BIO Professional Development

Through a curated network of education alliance partners, BIO offers industry professionals executive training and development resources for accelerating career growth

06/15/2025  -  06/15/2025  |  9:00 AM  -  5:00 PM  EDT

Guide to Raising Institutional Private Capital

The Guide to Raising Institutional Private Capital is a comprehensive course designed to teach biotech CEOs and CFOs of companies that have already raised a Series A and are preparing for a Series B or later on the most effective strategies for approaching institutional investors. The goal is to maximize the chances of successfully completing a significant private financing round.  Leveraging Locust Walk’s proven experience, participants will learn how to effectively position the company’s story, strategy, and value proposition for institutional investors. The course covers essential topics, including accurately calculating financing needs and use of proceeds, identifying appropriate institutional investors to target as a lead or syndicate member, understanding valuation methodologies for financings, dissecting the various components of a financing term sheet and their interactions, and cap table modeling.

Topics covered in the Guide to Raising Institutional Private Capital course include:

  • Portfolio & Financing Strategy and Company Positioning
  • Use of Proceeds and Budgeting
  • Investor Identification and Syndicate Composition
  • Materials Creation
  • Valuation Methodologies for Financings
  • Financing Term Sheet Review
  • Venture Financing Math and Modeling

This one-day course will be held in person on Sunday, June 15, 2025, in Boston. Registration opens on January 27, 2025. 

Interested in only registering for an in-person course in Boston? For course-only registration instructions, email: courseshelp@bio.org

Instructors (click to view bios)

 

Takeaways

  • Strategic Positioning: Optimize company narrative for investor appeal
  • Financial Mastery: Gain crucial financial insights for fundraising success
  • Investor Targeting: Identify ideal investors for strategic partnerships

Download Course Syllabus

2024 Guide to Raising Institutional Private Capital
Course Price:
$1,200 USD
BIO Member Price:
$960 USD
Course Length:
One-day (June 15, 2025: Boston, Mass.)
Course Level:
Intermediate
Completion Period:
June 15, 2025
Course Format:
In Person

Certificate Requirements

  • Attend the entire in-person course
  • Complete course evaluation within two weeks of the course end date
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