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. To add this course to your Convention registration, click the Register button.

Interested in only registering for an in-person course in Boston? If you do not plan to attend the Convention but would like to register for a course only, please see the registration instructions and use the registration code provided below. 

COURSE-ONLY REGISTRATION INSTRUCTIONS

  • Go to our REGISTRATION WEBSITE
  • Start New Registration
  • Enter your Email, First Name, Last Name, and Company. 
  • Select “Continue”
  • Provide requested personal information.
  • Enter the code STAND25 in the first “Registration Code” box and select “Apply Code.”
  • Select “Next”
  • Complete the required fields. 
  • Review your information on the “Review and Check Out” page and select “Next” for payment options and to complete the registration.
  • An e-mail confirmation will be sent automatically from the registration system. Please check your email filters if you do not receive them before contacting BIO.

If you have any questions about the registration process, please contact the registration team at customercare@bio.org or call (202) 962-6655. 

Have additional questions about the BIO Professional Development Program? Please 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
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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