“VC bias toward swinging for the fences means companies that could have exited easily in the $20 to 30 million range will end up being 'ridden over the top' and eventually worth much less—or possibly nothing at all.”
Portfolio Strategy & Early Exit Optionality
Early-stage medical device portfolios require periodic reassessment of strategic direction, capital efficiency, and exit optionality, particularly in pre-commercial or capital-constrained environments.
We support investors and boards with independent, buyer-informed analysis designed to clarify options before additional capital or time is committed.
Portfolio Early Exit Scan (Directional Signal — Investor-Only)
$1500 per company
Purpose
A rapid, investor-facing strategic signal designed to assess exit timing potential, capital efficiency risk, and strategic optionality across early-stage medtech portfolio companies — without initiating company-level processes or creating founder-facing work product.
Perfect For
Investors, GPs, ICs, and LP oversight teams seeking fast, independent insight to inform capital allocation, follow-on decisions, and portfolio prioritization.
What's Included
● Directional exit timing signal grounded in buyer activity and market dynamics● Capital efficiency indicator assessing the impact of additional funding● Identification of key exit-limiting risks (regulatory, commercial, competitive, founder)● High-level founder alignment and narrative readiness signal (limited inputs)● Concise, investor-only recommendations for IC or GP consideration
Who It's For
Funds and family offices managing early-stage medtech exposure below traditional banker coverage who need fast clarity without launching a company-level initiative.
Why It Matters
● Surfaces early exit windows before value erosion becomes irreversible● Reduces information asymmetry between reports and market reality● Enables disciplined capital decisions without triggering premature founder processes
Key Outcomes
● Clear lean-in / hold / limit exposure signal● Earlier identification of strategic alternatives● Improved capital discipline and IC clarity
The Portfolio Exit Scan answers:
“Is value forming here — and is additional capital rational?”
Early Exit Assessment (Company Diagnostic — Exit Position+Prep)
$3750 per company
Purpose
A company-facing diagnostic that evaluates exit readiness, strategic positioning, and planning gaps to determine whether an early strategic exit is viable — and under what conditions value can realistically be captured.
Perfect For
Founders and boards — often prompted by investors — who need clear, unbiased guidance on whether to pursue an early exit, continue building, or recalibrate expectations before deploying more capital.
What's Included
● Exit readiness assessment grounded in buyer logic and deal realities● Evaluation of strategic fit, differentiation, and likely acquirer interest based on sector activities and explicit priorities● Identification of material gaps affecting valuation, credibility, or diligence risk● Review of founder expectations, alignment, and exit feasibility constraints● Written assessment with prioritized findings and decision guidance
Who It's For
Companies at an inflection point — approaching runway pressure, stalled commercialization, or uncertain next financing — where exit timing decisions carry outsized consequences.
Why It Matters
● Prevents capital extension beyond realistic value-creation windows● Aligns founders, boards, and investors around facts rather than hope● Establishes a defensible basis for deciding whether to pursue exit — before planning how
Key Outcomes
● Clear go / conditional / no-go exit signal● Defined readiness gaps and risk exposure● Informed decision on whether to proceed to execution prep
The Early Exit Assessment answers:
“Should we pursue an early exit — and what stands in the way?”
Early Exit Roadmap (Executable Exit — Investor / Company Bridge)
Starting at $4,500 per company
Purpose
A structured, execution-ready plan that prepares a portfolio company for an early strategic exit — translating assessment insight into buyer-aligned readiness actions and sequencing.
Perfect For
Investors seeking to de-risk and accelerate portfolio companies with validated exit potential, and founders/boards ready to move beyond assessment into disciplined, execution-focused preparation.
What's Included
● Exit feasibility confirmation anchored in acquirer logic and precedents● Sequenced readiness milestones aligned to buyer expectations● Defined acquirer landscape with deal rationale and positioning logic● Tactical credibility, valuation-support, and narrative actions required pre-outreach● Alignment planning across founder, executive team, and board priorities
Who It's For
Companies that have received a positive or conditional exit signal and need a clear, time-bound plan to become credible, defensible acquisition targets.
Why It Matters
● Converts diagnostic insight into an actionable preparation plan● Clarifies what must be done, in what order, and why to unlock buyer interest● Supports investor oversight while reducing founder execution ambiguity
Key Outcomes
● Clear 6–18 month exit preparation roadmap● Reduced diligence and credibility risk● Stronger buyer-aligned positioning before any market engagement
The Early Exit Roadmap answers:
“OK — we’ve determined exit potential. Now how exactly do we prepare this company to attract interest and move toward buyers?”
Early Exit Deal Lead(Strategic Buyer Engagement — Managed Exit Process)
Engagement-based pricing
Purpose
A managed, founder- and investor-aligned engagement that initiates and navigates confidential strategic buyer conversations — translating readiness into real acquisition interest and negotiated outcomes.
Perfect For
Investors and boards who have validated exit readiness and want experienced leadership to discreetly engage credible acquirers, manage process risk, and protect value in sub-$25M medtech transactions.
What's Included
● Refinement of buyer-facing positioning and acquisition narrative● Prioritized strategic acquirer outreach strategy (confidential, targeted)● Buyer engagement management and signal interpretation● Guidance through NDA, information flow, and early diligence dynamics● Strategic support through indication of interest, term discussion, and value-gap negotiation (legal/accounting excluded)
Who It's For
Companies with confirmed exit readiness that require disciplined, experienced leadership to engage buyers without triggering value leakage, founder fatigue, or premature market exposure.
Why It Matters
● Early-stage medtech exits fail more often due to process missteps than lack of interest● Controlled engagement preserves leverage, credibility, and optionality● Investors gain a structured path to liquidity without forcing founder-led negotiations
Key Outcomes
● Credible strategic buyer engagement● Reduced execution and signaling risk● Increased probability of a clean, value-aligned transaction
The Deal Lead answers:
“How do we engage buyers without losing leverage — and navigate this process to a real outcome?”
How Investors Use These Services
These services are designed to support disciplined, stage-appropriate exit decision-making — from portfolio-level signal through company-level execution.
Investors typically engage these services in one of three ways, depending on fund status, portfolio maturity and decision urgency
1. Portfolio Triage & Capital Discipline
Investors use the Portfolio Exit Scan to quickly assess exit timing signals, capital efficiency risk, and strategic optionality across multiple holdings — informing follow-on decisions, IC discussions, and LP reporting without initiating company-level processes.
Typical Use Cases:
2. Company-Level Exit Decision Support
When a specific company shows potential — or concern — investors initiate an Early Exit Assessment to determine whether an early strategic exit is viable, conditional, or ill-advised before committing additional capital or pushing founders toward execution.
Typical Use Cases:
3. Exit Preparation & Execution Path
For companies with validated exit potential, investors support founders through the Early Exit Roadmap and, when appropriate, a Deal Lead engagement to prepare for buyer engagement and navigate the transaction with discipline and discretion.
Typical Use Cases:
Our Approach
We act as a trusted extension of your investment team, combining M&A insight, medtech specialization, and acquirer intelligence to move assets toward value-realizing outcomes.
Our engagements are discreet, data-driven, and collaborative — focused on quietly achieving visible results.
Results You Can Expect
Why Investors Work With Us
Deep Medtech Specialization
We understand the clinical, technical, and regulatory nuances that determine acquirer interest.
Respectful, Founder-Aligned Approach
We help protect the relationship between investor and founder throughout the exit process.
Confidential and Results-Oriented
Tailored for sub-$25M transactions where discretion and clarity matter more than glossy pitch decks.