Building Thesis · 2026 · Strictly Confidential

Building Spain's AI Healthcare & Longevity Venture Studio.

A trans-Atlantic platform to originate, build and scale Spain's AI-native Healthcare & Longevity companies into the US market. EBDA Ventures develops proprietary technology in-house, clinically validates with partner institutions, and establishes specialized companies to commercialize each solution.

Geography
Spain·US

Originate & build in Spain. Capital & scale in America.

Vintage

June 2026

The Opportunity · Patent Cliff · M&A Tsunami

Pharma's $300B revenue cliff has triggered the largest biotech M&A cycle since 2019.

Five of the top-10 pharmas face >50% revenue exposure by 2030. Top-12 pharmas sit on ~$180B of deployable cash. AI-native Healthcare — compressing preclinical discovery from ~4 years to ~13 months — has become the most contested asset class in healthcare.

$300B
Annual revenue at risk

~20% of industry revenue losing exclusivity by 2030 — 3× the 2016 cliff. ~200 drugs off patent, including ~70 blockbusters.

$150B
2026E biopharma M&A

IQVIA forecasts $140–160B in deal value. $50B+ announced in January 2026 alone. 70% of clinical pipeline sits outside Big Pharma.

$2.75B
Avg. AI biotech deal size

Lilly–Insilico (Mar 2026); Lilly–Kelonia $3.25B (Apr 2026); Lilly–Centessa $6.3B. Preclinical → Ph1 is the prized layer.

Biopharma M&A · Aggregate deal value ($B)
$57B
$133B
$130B
$150B
$150B
2022
2023
2024
2025
2026E

Source: IQVIA Biopharma M&A (Jan 2026); 2026 = midpoint of forecast range.

Why now

AI Healthcare is the only scalable answer to the cliff.

  • $350–410B projected annual value AI creates for pharma by 2025
  • Preclinical → Phase 1 AI biotechs = most-contested asset layer
  • Average upfront $2.5–3.5B per validated AI-designed mechanism
  • IPO window still narrow → forced partnerships & exits
Spain's Structural Edge

Spain has the ingredients. EBDA Ventures builds the platform.

Top-quartile EU scientific talent at 40–60% lower fully-loaded cost than Boston / SF — paired with a built US bridge for capital, customers and clinical access.

10,000+
Talent Density

STEM PhDs / yr in Spain — ~40% in life sciences or AI-adjacent fields. CNIO, CNIC, BSC, IRB, IDIBAPS, VHIO rank top-quartile in the EU.

40–60%
Cost Arbitrage

Lower fully-loaded scientist cost vs Boston / SF. Senior AI/ML scientist: $115k Madrid vs $285k Boston. 2–3× longer runway per $1M.

80,000+
Clinical Infrastructure

Active clinical trials annually across Spain's public system — among the most efficient in the EU. Grifols, Almirall, Rovi, Esteve, PharmaMar anchor commercially.

10–30%
Non-Dilutive Co-Funding

PERTE Salud, ICO, ENISA, CDTI provide non-dilutive capital alongside private rounds — extending runway and de-risking IND-enabling work.

Spain · Origination & Build

Co-found with PIs & postdocs from CNIO, BSC, IRB, IDIBAPS, CSIC. The studio platform — clinical, regulatory, finance, AI infra — gets ventures to IND-ready in 12–18 months at 2–3× US capital efficiency.

United States · Capital & Scale

Series A syndicate and relationship-driven US VC network (Flagship, ARCH, Polaris, OrbiMed, RA, a16z Bio, GV, Founders Fund Bio) + pharma BD (Lilly, Pfizer, Sanofi, Novartis, AZ) + top AMCs (MGB, Dana-Farber, MD Anderson, Mayo, MSK).

The Investment Frontier · Women's Health · AI Biotech

Where AI is rewriting the economics of disease.

Women carry a disproportionate share of chronic disease burden across every life stage — a structurally under-funded frontier. AI-native biotechs have raised $13.5B+ over 20 leading platforms; 10 already hold unicorn valuations.

Women's diseases across the lifespan
0–12
Infancy / Childhood

Turner, Rett, congenital heart defects, juvenile arthritis, scoliosis.

13–35
Adolescence / Reproductive Peak

Endometriosis, PCOS, eating disorders, infertility, preeclampsia, lupus.

35–55
Late Reproductive / Menopause

Fibroids, breast cancer, MS, osteoporosis onset, cardiovascular risk rises.

55–70
Post-Menopause

Heart disease (#1 killer), stroke, osteoporotic fractures, breast peak (55–64).

70–80+
Late Life

Alzheimer's (women = 2/3 of patients), HFpEF, frailty, hip fractures.

$13.5B+
VC Raised

Across the top 20 AI biotech platforms profiled — 2024 to 2026.

10 / 20
Unicorns

Already at $1B+ valuation. Xaira $4B; Altos $5.5B+; Isomorphic $2.5B.

