The operating system for registered representatives in biotech.
AI-powered deal sourcing, investor intelligence, and operational tools for registered representatives.
Used by dealmakers at
$XX.X B
In capital deployment supported across customer transactions
XX
Fund partnerships and institutional investor relationships
Fund partnerships
Built for every part of the deal cycle.
Click any workflow to see the tools we provide.
Deal Origination Intelligence
Information on which biotech companies are showing financial signals consistent with needing capital in the next 6-12 months.
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Tools we provide:
- Cash runway analysis from public filings
- ATM utilization pattern detection
- Clinical milestone timing data
- Going-concern language tracking
- Peer comp set financing activity
- Insider transaction pattern data
- Weekly intelligence reports
You decide who to contact and when.
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Issuer Research Tools
Research and pitch preparation tools for engagement letter conversations with biotech CFOs.
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Tools we provide:
- Comp set analysis for similar-stage and indication biotech
- Dilution modeling tools
- Trading pattern analysis
- Precedent deal terms data
- Pitch deck templates
- Financial summary generation
- One-page issuer briefings
You prepare and deliver your own pitches.
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Engagement Letter Templates and Research
Reference data and templates for engagement letter terms used in biotech capital markets.
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Tools we provide:
- Industry-standard term benchmarking data by deal size and type
- ROFR scope and duration reference data
- Tail period precedent information
- Exclusivity term comparison data
- Engagement letter template library with variant clauses
- ROFR tracking once your engagement is executed
- Expiration alerts
You negotiate your own engagement letters.
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Investor Research Database
Searchable database of biotech-active funds with their publicly available mandates, ticket sizes, and historical participation.
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Tools we provide:
- Searchable fund database
- Mandate filtering by stage, indication, and structure
- Ticket size history per fund
- Prior PIPE participation data
- Recent fund activity and portfolio positioning data
- Saved searches and lists
You decide which investors to contact for which deals.
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Outreach Workflow Management
Workflow tools for managing your investor outreach activities.
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Tools we provide:
- Personal CRM for tracking your outreach
- Call scheduling tools
- Materials organization
- Reaction notes per investor
- Pipeline visibility across your deals
- Follow-up reminders
- Relationship history
You solicit investors directly under your BD's supervision.
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Term Sheet Analytics and Templates
Modeling tools and templates for analyzing potential deal terms.
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Tools we provide:
- Real-time comp set pricing data
- Warrant coverage modeling tools
- Registration rights template language
- Anti-dilution scenario calculators
- Conversion mechanics calculators for converts
- Term sheet template library
- Sensitivity analysis tools
You structure and present terms to your clients.
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Allocation Tracking
Tools for tracking allocations you've made across investors in oversubscribed deals.
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Tools we provide:
- Allocation tracking spreadsheet tools
- Investor commitment tracking
- Pro-rata calculator
- Allocation history documentation
- Investor confirmation tracking
- Export to your records
You make allocation decisions; we help you document and track them.
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Document Workflow and Closing Coordination
Document management and workflow tools for closing biotech capital events.
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Tools we provide:
- Document version control across drafts
- E-signature coordination tools
- Closing checklist templates
- Settlement timing tracking
- Transfer agent handoff documentation templates
- Post-close confirmation workflow
You coordinate directly with counterparties; we provide the workflow infrastructure.
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Form D and Blue Sky Filing Tools
Tools for preparing federal Reg D filings and state-level notice filings.
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Tools we provide:
- Form D auto-population from deal data you input
- 15-day filing deadline tracking
- Blue sky filing reference data across all 50 states
- State-specific requirement reference
- Deadline tracking and reminders
- Annual renewal tracking
- Audit-trail documentation
Filings are submitted by you or your firm's counsel.
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Rule 2210 Pre-Screening Tools
Compliance pre-screening tools for marketing materials, social media, and outreach communications.
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Tools we provide:
- AI-powered 2210 pre-screening to flag likely issues
- Clean content surfacing for faster principal review
- Communications history tracking
- Templates for common content types
- Review workflow integration with your firm
Your firm's Series 24 principal performs the actual review and approval.
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Accredited Investor Verification Workflow
Workflow tools for managing Rule 506(c) accredited investor verification.
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Tools we provide:
- Verification workflow management
- Third-party verification service integration
- Accreditation documentation storage
- Renewal tracking
- Audit-grade documentation
- Per-deal investor list management
You or your firm makes verification determinations.
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PIPE-Specific CRM
CRM tools purpose-built for biotech capital markets relationships.
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Tools we provide:
- CRM with mandate, ticket size history, and prior participation data per investor
- Last-contact tracking
- Deal flow visibility per investor
- Relationship notes
- Catalyst-driven outreach reminders
- Integration with deal pipeline data
You manage your own relationships and communications.
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Post-Close Monitoring Tools
Monitoring tools for tracking obligations and opportunities after a deal closes.
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Tools we provide:
- Registration statement timing alerts
- Lockup expiration tracking
- Warrant exercise notification
- Ongoing compliance reminders
- Follow-on opportunity detection from financial signals
You decide what action to take.
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Pipeline Analytics
Analytics tools for managing your individual book of business and deal velocity.
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Tools we provide:
- Active deal pipeline visualization
- Conversion analytics from your outreach to close
- Production analysis by deal type and size
- Revenue forecasting tools
- Goal tracking against personal targets
Your personal book of business, your tools.
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Continuing Education Tracking
Tools for tracking ongoing FINRA continuing education and individual compliance obligations.
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Tools we provide:
- FINRA CE tracking with deadline reminders
- Firm Element completion tracking
- Regulatory Element scheduling reminders
- Outside business activity documentation
- Political contribution monitoring tools
- Annual compliance attestation workflow
Your firm administers the actual CE programs.
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