?