Client Request
A US-based health innovation company engaged Consortia to prepare a comprehensive business plan and independent valuation to support capital raising and long-term strategic development. The objective was to clearly articulate the company’s growth strategy, financial outlook, and enterprise value to prospective investors and strategic partners.
Project Overview
The company operates within the rapidly expanding precision health and preventive care market, combining clinic-based services with digital health, genomics, and AI-driven diagnostics. In addition to its core clinical operations, the company is developing proprietary SaaS and AI-enabled products aimed at enhancing diagnostic accuracy and long-term health optimization.
The engagement required a structured assessment of both the near-term operational ramp-up and the long-term scalability of the business across multiple revenue streams, including clinical services, digital subscriptions, and technology-enabled products.
Approach and Methodology
Consortia delivered an integrated business planning and valuation engagement, combining strategic analysis with financial modelling.
An enterprise valuation was conducted using the Discounted Cash Flow (DCF) method, based on detailed multi-year financial projections. The model incorporated assumptions on revenue growth, margin scalability, capital requirements, and a WACC-based discount rate reflecting the company’s risk profile. A terminal growth rate aligned with long-term healthcare and digital health market dynamics was applied.
The business plan addressed market opportunity, competitive positioning, product development roadmap, go-to-market strategy, and capital deployment.
Execution
Our work included the preparation of:
- A full investor-ready business plan
- Detailed financial forecasts covering clinical services, SaaS, and AI products
- A DCF-based valuation analysis supported by clearly documented assumptions
The engagement was delivered within approximately 2–3 weeks, including iterative review and refinement with the client.
Outcome
The engagement resulted in a clear, professionally structured business plan and an independently supported enterprise valuation of approximately $18.4 million. The analysis highlighted the company’s scalable, high-margin business model and long-term growth potential.
The final deliverables were used to support a $4 million capital raise, providing investors with a transparent and credible framework for evaluating the company’s strategy, execution plan, and value creation potential.