The operating system for biotech CFOs.
Full-stack administrative software for every capital event. Built alongside your existing brokers, banks, and counsel.
Used by biotech finance teams at
$XX.X B
In capital deployment supported across customer transactions
XX
Fund partnerships and institutional investor relationships
Fund partnerships
Built for every type of capital event.
Click any deal type to see what we handle.
At-the-Market Offering (ATM)
Continuous sale of newly registered shares into the open market through a broker.
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What we handle:
- Blackout window monitoring against your clinical calendar
- Capacity tracking with board-ready dashboards
- Pre-trade compliance verification
- Post-trade audit documentation
- Blue sky compliance
- Prospectus supplement effectiveness monitoring
- Board reporting integration
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Equity Line of Credit (ELOC/SEDA)
Agreement to sell shares on demand to a structured finance counterparty at formula-based pricing.
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What we handle:
- Drawdown timing analysis
- Agreement-specific compliance verification
- Capacity tracking
- Pricing formula monitoring
- Capacity remaining alerts
- Counterparty coordination
- Integrated reporting
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PIPE
Private placement of unregistered shares to accredited investors with subsequent registration rights.
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What we handle:
- Deal workflow coordination
- Document versioning
- Signature collection
- Allocation modeling
- Form D preparation
- Blue sky filings across all 50 states
- Registration rights tracking
- Warrant administration
- Post-close S-3 timing monitoring
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Registered Direct (RDO)
Registered offering sold directly to one or more investors, drawn off an effective shelf.
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What we handle:
- Workflow coordination
- Prospectus supplement preparation
- Blue sky compliance
- Closing checklist
- Document versioning
- Post-close registration timing
- Settlement coordination
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Confidentially Marketed Public Offering (CMPO)
Registered offering marketed confidentially to a limited number of investors before public announcement.
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What we handle:
- Confidential investor tracking
- Document workflow with MNPI controls
- Simultaneous launch coordination
- Post-launch monitoring
- Blue sky compliance
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Shelf Registration
Registration statement allowing the company to issue securities over time without filing new registrations.
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What we handle:
- Shelf capacity tracking
- Baby shelf rule compliance for sub-$75M public float
- Prospectus supplement workflow
- Three-year expiration tracking
- Effectiveness monitoring
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Follow-on Offering
Registered offering through an underwriting syndicate, marketed broadly to institutional investors.
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What we handle:
- Prospectus workflow
- Roadshow logistics
- Lockup tracking
- Allocation review coordination
- Post-close reporting
- Registration support
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Initial Public Offering (IPO)
First-time public offering transitioning from private to public. Includes traditional underwritten IPOs and direct listings.
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What we handle:
- S-1 workflow
- SOX readiness documentation
- IPO readiness checklist
- Lockup tracking
- Transition workflow from private to public
- Post-IPO investor relations standup
- Direct listing workflow when applicable
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Crossover Round
Late-stage private financing from investors planning to participate in eventual IPO.
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What we handle:
- Workflow management
- Investor research and outreach tracking
- Term coordination
- Parallel IPO readiness preparation
- Transition planning
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Secondary Offering
Existing shareholders selling shares through registered secondary, block trade, or 144 sales.
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What we handle:
- Rule 144 holding period tracking
- Lockup coordination
- Registration support
- Selling shareholder coordination
- Prospectus updates if registered
- Block trade workflow
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Convertible Securities
Issuance of convertible notes, convertible preferred, or convertible debentures.
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What we handle:
- Rule 144A compliance tracking
- Accredited investor verification
- Conversion ratio monitoring
- Registration rights tracking
- Interest payment scheduling
- Conversion event coordination
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Royalty and Revenue Financing
Non-dilutive capital in exchange for future royalty rights or revenue interests.
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What we handle:
- Documentation workflow with financing partner
- Audit support for revenue tracking
- Ongoing payment calculation verification
- Board reporting
- Financial covenant monitoring
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Debt Financing
Venture debt, term loans, or credit facilities from specialized lenders or commercial banks.
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What we handle:
- Lender outreach coordination
- Covenant compliance monitoring
- Drawdown coordination
- Warrant tracking for venture debt
- Board reporting on debt position
- Capital strategy integration
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Strategic Transactions
M&A, asset acquisitions, divestitures, strategic collaborations with equity components, and SPAC combinations.
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What we handle:
- Due diligence document organization
- Transaction workflow coordination
- SEC filing support
- Regulatory disclosure tracking
- Post-close integration documentation
- Dual-workflow management for transactions with both commercial and securities components
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Capital Structure Changes
Stock splits, share class changes, recapitalizations, and going-private transactions.
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What we handle:
- Shareholder communication coordination
- Proxy material support
- Transfer agent coordination
- Post-event compliance documentation
- Exchange listing maintenance support
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