Medical Funding Professionals

What Medical Funding Professionals does

Medical Funding Professionals (MFP) is a privately held, Nevada-registered investment advisory firm founded in 2020 by Stephen Brock, operating from Stateline (Lake Tahoe), Nevada, with a 1–10 person team. The firm provides capital planning and advisory services exclusively to healthcare and life sciences companies — spanning medtech, biotech, pharma, and adjacent life sciences verticals — that are seeking to raise growth capital without surrendering founder control. MFP's core deliverable is its proprietary Capital Planning Valuation Strategy™ (CPVS™), a structured 6-week assessment that produces a custom 30+ page funding roadmap covering Regulation A+, Regulation D 506(c), Regulation CF, government grants, and other exempt-offering pathways, with target raises of up to $75M per year.

MFP's product surface extends beyond the base CPVS™ engagement into two trademarked extensions: CPVS Plus™, which layers ongoing RIA and corporate finance advisory, legal restructuring, and a preliminary stepping-stone capital raise; and Secured Financed Services™ (SFS), an invitation-only secured project finance model that defers up to 53% of the upfront costs of building a company-branded online capital-raising platform, with the deferred balance settled over 12–18 months as capital is raised. All services are delivered through bespoke, quote-based engagements led directly by the founder and a small team. The firm's go-to-market is content-led and partner-referred — an educational blog on Reg A+ and the JOBS Act, gated free resources exchanged for introductory Calendly calls, and a 13+ partner ecosystem spanning broker-dealers (CIM Securities, Rialto Markets), securities counsel (Red Rock Securities Law, Loev Law), RegTech (KoreConX), transfer agents, and marketing firms.

The business model is professional-services revenue: advisory fees for CPVS™ assessments and CPVS Plus™ engagements, complemented by deferred-cost project finance economics under SFS. Pricing is not publicly disclosed and contracts are multi-year. MFP is founder-owned, bootstrapped with no disclosed external funding rounds, and operates only in jurisdictions where it is registered or qualifies for an exemption. Named clients to date include RS BioTherapeutics, Eva Medtec, Orion Innovations, Creative BioTherapeutics, Pacific Surgical Specialties, and Noxsano Animal Health — all early-stage startups.

Name

Medical Funding Professionals

Legal name

Medical Funding Professionals, LLC

Website

https://medicalfundingpro.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Medical Funding Professionals is a Nevada-registered investment advisor founded in 2020 that provides bespoke capital planning and Regulation A+ advisory services to early-stage medtech, biotech, pharma, and life sciences companies seeking to raise up to $75M without giving up control.

Ownership category

akta.pro rank

Product category

Healthcare Capital Raising Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Capital raising advisory
• Regulation A+ advisory
• Life sciences funding
• Medtech capital planning
• Biotech valuation services

Headquarters

HQ city

Stateline

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Advisory and Consulting Services (RIA): Medical Funding Professionals operates as a registered investment advisor (RIA) in Nevada providing capital planning and advisory services to healthcare and life sciences companies. Revenue is generated through advisory fees for the CPVS™ assessment process, CPVS Plus™ tier, and ongoing consulting/advisory engagements. The firm also offers SFS (Secured Financed Services) financing where upfront platform costs are deferred and settled over 12–18 months as capital is raised. Specific fee structures are not publicly disclosed; engagements appear to be quote-based and tailored to each client's needs.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Medical Funding Professionals is a registered investment advisor that sells capital planning and fundraising advisory services to medtech, biotech, pharma, and life sciences companies. Its flagship service, Capital Planning Valuation Strategy™ (CPVS™), is a 6-week proprietary assessment that delivers a 30+ page custom funding roadmap covering Reg A+, Reg D 506(c), Reg CF, and government grants, enabling clients to raise up to $75 million per year without giving up founder control. The firm also offers Secured Financed Services™ (SFS), an invitation-only program that defers up to 53% of upfront platform-building costs over 12–18 months.

