Services
We help leadership teams evaluate opportunities, manage risk, and make informed decisions about growth, capital, and execution.
Can We Afford Our Next Milestone?
Connect capital, resources, and timelines to build a realistic path forward.
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Capital planning
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Runway analysis
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Milestone-linked operating plans
How Much Capital Will We Need—and When?
Develop credible financial plans that support fundraising and investor discussions.
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Financial modeling
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Fundraising readiness
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Scenario planning
Are We Investing in the Right Priorities?
Evaluate opportunities, tradeoffs, and resource allocation decisions.
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Capital allocation
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Portfolio prioritization
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Investment analysis
What Are the Risks to Our Plan?
Understanding risks before they become problems.
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Risk assessment
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Sensitivity analysis
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Contingency planning
How Do We Align Scientific, Operational, and Financial Plans?
Connect development, operational, and financial plans to support execution.
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Clinical & CMC finance
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Cross-functional planning
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Board reporting
Flexible Engagement Models
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Project-Based Engagements: Focused support for financial planning, fundraising preparation, board reporting, and strategic initiatives.
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Strategic Finance Advisor: An ongoing partner to leadership teams navigating growth, fundraising, and key business decisions.
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Fractional Finance Leadership: Executive-level finance support without the cost of a full-time hire.
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Interim FP&A Support: Additional planning, forecasting, and reporting capacity during periods of growth or transition.
Recent Engagements
Clinical-Stage Cell Therapy Company
Built integrated operating plans and capital models linking clinical and manufacturing milestones to funding requirements and resource allocation.
Clinical-Stage Oncology Company
Developed multi-year financial projections and board reporting tools to support capital planning and fundraising strategy.
Phase 2 Oncology Program
Created detailed clinical trial cost models connecting study design, operational assumptions, and capital requirements.
Not Sure Where to Start?