Private healthcare investor acquisition
We identify the funds, family offices and strategic investors actually capable of participating, then pursue every practical route in.
Series A, MedTech and digital health
Healthcare family offices and VCs
Six months with a New York investment bank. Polite outreach, zero traction. Access without escalation.
0 aligned investor meetings in 3 weeks.
0 term sheets within 4.5 months
Series A, diagnostics and life sciences
Two years of conferences, warm intros and follow-ups. Hundreds of conversations, zero commitments.
About 0 qualified investor meetings within weeks.
Multiple diligence processes initiated
Early growth, healthcare digital platform
Multiple firms on paid retainers. No outcomes. Access without progress.
0 investor calls with aligned funds.
Multiple NDAs executed
First tranche closed with a top-tier fund, after four months of mistaking politeness for progress.
Traction emerged in corners of the market years of advisors and conferences never reached.
About 20 aligned meetings in a short window, after 100+ banker-sourced contacts produced no movement.
15 to 20 aligned investor meetings within weeks. Funds understood the category without explanation.
Investors arrived having already read the materials. No re-education, no hand-offs.
Records drawn from the Apex results archive. Testimonials describe an individual client's experience. Capital outcomes depend on the company, its market and its financing process, and individual results vary. Apex is compensated on a fixed-fee basis that is not contingent on capital raised.
Stalled rounds are rarely an activity problem. They are a coverage problem. Meeting after meeting gets booked with funds that were never able to participate, and every one of them still looks like progress on a calendar.
The mandate
Define the funds, family offices and strategics genuinely capable of participating, by sub-sector, stage, check size, geography and capital role.
Run coordinated outreach across email, phone, LinkedIn, warm paths and multiple decision-makers inside each priority investor account.
Manage replies, qualify interest, schedule management conversations and maintain follow-through across every viable relationship.
Investor meetings by week 3. Due diligence requests by week 5.
Apex treats each priority investor as an account, not an email address. Partner, principal, associate, executive assistant, an existing connection, a portfolio-company route. Multiple decision-makers. Multiple channels. One coordinated pursuit.
Apex does not require you to replace an existing process. Your banker, board and current investors keep working their relationships. Apex identifies and pursues the right-fit portion of the market that remains uncovered.
Who we work with
A short, confidential mandate review.
We review the company, the financing profile and whether the investor market is suitable for Apex execution.
The conversation focuses on the uncovered market, scope and the 45-day execution plan.
Select mandates. Every engagement begins with a private fit review.
Founded by Nam Tran, Apex applies enterprise-grade healthcare go-to-market execution to private capital formation. Apex also operates Capitalmarketfit.com, a weekly capital briefing, followed by 3000+ healthcare leaders, that decodes how private capital flows in healthcare.