Portfolio Exit Scan for Investors
Strategic Timing & Capital Discipline for Early-Stage Medical Device Portfolios
Most medtech founders move toward an exit with blind spots: unclear acquirer priorities, incomplete documentation, weak valuation expectations, or development paths that don't align with what buyers actually want.
The result?
Overview
The Portfolio Exit Scan is a rapid, investor-facing review designed to surface exit timing signals, capital efficiency risks, and strategic optionality across early-stage medtech portfolio companies, without initiating company-level processes or founder work.
This engagement provides independent, buyer-informed perspective to support disciplined capital allocation and earlier identification of strategic alternatives in companies operating below traditional M&A banker thresholds.
Who It's For
Early-stage multi-medtech funds and micro-funds
Family offices with direct medtech exposure
Investor syndicates approaching runway pressure
LPs conducting oversight on direct holdings
GPs preparing for IC or LP reporting cycles
Why Investors Use the Portfolio Exit Scan
Early-stage medtech portfolios frequently face:
As a result, exit windows are often recognized after value has already eroded.
The Portfolio Exit Scan is designed to correct that imbalance quickly and discreetly.
For investors further in the decision process, our Early Exit Assessment, Roadmap, and Deal Lead services provide comprehensive, company-specific M&A intel and navigation
What the Scan Covers
Each Portfolio Exit Scan includes a concise, directional review of:
Exit Timing Signals
Assessment of strategic fit, buyer activity patterns, consolidation dynamics, and conditions influencing near-term vs. deferred exit potential.
Capital Efficiency Risk
Evaluation of whether additional capital deployment is likely to expand enterprise value — or simply extend timelines without improving exit outcomes.
Exit-Limiting Factors
Identification of regulatory, commercial, competitive, or founder-related risks that may constrain valuation or strategic buyer interest.
Founder Alignment & Narrative Signal
A high-level signal regarding leadership expectations, positioning, and readiness for exit conversations (limited inputs).
Investor-Only Recommendations
Clear guidance for ICs or GPs, including recommended posture, timing considerations, and suggested next steps.
Polished One-Page LP Memorandum
Actionable, professional no-fluff report with clear, data based indicators so you can make informed decisions confidently.
Download the Portfolio Exit Scan Service One-Sheet
Engagement Details
Pricing: $1,500 per company
Scope: Investor-only; no materials shared with companies unless explicitly requested
Turnaround: 3–5 business days
Typical Volume: 1–5 companies per engagement
*This service is directional, investor facing, and designed for speed and discretion. This service is not a thorough company assessment or exit planning/preparation, nor is it buyer outreach or deal execution.
Next Step
If you’re evaluating capital allocation, follow-on decisions, or early liquidity options across one or more portfolio companies, a brief introductory discussion can help confirm whether a Portfolio Exit Scan is the right entry point.
Used to confirm scope, number of companies, and timing prior to initiating a scan.