Medical Device Business Plan and Financial Model

BACKGROUND

Upstream's client, an Asian research institute, was seeking assistance in developing a financial model and business plan for a cardiovascular medical device.

OUR ANALYSIS

Upstream worked with the research team and Institute personnel and prepared:

  • A detailed financial model for which we determined regulatory approval timeframes, competing approaches, and benchmark acquisitions,

  • A detailed business plan that the institute used to secure capital for a spin-out venture, and

  • Slide deck and supporting materials for discussions with potential investors

OUTCOME

Institute personnel used Upstream's plan and materials to form a company and secure start-up capital.

IP & Strategy ConsultingMARK CHANDLERSTRATEGIC IP CONSULTING