I propelled an AI startup through Series A funding with a distinctive brand platform and go-to-market strategy
At-a-glance
Redefined Optura's positioning as a complex product for high-level buyers inside enterprise healthcare organizations, differentiating against category leaders like Palantir by leading with technology as advisor and healthcare-grounded results, rather than competing on engineering excellence alone
Clarified and elevated ROAI (Return on AI) from a feature into a trademarked framework and methodology, opening the door to standalone thought leadership and ownership of the term
Mapped the customer engagement journey end to end, defining inputs, metrics, and value proposition at each stage, then created the narrative and directed a multilayered, animated diagram visualizing the methodology, platform, and approach
Developed "The Whisperer," a brand persona, voice, and visual system built on people and intelligence first, deliberately avoiding the productivity, engineering, or buzzword-driven aesthetic common across AI brands
Created persona-based campaigns for CEO, CFO, and CTO buyers, alongside product videos and awareness advertising with wide distribution
Directed guerrilla marketing at major healthcare industry events (branded EV rides, geotargeted advertising) and built GTM campaigns that laddered onto broader B2B AI momentum, riding themes of safety, returns, and industry-specificity
Results
Directly fueled momentum toward Series A funding talks that were already underway, culminating in a $17.5M round led by Salesforce Ventures and bringing total funding to over $25M
The platform now tracks more than $2B in AI initiatives, with $120M in tracked value at 700% ROAI on in-flight initiatives and over 250 new use cases identified
Following the raise, attracted a group of high-profile strategic advisors, including the former CEOs of Humana and CVS Health, validating the platform's positioning at the highest levels of the healthcare industry
