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    Intake Checklist (3-5 maximum)

    Please review the list below and check 3-5 sub-topics you would like guidance on. This will help us select the UCF BIP Mentors best suited to meet your needs.

    AccountingGeneral BookkeepingPayrollBookkeeping systems Accounting basicsFunding requirements/Cashflow planning

    Entity/company formation Entity/company structure and typePatents and protection of IPAgreementsTrademarksCopyrightMergersInternational issuesReal estateTenant representation Lease negotiationsHuman relationsHR contract negotiation

    Banks and lines of credit Angel and venture funding InternationalFoundation fundingNon-dilutive fundingOther funding sources (crowd sourcing etc...) Investor pitchesPrivate equity

    Government agencies (DOD etc...)Collaborative research and development agreements State and localSmall business grants (SBIR/STTR)

    Early-stage product developmentProduct management Small moleculeBiologicsMedicinal chemistryDrug designProduct design EngineeringOutsourcingProof-of-conceptPre-clinical strategies and issuesClinical development options and strategies Clinical trialsDrug discoveryDrug developmentLead optimizationContract research organization (CRO) Contract manufacturing organization (CMO)Data analysis BioinformaticsBiosensorsBiomedical engineering Design controlsHardware diagnostics

    FDA guidelines International guidelines (ISO, CE, UL)Regulatory strategyGLP / GMP / GCP complianceBiotech regulatory affairs Regulatory submissions

    FormulationOutsourcingVendor selectionQuality assurance

    Targeting marketsMarket assessmentIndustry analysisCompetitive analysisInternational considerationsPharmaceutical industry know-howForecasting

    Public relationsAgency Website developmentBrandingCollateral materialsPartnership identificationRegulatory restrictionsEstablishing a sales networkEstablishing a distribution networkBrochure, logo, etc...

    Establishing a growth planManagement - best practicesCoaching and developmentRecruiting and outsourcing OperationsITCapitalEquipment

    Business plan creation Strategic planning Strategic partnerships Commercialization strategy Early stage business Business developmentDue diligenceFinancial modeling

    Mentee Expectations


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