One of the most challenging experiences for a founder is raising money

• How much money should I raise now and in the future?

• Where do I find investors?

• How do I best tell my story to get investors interested?

• How does the funding process work?

• What do I need prepared for investor due diligence?

• How do I protect my interests as a founder?

The Big Tree Investor Readiness Package prepares you for securing funding within the current investment landscape*

  • Attend a private education session to help you understand how the funding process works

    • Types of investors and funding process

    • Current trends in the funding landscape

    • Lessons learned and practical strategies for raising capital

    • How to find the best fit investor and develop a funding roadmap

    • The fundamentals of a deal and how to protect your interests as a founder

  • Understand how your company is positioned across 12 dimensions of the Big Tree Investment Scorecard with recommended actions

    1. Founder teams

    2. Market size and growth rates

    3. Problems being addressed

    4. Declared market spaces

    5. Innovations

    6. Intellectual Property

    7. Competition

    8. Business models

    9. Market traction

    10. Regulatory approvals

    11. Reimbursement protocols

    12. Funding and exit strategies

  • 3 pitch practice sessions with feedback from seasoned mentors from Big Tree and other Industry experts

    1. Initial Pitch

    2. Pitch refinement

    3. Final formal pitch to investors including Big Tree, Bio Inc investor events

    • Review of current funding raise along with future capital needs

    • Identify regional pitch events and investor connections*

  • Formal Data room review across 6 dimensions and recommended action plan for set up and/or enhancements

    1. Corporate & Legal

    2. Intellectual Prop

    3. Financials

    4. Clinical & Regulatory Compliance

    5. Product & Technology

    6. Market & Growth

    • Access to Massachusetts and international life science startup community and Greater Boston startup ecosystem

    • Peer advisory round table sponsored by The Board Forum-GENESIS

    • Use of Bio-Incubator address for correspondence and registration in USA

    • MassBio and MassMEDIC membership privileges including discounts to events and networking

    • Participation in Educational Programs, Workshops and pitch events

    • Company description on the Bio Inc website (5k visitors per month)

    • Occasional use of conference room and open space for meetings and presentations


Prepare for Investors in 4 weeks*

Week 1

Evaluate & Educate

  • Pitch to mentor team for scorecard evaluation, initial feedback and action plans across 12 dimensions

    1. Founder teams

    2. Market size and growth rates

    3. Problems being addressed

    4. Declared market spaces

    5. Innovations

    6. Intellectual Property

    7. Competition

    8. Business models

    9. Market traction

    10. Regulatory approvals

    11. Reimbursement protocols

    12. Funding and exit strategies

  • Attend a private education session to help you understand how the funding process works

    • Types of investors and funding process

    • Current trends in the funding landscape

    • Lessons learned and practical strategies for raising capital

    • How to find the best fit investor and develop a funding roadmap

    • The fundamentals of a deal and how to protect your interests as a founder

Week 2

Pitch Adjustments

  • Seasoned experts will provide feedback on your pitch and recommendations

    • Investor scorecard review and recommendations

    • Pitch practice and refinement

    • Review of current funding raise along with future capital needs (Pre-seed to Series A)

    • Identify regional pitch events and investor connections

Week 3

Data Room Preparation

  • Formal Data room review across 6 dimensions and recommended action plan for set up and/or enhancements

    1. Corporate & Legal

    2. Intellectual Prop

    3. Financials

    4. Clinical & Regulatory Compliance

    5. Product & Technology

    6. Market & Growth

  • • Schedule/ register for investor group introductions and pitch events

    • Pitch refinement check-in

Week 4

Final Pitch & Activation

    • Formal pitch to Big Tree investor group and Bio Inc events

    • Other Regional events identified

    • Founder to schedule/ register regional pitch events

    • Follow up on investor connections

* Funding is NOT guaranteed by Big Tree or any other investment groups. The Big Tree Investment Readiness Package is a SERVICE ONLY PROCESS to help founders prepare for investments by interested parties. Big Tree and/ or other Investors will determine investment fit  upon formal pitches from founder company either during the Investment readiness process or at other times outside of the readiness process as determined by the investment companies.
Pitch events to be scheduled by founder company may not occur during the time period of the Investment Readiness process.