Holden Health Ventures

Holden Health Ventures

Healthcare Enthusiast with Investment and Operating Experience

Raleigh, USA
Freelancer

ABOUT

Strategic, energetic, and creative healthcare professional with venture capital / private equity investment and operating experience across the life science, digital health, and healthcare services industries.

Significant experience working with and for startups and corporate entities, including developing business plans, investor presentations, company strategy, and go-to-market plans, and performing market research, competitive landscaping, and financial analysis.

LANGUAGES

English
Native or bilingual proficiency
Spanish
Limited working proficiency

SKILL DETAILS

Finance

343 ₪ / hr
Analysts
Performed analytical tasks throughout my career in evaluating investment opportunities, market landscapes, internal project decisions, commercial opportunities, etc.

Senior Executives

343 ₪ / hr
VP Business Development
Drove business development activities for my company's lead clinical development program, including developing a pipeline, building and maintaining relationships, and directing and coordinating all aspects of diligence for potential partners. Also led business development activities for early-stage clinical program that led to successful out-licensing deal.
Senior Business Development Managers
Drove business development activities for my company's lead clinical development program, including developing a pipeline, building and maintaining relationships, and directing and coordinating all aspects of diligence for potential partners. Also led business development activities for early-stage clinical program that led to successful out-licensing deal.

Sales & Marketing

343 ₪ / hr
Market Research
Having reviewed hundreds of business plans over the course of my career, I frequently conducted my own primary and secondary analysis of the market, competition, business model, customer base, etc. as part of the due diligence process prior to making an investment.
Public Relations
I wore the public relations and investor relations hat for a venture-backed biopharma company, both while the company was private and then as a public company. I wrote press releases, responded to inbound inquiries, developed and executed on a PR and IR plan, collaborated with external agencies, and developed and maintained all outward facing materials (general, investor, scientific, etc.).
Business Development
Drove parallel path IPO and business development activities for my company's lead clinical development program, including developing a pipeline, building and maintaining relationships, and directing and coordinating all aspects of diligence for potential partners. Also led business development activities for early-stage clinical program that led to successful out-licensing deal.
Business Consulting
Extensive experience working with startups and venture capital-backed companies to develop business plan, investor presentation, market strategy, business model, financial plan, and due diligence materials.
Capital Raising (Private, VC)
Career history includes working for two venture firms, and supporting numerous companies in fundraising. Raised a $102M venture fund while working for a life science venture firm, and participated in due diligence and follow-on financings for multiple portfolio companies. Also worked for the strategic investment arm of BCBSNC where I closed transactions from a $5M Series A round to a $180M recap.

On the operating side, I was a key part of the team and involved in all aspects of the fundraising process that led to a $118M IPO and $41M secondary offering for a biopharma company.
Marketing Strategy
Advised multiple healthcare IT and services companies on their business models, go-to-market strategies, new channel opportunities, and creative partnering and distribution models.

Writing & Editing

343 ₪ / 250 words
Business Plan Writing
Authored or supported creation of business plans for healthcare companies of multiple stages and sectors from life science to healthcare services to digital health. In addition, based on my role as an investor at two venture firms, I have reviewed hundreds of business plans throughout my career and am well versed in what makes business plans successful in fundraising and strategy execution.
Editing & Proofreading
Have edited and proofread materials for all types of audiences, including corporate boards, the SEC, investors, etc. Wore the PR and IR hat at a biopharma company where I was responsible for all outward facing materials, including website, press releases, investor slide decks, new clinical data (abstracts, posters, papers), and prospectus for IPO.
Marketing Writing
Experience drafting, editing and publishing a variety of marketing materials, including slide decks, offering memorandums, website collateral, event publications, product descriptions, white papers, etc.

Design & Graphics

343 ₪ / hr
Flier, Brochure, Pamphlet Design
Designed a variety of materials for professional and personal use.
Presentation/Demo Design
Spent career supporting companies in developing presentation materials that successfully tell their "story" to a variety of audiences, including investors, analysts, investment bankers, potential partners / collaborators / customers, and internal teams of all levels.
Infographics design
Designed a variety of materials, including infographics, to accompany white papers, slide decks, etc.

