PORTFOLIO STRATEGY

Venture capital firms are renown for the deal discipline that guides their decisions about when it makes sense to proceed with an investment and when it’s best to walk away. Whether a venture firm is focused on life science investing only or is a diversified firm across many industries, a portfolio strategy is needed to maximize returns. 

Scientia’s multifaceted focus on the life science industries gives it a unique perspective on market trends, technology innovation, alliances and exit alternatives. Scientia has created databases of these trends, both quantitative and qualitative. Our partners are actively involved in all stages of the projects and can focus on critical issues rather than boiling the ocean.

There are many strategic alternatives is building a portfolio of life science investments. Whether a concentrated portfolio based on partner expertise, a diversified portfolio across segments or across development paradigm, it is imperative to understand both quantitative and qualitative drivers. Metrics are always changing due to investment cycles, competitive landscape and worldwide dynamics.

During the lifetime of a venture capital fund, the portfolio strategy needs to be revisited by an independent industry expert. A venture capital partner’s most precious resource is time. It is imperative to leverage a rigorous portfolio approach to identify where to focus one’s time.

To find out more about Scientia’s work in this capability area, please contact us.