case studies

Marian University - Medical Facility Fundraise

Others

Jun 23, 2026

Challenge

Marian needed capital from research universities and health systems to build a statewide academic medical center. The opportunity had to be translated into specific, partner-by-partner returns, the level of detail institutional partners expect before committing.

Solution

Collateral Partners deployed associates with financial backgrounds to turn an early institutional concept into an investor-grade prospectus, grounding the case in independent research and building a tailored return framework for each class of funder.

Highlights

Case Overview

Capital Raise Readiness

Marian can now approach research universities and health systems with a substantiated, tailored case for the foundational investment behind the center.

Market and Opportunity Research

Quantified Indiana's physician and workforce shortage and the federal funding landscape to establish the urgency and scale of the problem with independent evidence.

Partner Return Frameworks

Built a separate return case for each class of funder, from R1 universities to health systems to philanthropic contributors, so each partner sees the case in terms it values.

Investment Prospectus Delivered

Packaged the full case into an investor-grade prospectus covering market data, financial projections, and leadership, ready for founding partner conversations.

Download case

Highlights

Case Overview

Capital Raise Readiness

Marian can now approach research universities and health systems with a substantiated, tailored case for the foundational investment behind the center.

Market and Opportunity Research

Quantified Indiana's physician and workforce shortage and the federal funding landscape to establish the urgency and scale of the problem with independent evidence.

Partner Return Frameworks

Built a separate return case for each class of funder, from R1 universities to health systems to philanthropic contributors, so each partner sees the case in terms it values.

Investment Prospectus Delivered

Packaged the full case into an investor-grade prospectus covering market data, financial projections, and leadership, ready for founding partner conversations.

Download case

Highlights

Case Overview

Capital Raise Readiness

Marian can now approach research universities and health systems with a substantiated, tailored case for the foundational investment behind the center.

Market and Opportunity Research

Quantified Indiana's physician and workforce shortage and the federal funding landscape to establish the urgency and scale of the problem with independent evidence.

Partner Return Frameworks

Built a separate return case for each class of funder, from R1 universities to health systems to philanthropic contributors, so each partner sees the case in terms it values.

Investment Prospectus Delivered

Packaged the full case into an investor-grade prospectus covering market data, financial projections, and leadership, ready for founding partner conversations.

Download case

FAQ

Any question?

What digital weakness signals do LPs read most consistently?

Why are LPs evaluating GPs through digital surfaces before the first meeting?

What is digital investor relations for a private fund?

What changes on digital surfaces the day a fund officially opens?

How is AEO different from SEO for fund managers?

What does “digital due diligence” mean in private equity?

Maximize your enterprise value

Book a consultation

Decorative dark green geometric pattern with vertical lines

Decorative dark green vertical line pattern

Maximize your enterprise value

Book a consultation