BackStartups

Rights & follow-on

Pro-rata rights

Also called Pre-emption rights, Participation rights

The right, but not the obligation, to invest enough in future rounds to maintain your existing percentage of the company.

In plain English

A pro-rata right lets you keep up. If you own 2% and the company issues new shares, the right entitles you to buy 2% of the new issue at the round price, leaving your percentage unchanged. Without it you are diluted every round, whether you have the money to participate or not.

The right is optional in the sense that you may decline, and mandatory in the sense that the company must offer. That asymmetry is what makes it valuable: it is a free option on the company's future, exercisable only when you have information you did not have when you invested.

The economic logic is what professional investors call adverse selection working in your favour. When a company is doing badly, you decline and lose nothing. When it is doing well and the round is oversubscribed, you have a contractual right to a slice that everyone else is fighting for. Concentrating capital into your winners at a moment when you can see they are winning is close to the only structural edge available to a small investor.

In many jurisdictions a statutory version exists automatically — UK companies law grants pre-emption rights on new share issues to existing shareholders, though these are routinely disapplied in the articles or the shareholders' agreement. Statutory rights are not a substitute for a contractual one.

What it means for your cheque

This is the single most valuable thing a small cheque can negotiate, and the standard post-money SAFE does not include it. Ask for it in a side letter. Founders rarely refuse, because at the moment of asking it costs them nothing and reads as commitment rather than as a demand.

It is worth nothing without reserved capital. An angel who negotiates pro-rata rights and invests every available pound in first cheques will watch those rights expire unexercised in exactly the companies where they were valuable. Reserve one to two times your initial cheque per position at the moment you invest, not later.

Do the arithmetic

Following on versus not, in a company that works

You invest $25,000 at seed for 2%. The company raises Series A, B and C. You either exercise pro-rata each time or do not. Exit at $600m.

Without follow-on — position at exitabout 0.85% after four rounds of dilution
Without follow-on — total invested$25,000
Without follow-on — proceedsabout $5.1m
With follow-on — Series A pro-rata$40,000
With follow-on — Series B pro-rata$110,000
With follow-on — Series C pro-rata$260,000
With follow-on — total invested$435,000
With follow-on — position and proceeds2.0% and about $12m

Following on cost $410,000 more and returned nearly $7m more — but only because the company worked. The right lets you make that decision with six years of information you did not have at the start.

At the table

What to negotiate

  • Ask for it explicitly in a side letter if the main instrument does not grant it. The post-money SAFE does not.
  • Check for a minimum investment threshold — many side letters grant pro-rata only to holders above a stated size.
  • Establish whether the right survives future rounds. Some are drafted to lapse at a Series A or on a major financing.
  • Ask whether the right covers the full round or only the portion offered to existing holders.
  • Confirm the notice period. Ten days to fund a six-figure call is not a right you can use; thirty is workable.

Around the world

How this differs by market

Pro-rata rights: common questions

Do I automatically get pro-rata rights as an angel?
No. The standard post-money SAFE excludes them, and priced-round documents commonly restrict them to "major investors" above a size threshold that most angels do not meet. If you have not asked in writing, assume you do not have them.
What is a super pro-rata right?
The right to buy more than your existing percentage in a future round — a genuinely aggressive ask that leads sometimes negotiate. Founders resist it because it constrains their ability to bring in new investors, and small cheques will not usually get it.
Is the right worth having if I cannot afford to follow on?
Yes, because it is an option rather than an obligation and it costs nothing to hold. It also has secondary value: a pro-rata allocation in a hot round is something you can sometimes assign or share with a syndicate, though whether you may do so depends on the drafting.