Equity Fundraise for Mature Healthcare
Budget: $15 – $25 USD
I’m preparing to open an equity round for a well-established healthcare company and need an experienced fundraising partner to steer the entire process from positioning to close. We operate in a mature phase with strong revenue history, so the focus is on structuring an appealing offer, refining valuation, and identifying investors who are actively allocating to healthcare.
Me: Dave Robertson CEO founder of Dynamic Medical and exited entering back into the durable medical space(renting complex equip). including a new model to triple volume of organ transplants. So, 2 biz plans needed. If our estimates are correct this is beyond billions, but will be bootstraps and eat what we farm type mentality. If someone can't se the vision, history or have the means to work for performance/commission not the best fit.
The 1st scope of work is needing to put together a biz plan/operating plan as a "proposed CEO(me) to turn around their real estate holdings and healthcare rehabs---which would be the driving force for the other biz models aforementioned. Part of that is a 10 star patient concierge, family estate solutions(this project now) will serve as a launch point.
I have all the documents for this proposal--which I want to submit by midnight Ca. *PST. I need help with some graphics for letterhead, layering in my video to a PowerPoint and being a fresh set of eyes on presenting something to the heirs of a real estate charity that the family has to act now, but are not acting.
Phase 2 is the main piece, the above is a tiny project to get a feel for working together. Non-need to bid on this except how you structure raises: The financials are 80% complete ---which could support raising big or small. But $3M Min.
You’ll help sharpen our story, translate our financial traction into a compelling investment case, and run targeted outreach to funds, family offices, and strategic corporates. Fin-modeling skills (Excel or similar), pitch-deck craftsmanship (PowerPoint, Keynote, Canva), and a solid investor network are all critical.
Deliverables
• Investor-ready pitch deck and executive summary
• Detailed equity model with valuation scenarios and exit analysis
• Curated investor list with contact strategy and tracking sheet
• Guidance through term-sheet negotiation and due-diligence documentation up to deal signing
Acceptance criteria
• Deck and model pass internal review and reflect audited financials
• Minimum 50 qualified investor introductions logged
• At least three signed NDAs leading to active diligence discussions
Timelines and milestones are flexible; quality introductions and airtight materials matter most. If your track record includes successful healthcare equity raises, I’m eager to collaborate and move quickly.
Me: Dave Robertson CEO founder of Dynamic Medical and exited entering back into the durable medical space(renting complex equip). including a new model to triple volume of organ transplants. So, 2 biz plans needed. If our estimates are correct this is beyond billions, but will be bootstraps and eat what we farm type mentality. If someone can't se the vision, history or have the means to work for performance/commission not the best fit.
The 1st scope of work is needing to put together a biz plan/operating plan as a "proposed CEO(me) to turn around their real estate holdings and healthcare rehabs---which would be the driving force for the other biz models aforementioned. Part of that is a 10 star patient concierge, family estate solutions(this project now) will serve as a launch point.
I have all the documents for this proposal--which I want to submit by midnight Ca. *PST. I need help with some graphics for letterhead, layering in my video to a PowerPoint and being a fresh set of eyes on presenting something to the heirs of a real estate charity that the family has to act now, but are not acting.
Phase 2 is the main piece, the above is a tiny project to get a feel for working together. Non-need to bid on this except how you structure raises: The financials are 80% complete ---which could support raising big or small. But $3M Min.
You’ll help sharpen our story, translate our financial traction into a compelling investment case, and run targeted outreach to funds, family offices, and strategic corporates. Fin-modeling skills (Excel or similar), pitch-deck craftsmanship (PowerPoint, Keynote, Canva), and a solid investor network are all critical.
Deliverables
• Investor-ready pitch deck and executive summary
• Detailed equity model with valuation scenarios and exit analysis
• Curated investor list with contact strategy and tracking sheet
• Guidance through term-sheet negotiation and due-diligence documentation up to deal signing
Acceptance criteria
• Deck and model pass internal review and reflect audited financials
• Minimum 50 qualified investor introductions logged
• At least three signed NDAs leading to active diligence discussions
Timelines and milestones are flexible; quality introductions and airtight materials matter most. If your track record includes successful healthcare equity raises, I’m eager to collaborate and move quickly.