INVESTOR NARRATIVE SPRINT
Build the investor narrative that shapes the CIM and commands a premium multiple.
90 days. $90K to $110K. Senior-led.
You are 6 to 12 months from an active process. The bankers are lining up, and the story that goes into the CIM is the story buyers price against. This Sprint produces the strategic narrative and banker-ready materials that decide one thing: whether your transaction creates competitive tension, or settles at the category multiple.
WHAT THE SPRINT PRODUCES
When the work is done, the story a banker takes to market is built to make buyers compete.
The equity narrative, the value drivers, and the proof are sequenced so the business reads as a category-defining asset. The numbers tell one story, and the management team tells the same one. Here’s what the banker takes to market.
What gets built in 90 days
Named work products, not a process.
Each is a structural output your team keeps and uses.
The equity story
The core thesis a buyer underwrites: why this asset, why now, why value compounds under the next owner.
Value-driver narrative
Where the next owner's upside comes from, framed so buyers price the future, not only the past.
Banker-ready materials kit
The positioning, key messages, and proof the bankers and the CIM build from.
Management presentation spine
The storyline and structure the management deck and buyer meetings run on.
Buyer objection + Q&A map
The diligence questions a buyer will raise, with evidenced answers prepared before the room.
Who it's for
For PE-backed, founder-led, or growth-stage pharmacy and healthtech companies, $10M+ in revenue, 6 to 12 months from an active process. It's the right Sprint when:
The bankers are close, and the story that carries the transaction is not built to make buyers compete.
The financials are ready, and the narrative that turns them into a premium is not.
The CIM is the most valuable thing left to build before the process.
Where it sits in the system
The Investor Narrative Sprint sits at Stage 6 of the Enterprise Value Creation System, the Exit Outcome, where narrative and proof are built to create competitive tension at the moment of sale.
Explore the EVCS →BioPlus turned a process into a competition.
The growth was real, and the story built around it framed the business as a category asset, which is what turns a process into a competition. Revenue moved from $750M to $2B, and the platform went through two premium exits.
Build the narrative that makes buyers compete.
If you’re ready to get started, the next step is a Strategic Fit Call. It’s 45 minutes with Dr. Roxie Mooney. You’ll walk away with an honest read of where you stand and the right next step.