SERVICES
Capital Planning Valuation Strategy™
A full suite of capital planning data and valuation estimate solutions for early-stage medtech and life science companies and build visibility with investors, customers, and industry stakeholders.
Capital Planning Valuation Strategy™ a 6-week process designed to help medtech, biotech, pharma, and life science business owners understand their business valuation in the market based on their due diligence, P&Ls, and balance sheets. We develop all important spread sheets for business management such as pro-forma capitalization table, pre- and post-valuation, deal comps analysis, pricing analysis, and cash flow projection.
The process provides a path to maintain control of your through multiple cycles of fundraising while building a blueprint for a successful capital planning. It provides the roadmap business owners need to make capital decisions with greater confidence.
We offer a full suite of capital planning analytical data and valuation for early-stage medtech and life science companies and build visibility with investors, customers, and industry stakeholders. Whether you’re a Seed stage company or a VC-backed enterprise exploring new growth avenues, we come equipped with all the tools to meet your capital market objectives.
Here Are The Areas We Cover
• Cap Table Restructuring
• Pre- and Post-Valuation
• Market-Based Valuation
• Video Presentation
• Corporate Books Management
• Reorganization of Corporate Characters
• Custom Pro Forma Cap Table
• Marketing Plan for Promotion
• Deal Comps Analysis
• Fair Valuation Estimate
• Market Research
• Industry Strategy
• Industry Access
• Branding & Positioning
• Investor Analytics
• Pricing Analysis
What Will You Get?
You will receive the following deliverables, prepared specifically for your company:
Pro Forma Cap Table
Reflecting the current capitalization structure of your company and your projected capitalization following potential investments
Pre- and Post-Money Valuations
For your capital raise based on the pro forma cap table and our proposed offering price per share
Fair Valuation Estimate
Fair valuation estimate based on future revenue projections, growth potential, industry exit comps, and investor return requirements
Selling Shareholders Analysis
Selling shareholders analysis showing how current shareholders can have a partial liquidity event in Reg A+ and how it could impact your capital raise
Synopsis with The Sequential Steps
Synopsis with the sequential steps of the funding process in spreadsheet form i.e. the capital and cash flow projection beginning post registration and ending with receipt of offering proceeds
Deal Comps Analysis
Deal comps analysis showing venture capital raises and M&A exits for similar companies in your industry, including valuation, businesses stage, and funding round data for each deal
Historical Funding Data
Historical funding data, including venture capital investment and ownership percentages, for comparable companies in your industry showing how companies like yours gave up control to outside investors under the VC route
CPVS™ Presentation
30+ page informational slide deck and custom roadmap designed specifically for your needs
Order for CPVS™ Build Out
Order for our CPVS™ Build-out service and get all analytical spreadsheet prepared for your company’s capital planning. We charge $4,500 for the CPVS™ build out and presentation but you will pay the fee in two installments: $2,250 as a deposit and the other $2,250 when all analytical spreadsheets and the presentation is complete and ready to deliver.
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