Strategic Advisory Firm

Operators who help you scale with confidence.

We've been on leadership teams of companies that raised $700M+ at $3B+ peak valuation. Now we help healthcare, climate tech, and AI / future of work companies navigate the challenges we've solved before.

We've been in your shoes.

We're not just advisors—we've built, scaled, and exited companies in the sectors we serve. We know what it takes to win in regulated industries.

Operator Credibility

We've held leadership roles at high-growth companies, navigating the same challenges you face—scaling teams, raising capital, and achieving exits.

Network & Expertise

Deep connections and specialized knowledge across healthcare, climate tech, and AI—from payors and health systems to energy developers and strategic acquirers.

Hands-On Support

We roll up our sleeves. From GTM strategy to fundraising prep to operational scaling, we're partners in your success.

Leadership Experience That Matters

Our team has been on leadership teams of companies that have achieved meaningful scale and outcomes.

$700M+
Raised
$3B+
Peak Valuation

Accelerate growth with operators who've done it.

We've scaled operations, raised capital, navigated regulatory challenges, and achieved exits. Let us help you avoid the pitfalls and accelerate growth.

Commercial Strategy & GTM

Market positioning, sales strategy, and go-to-market execution for complex B2B and payor markets.

Operations & Scaling

Team building, process design, and organizational architecture for hypergrowth environments.

Fundraising Strategy

Investor targeting, narrative development, and process management for successful raises.

Regulatory Navigation

Healthcare compliance, payor contracting, and regulatory strategy for clinical businesses.

Contracting & Negotiation

Enterprise sales, partnership structuring, and complex commercial negotiations.

Revenue Operations

Customer success, retention strategy, and revenue optimization frameworks.

Who We Work With

Early-stage startups preparing to scale
Growth-stage companies at inflection points
Established companies entering healthcare or energy
Corporations seeking specialized project support

Engagement Models

Operators who advise.

Our team brings decades of combined experience building and scaling companies in regulated industries.

Leadership experience across companies that raised $700M+ at $3B+ peak valuation

Julia Bernstein

Julia Bernstein

Co-Founder & Managing Partner

Julia is COO at Brightside Health, where she leads operations, commercial partnerships, and new service line growth. She oversees quality, compliance, and legal, and drives the company's AI transformation.

Previously, she was Head of Ops & Strategy at Thirty Madison (250+ employees), and held leadership roles at Tempest (acquired by Monument), Beacon Health Options (acquired by Elevance), and Ginger (now Headspace Health). She serves on the Board of PharmaCCX.

MBA, Stanford GSB AB, Dartmouth (summa cum laude) Modern Healthcare 40 Under 40
Robert W. Schwartz

Robert W. Schwartz

Co-Founder & Partner

Robert brings over a decade of experience in climate tech project development and commercial strategy. He was Senior Director of Business Development & Project Finance at Dandelion Energy, leading residential geothermal expansion.

Previously, he held commercial roles at NRG Energy and SPG Solar, with deep expertise in contracting, negotiation, and project execution across the energy sector.

MBA, Kellogg AB, University of Virginia 10+ Years in Climate Tech
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