70%
Outside Big Pharma

Clinical-stage pipeline now owned by emerging biotechs — most unpartnered.

Reference portfolio · AI-native biotech & drug discovery
Xaira
$4.0B
Altos Labs
$5.5B
Isomorphic
$2.5B
Insilico
$1.5B
Generate Bio
$1.6B
Lila Sciences
$1.3B
Pathos AI
$1.6B
Insitro
$2.5B
Genesis Tx
$1B+
Iambic
Series C
Owkin
Unicorn
Mirador
$1B+
Kailera
$1B+
Chai Discovery
$1.3B
EBDA Ventures Studio · 10× MOIC in <5 years

A studio reaches 10× faster than a VC fund.

By co-founding at €5M pre-money instead of buying into a €25M Series A, EBDA hits a 10× MOIC at a €50M valuation — versus the €500M exit a traditional VC needs for the same multiple. Secondaries deliver partial liquidity at year 5.

€3–5M
Entry pre-money

Depending on project maturity.

<35
Ventures over 5 yrs

Concentrated build, disciplined pace.

10–15×
Target MOIC

Net of secondaries and follow-ons.

40–50%
Target IRR

Studio economics + US bridge.

EBDA Ventures · Studio model
Entry pre-money
€5M
10× exit at
€50M valuation
Liquidity
Secondary market exits in <5 yrs
Traditional VC
Entry post-money
€25M (Series A)
10× exit at
€500M valuation
Liquidity
Year 8–10 (M&A / IPO)

→ 10× the multiple, at 10% of the exit hurdle. Half the time. Liquidity through secondaries.

Structure · Holding & SPVs

EBDA Ventures holds the platform. Every venture is born inside a dedicated SPV.

Each startup launches with a reference Hospital / University / Lab as clinical co-investor (10–30%) validating medical viability before the pre-seed round.

Holding

EBDA Ventures

IP · Talent · Capital management

SPV · Dedicated investment vehicle

MIRA Health

AI platform · women's longevity

EBDA + Founders70–90%
Partner Hospital / Univ / Lab10–30%
SPV · Dedicated investment vehicle

PreventAI

AI cardiometabolic prevention

EBDA + Founders70–90%
Partner Hospital / Univ / Lab10–30%
Pre-seed investors · Pre-money €5–6M · Round €300K–€1.5M
Public
CDTIENISAEIT HealthMadrid Startup
Private
Family officesBusiness angelsOther private

* Partner hospital stake negotiated 10–30% based on clinical contribution (data, RWE, KOLs, open trial).

US Capital Markets · 12× Arbitrage

The same clinical milestone is worth 12× more in the US.

Pre-Seed and Series A in the US command a 12× premium over Spanish valuations. EBDA leads the process end-to-end: warm intros, US term sheet, governance, materials and due diligence.

Spain
€3–5M
typical Pre-Seed pre-money
USA
$60–100M
typical Series A pre-money
Arbitrage
12×
over comparable AI-healthtech multiples (PitchBook, SVB 2024)
01

Warm intros

Direct access to US partners (Flagship, OrbiMed, Atlas, RA, Perceptive, ARK) via founding team + advisors network.

02

Story-deck US

Pitch rebuilt in US code: American TAM, comparables, FDA milestones and reimbursement (CHI / PIN / CCM).

03

Term-sheet US

Negotiation of cap, preferences, anti-dilution, board composition and management terms with US legal counsel.

04

Long-term commitment

EBDA keeps board seat + pro-rata reserves to follow Series B/C and protect the exit.

Internationalization pipeline
  1. M12–M18

    US Newco constitution

  2. M18–M24

    US hospital partner + FDA pre-sub

  3. M24–M30

    Series A close in USD

  4. M36+

    US commercial launch

EBDA commitment

Structure · pre-seed capital · US scale-up · later-round fundraising · governance and exit. Long-term partner, not broker.

The American Biotech VC Playbook · EBDA Market Anchor

~$38B deployed in biotech venture capital in 2025 — split into two engines.

Venture-creation studios that build companies, and multi-stage / crossover capital that scales them to IPO. EBDA is engineered at their intersection.

Flagship Pioneering
$14B AUM · Fund VIII $3.6B
Seed → Series B
Institutional innovation: 80–100 explorations/yr → 8–10 new cos; AI + human health.
Atlas Venture
Fund XIV $450M + Opp. $400M
Seed / Series A
Disciplined seed-led venture creation; EIRs incubate around globally-sourced science.
OrbiMed
~$18B AUM · Fund V $1.86B
Series A → late → public
Healthcare-dedicated: equity + PE + venture + royalty/credit; US/EU/Asia desks.
RA Capital
~$12.6B AUM
Pre-seed → public
Evidence-based; TechAtlas maps the science; Raven incubator builds companies.
Perceptive Advisors
~$8.5B AUM
Series B/C → IPO
Public + private crossover; round participation signals IPO-readiness.
ARK Invest
ETFs + ARK Venture Fund
Public + growth
Genomic Revolution (ARKG): multiomics × AI × precision medicine.
Five signals that anchor EBDA's strategy
01

The studio model is the premium engine

What leaders do → Flagship founds 8–10 new companies a year; Atlas runs "seed-led venture creation"; RA Capital builds through its Raven incubator. The best returns come from owning origination, not writing checks.