Product overview

Medical Funding Professionals offers a suite of capital planning and advisory services for medtech, biotech, pharma, and life sciences companies. The core offering is the Capital Planning Valuation Strategy™ (CPVS™), a proprietary 6-week process that delivers a custom 30+ page funding roadmap and assessment covering Regulation A+, Regulation D 506(c), Regulation CF, and other fundraising options. Companies can raise up to $75 million per year without giving up control. Add-on tiers include CPVS Plus™ (which adds ongoing RIA support and preliminary capital raises) and Secured Financed Services™ (SFS), an invitation-only financing model that defers up to 53% of upfront platform costs with repayment spread over 12–18 months. The company also provides advisory services for government grants and non-dilutive funding. All services are delivered by a registered investment advisor based in Nevada with over 22 years of capital markets experience.

Differentiator

Problem solved

Functional benefit

Brands

• Capital Planning Valuation Strategy™ (CPVS™): Proprietary 6-week capital planning and valuation strategy process for medtech, biotech, pharma, and life sciences companies seeking Reg A+ offerings.
• Secured Financed Services™ (SFS™)

Products and services

• Capital Planning Valuation Strategy™ (CPVS™) Proprietary 6-week assessment and presentation process that helps medtech, biotech, pharma, and life sciences companies decide whether a Regulation A+ offering is right for them, delivering a custom funding roadmap including pro forma cap tables, fair valuation estimates, deal comps, and a blueprint for maintaining founder control through multiple fundraising cycles.
• CPVS™ Capital Raising Assessment & Presentation A 30+ page custom slide deck and funding roadmap covering funding routes, public listing options, JOBS Act strategies, and company-specific deliverables including pro forma cap tables, fair valuation estimates, deal comps analysis, and a recorded video presentation.
• CPVS Plus™ Enhanced CPVS™ tier that adds ongoing registered investment advisor (RIA) support, corporate finance cap-table advice, legal restructuring, and a preliminary stepping-stone capital raise to prepare a company for a full online Regulation A+ offering using SFS financing.
• Secured Financed Services™ (SFS) Invitation-only secured project finance model for qualified pharma, biotech, medtech, and life sciences companies that defers up to 53% of upfront costs to build a company-branded online capital fundraising platform, with the deferred amount settled over 12–18 months as capital is raised from the offering.
• Regulation A+ Offerings Advisory Advisory services guiding companies through Regulation A+ capital raises of up to $75 million per year from both accredited and non-accredited investors without the full regulatory burden of a traditional IPO.
• Regulation D 506(c) Advisory Advisory services for Regulation D Rule 506(c) offerings, allowing general solicitation and advertising to accredited investors with unlimited capital raise potential, commonly used as a stepping-stone to a Regulation A+ offering.
• Regulation CF Advisory Advisory services for Regulation Crowdfunding (Reg CF) offerings, enabling companies to raise capital from retail investors with lower investment limits as part of a broader capital stack strategy.
• Government Grants & Non-Dilutive Funding Advisory Advisory services connecting healthcare and life sciences companies with government grants, cooperative agreements, and other non-traditional government-backed funding sources that do not require equity dilution.

Quantifiable outcome

• Companies can raise up to $75 million per year through Regulation A+ without giving up control of their company
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

14 partnerships are on record, tiered core and supporting.

