The Challenge
i-calQ’s owner, also the inventor and patent-holder, had developed groundbreaking cellphone-based, point-of-care technology with secured seed funding. The board was preparing to raise $10 million in equity capital to fuel rapid growth. However, tension emerged between the current owners and incoming investors. Both groups disagreed on the valuation and future growth potential. The company’s securities attorney sought expert financial analysis to bridge the gap and support negotiations.
The Solution
Chuck was engaged to:
Develop detailed financial forecasts illustrating growth potential after the $10 million equity infusion.
Build robust models to show multiple scenarios — balancing investor expectations with management’s vision.
Collaborate directly with legal counsel to refine the financial language in the agreements, ensuring clarity and confidence for both parties.
The Outcome
Chuck’s financial modeling and scenario planning provided a clear, data-backed foundation for negotiations. With aligned expectations, i-calQ was able to move forward with confidence in structuring its next growth phase.
