4-Week Investor Readiness Bootcamp

One of the most challenging experiences for a founder is raising money

• How much money should I raise now and in the future?

• Where do I find investors?

• How do I best tell my story to get investors interested?

• How does the funding process work?

• What do I need prepared for investor due diligence?

• How do I protect my interests as a founder?

A structured 4-week, hands-on program that demystifies the funding process, prepares founders to be investor-ready and concludes with a Pitch competition connecting with investors.

  • Learn how to navigate the current funding landscape

    CLICK FOR AGENDA DETAILS

    • Understand the funding process, trends and landscape

    • Act as an investor to understand their perspective on founder pitches

    • Lessons learned and practical strategies for raising capital

    • Learn how investors score your company for investment with an investor scorecard template

    • Get real time peer feedback on current pitch 

    • Present pitch to broader group for overall feedback

    • How to find the best fit investor and develop a funding roadmap

    • The fundamentals of a deal and how to protect your interests as a founder

    • Take-home toolkit: Investor scorecard template

  • Understand how your company is positioned by receiving a formal investor scorecard report with rationale and reccommenations across 8 dimensions

    1. Founder teams

    2. Market size and growth rates

    3. Product innovation/ IP/ Regulatory Pathway

    4. Competitive positioning, strengths and risks

    5. Business Model, commercialization, pricing, scalability

    6. Traction

    7. Funding roadmap and feasibility of current and future rounds

    8. Exit viability

  • 3 pitch practice sessions with feedback from seasoned investors other Industry experts

    1. Initial Pitch with peers

    2. Pitch refinement with investors and experts

    3. Final formal pitch at showcase with investors

    • Review of current funding raise along with future capital needs

    • Identify regional pitch events and investor connections*

  • Formal Data room review across 6 dimensions and recommended action plan for set up and/or enhancements

    1. Corporate & Legal

    2. Intellectual Prop

    3. Financials

    4. Clinical & Regulatory Compliance

    5. Product & Technology

    6. Market & Growth

  • CLICK FOR AGENDA DETIALS

    • Understand the key phases of commercialization in healthcare and life sciences — from validation to scaling

    • Learn how to translate clinical and technical value into compelling market and customer value

    • Learn how to identify and prioritize target customers, early adopters, and champions within complex healthcare ecosystems

    • Explore different sales channels, pricing models, and partnerships appropriate for their product type and market stage

    • Understand how to de-risk commercial execution by building the right team and how to acquire the best talent

    • Discuss customer segments and acquisition strategies

    • Create a clear, actionable commercialization “playbook” tailored to your product and business goals

    • Take-home tool kit: Commercialization playbook framework

Prepare for Investors in 4 weeks*

Week 1

Educate & Evaluate

Onsite sessions

  • Masterclass- Inside Track to Fundraising- Think Like an Investor (1/2 day)

  • Masterclass- Develop a Commercialization Playbook (1/2 day)

  • Funding Roadmap basics (1 hr)

  • Data room basics (1 hr)

  • Scorecard feedback- investor experts meet with individual founder teams (1 hr each)

Week 3

Data Room Preparation

Week 2

Pitch Adjustments

Remote sessions with each founder team (week 2 & 3)

  • Pitch practice & refinements with seasoned experts (1 hr each founder team)

  • Data room detailed review and action planning (1 hr each founder team)

  • Funding Roadmap review & check-in (1 hr each founder team)

Week 4

Final Pitch & Activation

Onsite sessions

  • Final pitch practice- Office hours

  • Action Plan follow-up (data room/ funding roadmap)- Office hours

  • Pitch showcase- final pitch, investor introductions (2-4 hrs)

* Participation in the program does NOT guarantee funding by Big Tree or any other investment groups. The Big Tree Investment Readiness Bootcamp is a SERVICE ONLY PROCESS to help founders prepare for investments by interested parties. All investment decisions are made independently by investors outside of the program.