Resources
For pre-revenue medical device companies raising pre-seed capital
This checklist outlines what early-stage medical device founders should have prepared in their data room before approaching angels or early institutional investors.
It focuses on:
For revenue-stage medical device companies preparing for Series B diligence
This checklist reflects how diligence deepens at Series B — when investors are underwriting execution, scalability, and risk containment.
It focuses on:
FAQ
Get clarity on how our executive team and proven system drive growth for complex industries like yours
These are practical Excel-based tools designed to help CEOs gain immediate clarity on cashflow, runway, assumptions, and key financial decisions. They’re built from the same frameworks we use with our CFO Services clients — simplified so you can apply them right away.
These tools are built for CEOs and founders leading capital-intensive, complex businesses, including MedTech, ClimateTech, manufacturing, and other HardTech companies. They’re especially useful if you’ve raised capital, are preparing for investor conversations, or need better visibility into runway and financial risk.
You’ll get structured templates that help you:
They’re designed to create clarity — not overwhelm.
Yes. These resources are provided at no cost and are intended to deliver real value on their own. There’s no obligation to book a call or engage our services.
No.
You can use these tools with high-level inputs and assumptions. If you later want deeper, company-specific analysis, that happens in a Strategy Session or through our CFO Services — not through the download itself.
No — and they’re not meant to.
These tools help you surface questions and gaps in your current financial thinking. A real financial model is a living system that must be tied to clean actuals, updated regularly, and supported by disciplined reporting — which is what our CFO Services provide.
That’s common. Many CEOs come to us with models that aren’t tied to actuals, haven’t been updated, or don’t reflect real operational complexity. These tools help you evaluate whether your existing model is decision-ready — or just a spreadsheet.
Most CEOs gain useful insight within minutes. These tools are intentionally focused on high-impact questions — not academic finance exercises.
Absolutely.
They’re often most useful when shared with co-founders, operators, or advisors so everyone is working from the same assumptions and language.
Many CEOs take one of two next steps:
Book a 1:1 Financial Strategy Session
Get live, expert guidance on the decisions or uncertainties these tools surface.
Explore CFO Services
If you need ongoing financial leadership, accurate reporting, and a living 60-month model tied to actuals, CFO Services is the natural next step.
Both options are available on this page.
Yes — especially pre-revenue companies that have raised capital.
Early-stage businesses benefit most from financial discipline, long-range visibility, and strong governance. These tools help you think ahead before mistakes become expensive.
Most templates are built for SaaS or simple businesses.
These tools reflect the realities of HardTech — long timelines, inventory, regulatory milestones, uneven cash burn, and capital risk. They’re grounded in real operating experience, not theory.
