The deal intelligence layer
for biotech and pharma VCs.
Pro for every portfolio company. Plus the fund-level intelligence layer your operating partner actually opens — quarterly benchmarking reports, dedicated analyst hours, cross-portfolio partner matching, and a live admin dashboard.
5-seat Growth tier — annual billing
Active Companies
9
+2 vs LQ
Comps Pulled
347
this month
Deal Memos
24
generated
Active Deals
6
in negotiation
Therapeutic Area Concentration
Onc
Neu
Imm
Met
Rare
Card
Hem
Inf
Oph
Der
GI
WH
3 portfolio companies clustering in Oncology — coordination opportunity flagged
Your portfolio companies are negotiating
every deal with one hand behind their back.
They negotiate against anecdote, outdated databases, and outside counsel billing $1,500/hour for incomplete benchmarks. A single mispriced Phase 2 licensing deal costs $5–20M in foregone upfront — every quarter, in every TA, across every fund.
Below-market upfront — every time
No visibility into market-rate terms for their stage and TA. Companies accept upfronts 15–30% below comparable deals because they have no quantitative basis for counter-proposals.
Milestone structures that leak NPV
Milestone allocations that undervalue clinical and regulatory achievements relative to comparable transactions — costing $2–8M in NPV per deal that nobody sees on the term sheet.
40+ wasted hours per deal
BD teams spend 40+ hours assembling manual comps from press releases and SEC filings instead of structuring the negotiation. Time is the most expensive line item.
The Portfolio License costs less per year than one hour of outside counsel at a top-tier life sciences law firm.
“I've spent every quarter for the last three years watching portfolio companies leave money on the table because they didn't have benchmarks the partner across the table did. Outside counsel charges $15,000 per deal to assemble comps that take our platform 30 seconds. The Portfolio License is what I wanted at every fund I've worked with — institutional deal intelligence as portfolio infrastructure, not as an expense line.”
Issa Kildani
Managing Partner · Ambrosia Ventures
Every seat unlocks the full Pro platform
14 calculation engines. 12 therapeutic areas. 2,500+ transactions. No feature gates between portfolio companies.
Deal Benchmarking
2,500+ transactions
rNPV Modeling
TA-specific PoS curves
Monte Carlo
10,000-iter simulations
AI Deal Memos
Institutional-quality
Partner Matching
850+ companies, 10-factor
Buyer-Specific
Up to 3 buyers compared
Scenario Analysis
Bear / Base / Bull
Branded PDFs
White-labeled exports
What the operating
partner gets.
16 capabilities your portfolio companies will never see — the reason operating partners renew. Organized in five categories, each addressing a specific pain point operating partners deal with daily.
Know which portfolio company is in deal mode — without asking the CEO.
A read-only command center for the operating partner. See which companies are actively benchmarking, what comps they're pulling, and where deal activity is concentrating across the portfolio. The visibility you needed without the awkward Friday afternoon CEO check-in.
- Live activity feed of portfolio benchmarking sessions
- Per-company engagement metrics for LP reporting
- Therapeutic area heatmap showing deal-comp clustering
- Pooled seat management — reassign instantly as the portfolio evolves
sessions
18
comps
87
memos
4
sessions
12
comps
54
memos
3
sessions
9
comps
41
memos
2
sessions
7
comps
32
memos
2
sessions
4
comps
18
memos
1
sessions
2
comps
9
memos
0
Your next LP letter, partially written by us.
A bespoke benchmarking report assembled by the Ambrosia Ventures advisory team. Customized to the fund's specific portfolio composition. Includes a 2-page LP executive summary written for inclusion in your quarterly LP letter — saving the operating partner a week per quarter.
- Portfolio-wide deal landscape with year-over-year trends
- 5–10 most relevant comps per active portfolio company
- Market positioning analysis — flagging under-benchmarked programs
- LP executive summary suitable for inclusion in quarterly letters
Q2 2026 · Portfolio Benchmarking Report
Atlas Bio Capital
Prepared by Ambrosia Ventures · 24 pages
Upfront % of Total Deal — Portfolio vs Market
⚠ Flagged: NeuralPath upfront tracking 17pts below market for Phase 1 neuro deals.
When two portfolio companies chase the same partner, you'll know before they do.
Ambrosia Ventures monitors deal flow across all portfolio companies and proactively identifies intra-portfolio synergies, competitive overlap, and warm partnering introductions — surfaced via monthly digest with ad hoc alerts for time-sensitive opportunities.