EMPLOYMENT HISTORY

March 2018 - Today

Principal

Holden Health Ventures, Raleigh, NC
  • Leveraging investment and operational experience to provide consulting services to healthcare companies and investors, including business planning, competitive positioning, market research, business development, strategic growth planning, go-to-market strategy.
November 2016 - February 2018

Associate

Echo Health Ventures , Durham, NC
  • Strategic investment subsidiary of BCBSNC and Cambia Health Solutions.
  • Member of Investment Team involved in all aspects of the investment process. Sourced and evaluated opportunities, conducted diligence, and built business case for approval. Post-close, supported portfolio company strategy, growth, and financing by forming relationships with management and board and being an extension of the company team. Board Observer for four portfolio companies.
  • Filled interim corporate development role for BCBSNC. Provided financial and operational expertise to establish payer-provider joint venture.
April 2015 - November 2016

Principal

Mosaic Health Solutions , Durham, NC
  • Strategic investment arm of BCBSNC, NC's largest health insurance plan. Predecessor to Echo Health Ventures.
  • Member of Investment Team involved in all aspects of the investment process. Sourced and evaluated opportunities. Conducted business, market, financial, tax, legal, and operational due diligence. Constructed financial models. Validated merits with health plan. Prepared materials for Board approval.
  • Structured and negotiated merger of Mosaic and Cambia Health Solutions' Investment Teams, resulting in the formation of Echo in 2016. Directed internal and external Legal and Business teams (Finance, Marketing, Communications, Facilities, HR). Drafted legal documents, shared services agreements, and budgets. Collaborated with and garnered support from core business stakeholders to ensure alignment and closing of transaction.
  • Introduced novice Investment Team to industry best practices. Developed and obtained buy-in for investment evaluation and approval process. Streamlined portfolio management and reporting, including institution of dashboard for tracking portfolio company performance and metrics, quarterly valuation review, and activities to prepare for board meetings.
  • Managed Limited Partnership relationships for investments made by BCBSNC Treasury in 12 PE and VC funds ($80M+), resulting in increased deal flow and stronger financial and strategic ROI.
January 2014 - June 2014

Associate Director, Marketing

Chimerix, Inc. , Durham, NC
  • Established and implemented key activities in preparation for commercial launch of lead program, including selection of advertising agency and brand naming firm, and assembling tactical timelines for launch plan.
  • Oversaw team in constructing commercial forecast, target product profile, and positioning statements.
June 2011 - January 2014

Senior Manager, Corporate Development

Chimerix, Inc. , Durham, NC
  • Reported to the CEO. Leadership role in all major company events: IPO, partnering, FDA End of Phase 2 Meeting.
  • Drove parallel path IPO and business development activities for lead program. Directed and coordinated all aspects of diligence process for 10+ global biopharma companies evaluating partnership opportunity.
  • Key part of leadership team that completed a $118M IPO and $41M secondary offering in 2013. Built data room, authored prospectus, and created bottoms-up forecast. Responded to banker, analyst, and legal requests to support filing on schedule and attract strong analyst coverage post-IPO.
  • Led out-licensing of Phase 1 HIV program to Merck ($18M upfront, $151M in milestones).
  • Created and implemented Investor Relations (IR) strategy and filled IR role for year-long period surrounding IPO. Instituted quarterly earnings process, timelines, and disclosure practices. Prepared SEC filings and wrote press releases. Conceived of and conducted well-attended Analyst Day.
  • Reviewed and interpreted emerging scientific literature. Revamped publication and key opinion leader engagement strategy, resulting in increased abstract acceptances, including publication of Phase 2 data in the New England Journal of Medicine.
  • Provided company-wide strategic commercial direction, leading to creation of marketing position.
July 2006 - August 2009

Investment Analyst

Pappas Ventures , Durham, NC
  • Life science venture capital firm managing $350M across four funds.
  • Led fund formation efforts, including drafting and publishing offering memorandum, marketing materials, and diligence documents. Streamlined workflow resulting in close and launch of $102M Fund IV.
  • Managed deal flow process. Screened approximately 1,000 deals annually. Assessed market, competition, and therapeutic trends, and modeled financings and exits. Supported due diligence for eight investments.

EDUCATION

August 2009 - May 2011

Master of Business Administration

University of North Carolina Kenan-Flagler Business School
  • MBA, Concentrations in Finance and Entrepreneurship
August 2002 - May 2006

Bachelor of Arts

University of North Carolina at Chapel Hill
  • Bachelor of Arts, Management
  • Bachelor of Arts, Spanish

VOLUNTEER WORK

JDRF (Juvenile Diabetes Research Foundation)