Healthcare and Life Sciences Family Office Investor Mandate
Healthcare & Life Sciences Private Investor Mandate Interview
Family office principals, healthcare founders and capital raisers who want to understand how a life sciences investor screens early stage deals.
The 5 big lessons
- A clear sector and stage focus. Eugene's mandate is healthcare and life sciences. The focus is early stage, with round D and pre-IPO added only recently. It is not seed.
- A US and UK bridge. EE Corporate Group takes IP rich businesses from elite universities and entrepreneurs in the UK to the US. It helps them find funding and prepare for clinical trials, submissions and market entry.
- Eugene sees pre-FDA risk as manageable. Eugene does not avoid pre-FDA companies. She says the upside sits with early stage firms. She believes risk is manageable when the due diligence pack is complete and the team has a track record.
- A layered due diligence process. The team has 11 executives reporting on 10 sections of a prospectus. Analysts write a market report, a group risk officer covers jurisdiction, sector and regulation, and IP and patent specialists add their own review.
- Stay in your own lane. Her top advice is not to follow a trend because peers are following it. She says to stick with what you are good at and understand.
What you will hear
Eugene is the family office principal of EE Corporate Group, a US and UK business that invests in healthcare and life sciences. The group used to run club deals and now co-invests with a select few family offices. Two other family offices sit in an alliance with it, and each family brings its own preferred sector mandate.
Eugene focuses on early stage companies, including pre-FDA ones, and has recently added round D and pre-IPO deals. Her team uses 11 executives reporting on 10 sections of a prospectus, plus market, risk and IP reports. Her main advice is to avoid trends and stick to what you understand. Deals go in through a proposal button on the portal.
Facts and figures
- EE Corporate Group is a US and UK business that co-invests with a select few family offices.
- The due diligence team has 11 executives reporting on 10 sections of a prospectus.
- Two other family offices are part of the alliance, and each family brings its own preferred sector mandate.
Sources
From Richard C. Wilson's Centimillionaire Strategies YouTube channel: Healthcare & Life Sciences Private Investor Mandate Interview. Quotes come from the video captions, lightly edited for readability. Figures are the speakers' own estimates and experience.
General education only. Not legal, tax or investment advice.
Talk to a securities attorney to explore options around co-investment structures, family office alliances and regulatory approval risk. Do not use AI to write your own legal agreements.
Said on the call
"Don't follow the trend simply because the person you play golf with or you ride with is following that trend."
"Just stick to what you are good at and what you understand, as opposed to trying to please the peer group or following just this specific trend."
"If it's pre-FDA, if all the due diligence pack is there, if you're made aware of the risks involved and if you've done your homework."
- 1Submit a proposal on the portal
- 2Analysts write an executive summary
- 3Weekly internal discussion
- 4Alliance chooses which mandates to pursue
- 5Team starts work on the deal
Related questions
- How do I close a funding round?I close a funding round by focusing on investors who fit the opportunity and moving each interested prospect through clear, consistent follow-up.
- What documents do investors request during due diligence?Prepare a clear, organized package covering your operations, investments, compensation, team, and track record.
- How do I raise capital for my business?I raise capital by building a repeatable system for attracting the right investors, establishing credibility, and developing relationships before asking for money.
Questions about this video
What stage of company does Eugene invest in?
She invests in early stage healthcare and life sciences companies, not seed. The group has recently added round D and pre-IPO deals.
Does she avoid pre-FDA investments?
No. She says the opportunity sits with early stage, pre-FDA companies. She invests when the due diligence pack is complete, the risks are understood and the team has a track record and the right people for regulatory approval.
How can a member submit a deal?
The portal has a submit a proposal button. Analysts write an executive summary and the group discusses it internally every week. The family office alliances then decide which mandates to work on.
Put this into practice with the family office fit check. See all investor mandates resources.
