I would adore more companions, but I can't justify saying "to heck with the development cycle, we need more things!" Of course, I understand Obsidian takes its job very seriously and would never compromise game integrity or renege on its promises, but having comfortable planning time and manpower produces a different product than the minimal planning time and manpower to produce the promised result. I'm sure that the game will be spectacular either way, but with more time to polish the details, entertain new ideas that designers or artists may come up with, all lead to a better game and might be compromised with more on the development plate. Even if all the new money raised goes to hiring new personnel to tackle the new content, this raises two issues. First, new personnel likely won't be the same caliber as the current dev team. Next, the new personnel still needs planning, leadership, and to interact with the other departments to produce a seamless product, thereby slowing development. I would prefer additional content be released at a later date as expansions. The backers would be paying for it either way (by buying the expansion or funding the stretch goals), but this way we'd get something sooner, and everything eventually.
I don't even know how many companions there are at this point. For all I know, they could have everything I could possibly want in the game and I'm in no position to say I need more before I know what I'm getting.