Investor Brief · 2025

The operating system
for biotech deals,
alliances & intelligence

From first partnering conversation to post-deal alliance management — CartaOS gives clinical-stage biotechs the BD intelligence layer they can't afford to hire, and can't afford to operate without.

Platform Overview
01
Pre-Deal Intelligence
Asset positioning · Acquirer targeting · Deal comps
Core
02
Deal Room & Diligence
Document audit · Redaction AI · Term fairness
Core
03
Alliance Management
Milestone tracking · JSC prep · Integration planning
Weekly use
04
Competitive Intelligence
R&D deviation · Geopolitical risk · Supply chain
Predictive
05
East–West Bridge
Asian asset translation · Western deal packaging
Unique
The Problem

Biotechs fly blind
at every critical juncture

Clinical-stage biotechs are built by scientists. But the decisions that determine their fate — licensing deals, M&A, post-deal alliances — require a completely different kind of intelligence. One that comes only from sitting on the buy-side of hundreds of deals. Most small biotechs have never had that vantage point.

They enter data rooms without knowing what to share or redact. They sign deals with milestone structures that undervalue their asset. And once the deal is signed, they have no system to manage the partnership — the phase where most value is made or destroyed.

A second gap goes untapped: Korean, Chinese, and Taiwanese biotechs sitting on genuinely innovative clinical assets that Western pharma systematically undervalues — not because the science is weak, but because the translation doesn't exist.

~70%
of Series A/B biotechs lack dedicated BD leadership
$950M+
in clinical assets evaluated buy-side by our founder at BioNTech
50%+
of pharma alliances underperform or miss key milestones
$11B
BMS–Biotheus deal — asset our founder tracked at BioNTech
The Platform

Five phases. One continuous
intelligence system.

CartaOS covers the full lifecycle — from pre-deal asset positioning through active alliance management and competitive threat monitoring. Each phase feeds the next. Each creates a reason to stay.

PHASE 01
Pre-Deal Intelligence
Ongoing
🎯
Acquirer Targeting
Map your asset against active pipeline gaps at 50+ potential partners. Know who needs you before you walk into JPM or BIO-Europe.
📊
Deal Comp Benchmarking
Real-time comparable transaction data — upfronts, milestones, royalties — from assets similar to yours in stage, mechanism, and indication.
🔬
Asset Positioning
Where does your asset sit competitively? What narrative lands with a pharma BD committee versus a venture investor?
🌏
East–West Translation
For Asian biotechs: repackage clinical data into Western-readable formats and identify the right EU/US acquirer shortlist before outreach begins.
PHASE 02
Deal Room & Diligence
High Value · Per Deal
📁
Document Readiness Audit
Upload your inventory. System scores completeness against asset class and counterparty profile — flags what's missing before you enter the data room.
🔒
Redaction Intelligence
Know what to share, hold, and redact at each diligence stage. Protect manufacturing know-how, unpublished sequences, and key relationships.
Diligence Q&A Simulation
Predict the exact questions a buy-side BD committee will ask — built from real BioNTech M&A experience — so you're never caught unprepared.
⚖️
Term Sheet Fairness Check
When the term sheet arrives, benchmark every clause against recent comps instantly. Know where you're undervalued and where to push back.
PHASE 03
Alliance Management
Weekly Usage Driver
📅
Milestone Obligation Tracker
Map every obligation on both sides. Flag drift before it becomes a breach. Surface at-risk milestones 90 days before they're due.
🤝
JSC Preparation
Who attends, what positions to hold, what to concede, how to read the partner's posture. Never walk into a Joint Steering Committee unprepared.
🏗️
Integration Team Planning
Which teams integrate at each phase. Cultural alignment between organizations. Operational handoff sequences and cross-border playbooks.
💓
Relationship Health Signals
Communication frequency, deliverable cadence, tone shifts — surface partnership stress before it becomes a crisis or a missed milestone.
PHASE 04–05
Intelligence & East–West
Predictive · Defensible
📡
R&D Deviation Prediction
Monitor partner pipeline priorities, publication patterns, and restructuring signals to predict reduced commitment before you feel it operationally.
🌐
Geopolitical & Supply Chain Risk
Tariffs, export controls, NMPA/FDA/EMA regulatory divergence, sanctions exposure in manufacturing networks — monitored for deal-specific impact.
⚠️
Competitive Threat Monitoring
If a competitor's data changes the landscape your deal was built on, CartaOS surfaces it immediately with a deal impact assessment.
🗺️
East–West Asset Bridge
Full translation service for Asian clinical assets targeting Western pharma — from data room packaging to acquirer shortlisting to negotiation prep.
Alliance Management

Where deals go to die
without structure

The deal signing is the beginning, not the end. Most biotechs celebrate the close and then improvise what comes next. Joint steering committees become political. Milestones drift. Integration fails not because of science — but because nobody mapped who needs to be in the room, and when.

CartaOS's alliance management layer is the reason clients log in every single week — not just during deal moments. It's the stickiest part of the platform, and the most underserved by every existing tool in the market.

