Portfolio Valuation for Life Sciences Investors

Provide buy-side or sell-side M&A valuation using trading comps, transaction comps, and DCF with fairness opinion framing.

Model current and post-round cap table including option pool, convertible notes, and pro-forma dilution.

Define the optimal fundraising path, timing, and investor mix aligned to company milestones.

Identify and structure non-dilutive financing options including grants, royalty financing, and venture debt.

Advise on readiness, timing, and structure for a public market transaction.

Build a linked income statement, balance sheet, and cash flow model for a biotech company from first principles.

Value a biotech asset or enterprise using rNPV, DCF, and comparable transactions.

Value an IP portfolio or pipeline by modeling commercialization paths, royalty streams, and licensing revenue.

Conduct buy-side valuation of a target asset or company for in-licensing or acquisition decisions.

Model economics and governance of a proposed JV or strategic alliance including cost/profit sharing.

Screen and analyze a peer group of public biotech companies on valuation, clinical stage, and financial metrics.

Write a comprehensive business plan covering company overview, market, product, operations, and financial projections.