• KoreConXcoreTechnology or IntegrationKoreConX is a RegTech platform provider offering technology solutions for compliance and capital markets infrastructure. MFP lists KoreConX as a strategic partner, indicating integration of their compliance and platform technology into MFP's capital raising ecosystem for clients using the CPVS™ and SFS programs.
• Rialto MarketscoreTechnology or IntegrationRialto Markets is a digital private placement platform using blockchain technology to bring private placements into the digital age, enabling secondary markets for private securities. MFP features Rialto Markets as a strategic partner for clients conducting Regulation A+ offerings.
• Red Rock Securities LawcoreImplementation/ SI/ Consulting PartnerSecurities law firm providing legal counsel and compliance services for Reg A+ offerings. Listed as a strategic partner supporting MFP's capital raising ecosystem.
• Manhattan Street CapitalcoreChannel Partner/ Reseller/ DistributorManhattan Street Capital, led by CEO Rod Turner, is a capital raise platform for Regulation A+ offerings. Rod Turner has provided testimonials for MFP and its CPVS™ process, and MFP features Manhattan Street Capital as a strategic partner in its ecosystem.
• CIM SecuritiescoreChannel Partner/ Reseller/ DistributorListed as a strategic partner providing securities-related services within MFP's capital raising ecosystem.
• ColonialsupportingImplementation/ SI/ Consulting PartnerListed as a strategic partner in MFP's partner ecosystem supporting the CPVS™ program and Reg A+ offerings.
• NRSsupportingImplementation/ SI/ Consulting PartnerListed as a strategic partner in MFP's partner ecosystem.
• CDIsupportingImplementation/ SI/ Consulting PartnerListed as a strategic partner in MFP's partner ecosystem.
• IntelisparksupportingTechnology or IntegrationListed as a strategic partner in MFP's partner ecosystem, likely providing technology or marketing integration services.
• StaubersupportingImplementation/ SI/ Consulting PartnerListed as a strategic partner in MFP's partner ecosystem.
• Loev Law FirmsupportingImplementation/ SI/ Consulting PartnerListed as a strategic partner in MFP's partner ecosystem, providing legal counsel for Reg A+ offerings.
• TraesupportingTechnology or IntegrationListed as a strategic partner in MFP's partner ecosystem.
• PartellsupportingImplementation/ SI/ Consulting PartnerListed as a strategic partner in MFP's partner ecosystem.
• Life Science IntelligencesupportingStrategic or Co-development PartnerLife Science Intelligence (LSI) is a strategic partner referenced in MFP's blog content. An article by LSI on 'Why Now is the Time to Raise Capital' was featured on MFP's blog, and MFP's CEO Stephen Brock was quoted at the Emerging Medtech Summit 2020.

Scale indicators3 records

Recent moves8 records

Expansion highlights4 records

Direct peers

• Manhattan Street Capital: Capital raise platform specializing in Regulation A+ offerings, led by Rod Turner. Directly competes with MFP on Reg A+ advisory and execution, and is also an MFP strategic partner, illustrating both collaboration and channel overlap.
• Digital Offering: Securities attorney-led Reg A+ and crowdfunding platform serving growth-stage issuers across multiple sectors. Comparable to MFP in offering end-to-end capital raise infrastructure for companies raising under exempt offering frameworks.
• TruCrowd: Reg CF and Reg A+ capital raise platform with deal structuring, marketing, and compliance support. Comparable service stack to MFP's CPVS™ + SFS™ for issuers pursuing online exempt offerings.
• NextSeed: Securities-based crowdfunding platform enabling issuers to raise capital from retail and accredited investors. Comparable to MFP in providing capital raise infrastructure under Reg CF/Reg A+ frameworks.
• Rialto Markets: Digital private placement platform using blockchain for primary issuance and secondary trading of private securities. Competes with MFP for Reg A+ and Reg D mandates and is also a strategic partner, creating dual overlap.
• Brookline Capital Markets: Healthcare-focused investment bank providing capital markets advisory, equity capital raises, and M&A services for life sciences companies. Closely comparable to MFP in serving the same healthcare client base, though operating at a larger institutional scale.

Broad incumbents

• KoreConX: RegTech and investor management platform serving issuers across multiple exempt offering frameworks. Provides complementary technology infrastructure to MFP's advisory services, with overlap on compliance, cap table, and shareholder management offerings.
• Wefunder: Major retail crowdfunding platform under Reg CF, serving thousands of issuers across diverse sectors. Comparable to MFP in enabling online capital raises, though without MFP's healthcare vertical specialization or advisory depth.
• Republic: Multi-product investment platform spanning Reg CF, Reg A+, and Reg D offerings for growth-stage companies. Comparable to MFP's exempt offering focus, with broader consumer reach but less healthcare-specific advisory customization.
• Maxim Group: Full-service investment bank with a strong healthcare and life sciences practice offering capital raising, advisory, and research services. Comparable to MFP in serving life sciences capital needs, but at significantly greater scale and with institutional execution capabilities.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/medfundingpro

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Medical Funding Professionals