  • Pre-JSC briefing packs generated automatically from contract obligations
  • Escalation protocols when milestone drift exceeds defined thresholds
  • Team readiness mapping — who from each side needs to be involved and when
  • Cultural integration playbooks for cross-border deals, especially East–West
  • Relationship health dashboard updated from real-time communication patterns
  • Geopolitical and supply chain risk flags at the partnership level
Live Alliance Dashboard
Q3 Milestone — CMC Package DeliveryPartner: Astellas EU · Due in 34 days
At Risk
JSC Meeting PreparationNext meeting: Sept 14 · Agenda drafted · Positions set
Ready
Partner Communication FrequencyDown 60% vs. 90-day average · Escalation recommended
Escalate
Integration Team ReadinessCMO, CDO, Medical Affairs aligned · Phase 2 ready
On Track
Geopolitical Risk — Supply ChainKorean API supplier · Export control monitoring active
Monitoring
R&D Collaboration — Deviation SignalPartner publication rate dropped 40% · Priority shift possible
Flag
Intelligence Layer

Predictive signals.
Before the market shows you.

The intelligence layer runs continuously — monitoring the external environment so you know what's changing before it affects your deals, partnerships, or supply chain.

📡

R&D Collaboration Deviation

Predict when a partner is quietly deprioritizing your collaboration before they tell you. Combines publication signals, pipeline announcements, hiring patterns, and organizational restructuring.

  • Partner publication frequency in shared indication
  • Internal pipeline priority restructuring signals
  • Key personnel departure monitoring
  • Budget cycle alignment tracking
  • Conference presence and messaging shifts
🌐

Geopolitical & Supply Chain

For deals with Asian manufacturing, CRO networks, or API suppliers — monitor the macro environment that could disrupt your collaboration long before your legal team notices.

  • Export control changes (US–China, Korea, Taiwan)
  • Tariff and trade policy developments
  • Regulatory environment shifts in key markets
  • CRO and CMO geopolitical exposure mapping
  • FDA / EMA / NMPA divergence tracking

Competitive Threat Monitoring

Track the external landscape your deal was built on. If something changes the strategic rationale of your partnership, you need to know immediately — not at the next JSC meeting.

  • Competitor clinical data releases with deal impact scoring
  • New entrant activity in your indication
  • FDA/EMA regulatory precedent changes
  • Patent landscape shifts affecting your IP position
  • Partner pipeline additions creating internal competition
東西
Unique Angle

The bridge nobody
has built yet

East Asian biotechs are systematically undervalued by Western pharma — not because the science is weak, but because the translation, the relationship infrastructure, and the risk framing don't exist on either side of the table.

East Asia
Korea · China
Taiwan
  • Innovative clinical assets
  • Undervalued by Western BD
  • Clinical data format gap
  • Regulatory vocabulary mismatch
  • Relationship deficit
Western Pharma
EU · US
BD Committees
  • Active pipeline gap pressure
  • Familiar data standards
  • Defensible deal terms
  • Known counterparty trust
  • Geopolitical risk framing needed

The Biotheus deal — $11B with BMS — was an asset our founder evaluated from the BioNTech buy-side. The ability to read East Asian science through a Western BD lens, before the rest of the market does, is proven. CartaOS systematizes it.

Founder Edge

Buy-side judgment,
applied to the sell-side

Every feature reflects lived experience from inside one of Europe's most active oncology deal pipelines. This is not a platform built by engineers guessing at what BD teams need.

01

Buy-Side M&A at BioNTech

3.5 years leading due diligence on clinical-stage oncology assets worth over $950M. Knows exactly what triggers a go/no-go in a BD committee — and what kills deals that should have lived.

02

East Asian Asset Evaluation

Direct evaluation of Chinese and Korean biotech assets from the European pharma buy-side. The Biotheus pipeline — part of the $11B BMS deal — was in scope. This is not a theory.

03

Scientific + Commercial Dual Fluency

BSc Biomedicine, Karolinska Institute. MSc Business, Stockholm School of Economics. Research at Harvard Medical School, KAUST, and Hasso Plattner Institute.

04

Cross-Cultural Operator, 5 Languages

Germany, Sweden, US, China, Saudi Arabia. Co-founded Iris — scaled to 300,000 users in China's WeChat ecosystem. VC experience at Earlybird. The range is operational, not decorative.

Business Model

Retainer-based. Compounding.
Impossible to churn from.

Monthly retainers that grow with the deal lifecycle. Clients stay 3–5 years — the full window from Series B to liquidity event. The alliance management layer alone gives teams a reason to log in every week.

Intelligence
€5K
/ month · Pre-deal, Series A/B
  • Competitive landscape monitoring
  • Deal comp benchmarking
  • Acquirer targeting
  • Conference prep & positioning
  • Monthly strategy briefing
Active Deal
€10K
/ month · In-process, Series B/C
  • Everything in Intelligence
  • Document readiness audit
  • Redaction intelligence
  • Diligence Q&A simulation
  • Term sheet fairness benchmarking
  • BD committee simulation
Alliance 360°
€15K
/ month · Post-deal alliances
  • Everything in Active Deal
  • Alliance management dashboard
  • JSC preparation & tracking
  • Integration team planning
  • R&D deviation prediction
  • Geopolitical supply chain monitoring
10
clients = €1.2M+ ARR
3–5yr
avg client relationship
Weekly
platform usage cadence
0
direct competitors at this scope

The BD intelligence gap
in biotech is real. We close it.

Early conversations open with investors who understand what it means to embed buy-side M&A judgment into every critical deal and alliance a clinical-stage biotech makes — East and West.

Request an Investor Briefing