Our Investment Approach
BroadOak Asset Management was founded to address the capital needs of underserved, growth-stage life sciences companies, particularly in the areas of tools, services, and pharma tech. Many next-generation technologies start their development within these companies, but founders often struggle to find the right partner for the capital and support needed to become successful. Most capital providers avoid our markets due to a combination of the perceived complexity and risk of life sciences as well as ever-increasing minimum investment sizes.
We work with commercial-stage companies that have bright futures. Our broad investment mandate means our deal structures and investment sizes are flexible.
Investment Statistics
Companies Invested
94
Exits
41
Capital Invested
>$375M
Funds
8
Special Purpose Vehicles
7
Investment Criteria
Since our first investment in 2010, we have invested in more than 90 companies. BroadOak has stayed true to its goal of providing resources to traditionally overlooked companies. We are often the first institutional investor in our portfolio companies.
- Industry: Life sciences tools, services, and biopharma services
- Stage: Commercial stage companies with proven market need for the company’s products or services
- Financial profile: Commercial companies with a minimum of $5M TTM revenue and burn rate under $450k per month
What Makes Us Unique
Flexible Structure
Long-Term Investment Horizon
Deep Industry Expertise
Merchant Banking Model
No Minimum Investment
Operational Experience
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Our partnership with BroadOak extends far beyond a capital investment. Their advice and industry connections have been valuable assets in our growth strategy.
Rick Gordon
CEO | Halo Labs
