Business Situation
A US-based early-stage venture capital (VC) firm focused on life sciences innovations planned to raise its second fund and required a compelling investment deck to present to institutional and family office investors. While the fund had a strong investment thesis and a credible track record, it lacked a structured and visually persuasive fundraising narrative.
The client engaged us to:
- Define a concise investment narrative and content structure
- Research and analyze life sciences market opportunity and drivers
- Highlight fund strategy, sourcing model, and differentiation
- Present team experience and portfolio performance effectively
- Summarize fund terms, economics, and investment process
- Design a professional fundraising presentation
SGA Approach
Early-Stage Preparation
- Conducted discovery sessions with managing partners to understand fund
strategy, target investors, and positioning goals - Benchmarked fundraising materials against top-performing VC funds
globally - Developed flow and storyline covering fund vision, strategy, value creation
pillars, and portfolio themes - Performed secondary research to size the global and regional life sciences
market opportunity
Mid-Stage Execution
Structured key sections comprising:
- Executive Summary with fund thesis and differentiation
- Fund Overview including stage focus, check size, and geographic strategy
- Life Sciences Market Opportunity with sector growth trends and investment gaps
- Sector Thesis across therapeutics, medical technology (MedTech), biotech platforms, and healthcare artificial intelligence (AI)
- Investment Strategy outlining sourcing strategy, value creation model, and exit potential
- Portfolio Construction including target number of investments, capital allocation, and follow-on strategy
- Deal Origination Strategy leveraging university labs, accelerators, and R&D hubs
- Deal Evaluation & Due Diligence Framework including scientific validation and regulatory review
- Team & Advisory Board highlighting domain expertise and prior investment track record
- Fund Terms Summary including structure, fees, carry, and general partner (GP) commitment
- Incorporated life sciences-specific credibility elements, including intellectual property (IP) strategy, clinical trial risk assessment, US Food and Drug Administration (FDA) regulatory pathways, and scientific advisory involvement
- Designed visually professional layouts using charts, market maps, and investment frameworks to enhance limited partner (LP) engagement and narrative flow
Late-Stage Finalization
- Post discussion and final inputs from the client we finalized the Fund Terms Summary, including fees, carry, hurdle rate, and GP commitment
- Designed the final deck using professional formatting aligned with investor expectations
- Refined messaging to ensure clarity, flow, and narrative alignment
- Delivered final output in editable PowerPoint and PDF versions for investor outreach
Key Takeaways
- Investor-Ready Collateral: Delivered a strategic fundraising deck that clearly communicated the vision, value proposition, and investment credibility
- Enhanced Market Positioning: Built a compelling life sciences investment story backed by strong industry data and market validation
- Fundraising Acceleration: Helped kick-start LP conversations faster by presenting a professional-grade investment presentation
- Strategic Clarity: Enabled the client to articulate a consistent and persuasive narrative across investor discussions and roadshows
