Client Intake | Vantage Biomedical Partners

01Who is asking

This changes which questions we ask you, and how the report is written. Nothing else on the form is affected.

I am the companyFounder, CEO or an operator at the company being reviewed. The report is written to you, about you. I am evaluating a companyVC, PE, angel or family office looking at a deal. The report is written for an investment decision. I am evaluating a partner or targetCorporate development, BD or licensing. The report is written for a partnering or acquisition decision. I represent a university or research institutionTTO or commercialization office. The report is framed for a licensing decision. I run a program or cohortIncubator, accelerator or venture studio. The report places each company against its cohort.

02Primary contact

Who we coordinate delivery with. Fields marked * are required.

Your full name

Role or title

Company or fund

Website

Mobile For delivery coordination only.

03Engagement

If you have already paid, select what you bought. If you are not sure, select Quick Screen — it is the fastest path to a first read, and the fee credits toward anything larger.

Single-engagement

Quick Screen $5,000 24 hoursAutomated single-company triage, delivered within 24 hours of a complete intake. Six independent signals, each linked to its source records. No composite score or verdict. Founder Report $7,500 48 hoursFull eight-domain read on your own company. 28 sections, claims cited to their sources. Physician and biomedical-engineer review, with a 30-minute debrief. Complete Package $15,000 48 hoursThe Founder Report plus the investor-readiness annex — 36 sections. Adds regulatory and reimbursement pathway, reimbursement trajectory, financial sustainability, public-comparable benchmarking, investment analysis and the full comparables appendix. Diligence Report $20,000 48 hoursIC-grade diligence on a single company. Eight domains with cohort comparables from a proprietary multi-source substrate spanning FDA, SEC, ClinicalTrials.gov, USPTO and CMS. The fee credits in full toward a Vantage License. M&A Report $25,000 48 hoursTarget evaluation for BD and corporate development. Everything in the Diligence Report plus integration risk, reference-contact review and a 60-minute strategy session. Physician and biomedical-engineer review. TTO Report $7,500 48 hoursCommercialization-readiness on a single university-held asset or spinout, framed for a licensing decision. Incubator Report $7,500 48 hoursPer-company diligence in cohort context — the same eight-domain read, plus where the company sits against the rest of your cohort.

Annual — scoped on a call

Fund or Platform License $95,000–$160,000/yr An annual allowance of Quick Screens and Diligence Reports across your pipeline, with seats for the team. Any report fee you have already paid credits toward it. TTO or Incubator Program $45,000–$100,000/yr Program- or cohort-wide coverage so every company is read on the same consistent basis.

04Asset under review

One company or asset per engagement. For a portfolio or cohort, send the list separately and we will scope it.

Asset or company nameA working or code name is fine — for example “NovaPath AccessFlow” or “HX-204”.

Asset class

Medical device Implantable, capital equipment, DME or accessory. Therapeutic Small molecule, biologic, cell or gene, or combination product. Diagnostic IVD, LDT, companion diagnostic or imaging. Digital health SaMD, clinical decision support, remote monitoring or AI/ML-enabled.

Regulatory pathwayIf known. For example 510(k) Class II, De Novo, PMA, IND Phase II, BLA, or NDA 505(b)(2). Leave blank if you are not sure — we read it from the record either way.

Indication or target conditionOne line, as specific as you can be. “Type II endoleak management post-EVAR” reads very differently from “vascular”. This single field changes which comparables the engine finds.

05Stage and timing

Stage sets which comparables are a fair match, and the date tells us whether the honest answer is yes or not yet.

Current stage

Date you need it byEarliest Quick Screen is about 24 hours from a complete packet. If you are working to a term-sheet or IC deadline, say so — we will tell you honestly whether it is achievable.

06The decision this supports

The most important question on this form. A report written toward a decision is a different document from one written toward a company.

What decision is Vantage informing?One sentence. “Should I take the first meeting?” · “Should I lead this round?” · “Is this worth a term sheet at the ask?” · “Where is this weakest before I go out to raise?”

Your current working thesisIncluding what worries you. “I do not know yet” is a legitimate answer and is itself a signal — it tells us to open the aperture rather than test a hypothesis.

07Materials you will provide

Everything here is optional. We build from the public record either way — your materials sharpen it rather than enable it. Missing items can extend the timeline, and we will tell you which ones mattered.

Executive deck or teaser Data room access A read-only link is sufficient. Regulatory correspondence Q-Sub, pre-IDE, IND, FDA letters. Clinical data or publications Reimbursement or coverage analysis IP status Issued patents, pending applications, any landscape work. Quality system or manufacturing readiness Prior third-party diligence Reference-contact list M&A Report only.

08Confidentiality

One question. The terms are below it in full.

Vantage signs a mutual NDA before reviewing any confidential material. How your materials may be used is governed by your signed engagement terms — the mutual NDA and the Master Services Agreement. Reports are produced with the help of an outside AI provider (Anthropic’s API), which processes the materials you send in order to produce your report, and de-identified information may be used to improve Vantage’s own models as those terms allow. How we handle data →

NDA status

I have signed the Vantage mutual NDA Not yet — please send it for signature We will send it for signature before you share any confidential material.

09Check and submit

One screen, everything you have told us. Change anything by stepping back — nothing is sent until you press submit.

Your engagement

We will email you within one business day with how to send your materials securely. The delivery clock starts when the packet is complete, not when this form arrives.

By submitting you confirm the information is accurate to the best of your knowledge, and agree the delivery clock starts on receipt of a complete packet.

Intake received

Thank you. We will email you within one business day with next steps, including how to send your materials securely.

If you selected the Quick Screen, expect delivery within 24 hours of a complete packet. The other reports are delivered within 48 hours of a complete packet; licenses and programs are scoped with you on a call.

Anything urgent: info@vantagebiomed.com