Our Methodology

The key points we always work in the preparation of a Business Plan & Fundraising process at GENESIS Biomed

01 Market Analysis

  • Current unmet medical need
  • Epidemiology
  • Determination of market size
  • Description of market trends
  • Analysis of main players in the market (commercial products)
  • Description of the future competitors (development projects)

02 Competitive Positioning

  • Analysis of main features of current and future competitors
  • Price analysis
  • Business model analysis
  • Market share analysis
  • Voice of customer and cost-effectiveness analysis
  • Competitors matrix

03 Proof of Concept Results

  • Complete list and description of studies carried out to date
  • Main results obtained and conclusion analysis
  • Studies to be conducted in the future
  • Current agreement with the main institution
  • Outsourced studies and external collaboration R+D Gantt chart

04 Intellectual Property

  • List of filed patents to date
  • Analysis of the current situation of each filed patent
  • List of potential future patents in the project
  • Freedom to operate analysis
  • Licence agreement from the institutions
  • IP strategy of the company

05 Regulatory Strategy

  • Regulatory framework for the current project
  • Analysis of the corresponding guidelines and directives
  • Current regulatory considerations
  • Future trends and regulatory charges
  • Regulatory strategy and validation
  • Regulatory roadmap

06 Development Plan

  • Lis of all needed studies for the development of the product
  • Gantt chart for the whole development process
  • Identification of main milestones
  • Measurement of timelines
  • Identification of potential outsourcing partners
  • Prediction of associated costs

07 Company’s Internal Team

  • Existing team and initial roles
  • Presence of a full-time CEO
  • Complete job description for all required roles in the future
  • Organisation chart analysis and development of headcount in the company
  • Analysis of salaries and ESOP for internal staff
  • Partners’ Agreement, governance and reserved matters

08 External Team

  • Profiles required for the Scientific Advisory Board
  • Design of the Board of Directors
  • Identification of the Chairman
  • Identification of suitable outsourced roles and service providers
  • Analysis of costs and quotations
  • Design of ESOP for key external personnel

09 Financial Plan

  • Definition of the company’s business model
  • Quantification of the overall cash requirement
  • Main financial milestones and Identification of tranches
  • Fundraising strategy for investors and exit scenario analysis
  • Risk analysis and mitigation plan
  • Valuation of the company and cap table analysis
  • Preparation of the financial plan: CF, P&L and BS

10 Strategy and Fundraising Negotiation

  • Selection of the most suitable investors
  • Preparation of the company slide deck
  • Roadshow and first meetings round
  • Building up the syndicate
  • Analysis and negotiation of the term sheet
  • Preparation of data room for due diligence
  • Negotiation of the Investment Agreement and Partners Agreement
  • Closing the round

01

Market Analysis

02

Competitive Positioning

03

Proof of Concept Results

04

Intellectual Property

05

Regulatory Strategy

06

Development plan

07

Internal team and staff

08

External team

09

Financial Plan

10

Fundraising strategy, Negotiation with Investors and Closing of the round