Investor Intelligence Brief
Walk into your most important investor meeting knowing exactly who’s across the table.
When you have a meeting set with a named fund, Collabrity prepares a confidential brief on that fund and its partners — how they invest, what they back, and how to position your story — and reviews it with you before you walk in. Built from 30 months of biopharma financings. Under ten pages. 24-hour turnaround.
The GAP
By the time you sit down, the fund has studied you.
Most C-level executives walk in knowing far less about the fund than the fund knows about them — the partners’ real thesis, what they’ve funded that matches your phenotype, who they bring into a syndicate.
Collabrity closes that gap. We built AnNie Qi® 2.0, a database created by parsing 30 months of biopharma financing and acquisition announcements with AI under human review. An Investor Intelligence Brief turns it into a decision-ready read on the specific investors you’re about to meet — so you walk in as prepared as they are.
What’s inside
A finished analysis of the fund you’re meeting.
01
Deal-history fit
How the fund’s actual investments map to your stage, modality, mechanism of action, and therapeutic area.
02
Fund vintage
The vintage of the fund they’re deploying from now, and what that means for how they’ll engage.
03
Syndicate patterns
The co-investors they tend to lead or follow with, so you see how a round around them takes shape.
04
Positioning angles
Where your story aligns with what these partners have actually funded, and how to frame the conversation.
Access-controlled delivery, under ten pages, read and discussed with Collabrity’s Founder before the meeting
How it works
Three steps, one prepared meeting.
STEP 01
You name the meeting
The fund and the partners you’re scheduled to meet. Private companies provide a non-confidential deck.
STEP 02
We build the brief
Drawn from AnNie Qi® 2.0 under senior review — 24-hour turnaround.
STEP 03
We prepare together
You read and discuss the brief with Collabrity’s Founder before you walk in.
Why Collabrity
Instead of weeks of staff research, senior strategic advisory consultation empowered by proprietary intelligence turned around in 24 hours
Collabrity is led by Christopher Lehman, a biotech finance executive who dedicated months embedding three decades of deal experience into a state-of-the-art language model that makes Collabrity’s proprietary database actionable and trustworthy — engineered to eliminate hallucinations and guesswork. The same engine powers the Collabrity Report, the most comprehensive free resource for current biopharma financings and acquisitions worldwide.
30 yrs
Biotech CFO / CBO
28
financing and partnering transactions
$950M+
Announced value
Pricing
One brief, one critical meeting.
Investor Intelligence Brief
From $7,500
Per brief. Volume and team rates available.
See one first
Sample brief
A de-identified brief — client anonymized — so you can judge the depth before you engage.
Get Started
Prepare for the meeting
that matters most.
Or email Collabrity’s Founder directly at chris@collabrity.com
EXECUTIVE AND FINANCIAL ADVISORY SERVICES
We Pioneered a Compliant Solution that Enables the Most Successful C-Level Executive Fundraisers to Help Private Biotechs Who Are Raising Capital Through Private-PIPEs
- Biopharmaceutical
- Medical Device
- Diagnostic
- AI-driven Healthtech
- Drug Delivery
Collabrity Executive Advisors (CEAs) have Proven Biotech Private-PIPE Fundraising Track Records
- Currently available CEAs are Board members with CEO/CFO backgrounds and have closed over $1 billion in Biotech Private-PIPEs
- Continuity Prized by Investors – CEAs continue post-financing in an operating or advisory role of your choosing
- Global Reach – the impact of CEAs is amplified by Collabrity’s Founder, Associates, and proprietary investor qualification technology, resulting in 5x more hours/month of support for your financing campaign vs. placement agents, more comprehensive outreach to qualified investors around the world, and a search that is not restricted to only one individual’s or one firm’s network
Source: Timothy E. Morris | LinkedIn
AnNie Qi® 2.0 – Human-in-the-loop Precision Financing for the Precision Medicine Era
- 2,700+ profiled Private-PIPE Biotech investor database and created using our proprietary Artificial Intelligence / Natural Intelligence technology for Qualifying Investment or AnNie Qi® 2.0, a proprietary, unique, and powerful tool to support private biotechnology company CEOs.
The Collabrity Report Curates and Updates AnNie Qi® 2.0 – Our Private-PIPE Investor Database
- Collabrity Report is now the most comprehensive free online resource for current biopharma financings worldwide
- “The Collabrity Report is a strong compendium of financing events, great for the field.”
David Schaffer
Director, QB3
Hubbard Howe Distinguished Professor, UC Berkeley
Highly-Qualified Executive Advisor Support
- Seasoned Leadership & Expertise – a career in biotechnology spanning business development and financial leadership roles encompassing all aspects of a CBO / CFO’s responsibilities
- 28 partnering and financing transactions totaling over $950 million in announced value
- Yale BA, UC Berkeley MBA
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Contact Christopher Lehman, Founder
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Collabrity is not a registered broker-dealer, and Finalis Securities LLC and Collabrity are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
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