Senior expertise,
fractional engagement.
I work with pre-Series A life science and healthcare companies when vision needs to become investment-grade strategy. Every engagement produces tangible deliverables — models, analyses, and playbooks structured for your investor data room — that your team owns and continues to use after our work together ends.
A financial model is how investors understand your business. I build governance-ready models grounded in primary research — patient-based, assumption-transparent, and structured so your team can maintain and update them independently.
I use AI tools to accelerate research and data compilation efficiently. Every key assumption is verified against primary sources and domain expertise — so your budget goes further without sacrificing rigor.
- Pro forma revenue models and income statements
- Patient-based peak sales forecasting
- Scenario and sensitivity analysis
- Payer channel and gross-to-net pricing models
- Series A/B fundraising support
- Strategic alliance and partnership valuation
Built a patient-based revenue forecast and multi-channel payer pricing model for a Phase 3 therapeutics company — grounded in primary payer and provider interviews and used in their Series A fundraising process.
Before you can model the revenue, you have to understand the market. I combine quantitative analysis with primary customer research — interviewing payers, providers, and potential partners — to build commercial strategies grounded in what the market actually looks like.
- Market sizing and competitive analysis
- Payer and provider discovery interviews
- Value proposition development
- Go-to-market planning and commercial playbook
- Milestone and runway planning for staged financing
- SBIR/STTR Technology and Business Assistance (TABA)
Payer and provider interviews for a CNS therapeutics company reshaped both the revenue model and Phase 3 trial endpoint design — substantiating the investment story with real-world evidence.
Strategic partnerships can define a company's trajectory. I've structured deals from term sheet through closing — and managed the alliances that followed — at every scale, from university spinout to publicly traded company.
- Partnership search and opportunity assessment
- Term sheet development and agreement negotiation
- Alliance management and operations
- IP strategy
- In-licensing and technology transfer
Led a major international diagnostics alliance from business case through market launch in Japan — building the financial model that secured Board approval and handing off a fully operational partnership structure.