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AI agent for venture capitalists

Follow-On Reserve Planning Agent

A reserve allocation across the portfolio that fits remaining reserves and fund concentration limits

PlanningDecisionsFinanceManagementExecutives and strategy
See how it worksGet access
Follow-On Reserve Planning Agent: what goes in, what the agent does and what you get

What it does

Reserve planning usually happens in a meeting with half the facts. Each quarter this agent reads each portfolio company's KPIs, runway and planned rounds and estimates its follow-on need, based on the fund's pro rata rights and its own rule for how much to put into a winner. It adds up the need and compares it with the reserves left. If the total is more than the reserves, it ranks companies by a score from traction, runway and expected round size, then tests alternate allocations. It checks that each allocation stays inside the fund's concentration limits and that the sum equals the reserves. The partners approve the plan. Edge case: a company that may raise early because it is growing fast is flagged for an earlier look rather than a spot in the plan.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Quarter closes and portfolio updates arrive 2 USES A TOOL Collect KPIs, runway and round plans for eachcompany 3 DOES Estimate follow-on need for each company 4 DOES Sum the need and compare it with remaining reserves 5 CHECKS THE RESULT Does total need fit within reserves? If not: rank companies by score and test alternateallocations. Back to step 3. 6 DOES Allocate reserves in score order 7 CHECKS THE RESULT Does each allocation respect concentration limitsand sum to reserves? If not: cap the overweight company and redistribute theremainder. Back to step 6. 8 DOES Flag companies likely to raise early or run short 9 YOU APPROVE Partners approve the reserve plan 10 RESULT Reserve plan with scenarios
Read the steps as a list
  1. Quarter closes and portfolio updates arrive
  2. Collect KPIs, runway and round plans for each company
  3. Estimate follow-on need for each company
  4. Sum the need and compare it with remaining reserves
  5. Does total need fit within reserves?If not: rank companies by score and test alternate allocations. Back to step 3.
  6. Allocate reserves in score order
  7. Does each allocation respect concentration limits and sum to reserves?If not: cap the overweight company and redistribute the remainder. Back to step 6.
  8. Flag companies likely to raise early or run short
  9. Partners approve the reserve planThe agent waits here for your OK.
  10. Reserve plan with scenarios

How it decides

Companies are scored on traction, runway and round size. Allocation goes first to the highest scores that pass limits until reserves are used.

  • Estimate need as the pro rata share of the expected round
  • Cap any single company at the fund's concentration limit
  • Rank by traction, then runway, then round size
  • Reserve nothing for companies with under 6 months of runway and no round plan, and flag them

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Scoring weights
  • Concentration cap (default 25% of reserves)
  • Pro rata assumptions
  • Planning frequency

What keeps you in control

It always asks you first

  • The reserve plan

Hard limits

  • Never commits funds
  • Does not change scoring weights on its own

It stops when

  • Done: partners approve a plan that fits reserves
  • Stop: portfolio data is incomplete for more than a set share of companies

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor a $60 million fund, 14 companies needed $19.6 million against $14 million left. The agent scored them and allocated top-down, but the first plan put $5.1 million into one company, above the 25% cap of $3.5 million. The check failed. It capped it and moved $1.6 million to the next two. The partners approved the plan and asked for an earlier look at one fast-growing company.

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