Advisory Services

At Elm Innovation Advisors, we guide early-stage and innovation-driven companies (and their investors, bankers, and legal advisors) through moments of strategic consequence. Our work is built on deep sector knowledge, analytical rigor, and a commitment to decisions that create long-term enterprise value.

We operate at the intersection of science, strategy, and capital, offering integrated support across the core disciplines that matter most in high-IP sectors.

Offerings

Strategy

Prioritizing focus, sharpening positioning, and planning for what's next.
Our strategy engagements align market realities, internal capabilities, and investor expectations to guide capital-efficient growth and long-term optionality.
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Transaction Support

End-to-end support for capital raises, M&A, partnerships, and exits.
We prepare clients to move through transactions with clarity and credibility. We support both buy- and sell-side processes across venture, strategic, and capital markets contexts.
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Valuation

Valuation that’s defensible, transparent, and tailored for critical decisions.
We deliver valuation analyses and modeling that hold up under significant scrutiny and reflect the appropriate complexity / real-world execution assumptions.
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Advanced Modeling

Decision-ready financial and business models that illuminate trade-offs.
We build rigorous, flexible, and transparent models in Excel (or other platforms) to support fundraising, scenario analysis, pricing strategy, and internal planning.
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Market Characterization

Understanding the markets as they are... and as they will be.
We help clients define, map, and quantify opportunity with depth and precision for both established and newly created markets.
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Pricing & Access

Access and pricing tradeoffs and revenue optimization strategies.
We guide evidence generation to understand pricing and reimbursement risk assessment and plan strategy across all major global markets.
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Internal Operations

Executive-level financial and commercial guidance, without the overhead.
We provide outsourced CFO/VP Finance and CCO support to help companies and line functions efficiently scale with on-demand expertise and capacity.
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Dispute Resolution

Objective analysis, expert testimony, and valuation support.
We assist companies and legal teams with forensic modeling, industry expertise in disputes involving IP, licensing, valuation, and commercial contracts.
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