Board ready finance leadership for life sciences and biotech
Designed for leaders who need decisive leadership without added organizational drag. Strategic finance expertise tailored to the unique challenges of growing life sciences companies.
Capital Allocation and Runway Strategy
Program prioritization and runway tradeoffs with clear decision logic
Leadership teams balancing multiple programs, constrained capital, and milestone risk.
- Portfolio-level scenario models tied to development and commercialization milestones
- Capital allocation scorecards for prioritize/fund/defer decisions
- Runway tradeoff analysis with risk adjusted decision frameworks for executives and boards
Board Ready Reporting and Narrative Building
Faster cycles and clearer performance story
Leadership teams wanting fewer surprises and clearer decision-making data.
- KPI definition, ownership, operating cadence
- Dashboard automation, reporting process improvements
- Analytics that translate into decisions and actions
Fundraising and Diligence Readiness
Investor data room, model pack, and Q&A prep
Teams preparing for debt/equity raises, strategic financing discussions, or diligence cycles.
- Investor-ready data room structure and diligence checklist
- Integrated financial model pack with assumptions memo and scenario tabs
- Management Q&A prep with narrative alignment across finance and leadership
CFO Consulting and Team Leadership
Monthly leadership cadence, reporting rhythm, and board governance
Companies needing senior finance leadership without adding a full-time executive role yet.
- Monthly executive finance cadence covering priorities, decisions, and accountability
- Board and leadership reporting package with KPI review and narrative guidance
- Hands on guidance for team structure, process discipline, and cross functional execution
CFO Consulting & Strategic Advisory
Leadership for transitions and enterprise value creation
CEO and board leadership priorities, transitions, and readiness for financings and major decisions.
- Board ready narrative and materials that empower strategy and outlook articulation
- Decision frameworks for capital allocation, liquidity strategy, and risk management
- Finance operating cadence, close, reporting, forecasting rhythm
- Audit and controls-minded execution
FP&A and Forecasting
Decision-ready planning, forecasting, and reporting
Leadership teams needing clarity, accountability, and confidence across uncertainty.
- Budgeting and planning aligned to strategy with driver-based assumptions
- Rolling forecasts and scenario planning to manage burn, runway, and go/no-go decisions
- Power BI dashboards highlighting revenue drivers, cash, runway, and milestones
- Disciplined variance analysis with root-cause actions
Cash runway and working capital control
Build disciplined runway visibility
Companies needing tighter operational control and liquidity management.
- Cash forecasting, runway visibility, working capital levers
- Liquidity strategy and prioritization framework
- Controls and process improvements that sustain discipline
Diligence, integration, and margin protection
BD/M&A readiness and commercial protection
BD/M&A readiness; diligence advisory; margin and risk protection through commercial terms.
- Diligence advisory; integration planning
- Supplier and customer agreement optimization to protect margin and mitigate risk
- Executive-level risk framing for leadership decisions
Investor Relations and Capital Markets Advisory
Clear equity story and disciplined investor communications
Leadership preparing for financings, earnings, or active investor engagement.
- Equity story and messaging aligned across management and the Board, linking milestones to value drivers
- Institutional-grade investor materials, KPI frameworks, runway and catalyst reporting
- Earnings and guidance readiness, including scripts and Q&A with defensible alignment
- Financing readiness with models and diligence advisory for equity, debt, partnerships, or royalty monetization
Pre-commercial launch finance readiness
Pricing, payer, and GTN assumptions built for launch confidence
Clinical and pre-commercial teams preparing for launch decisions and payer-facing economics.
- Launch economics model including pricing architecture and payer mix assumptions
- GTN planning framework with scenario sensitivity and governance checkpoints
- Cross-functional readiness pack aligning finance, market access, and leadership milestones
Ready to strengthen your finance function?
Let's discuss how we can accelerate your company's growth
References available upon request.