Secure the Capital You Need to Grow without Losing Control
Consulting for Raising Capital
A full suite of capital planning and advisory solutions for biotech, medtech, pharma and life science companies looking to raise capital and build visibility with investors, customers, and industry stakeholders.
We help biotech, medtech, pharma, and life science founders raise capital, build investor confidence, and position their companies for sustainable growth.
Raising capital in today’s market is complex. Between regulatory hurdles, investor skepticism, and shifting valuations, founders often struggle to move forward confidently. That’s where we come in.
Why Founders Work with Us
Whether you’re preparing for your first Seed round or scaling with institutional funding, our proven framework and advisory services equip you with everything you need to:
• Structure your company for investor readiness
• Navigate legal and compliance risks with confidence
• Build visibility and credibility with investors, partners, and industry stakeholders
• Accelerate your fundraising timeline while staying in control
Our Capital-Raise Advisory Services
We focus on outcomes that matter most to founders:
1. Strategy & Structure — Build a Capital Plan Investors Trust
• Secure the Right Amount at the Right Stage → From $1–5M bridge rounds to $75M Regulation A+ raises, we help you design the right raise for your growth.
• Show Investors a Clean Ownership Structure → Restructure your cap table so it’s simple, transparent, and investor-friendly.
• Defend Your Valuation with Confidence → Position your company with realistic, market-based valuations investors can respect.
• Know the Best Path to Market → Get clarity on whether to pursue a Regulation A+, Regulation D 506(c), or another route — including guidance on updated 506(c) rules.
• Avoid Short-Term Cash Gaps → Bridge financing strategies that keep momentum going while you secure larger rounds.
2. Compliance & Governance — Reduce Risk and Build Credibility
• Stay Ahead of Regulatory Hurdles → Navigate legal frameworks confidently, avoiding costly mistakes.
• Look Professional from Day One → Keep corporate books and records organized to meet investor due-diligence standards.
• Simplify Complex Corporate Structures → Reorganize or use exemptions to streamline your company for growth.
• Unlock Non-Traditional Paths → Explore reverse mergers as an alternative to traditional fundraising.
• Choose the Right Investment Vehicle → Expert guidance on SAFE notes, convertible notes, and other instruments to ensure the deal works for both you and your investors.
3. Visibility & Investor Access — Get in Front of the Right Investors
• Identify the Right Targets → Market research that pinpoints investors aligned with your sector and stage.
• Stand Out in a Crowded Market → Position your brand and story to resonate with investors and industry stakeholders. One of our marketing teams guarantees 165 accredited investors every month.
• Open Doors to Capital → Direct investor acquisition strategies that connect you with decision-makers, not gatekeepers.
• Make Every Pitch Count → Professional review of your business plan, pitch deck, and materials so they meet investor expectations and regulatory standards.
What You’ll Get in Your Consultation
For $500, you’ll unlock a 1-hour virtual strategy session designed to put your company on the right fundraising track. You’ll receive:
• A personalized funding readiness review tailored to your stage and goals
• A detailed review of your business plan, pitch deck, and fundraising materials
• Insights into short-term raises ($1–5M) vs. long-term capital strategies (up to $75M)
• Expert guidance on reverse mergers, SAFE notes, convertibles, and updated compliance programs
• A Services Guide mapping solutions to your company’s stage and needs
• Access to our proprietary CPVS™ (Capital Planning Valuation Strategy™) overview
Take the Next Step
Your time is too valuable to waste on fragmented strategies or investor skepticism. With our proven system, you’ll save months of guesswork and position your company to raise faster and more credibly.
