Upmetrics helped a fertility specialist launch Europe’s next-gen fertility clinic.
- Complete business plan
- 5-year financial model
- Market & demographic analysis
- Pitch deck design
- Investor focused one-pager
- Ongoing advisory
The Challenge
“I can optimize an IVF protocol in my sleep, but zoning laws, CE-mark requirements, and five-year P&Ls? Completely different skill set. Every time I opened Excel I lost another evening with my family.”
— Dr. Harper, Founder & Medical Director
Dr. Harper knew exactly which treatments would benefit his patients—comprehensive IVF with in-house pre-implantation genetic testing—but lacked a lender-ready plan that:
- Demonstrated demand and optimal pricing in a competitive Mediterranean fertility market.
- Mapped EU tissue-bank licensing, GDPR data-handling mandates, and Spanish bioethics rules.
- Linked embryology volumes to revenue, CAPEX for next-generation sequencers, and staffing ratios.
They knew their clinical protocols were solid and understood what patients needed, but navigating regulatory requirements and financial modeling felt overwhelming.
The Solution
“From the very first call, they got it. They understood both the clinical side and the business side, which is rare. Upmetrics translated my clinical wish-list into a strategy that investors could trust.”
— Dr. Harper, Founder & Medical Director
Our business planning team began with deep-dive discovery and market analysis, designed specifically for healthcare ventures in European markets.
Rather than applying a generic fertility clinic template, we dove deep into understanding the unique aspects of integrated genetic testing, Barcelona’s position in the European fertility landscape, and the specific regulatory pathway required for their vision.
Market analysis & competitive positioning
Our team benchmarked live-birth and PGT uptake data across Spain, Italy, and southern France, layering census insights, expat demographics, and medical-tourism flows into site-selection models for Barcelona.
This included understanding seasonal IVF demand patterns, genetic testing adoption rates, and pricing strategies that would position the clinic competitively while maintaining premium positioning for integrated services.
Service architecture & revenue centers
We structured revenue centers as distinct profit engines with different operational requirements, patient flows, and growth trajectories.
Core IVF cycles formed the base package, while the genetic-testing suite offered tiered PGT offerings, WES/WGS, and advanced NIPT as premium add-ons. Additional molecular services for high-risk couples created a third revenue stream with specialized pricing and capacity considerations.
Regulatory roadmap & compliance timeline
Financial modeling & pitch materials
Custom projections captured seasonal IVF demand, embryo attrition rates, genetic-test margins, and phased staffing requirements. Sensitivity analysis showed break-even at 22% below base-case volumes, giving investors confidence in multiple success pathways.
A polished lender deck packaged narrative, financials, and facility renders into a compelling investment case that addressed due diligence questions proactively.
The Impact
“Our plan answered every diligence question up front. Five months after opening, we’re scheduling transfers three weeks out—and scouting Lisbon for our next lab.”
— Dr. Harper, Founder & Medical Director
The comprehensive business plan became the operational foundation for every aspect of the clinic launch.
Within six months of plan completion, Dr. Harper had secured over €10 million in combined senior debt and equipment leasing, allowing the clinic to open exactly on the projected timeline with all regulatory approvals in place.
Following can be considered the impact of our collaboration:
- Over €10 million raised (combining senior debt and equipment leasing) to launch the institute.
- 90 % utilization of IVF theatre by month 5; genetic-testing revenue 18 % above forecast.
- Embryo culture-to-PGT turnaround halved (8 days vs. 16–21 when shipping samples abroad).
- Data-driven roadmap ready for satellite expansion and additional sequencers.
“Our collaboration with team Upmetrics has allowed us to better understand and plan our business, set goals, and get to them faster”, said Dr. Harper when asked to summarize the impact of Upmetrics on their business.
“Upmetrics is the complete business planning solution.”
Dr. Harper says, “Upmetrics is the complete business planning solution for medical businesses like ours.”
Aurevia Fertility Institute now operates near capacity, enjoys strong patient retention, and attracts international couples seeking cutting-edge reproductive care. With solid early performance, Dr. Harper is preparing a second funding round to expand genetic-testing capacity and open a satellite clinic in Portugal.
Need help growing your business like Dr. Harper did? Effective business planning is the solution. Book a 30-minute discovery call and let Upmetrics turn your vision into a lender-ready, growth-ready roadmap.
Whether you need help preparing your business plan, financial projections, or strategic plan—we’ll help you out. Get in touch!.
We respect client confidentiality. Names and certain details have been adjusted, but the results are real.
