Situation

A medical device company was preparing for a seed funding round but required a robust financial model to present to potential investors. The model needed to forecast future revenues, outline marketing strategies, break down R&D costs, and demonstrate a clear allocation of funds. Additionally, it had to remain flexible, as the final funding target had not yet been determined.

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Task

Our objective was to develop a comprehensive and adaptable financial model that would not only support the fundraising process but also align with the company’s long-term strategy. This required understanding their current financial position, projected costs and revenues, and key business assumptions.

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Solution

We conducted two in-depth workshops with the company’s leadership team to assess existing financial data, future growth projections, and strategic priorities. Using this insight, we built a structured financial model that incorporated multiple funding scenarios, ensuring adaptability based on investor interest and market conditions. We also refined the model to align with the company’s overall narrative and business goals, strengthening their investor pitch.

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Impact

The company successfully entered their fundraising process with a clear and compelling financial model that effectively communicated their growth potential to investors. By providing a structured and strategic framework, we enabled them to approach fundraising with confidence, positioning them for a successful seed round.