We helped a MedTech company fund a second product using tax credits, pre-orders, and better financial modeling, without raising capital.
Founder | MedTech Company
Leadership wanted to fund a second product but feared exhausting runway or diluting already fatigued existing investors.
Untapped tax credits
Customer demand that could support pre-orders
Spending misaligned with priority milestones
What We Did
Modeled R&D, regulatory, and commercialization paths
Identified and secured tax credit opportunities
Structured pre-orders to support development
Reallocated spend to protect runway
Results
Testimonials
Month-end was always behind. Reporting felt hectic and last minute. Faster Cashflow rebuilt our month end close process and board package and Livleen coached me on presenting the numbers as strategy. The board’s confidence in me and my plan came back right after that first board meeting.
Founder & CEO, MedTech Startup
