Case Studies

Work that moved
the needle.

Four projects across financial modeling, commercial strategy, and partnerships — each producing deliverables the client continued to use long after the engagement ended.

Financial Modeling · Therapeutics
Building the Financial Case for a Phase 3 Drug Asset

A seed-stage CNS company needed more than a spreadsheet — they needed a defensible, investor-ready financial model grounded in real market evidence. I built it from first principles, combining primary payer and provider research with a rigorous patient-based revenue forecast.

Independent consultant · CNS therapeutics
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Financial Modeling · Commercial Strategy
Modeling the Revenue Hidden in an Evaluation Pipeline

A genomics tools company had strong technology and growing customer interest — but little to show investors yet. The revenue potential was there, just invisible in early-stage evaluation data. I built a model that made it visible.

Independent consultant · Genomics tools
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Partnerships · International Alliance
Major Strategic Alliance: From Business Case to Market Launch

I was tasked with transforming an existing strategic alliance into a new product launch, bringing a proteomic diagnostics platform to market in Japan. I built the financial forecast and business case, negotiated the deal terms and led the implementation through to market launch.

Director, Strategic Alliances · SomaLogic
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Financial Modeling · Fundraising
Series A Fundraising as a Founding Team Member

Before I was a consultant, I was a founder. As the marketing and financial lead at Roving Planet — one of the first wireless LAN security companies — I owned the business plan, financial model, and due diligence process for a Series A fundraising round.

Co-founder & Financial Lead · Roving Planet
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