🏦 Free · no login · data stays in your browser

Syndicate Allocation Calculator: Fair Allocation When a Deal Is Oversubscribed

When backers want more than the allocation you have, split it fairly and transparently. Enter the allocation, minimum ticket and rounding, list requests and choose pro-rata, equal cap or priority-first.

QUICK ANSWERPro-rata allocation gives each investor requested amount × (allocation ÷ total requested). Equal cap fills small tickets fully and caps everyone at the same level. Priority-first fills high-priority investors before others. Round down to the ticket step and drop allocations below the minimum ticket.

Loading tool…

What the Syndicate Investment Allocation Calculator does

✅ Three allocation methods
✅ Minimum ticket and rounding
✅ Oversubscription multiple
✅ Fill % per investor
✅ Unallocated amount shown

How to use the Syndicate Investment Allocation Calculator

STEP 1
Enter your numbers
Type the figures you know. Every field starts with a realistic example so you can see how it works.
STEP 2
Read the result instantly
Results, tables and the plain-English explanation update as you type. No submit button, no login.
STEP 3
Test scenarios
Change one assumption at a time (valuation, growth, dilution, exit) to see what really moves the outcome.
STEP 4
Share or save
Copy the summary, send it on WhatsApp or print to PDF for your co-founders, board or investment committee.

Fair allocation keeps a syndicate healthy

Backers return to leads who allocate predictably. Publish the method before the deal closes and stick to it.

Equal-cap allocation favours smaller backers; pro-rata favours larger cheques; priority-first rewards repeat or strategic backers. Pick one that fits your community.

Frequently asked questions

What is the fairest way to allocate an oversubscribed round?

There is no single answer; pro-rata is simplest, equal-cap protects small backers, and priority rules reward loyalty. Transparency matters most.

What about minimum ticket sizes?

Platforms and angel funds set minimums (often ₹1–5 lakh per deal for angel funds under SEBI rules). Allocations below the minimum are dropped and redistributed.

Can I export the allocation?

Copy the result or print it; the investor list stays saved in your browser.

Is this tool free? Do I need to sign up?

Yes. It is completely free, needs no login and has no usage limit. FastFee builds payment collection software; these startup and investor tools are free resources for founders, angels and fund managers.

Is my data private?

Yes. Everything you type stays in your own browser on this device (local storage). Nothing is uploaded to FastFee. Export or print a copy if you need to keep it.

Use it together with

Investor Commitment Tracker →Track syndicate commitments from soft-circle to funds received, with follow-ups.Syndicate Carry Calculator →Carry pool from an exit, platform cut, lead and co-lead split and investor net multiple.

Extend your runway by getting paid faster

Automatic WhatsApp and SMS payment reminders before and after due dates
UPI, payment links and AutoPay with live paid status and auto receipts
Built for subscription, fee and installment businesses across India

Try FastFee free →Mobile OTP signup. No card required.

More free fund & syndicate management

VC Fund Return Simulator →Model fund economics: investable capital, gross proceeds, carry, net TVPI and IRR.Fund Management Fee Calculator →Fees by year on committed or invested capital with step-downs and total fee load.Carry Waterfall Calculator →European waterfall: return of capital, preferred return, GP catch-up and 80/20 split.Fund NAV Calculator →Holdings at fair value plus cash minus liabilities: NAV, NAV per unit, TVPI, DPI, RVPI.Syndicate Carry Calculator →Carry pool from an exit, platform cut, lead and co-lead split and investor net multiple.Investor Commitment Tracker →Track syndicate commitments from soft-circle to funds received, with follow-ups.Capital Call Tracker →Track capital calls per LP: amount called, received, pending and overdue.LP Report Generator →Quarterly LP update with called, invested, NAV, TVPI/DPI, highlights and write-downs.Fund Expense Tracker →Log fund and deal expenses by category with payment status and totals.

Other free startup & investor tool categories

📈 Valuation & Cap Table →Pre and post-money, share price, SAFE and convertible note conversion, cap table, dilution, ESOP pool, vesting and secondary sales.📝 Term Sheet, Legal & Compliance →Term sheet generator and comparator, liquidation preference, anti-dilution, co-founder risk, compliance checklists and governance trackers.💰 Investor Returns →Investor return, MOIC, portfolio IRR (XIRR), exit scenarios, follow-on and pro-rata decisions, and power-law portfolio maths.📊 Startup Metrics & Health →Runway, burn multiple, default alive, CAC/LTV, SaaS, marketplace, fintech, D2C, EdTech and consumer app metrics, benchmarks and revenue quality.🧭 Market Size & Competition →TAM SAM SOM with a sanity check, competitor positioning map, category saturation and a funding tracker for your space.🔍 Screening & Due Diligence →Deal screener and ranking, pitch deck review, thesis match, red flags, DD and data room checklists, founder checks and investment memos.🗂️ Portfolio Management →Portfolio dashboard with runway alerts, monthly MIS collection, investor update generator, follow-ups, value-add, hiring and exits.🤝 Deal Flow & Fundraising →Deal CRM with kanban pipeline, founder fundraising and round closing tracker, auto-tagger, duplicate detector and application form builder.🧾 Free business tools →GST invoices, payment reminders, UPI collection and cash flow tools.