- Intra-portfolio synergy detection (complementary assets, target overlap)
- Competitive overlap alerts when companies pursue the same partner
- Warm introduction pipeline via Ambrosia Ventures advisory network
- Each intro includes a brief deal thesis memo
Intra-Portfolio Synergy
OncoVista + CellGenix
Complementary ADC payload + cell therapy delivery platform. Co-development opportunity.
Competitive Overlap
3 companies pursuing AstraZeneca
OncoVista, MetaboRx, and CellGenix all targeting AZN BD. Coordination recommended.
Warm Intro Available
NeuralPath Bio → Roche Neurology
Roche head of Neuroscience BD warm to bispecific antibody platforms. Thesis memo attached.
Every relevant comp, the day it's filed — routed to the right portfolio company.
Configurable per portfolio company by therapeutic area, modality, or development stage. Each alert includes an AI-generated relevance summary explaining why the transaction is comparable. Delivered as a consolidated weekly digest to the operating partner.
- Per-company alert configuration with TA + modality tags
- Direct link to the full deal comp in the platform
- AI-generated 3-sentence relevance summary for every alert
- Consolidated weekly digest across the entire portfolio
Pfizer / Vanguard Bio · ADC · P2
Roche / Acelyrin · Bispecific · P1
Novartis / CellGenix Tx · CAR-T · P3
Eli Lilly / Camurus · GLP-1 · P2
Five categories. Every operating partner pain point.
We started with the four most-asked-for features. Then we built twelve more — to make Portfolio License the only deal intelligence platform sophisticated VC firms need.
Visibility & Coordination
Real-time portfolio intelligence — without the awkward CEO check-ins.
3 capabilities
Admin Dashboard
Live activity feed, engagement metrics, TA heatmap, seat management
Cross-Portfolio Deal Pipeline Tracker
Active deal conversations across the portfolio + conflict detection when two cos chase the same partner
Cross-Portfolio Partner Matching
Synergies, overlap alerts, warm introductions via Ambrosia advisory network
Intelligence Delivered
Bespoke content the operating partner ships forward — to LPs, boards, and portfolio CEOs.
4 capabilities
Quarterly Portfolio Report
LP-ready, bespoke per fund — assembled by the Ambrosia advisory team
Fund-Branded White-Label Reports
Every deliverable comes out with your fund's logo, color palette, and disclaimers
Shared Fund Comp Library
Saved comp sets, peer sets, and annotations that compound across the fund
Negotiation Playbook Library
Term sheet templates and counter-proposal frameworks drawn from 2,500+ real deals
Workflow & Alerts
Built into where operating partners actually work — no new tab required.
3 capabilities
Deal Alert Feeds
Per-portfolio-company alerts with AI relevance summaries; weekly consolidated digest
Custom Alert Rules
Power-user filtering: "alert me when AstraZeneca does another bispecific deal"
Slack & Teams Integration
Native push to where operating partners already live
Concierge Service
Trusted advisor relationship, not a software vendor relationship.
3 capabilities
Dedicated Analyst Hours
4–20 hours/month of bespoke analyst time, delivered as fund-branded reports within 5 business days
Portfolio Company Office Hours
Quarterly 30-min slots with seasoned Ambrosia BD veterans — your portfolio CEOs get on-demand expertise
Annual Customer Summit
Half-day curated event during JPM/BIO — operating partners only, peer roundtables, named pharma BD heads
Enterprise Infrastructure
Built for procurement, IT, and legal review — not as an afterthought.
3 capabilities
SSO / SAML + Audit Logs
Okta, Azure AD, Google Workspace. Per-seat audit logs. IP allowlisting.
API Access
Read-only REST API for funds with internal data warehouses or custom dashboards
Custom DPA + Security Docs
Pre-built security questionnaire responses + biotech-VC-appropriate DPA template
Built on the platform used by 850+ biopharma BD professionals.
Portfolio License is the multi-seat extension of the Ambrosia Ventures Deal Calculator — the same database, same engines, same 2,500+ transactions trusted by individual BD pros at every major biotech and pharma. Your portfolio companies aren't getting a separate product — they're getting the institutional version of what their counterparts at Pfizer, Merck, and Sanofi already use.
2,500+
Verified transactions
850+
BD pros on platform
12 TAs
Therapeutic areas covered
14
Calculation engines
Pricing built for fund stage
All tiers include all 16 fund-level capabilities. Annual billing required. Tier differences are seat count and dedicated analyst hours.
Growth
5 seatsFor emerging managers
Built for Fund I–II biotech VCs. Equip your first 5 portfolio companies for less than 10% of an analyst FTE.
