Capital Planning Valuation Strategy™ for Life Science Companies

A custom prepared fundraising roadmap and go-to-market strategy for medtech, biotech, pharma, and life sciences companies. Raise up to $75 million without giving away control.

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HOW WE HELP COMPANIES

CAPITAL PLANNING VALUATION STRATEGY™

Capital Planning Valuation Strategy™ (CPVS™) is our proprietary 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. Learn more about how a CPVS™ can help your business unlock growth capital today.

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The Growth Of Capital Raising

AMOUNT RAISED IN 2020

AMOUNT RAISED IN 2021

YOY INCREASE IN FUNDS
DISRUPTION OF PRIVATE SECURITIES

The Democratization of Capital

Regulation A provides a vehicle for companies to raise up to $75 million per year from both accredited and non-accredited (“Main Street”) investors. This is made possible through the 2012 JOBS Act, which changed reporting and disclosure requirements for small and medium sized businesses.

Previously, they were restricted to either Venture Captial or onerous Regulation D offerings for growth capital. Regulation A provides capital-intensive life sciences companies with a viable alternative funding strategy. Read about the company that raised $60 million using Reg A+.

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Industry Leading Partners

CPVS™ gives you an extensive network of partners to guide you through a successful Reg A Offering . You will have access to the legal, compliance, marketing, and technology resources from industry leaders.

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MedTech News

The latest on Regulation A , life sciences innovation, and the democritization of capital.

Fair Valuation Estimate

How to Establish a Fair Valuation Estimate for a Successful Capital Raise

Attempting to raise capital without considering how investors might value your company could set you back months, if not years, on your fundraising journey, and it’s a mistake we’ve seen[…]

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How to Choose the Right Funding Strategy for Your Startup

How to Choose the Right Funding Strategy for Your Startup

Whether you’re developing a revolutionary app or launching a groundbreaking product, having the right funding strategy is essential to fuel your growth and turn your ideas into reality. In this blog post, we will explore the various fundraising options available to startups and provide guidance on how to choose the one that best aligns with your business goals and objectives.

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Why do I need a FINRA Broker-Dealer?

Broker-dealers are an important element of the fundraising process, and selecting the right one is crucial to your success. Some states require issuers to work with a broker-dealer.

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