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How We Work Together

I partner with MedTech, wearable, DTx, and SaMD leaders through flexible engagements designed for your specific challenges. Whether you need hands-on execution, fractional leadership, or strategic guidance through a critical sprint, I bring the same approach: get aligned, move fast, and make the right things happen.

ESTABLISHED COMPANIES & INVESTORS

Executive Strategy Intensive

Six weeks to strategic clarity and execution-ready direction.

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This focused engagement helps leadership teams tackle a high-impact initiative whether that’s aligning a product roadmap with growth objectives, addressing stalled market traction, evaluating a U.S. market opportunity, or preparing for a relaunch or a raise. It’s built for companies navigating a strategic decision point and needing both clear direction and tangible outcomes.

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Over six weeks, we:

  • Define the core strategic challenge or decision

  • Analyze product, market, and organizational context

  • Develop a focused, cross-functional plan

  • Deliver one polished strategic asset (e.g., roadmap brief, GTM plan, investor narrative)

  • Align your leadership team on priorities and next steps

 

Designed for: Companies navigating high-stakes growth decisions, the Executive Strategy Intensive brings the clarity, structure, and strategic direction needed to move with conviction.​

Strategic Execution Leadership

Bridge the gap between strategy and execution with embedded, executive-level leadership.

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This engagement is designed for companies with a defined direction but limited internal capacity to lead it or for teams needing strategic refinement as they move into execution. Whether guiding a product from concept to commercialization, leading strategic fit assessments for add-on or portfolio-expanding acquisitions, or aligning operations around a critical initiative, Execution-Phase Leadership ensures key priorities are owned and advanced with focus and accountability.

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How it works:
Weeks 1–2: Strategic and execution diagnostic - clarify initiative goals, identify gaps, map stakeholders
Month 1: Establish execution rhythm - team syncs, KPIs, accountability structure
Months 2–5: Lead cross-functional execution - vendor management, prioritization, real-time adjustments
Final Month: Handoff and sustain - document workflows, upskill internal leads, transition ownership

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Ideal for:

  • Interim product or commercial leadership

  • Strategic initiative execution with light refinement

  • GTM or relaunch plan delivery

  • Scaling teams or prepping for investor milestones

  • Cross-functional projects requiring executive oversight

 

Timeline: Typically scoped as a 3–6 month engagement, with the option to extend for longer-term leadership support when needed.

Investor & Acquisition Strategy

Strategic clarity for better investment decisions and stronger post-deal outcomes.

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This engagement supports investors, corporate strategy teams, and MedTech leaders preparing for or navigating M&A. Whether evaluating an acquisition target, stabilizing a portfolio company, or preparing your own company to be positioned for exit, this offering brings trusted product and commercial insight to high-stakes decisions.

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How it works:
• Evaluate positioning: review strategy materials, regulatory fit, and market readiness
• Pressure-test the business case: validate GTM assumptions, product strategy, and investor narrative
• Support decision-making: outline red flags, key milestones, and integration risks
• Refine exit positioning: ensure messaging, metrics, and go-to-market story align with buyer expectations

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Ideal for:
• Strategic and commercial due diligence
• Portfolio fit assessments and rollup planning
• US market entry evaluation for international companies
• Post-close repositioning and execution planning
• Exit preparation for founders and teams seeking to present effectively to acquirers

 

Timeline: Engagements are tailored based on need, ranging from short-term diligence projects to ongoing strategic advisory under retainer.

STARTUPS & EARLY STAGE

PRODUCT STRATEGY AUDIT

Know where you stand. Identify gaps. Get a clear path forward.

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A rapid assessment of your product roadmap, regulatory pathway, and commercialization strategy. You'll get a written report identifying your biggest risks and specific recommendations to fix them before they cost you time and money.

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Over 2-3 weeks, we:

  • Review product roadmap and technical approach

  • Assess regulatory pathway alignment and market positioning

  • Evaluate commercialization strategy and reimbursement fit

  • Analyze whether current development aligns with market realities

  • Deliver prioritized report identifying the 3-5 highest-risk gaps

 

Designed for:

Founders and early-stage companies navigating critical strategic decision points who need expert validation before investing significant resources.

Strategic Execution Leadership (CXO)

Strategic leadership that actually gets things done.

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Embedded executive leadership that owns product strategy, commercialization planning, and execution. I step in as your CPO, CCO, or COO - bridging strategy and execution. You get the value of C-level experience driving your most critical initiatives forward without the cost of a full time employee.

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How it works:

  • I become part of your leadership team, owning strategic initiatives you don't have bandwidth for

  • Equivalent to 1-2 days/week of strategic work, outcome-focused not hourly

  • Weekly or bi-weekly leadership sessions with ongoing availability between plus availability for time-sensitive decisions

  • I step in where you need me most: product strategy, commercialization, operations

  • Flexible scope that adapts as your company evolves and priorities shift

  • Deliver tangible outcomes: roadmaps, GTM plans, board materials, launch execution

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Ideal for:

  • Companies with defined direction that need executive leadership to execute

  • Teams where the CEO needs strategic workload taken off their plate

  • Companies preparing for commercialization, launch, or major growth milestones

  • Organizations needing C-suite leadership without full-time commitment

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Timeline: Ongoing engagement, renewable quarterly. 

Limited Strategic Advisory

Expert strategic guidance without the execution commitment.

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Regular strategy sessions to help you navigate strategy, product, regulatory, operational and/or commercialization decisions. I review your plans, challenge your thinking, connect you to the right resources

- but you and your team own the execution. It's strategic counsel, not hands-on leadership.

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How it works:

  • Twice-monthly 90-minute strategy sessions

  • Document review and strategic feedback between sessions

  • Access to my network and 25+ years of MedTech expertise

  • Quarterly commitment with option to renew

 

Ideal for:

  • Founders who want an experienced strategic advisor in their corner

  • Teams navigating regulatory strategy, product-market fit, or commercialization planning

  • Companies that need strategic support but have execution capacity internally

  • Leadership teams making high-stakes decisions who want expert validation

 

Timeline: Ongoing engagement, renewable quarterly.

Most clients stay engaged for 6-12 months as they move through key development and commercialization milestones and upgrade to CXO fractional support once more significant funding comes through.

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