Investment Banking Life Sciences Capital Raising Process
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Investment Banking Life Sciences Capital Raising Process
Streamline capital raising in life sciences with our proven investment banking process, ensuring thorough research, strategic planning, and successful fund acquisition.
1
Identify and research potential investors for project
2
Create a project overview and business plan
3
Compile company's financials and projections
4
Approval: Senior Analyst for financials checks
5
Prepare a detailed capital raising strategy
6
Develop an investor presentation and pitch book
7
Schedule and hold meetings with potential investors
8
Negotiate terms of investment agreement
9
Approval: Legal Counsel for investment agreement
10
Prepare due diligence materials for investor review
11
Respond to investor queries and clarifications
12
Approval: Investment team for investor clarifications
13
Revise and finalize investment agreement, as needed
14
Obtain signatures on the investment agreement
15
Ensure transfer of funds from investors
16
Update company financial records
17
Communicate successful capital raise to stakeholders
18
Regulate and monitor post-investment follow-ups
19
File necessary regulatory paperwork
20
Continue investor relations and reporting
Identify and research potential investors for project
In this task, your goal is to identify and research potential investors for the project. This involves conducting market analysis, reviewing industry reports, and leveraging your professional network to identify potential investors. The outcome of this task is a well-researched list of potential investors who are a good fit for the project. What research tools or resources do you need to complete this task? Are there any specific criteria or preferences for potential investors?
Create a project overview and business plan
Compile company's financials and projections
Approval: Senior Analyst for financials checks
Will be submitted for approval:
Identify and research potential investors for project
Will be submitted
Create a project overview and business plan
Will be submitted
Compile company's financials and projections
Will be submitted
Prepare a detailed capital raising strategy
Develop an investor presentation and pitch book
Schedule and hold meetings with potential investors
Negotiate terms of investment agreement
Approval: Legal Counsel for investment agreement
Will be submitted for approval:
Schedule and hold meetings with potential investors
Will be submitted
Negotiate terms of investment agreement
Will be submitted
Prepare due diligence materials for investor review
Respond to investor queries and clarifications
Approval: Investment team for investor clarifications
Will be submitted for approval:
Prepare due diligence materials for investor review
Will be submitted
Respond to investor queries and clarifications
Will be submitted
Revise and finalize investment agreement, as needed
Obtain signatures on the investment agreement
Ensure transfer of funds from investors
Update company financial records
Communicate successful capital raise to stakeholders
