Five senior healthcare executives. One integrated team. Hands-on advisory across every stage of the investment lifecycle.
OT3 offers something distinct: the depth of a multidisciplinary team, the accountability of an embedded partner, and the continuity to stay engaged from diligence through execution — across science, regulatory, reimbursement, inorganic growth, exit planning, and IP.
Valuations can feel disconnected from industrial comparables — 25–30× multiples versus the 7–8× you know from other sectors.
CEO pitches are compelling, but independent verification of the underlying science, regulatory and reimbursement pathway, and exit thesis remains difficult.
Building a repeatable diligence framework is challenging — each deal often relies on one-off advisor relationships.
Post-close, maintaining portfolio company accountability to the milestones that justified the initial valuation remains a persistent challenge.
Five senior healthcare executives — not generalist consultants. Each owns a distinct domain, and together we deliver hands-on expertise across every stage of the company lifecycle, from pre-investment through to exit.
Technology assessment, study design, evidence strategy, pre-clinical and clinical validation to ensure next milestones are achieved.
FDA/CE pathways, QMS, risk maps, and timeline modeling across complex regulatory environments.
Reimbursement strategy, pricing, payer dossiers, and go-to-market plans with global and regional expertise.
Deal structuring, milestones, tranching, covenants, and board oversight designed for accountability.
Fractional leadership, KPI frameworks, turnaround, vendor management, and manufacturing scale-up from prototyping to commercial scale.
Independent Healthcare Investment Advisor with deep experience structuring complex life science investments and board-level governance.
Strategic Advisor & Board Member with a strong track record across pre-clinical strategy, evidence generation, and scientific credibility assessment.
CEO and Company Builder with extensive experience navigating FDA/CE regulatory pathways and scaling life science organizations globally.
CEO and strategic advisor with deep expertise in commercial strategy, reimbursement, and market access across global healthcare markets.
Former CEO of Tecan Group AG with a career spanning operational transformation, manufacturing scale-up, and global commercial execution in life sciences.
Scientific credibility assessment across the investment thesis. Output is a clear invest / pass / conditions recommendation before committing to full diligence.
We map the risk register, stress-test management's assumptions, and benchmark against comparable programs across science, regulatory, commercial, and operations.
Diligence findings translated into term-sheet guidance: milestone-linked tranches, covenants, governance rights, and board representation recommendations.
Quarterly KPI reviews, board-level reporting, and milestone tracking across the portfolio. Companies are held to the operational targets that underpinned the investment thesis.
Fractional executive leadership for portfolio companies requiring operational intervention — leadership assessment, team restructuring, pivot strategy, and go-to-market realignment.
Portfolio companies are connected to vetted CROs, CDMOs, regulatory advisors, and co-investors through the OT3 network. Direct introductions, no markups.
OT3 remains engaged across every stage — from initial screening through validation, scaling, and exit.
Three engagement models, each with direct executive involvement.
Multidisciplinary diligence across science, regulatory, commercial, and operations, delivered in a single integrated process. Output includes an investment recommendation and term-sheet guidance.
Fractional executive support for portfolio companies requiring operational intervention. Scope is defined per engagement and can include leadership, commercial restructuring, and go-to-market realignment.
Structured oversight across the portfolio: quarterly KPI reviews, board-level reporting, milestone accountability, exit planning, and introductions to strategic partners and co-investors.
Investor evaluating a diagnostics start-up claiming FDA 510(k) clearance in 18 months and $50M Series B at $200M pre-money.
OT3 mapped the full regulatory path, identified a 12-month gap in the clinical evidence plan, and modelled three reimbursement scenarios with payer probability scores.
Portfolio company (cardiology SaaS) stalling at $8M ARR — CEO resistant to board guidance, two key commercial hires failed.
OT3 stepped in as fractional Executive Chair, completed a leadership assessment, replaced the commercial lead, connected the team with key strategic partners, and rebuilt the go-to-market playbook in 90 days.
Investor with industrial background wanting to enter life sciences but lacking a credible evaluation framework.
OT3 built a repeatable diligence scorecard across 5 dimensions, screened 12 opportunities, and ran a structured 6-week deep-dive on 2 finalists.
Scenarios are illustrative and based on composite deal experience.
Start with a 30-minute conversation. No commitment required — just a direct discussion about your investment thesis and where OT3 can add the most value.
30-minute intro call to understand your investment thesis and current healthcare focus
Tailored proposal for a first engagement: diligence, oversight, or strategy
Pilot project on one opportunity — no investment required upfront