Design and orchestrate comprehensive diligence processes including data room organization, materials coordination, and information flow.
Act as the primary strategic liaison with internal Finance and Legal teams and external advisors and counsel.

Executive & Investor Storytelling:

Synthesize complex financial and operational data to architect compelling, executive-ready narratives for board, investor, and strategic presentations.
Ensure financial exhibits and operational metrics clearly tell a value-creation story.

Strategic & Financial Case Building:

Lead the comprehensive evaluation of partnership and investment targets, delivering clear recommendations based on rigorous financial, operational, and strategic analysis.
Interpret, evaluate, and pressure-test financial models developed by internal and external partners, including valuation, scenario modeling, and pro forma forecasting.

Lumeris

Lumeris is a healthcare transformation company that believes primary care is the foundation of a better healthcare system. They are scaling their AI-enabled platform, Tom, as a standalone growth engine, and entering a pivotal phase of enterprise expansion.

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