Templates
Investment Banking
Investment Banking Life Sciences Capital Raising Process
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