$30,000 billed annually
Every tier includes
- All 16 fund-level capabilities
- Pro platform per seat (unlimited)
- 2 hours/month dedicated analyst time
- Quarterly portfolio benchmarking report
- Fund-branded white-label reports
- SSO/SAML, audit logs, custom DPA
- Dedicated 4-week onboarding
Scale
10 seatsFor active mid-stage funds
For mid-stage funds actively coordinating partnering across 8–12 portfolio companies. The institutional standard.
$60,000 billed annually
Every tier includes
- All 16 fund-level capabilities
- Pro platform per seat (unlimited)
- 5 hours/month dedicated analyst time
- Quarterly portfolio benchmarking report
- Fund-branded white-label reports
- SSO/SAML, audit logs, custom DPA
- Dedicated 4-week onboarding
Enterprise
15+ seatsFor institutional funds & CVCs
For institutional funds and pharma CVCs with deep portfolios. Includes quarterly Managing Partner strategy call and 15% advisory preferred rates.
$120,000 billed annually
Every tier includes
- All 16 fund-level capabilities
- Pro platform per seat (unlimited)
- 10 hours/month + named analyst dedicated analyst time
- Quarterly portfolio benchmarking report
- Fund-branded white-label reports
- SSO/SAML, audit logs, custom DPA
- Dedicated 4-week onboarding
- Quarterly strategy call with Managing Partner
- 15% discount on Ambrosia Ventures advisory
- 2-hour strategic assessment per portfolio company
Pooled seats — reassign across portfolio companies at any time. Custom seat counts available for funds with 20+ portfolio companies. Dedicated analyst hours roll over within the contract year.
Earn it back on a single
milestone payment.
The Scale tier costs $60,000/year. A single Phase 2 licensing deal carries $200–500M in total deal value across upfront, milestones, and royalties. The math is unkind to anyone choosing the alternative.
Annual cost (Scale tier, 10 seats)
$60,000
Average Phase 2 total deal value (incl. milestones)
$200–500M
Improvement needed to break even
0.012–0.030%
Realistic deal optimization with better benchmarks
$5–20M+
Implied ROI
83–333x
Doesn't account for reduced outside counsel hours ($15–25K per transaction), faster deal timelines, or improved LP reporting.
What $60,000/year is also less than
Replaces a category of spending biotech VCs already make — at less than half the price of comparable enterprise platforms (Cortellis, Evaluate Pharma, Capital IQ), with deeper deal-mechanics specialization than any of them.
Compare every tier
Pro is for the dealmaker. Portfolio is built for the firm.
From contract signed to first quarterly report — 30 days.
Dedicated white-glove onboarding for the operating partner and every portfolio company.
Fund Setup
Admin dashboard provisioned. Portfolio roster configured with TA tags. Seat allocation, SSO, and deal alert preferences set per company.
Company Onboarding
30-minute walkthrough with each portfolio company's BD or C-suite lead. First deal comp report generated live to demonstrate immediate value.
Partner Profiles
Custom partner matching profiles built for each company. Cross-portfolio synergy scan completed. Deal alert feeds activated. Negotiation playbook library curated for your TAs.
Baseline Report
Initial portfolio benchmarking snapshot delivered. Operating partner review call to calibrate report cadence and analyst hour usage.
Information barriers between every portfolio company
Every portfolio company seat is isolated. The admin dashboard shows aggregate activity only — never individual search queries or proprietary analysis.
Seat Isolation
Company A cannot view Company B's searches, saved comps, or deal memos. Hard partition at every layer.
Encryption Everywhere
AES-256 encryption at rest, TLS 1.3 in transit. Hosted on Vercel with Supabase backend.
SOC 2 + Custom DPA
SOC 2 Type I roadmap in progress. Pre-built security questionnaire responses + biotech-VC-appropriate DPA template.
Data Portability
All portfolio company data exportable on request. 90-day post-termination retention with full export support.
Database integrity: 2,500+ verified biopharma licensing, partnering, and M&A transactions sourced from SEC 8-K filings, FTC premerger filings, press releases, clinical trial registries, and proprietary Ambrosia Ventures deal intelligence. New transactions added within 5 business days of public disclosure.
From contract signed to first
quarterly report — 30 days.
15-minute demo with a personalized walkthrough using comps relevant to your portfolio's lead programs. Onboarding begins within 5 business days of executed agreement.
Issa Kildani · Managing Partner · Ambrosia Ventures