Persivia

Our in-depth financial model was used to negotiate term sheets with various top-tier financial institutions and led the company to secure $15m investment from Petrichor Healthcare Capital Management, completing its Series C round to support an array of growth initiatives. (Crunchbase, Oct 2019)

Challenge

Persivia Inc, a Boston based healthcare company, was seeking Series C funding for fueling strategic growth and improving market capture. They assist Provider organizations to navigate the transition into Value Based Care and to leverage industry-leading technology to address the growing need for managing populations with chronic illnesses. In an effort to communicate the strategy and capital deployment plan to investors, Trivium Advisory was retained to build an indepth financial model and an in-depth capitalization analysis.

Approach

In Phase I, Trivium Advisory worked with management to cleanse historical financial reporting statements to build a 3-statement model with a detailed 5-year forecast built with valuable guidance from the firm’s CFO. Moreover, Trivium also built a pro forma capitalization table and Equity waterfall for its Series C funding round which helped finalize the term sheet with investors. During the next phase, we expanded the model to create a dynamic engine for ramping new strategic initiatives and also assisted in various Budgeting and Variance analyses.

Key Services
Financial Modelling & Valutaion
Financial Planning & Analysis
Industry
Health Care
Key Services
Financial Modelling & Valutaion
Financial Planning & Analysis
Industry
Health Care
Challenge

Persivia Inc, a Boston based healthcare company, was seeking Series C funding for fueling strategic growth and improving market capture. They assist Provider organizations to navigate the transition into Value Based Care and to leverage industry-leading technology to address the growing need for managing populations with chronic illnesses. In an effort to communicate the strategy and capital deployment plan to investors, Trivium Advisory was retained to build an indepth financial model and an in-depth capitalization analysis.

Approach

In Phase I, Trivium Advisory worked with management to cleanse historical financial reporting statements to build a 3-statement model with a detailed 5-year forecast built with valuable guidance from the firm’s CFO. Moreover, Trivium also built a pro forma capitalization table and Equity waterfall for its Series C funding round which helped finalize the term sheet with investors. During the next phase, we expanded the model to create a dynamic engine for ramping new strategic initiatives and also assisted in various Budgeting and Variance analyses.