Follow-on investments in portfolio companies

Hey everyone,

Just wondering what happens in a scenario where say the company needs an equity infusion of $5MM for working capital requirements but not all investors are on board to invest that $5MM. My thoughts are that the possibilities are as follows: 1) Follow-on does not get made at all 2) Those who are agreeable to invest do so. Those who do not agree to invest just get diluted in terms of shareholding. But in situations like this, who determines the pre-money valuation of the firm which would impact how the cap table would shape up? Clearly there is a conflict between the participating and non-participating investors since a high pre-money valuation would dilute the non-participating shareholders less. It certainly wouldn't make sense to hire an investment bank for this given that it only $5MM.

Thanks.

2 Comments
 

2) In instances I've seen, other investors will pick up the slack if some don't invest any or a portion of their pro-rata share of the offering. Valuation can be tricky, a methodology/formula may be spelled out in the shareholders agreement, but likely its more of a negotiation. Smaller firms may opt to hire an accounting firm to do valuations vs. a bank as it costs a lot less.

 
Best Response

Dolor ut dignissimos cupiditate velit cupiditate officia est et. Qui quod ullam culpa quo magnam non. Ratione occaecati consequatur asperiores earum. Facere illum enim est sint qui iure. Voluptatibus autem ab cumque est eos perspiciatis. Et aut optio quia necessitatibus repellat.

Ullam repellendus nam excepturi voluptatem sunt rerum quidem. Est est ut modi aut ipsam. Ipsum nemo iste voluptatem deserunt sint ut quam.

Career Advancement Opportunities

July 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

July 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

July 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • Vista Equity Partners 98.1%

Total Avg Compensation

July 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (235) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”