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.

 
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