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AI agent for venture capitalists

Pro-Rata Rights Tracker Agent

Every pro-rata right is spotted early, the allocation is calculated, and a decision is made before the window closes

DecisionsMonitoringFinance
See how it worksGet access
Pro-Rata Rights Tracker Agent: what goes in, what the agent does and what you get

What it does

Many venture investments include pro-rata rights, the right to buy a share of future rounds to keep ownership. Notices from founders can arrive late or never, and the window may be only a week. This agent keeps a table of each investment's rights, ownership percentage and any super pro-rata terms. It watches portfolio news, updates and filings for signs of a new round, then calculates the investor's allocation and compares it with the reserve budget. If the allocation exceeds the reserve, it shows the options, such as taking part, a partial amount or a pass. It reminds the partner before the deadline and checks that the notice and documents are complete. If a document is missing, it asks the company. The partner approves the decision to exercise. Edge case: a round includes a new option pool, and the agent recalculates ownership on the fully diluted basis.

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 Round news or a notice appears for a portfoliocompany 2 USES A TOOL Load the investment terms and cap table 3 DOES Calculate ownership on a fully diluted basis 4 DOES Calculate the pro-rata allocation for the round 5 CHECKS THE RESULT Is the allocation within the reserve and the fund'sconcentration limit? If not: model a partial amount or a pass and show theeffect on ownership. Back to step 3. 6 USES A TOOL Check the notice for the deadline and requireddocuments 7 CHECKS THE RESULT Is the notice complete with price, terms anddeadline? If not: ask the company for the missing information andrecalculate. Back to step 6. 8 DOES Send reminders at 7 and 3 days before the deadline 9 YOU APPROVE Partner approves the decision to exercise, reduce orpass 10 RESULT Decision logged and documents filed
Read the steps as a list
  1. Round news or a notice appears for a portfolio company
  2. Load the investment terms and cap table
  3. Calculate ownership on a fully diluted basis
  4. Calculate the pro-rata allocation for the round
  5. Is the allocation within the reserve and the fund's concentration limit?If not: model a partial amount or a pass and show the effect on ownership. Back to step 3.
  6. Check the notice for the deadline and required documents
  7. Is the notice complete with price, terms and deadline?If not: ask the company for the missing information and recalculate. Back to step 6.
  8. Send reminders at 7 and 3 days before the deadline
  9. Partner approves the decision to exercise, reduce or passThe agent waits here for your OK.
  10. Decision logged and documents filed

How it decides

It calculates the allocation from ownership on a fully diluted basis and the round size, then checks it against reserves and fund concentration limits.

  • Use fully diluted ownership for the calculation
  • Flag any allocation above 10% of the remaining reserve
  • Remind the partner 7 and 3 days before the deadline
  • Treat missing price or deadline as an incomplete notice

Make it yours

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

  • Reserve per investment
  • Concentration limit
  • Reminder days (default 7 and 3)
  • Sources watched

What keeps you in control

It always asks you first

  • Exercising or declining the right

Hard limits

  • Never commits funds
  • Does not contact the company without approval
  • Marks estimates from news as unconfirmed

It stops when

  • Done: decision is made before the deadline
  • Stop: terms or cap table are unavailable

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 happensA seed investment held 4.8% with pro-rata rights. A Series A of $12 million at a $60 million pre was announced. The agent computed an allocation of $576,000 against a $400,000 reserve, so the check failed. It modeled $400,000, which kept ownership at 3.9% after dilution. The notice lacked a deadline, so the agent asked the company. The partner approved $400,000.

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