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MedTech Debt — Venture Debt $2M Commercial-stage

Neuromodulation MedTech — structured debt raise to fund US commercial expansion ahead of Series B.

Closed
Biotech Equity — Series A €8M Pre-IND

Implantable combination product targeting metabolic disease — Series A to fund first-in-human study in 2027.

Confidential — available on request
Health AI Equity — Growth $6.5M Commercial-stage

Surgical data licensing platform — growth equity raise to scale enterprise health system partnerships.

Confidential — available on request
MedTech Equity — Series A $5M Clinical-stage

Surgical visualization platform — Series A raise to complete regulatory milestones and initiate commercial launch.

Closed
Biopharma Equity — Series A €7–10M Clinical-stage

Histamine-modulation migraine therapeutic — European Series A supporting Phase II readiness.

Confidential — available on request
Digital Health Debt — Structured Credit $10M Commercial-stage

Behavioral health platform — line of credit with warrant structure to fund national network expansion.

Confidential — available on request
Enterprise SaaS Equity — Growth $3M Commercial-stage

Telecom AI platform for ISP network intelligence — growth round to accelerate North American go-to-market.

Confidential — available on request
Biotech Equity — Seed $8M Pre-clinical

Topical antiviral therapeutics platform — seed raise to advance lead candidates toward IND-enabling studies.

Confidential — available on request
Healthcare Services M&A — Strategic Partnership Undisclosed Growth-stage

Newborn vision screening platform — strategic partnership process with health system and payer counterparties.

Confidential — available on request
Clinical-Stage MedTech — Neuromodulation

Structuring a $2M non-dilutive debt facility for a commercial-stage neuromodulation company

Company Profile

A commercial-stage neuromodulation MedTech company with FDA clearance in hand and initial US revenue, preparing for a larger Series B raise within eighteen months. The company needed interim capital to fund commercial expansion without diluting ownership ahead of the value-inflection event.

The Challenge

The company had achieved FDA clearance and was generating initial commercial revenue, but had not yet built the investor-facing financial narrative required to support a debt raise. Lenders were encountering the opportunity cold, without context on the regulatory pathway, the commercial traction, or the use of proceeds.

What We Did

We developed a lender-facing materials package including an executive summary, a detailed financial model with revenue projections under three scenarios, and a regulatory summary translating the FDA clearance into language accessible to non-specialist lenders. We then ran a structured outreach process targeting venture lenders and specialty credit providers with healthcare portfolios, managing a competitive process across six engaged parties.

Outcome

$2M venture debt facility closed in eleven weeks from engagement. Terms included an 18-month interest-only period aligned with the company's near-term cash flow profile, with a warrant coverage structure that preserved the majority of founder equity through the next equity raise.

Pre-IND Biotech — Metabolic Disease

Positioning a European combination-product company for an €8M first-in-human financing

Company Profile

A France-based pre-IND company developing an implantable combination product targeting metabolic disease, with a differentiated mechanism adjacent to the GLP-1 therapeutic landscape. The company was preparing for a first-in-human study in 2027 and needed institutional capital to fund the program through that milestone.

The Challenge

The company's science was strong, but its investor-facing materials did not translate the mechanism, the regulatory pathway, or the competitive positioning into terms institutional investors could underwrite. Cross-border complexity — a European company targeting North American and European investors — added a positioning burden that the internal team was not resourced to carry.

What We Did

We built the full institutional package: investor presentation, scenario-based financial model, regulatory pathway summary, and a board-level Q&A document anticipating the questions technical diligence teams would ask. We developed a targeted investor list spanning metabolic-focused venture funds, MedTech crossover investors, and European family offices with life science mandates, and managed structured outreach across both continents.

Outcome

The company entered its financing process with institutional-grade materials, a qualified investor pipeline across two continents, and a defensible valuation narrative anchored to comparable transactions — positioning the raise to close ahead of the first-in-human milestone.

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