Best Practices in Benefits Management for Portfolio Companies of Venture Capital Firms and Family Offices

  • Low Cost Initial Benefits Program Evaluation – A low-cost, no-obligation assessment to identify cost-saving and efficiency opportunities.

  • Innovative Benefits Design – Tailored strategies that align benefits with business objectives while maintaining affordability.

  • Vendor Strategy & Contracting – Independent guidance to help select and negotiate with the right vendors, free from hidden incentives.

  • Financial & Data Analysis – In-depth reporting to uncover waste, track savings, and ensure long-term sustainability.

  • Risk Management — Perform fiduciary review and establish fiduciary committee

  • Ongoing Advisory Support – Flexible, on-demand consulting to support evolving benefits needs.Design benefit plans that promote smarter healthcare purchasing

Health Data & Analytics Advisory Overview

We help digital health companies develop data strategies and analytic processes that align with real market needs. By ensuring a strong data foundation, we help prevent off-target investments, optimize product development, and quantify value—empowering companies to drive sales, retain customers, and provide clear insights to investors.

CASE STUDY - Large Private Equity Firm

Comprehensive Benefits Management Strategy Using Supply Chain Principles

Developed and executed a comprehensive strategy to manage healthcare costs for over 70 US-based portfolio companies at large private equity firm

Established Portfolio Operations Unit for Employee Benefits Management: Managed $1.8B in annual healthcare spend across 70+ U.S.-based portfolio companies.

Led Data & Analytics: Implemented processes that drove $1.2B in savings through cost containment, risk mitigation, and operational improvements.

Strategic Benefit Design: Developed tailored strategies that aligned employee benefits with business objectives while maintaining affordability.

Long-Term Cost Reduction: Leveraged data-driven insights, financial modeling, and strategic partnerships to drive sustainable savings.

Executive Advisory: Provided C-suite recommendations to optimize benefits plans, improve affordability, and ensure alignment with corporate goals.

Vendor Strategy & Contracting: Delivered independent guidance to select and negotiate with vendors, free from hidden incentives.

CASE STUDY — Early Stage Digital Health Company

Developed Economic Model to Estimate Healthcare Cost Savings

We developed a savings model to estimate the cost savings of using evidence-based, clinically guided cannabinoids to mitigate symptoms of cancer, chronic pain, sleep disorders and insomnia, and anxiety.

  • Developed comprehensive data and analytics strategy and guided the go-to-market strategy

  • Click here to view the published Millman independent review of our model

CASE STUDY — Early Stage Digital Health Company

Advisor to Start-Up Building AI-Based Sales Tool for Medical Device Sales Reps

  • Led sourcing of disparate data sets to drive AI-driven sales support tool for high-end medical device 

  • Participated on team to develop AI-based, data driven insights for Sales Representatives

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