EARLY STAGE CLIENTS

Healthcare and lifescience innovators

One of the primary reasons we founded Recon Strategy was to bring world-class strategy thinking to leaders like you and your VC & PE backers. Right from the start, we set aside 25% of our capacity to work with high potential companies from seed to pre-IPO/ strategic exit. When appropriate we place a signifant portion of our fees at risk to fully align our incentives with your success.

a different model designed for you

We love the energy and passion that comes with this work and the high bar. Yes, the bar for strategy work is (rightly) higher when advising smaller companies. While large corporations can place multiple bets and can weather failure, your choices are “make-or-break" and you have to get them right first time.

Strategy

While every assignment is unique, we have found that some topics come up more often with our early stage clients. These include: product-market fit, market segmentation and prioritization, value proposition and business models, partnership strategy, market opportunity, value-inflection and exit decisions.

Whatever your strategic choice is, we help you efficiently get to a pragmatic answer.

Approach

As a leader in an early stage or smaller private company, you need to make strategic decisions with limited resources: time, money and people. At the same time you may need to reckon with differing perspectives and incentives across founders, employees, and investors.

We adapt our resourcing, engagement design, and fee structure to meet you where you are.

SELECTED CASE STUDIES

How we've helped early stage companies

Representative engagements, anonymized. Each pairs deep sector knowledge with rigorous, structured analysis.

Medtech, Early Stage

Device market entry strategy

An early-stage technology could digitize a large analog device market but needed the board aligned on which market to enter first, and on what terms to engage incumbents, before its Series A ran out.

Digital diagnostic business case

Biopharma, Early Stage

Biologics formulation platform diligence

A private equity investor weighing a bet on a novel delivery platform needed to know whether scientific novelty would convert into commercial value.

Subcutaneous biologics platform investment

Biopharma, Early Stage

Gene therapy disease assessment

A gene therapy biotech with a novel approach to a fast-moving disease area needed an objective read on the opportunity and on whether it had a credible path to win there.

Crowded market entry decision