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Investor Rights Tracker: Pro-rata, Information, Voting & Board Rights

Know exactly what you owe every investor and what they are entitled to. Record each right from the SHA (pro-rata, information, inspection, board seat, consent matters, ROFR, tag and drag) with its threshold and next due date.

QUICK ANSWERCommon investor rights in Indian SHAs: pre-emptive or pro-rata rights in new issues, information rights (monthly MIS, quarterly and annual accounts), inspection rights, board or observer seats, reserved matters requiring investor consent, right of first refusal, tag-along, drag-along and anti-dilution. Many have thresholds such as a minimum shareholding.

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What the Investor Rights & Pro-rata Tracker does

✅ Every right per investor
✅ Thresholds and SHA clause notes
✅ Due dates for reporting obligations
✅ Summary by investor
✅ Overdue obligations flagged

How to use the Investor Rights & Pro-rata Tracker

STEP 1
Add investor rights
Add one at a time, paste a list from Excel or Google Sheets, or load the sample data first.
STEP 2
Move through stages
Stages: Active → Action due → Complied → Waived → Lapsed. Use the board view to drag the picture into focus.
STEP 3
Follow up
Overdue and due-this-week items are flagged. Tap WhatsApp to send a follow-up with the message filled in.
STEP 4
Export
Export CSV for your team or print the list.

Pro-rata rights and other obligations founders forget

Before every new round, check who holds pro-rata or pre-emptive rights and give them the offer notice the SHA requires. Skipping it can force a re-paper of the round or a dispute with an early investor.

Information rights are the most frequent obligation. Missing monthly MIS deadlines erodes investor trust quickly; tracking them here and in the portfolio MIS tool keeps you on schedule.

Frequently asked questions

What are pro-rata rights?

The right of an existing investor to buy enough shares in a new round to keep their percentage ownership, usually subject to a minimum holding threshold.

What are information rights?

The right to receive regular financial information, typically monthly MIS, quarterly management accounts, annual audited financials and the annual budget.

What are reserved matters?

Decisions that need investor consent, such as issuing new shares, changing the business, large borrowings, related-party transactions or selling the company.

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

Follow-on & Pro-rata Investment Calculator →Pro-rata amount, amount to fully maintain ownership and ownership if you skip.Portfolio MIS Collector & Founder Update Reminder →Send pre-filled monthly MIS requests to founders, track who replied and record the numbers.Investment Document Register →Index every investment document with type, date, parties, storage link and expiry.

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