Case Studies

Supporting Life Sciences Fundraising Through Investor-Ready Financial Modeling

Supporting Life Sciences Fundraising Through Investor-Ready Financial Modeling

Situation

An early-stage Life Sciences company was preparing to raise capital to support commercialization and its next phase of growth. The leadership team had deep technical expertise and a clear vision for the business, but needed a financial model that translated its commercialization strategy into measurable operating assumptions, financial performance, and future capital requirements.

The model also needed to provide management with a clear understanding of the financial drivers behind the business so leadership could confidently communicate and support its assumptions throughout the fundraising process.

Solutions
1

Translated the Commercial Strategy into Financial Drivers

MMG worked closely with leadership to understand the company's technology, commercialization strategy, market opportunity, and operating plans. The team translated those inputs into measurable business drivers that could support a detailed financial forecast and clearly connect the company's strategy to its financial outlook.
2

Built an Integrated, Bottoms-Up Financial Model

MMG developed a comprehensive model incorporating three years of historical results, the current-year forecast, and three years of projected financial performance.
The forecast was built from the underlying drivers of the business, including customer pipeline assumptions, expected market adoption, manufacturing capacity, operating expenses, and hiring plans. This gave management a detailed view of how commercial and operating decisions would affect financial performance and future capital requirements.
3

Equipped Leadership to Understand and Defend the Forecast

MMG worked directly with management throughout the modeling process to explain key assumptions, methodologies, and financial drivers. Rather than simply delivering a completed model, MMG ensured leadership understood how the forecast worked and how changes in key assumptions affected the company's financial outlook and funding needs.
Results

Over approximately 2.5 months, MMG developed an investor-ready financial model that connected the company’s commercialization strategy with its operating plan, financial outlook, and capital requirements.

The completed model gave leadership a structured financial foundation to support its fundraising efforts. Several months after MMG completed the engagement, the company successfully closed its seed financing round, securing capital to advance commercialization and support its next phase of growth.

3 Years

Forward financial forecast

2.5 Months

Part-time MMG engagement

$3MM+

Seed financing subsequently secured

Consulting ServicesFractional AccountingInterim CFO / Controller / FP&ABio-Tech / Startups
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