Life Sciences Startup

Market Research
Financial Modeling/Planning
Capital Raise Collaterals


An early stage life sciences company had invested heavily in product creation, infrastructure, and the company vision for taking an innovative product line to market, using nearly $2m of founder’s paid in capital.


With depleted capital resources, a limited support team, and growing concerns about a rapidly evolving market, the company leaders found themselves stuck with a great idea but constraints in taking it to market. Without the ability to finance their plan or attract the talent they needed to help them do so, the company was paralyzed by inaction that put founder capital and the overall market opportunity at risk.


3 VEEPStack resources were deployed to conduct market research, build the use case and business model, forecast sales and profits, write copy and business plans, and design multi-faceted collaterals to assist with the capital raise. The project was launched with an comprehensive market research study that yielded supportive data for the Go-To-Market plan, revenue forecasts, and proforma ROI for the investment required. The findings and subsequent analysis created were captured and illustrated in a professionally designed, magazine-quality executive summary that was thorough enough to answer the most critical questions, while being brief enough to be compelling.

The Plan

  • Market Research: 4 Weeks
  • GTM Planning (Investment & Product): 4 Weeks
  • Collaterals Creation: 2 Weeks
  • Rollout/Execution Support: 4 Weeks


Executive Summary and collateral materials resulted in response rates exceeding 30%. Plans & Processes produced 3 qualified terms sheets on offer. The Company closed funding within 5 months of project launch.

Outcomes Delivered

Market Research
Customer Profile/Segmentation
Go to Market Plan
ProForma Revenue Forecast
ProForma P&L
Executive Summary
Valuation Criteria & Defense
Proposed Term Sheet

All the benefits of a CXO, without the price.