EBDA Ventures →

EBDA co-founds AI-healthcare companies inside Spanish research institutions — controlling the company from the first cell line, not bidding for finished deals.

02

AI-native + proprietary data is the thesis

What leaders do → ARK's ARKG = multiomics × AI × precision medicine, backing platforms that own their data (Recursion, Tempus); Flagship spun up Lila Sciences and Expedition Medicines for AI discovery.

EBDA Ventures →

Every EBDA company is AI-native by construction, built around proprietary clinical and biological data from partner institutions — defensible from day one.

03

Two-pocket capital: lean fund + follow-on

What leaders do → Atlas pairs a $450M creation fund with a $400M Opportunity Fund; OrbiMed and RA layer royalty and structured capital so winners get funded without inflating fund size.

EBDA Ventures →

Lean studio fund + per-venture SPVs (2 new SPVs/yr at €150K structuring) to double down on winners while keeping the core fund disciplined.

04

Source science globally, concentrate the build

What leaders do → Atlas forms companies "around science sourced from around the globe"; OrbiMed runs desks across the US, Europe and Asia. Geography of the science ≠ geography of the capital.

EBDA Ventures →

EBDA sources world-class, under-capitalized science in Spain and concentrates company-building where talent is strongest and cost base is lowest.

05

Build to inflections; a re-opened exit window

What leaders do → Series A rebounded to $50–80M; 65+ biotech IPOs in 2025 raised $12B+ (vs. 22 in 2023); crossover entry is the market's IPO-readiness signal.

EBDA Ventures →

EBDA builds to crisp seed / Series A inflections, then brings in US crossover capital for scale-up and exit — IPO or strategic M&A.

Europe vs. US · The Geographical Arbitrage

US private healthcare markets price assets at a 3–5× premium to Europe.

Same science. Same stage. Different zip code. The transatlantic valuation gap is the most attractive arbitrage in life-sciences VC today — and it is widening, not closing.

Aggregate Healthcare & Life-Sciences VC · 2025
United States$35.7B · 771 rounds
Europe (incl. UK & CH)~$10.5B · ~310 rounds

3.4× more capital deployed in US healthcare VC than in Europe in 2025.

Median Pre-Money · Biotech & Pharma
Early-stage biopharmaEU €6MUS $80M~12×
AI-native biotechEU €7MUS $78M~10×
Late-stage biotech (round)EU €9.7MUS $100M+10×+

PitchBook 2024 — same stage, different market.

Team · Advisory Board · US Ecosystem

EBDA Ventures is the team — and the network it commands.

Direct access to top US life-sciences funds, the FDA, leading AMCs, and the world's most decorated longevity & genomics scientists.

Founding Team

Emilio Escartín

Managing Founder

30+ yrs VC / PE + global direct investments.

CUNEF · IESE · IE · Harvard Univ.

Advisory Board & Ambassadors
  • Manuel Collado, PhD
    President, The Lab of Cell Senescence · Global leader, Cancer & Aging
  • María Blasco, PhD
    Director & Head, CNIO · Global leader, Cancer & Aging (Telomeres)
  • George Church, PhD
    Professor, Harvard Medical School & MIT · Founder of modern genomics
  • Peter H. Diamandis, MD
    Founder, X Prize · CEO, Singularity University
  • David Sinclair, AO, PhD
    Professor, Harvard Medical School · The Sinclair Lab
  • Brian Kennedy, MD, PhD
    Professor, NUS Yong Loo Lin · former Buck Institute CEO
US Ecosystem · The Network

Healthcare VCs

Flagship, ARCH, Polaris, OrbiMed, F-Prime, Third Rock, Atlas, RA Capital, a16z Bio, GV, Founders Fund Bio, Lux, Khosla

Pharma BD & Strategic

Lilly, Pfizer, Sanofi, Novartis, AstraZeneca, Roche/Genentech · NVIDIA Inception · AWS for Life Sciences

Top US AMCs & Hospitals

Mass General Brigham, Dana-Farber, MD Anderson, Mayo Clinic, MSK, Cleveland Clinic, Cedars-Sinai, Houston Methodist

Regulatory & Clinical

FDA pre-IND advisory pipeline · top-tier US CROs / CDMOs · EMA dialogue alongside FDA

KOLs & Academia

Harvard, MIT, Stanford, UCSF, Columbia, UCSD, Berkeley · CNIO, CSIC, BSC, IRB, VHIO, IDIBAPS

The Ask

Become a shareholder in the AI Healthcare & Longevity Venture Studio bridging Spain and the US.

e@ebdaventuresvc.comM: +1 (786) 201-6890