OPTIC

Operating Platform for Technology, Infrastructure and Commercialization.

Nine specialized companies. One operating standard. Every function an early commercial medtech company needs to launch, scale, and build lasting enterprise value.

Discuss Your Needs
OOperating
PPlatform
TTechnology
IInfrastructure
CCommercialization
Why a platform

Fragmented vendors create fragmented results.

Most early commercial companies assemble a patchwork: a logistics provider, an outside bookkeeper, a recruiter, a marketing agency, a clinical consultant. Each works to its own scope and calendar, and the founder becomes the integrator. OPTIC replaces the patchwork with one coordinated platform.

The patchwork5 vendors · 5 scopes · 5 calendars
Logistics provider
Outside bookkeeper
Recruiter
FounderBecomes the integrator
Marketing agency
Clinical consultant
The OPTIC platform1 plan · 1 standard
Your company
One point of accountabilityMedtech Incubator executive
Capital + InsightsClinical Beacon
Medtech Pitch Partners
Verus Intelligence
Operations + ScaleOrthoEx
Surgio Health
OrthoBooks
Access + AdoptionOSP Advisors
OrthoSpineNews
Provision Search

One standard

Every OPTIC company follows the same engagement process, project workflow, and service expectations.

One plan

Workstreams across companies are coordinated against your objectives, not run in parallel silos.

One point of accountability

A Medtech Incubator executive owns your engagement from first conversation to outcome.

The platform

Three pillars. Nine specialists.

Medtech Incubator leads every engagement as the hub. Nine specialist companies deliver across three pillars.

The hub · Commercial Strategy & Launch

Medtech Incubator

The hub of the OPTIC platform. Medtech Incubator builds the go-to-market plan, leads launch execution, and coordinates every OPTIC company against one plan.

  • Go-to-market strategy and market research
  • Brand, positioning, website, and marketing collateral
  • Key opinion leader (KOL) development and surgeon outreach
  • Distributor strategy and recruitment
  • U.S. market entry for international companies, including entity structure and commercial setup
01

Capital + Insights

Generate evidence and insight

Clinical Beacon

Clinical evidence

Clinical evidence built to drive adoption, not just to complete a study.

  • Commercially focused research strategy
  • Publications from real-world data: peer-reviewed papers, abstracts, posters, and white papers
  • Evidence packaged for sales teams, value-analysis committees, KOLs, and investors
  • Leverage of your existing clinical data

Medtech Pitch Partners

Capital readiness

Prepares founders to raise capital and to be ready when investors and acquirers look closely.

  • Early capital strategy
  • Pitch deck development
  • Data room preparation
  • Fundraising readiness and investor materials

Verus Intelligence

Commercial intelligence

The platform's data science and AI group, turning market, clinical, and commercial data into decisions.

  • Predictive analytics for targeting, forecasting, and territory planning
  • AI-enabled tools that support commercial and operational teams
  • Data infrastructure that connects insight across OPTIC services
02

Operations + Scale

Run the commercial engine

OrthoEx

Inventory + logistics

Logistics built specifically for medical device companies, backed by 60+ years of combined medical device experience.

  • Warehousing, pick-and-pack, and distribution
  • Inventory management, consignment, and national loaner programs
  • ISO-compliant operations and audit readiness
  • Importing support for international manufacturers
  • Order tracking software and customer service

Surgio Health

Operations software

Software that connects manufacturers, distributors, and facilities around every case.

  • Tray, instrument, and implant management
  • Inventory, case, and distributor management for manufacturers
  • Case and equipment logistics for distributors
  • Equipment, processing, and vendor logistics for hospitals and ASCs

OrthoBooks

Financial operations

Accounting and financial operations built for medtech, so your numbers are ready when investors ask.

  • Bookkeeping and accounting
  • Billing and accounts receivable
  • Financial reporting
03

Access + Adoption

Build demand and access

OSP Advisors

Market access + distribution

Practical commercialization strategy that connects product positioning, market access, marketing, and launch execution.

  • Market access: the clinical, economic, and reimbursement case for adoption
  • Commercial strategy: target markets, customer segments, and value propositions
  • Product launch plans that align positioning, channels, and stakeholders
  • Marketing execution and sales enablement
  • Distribution strategy

OrthoSpineNews

Industry media

The orthopedic and spine industry's trusted news source, reaching thousands of industry professionals.

  • Company and product announcements
  • Thought leadership and executive visibility
  • Targeted reach to surgeons, distributors, and industry decision makers

Provision Search

Commercial talent

Recruiting focused exclusively on orthopedics, spine, and osteobiologics.

  • Sales representatives, clinical specialists, and regional sales leadership
  • Marketing, product, and operations hires
  • Independent distributor identification and qualification
Stage map

The right capabilities at the right stage.

Pillar engaged at this stage — Typically not the focus
Pillar
Stage 1
Pre-Clearance
Build the foundation before launch.
Stage 2
Launch
Turn clearance into first cases.
Stage 3
Scale
Build repeatable revenue.
Stage 4
Strategic Value
Prepare for what's next.
Capital + Insights Protocol development, preclinical publications, early capital strategy — Market intelligence, clinical evidence for value-analysis committees Capital readiness, strategic partnerships, M&A, exit planning
Operations + Scale U.S. entity setup Logistics and inventory, case support, billing Financial reporting —
Access + Adoption Brand, market research, early surgeon and distributor outreach Distributor recruitment, KOL programs, sales hires Territory expansion, national accounts —
Our method · Need → Outcome

A deliverable is not an outcome.

A market strategy is a deliverable. Twenty new accounts is an outcome. Every OPTIC engagement is structured around the difference.

1NeedWhat problem must be solved for the business to move forward?
2ObjectiveWhat measurable result defines success?
3StrategyWhat is the path, and what are we choosing not to do?
4WorkstreamWho is doing what, by when, across which OPTIC companies?
5DeliverableWhat work product will be produced?e.g. a market strategy
6OutcomeWhat changed in the market because of it?e.g. twenty new accounts
Ways to engage

Start where you need to.

One OPTIC company

Single Service

Engage one OPTIC company for a defined need, such as logistics, recruiting, or a clinical publication.

Multi-service · typically 24–36 months

Launch Program

A multi-service engagement with a defined scope, timeline, and outcomes, typically 24-36 months.

The full platform · ongoing

Platform Partnership

An ongoing relationship in which OPTIC serves as your commercial operating infrastructure as you grow.

FAQ

Questions we hear often

Do I need to use all nine OPTIC companies?

No. Most clients start with one or two capabilities and add more as their needs change. The platform is there when you need it.

Do you only work in orthopedics and spine?

Our deepest relationships and expertise are in orthopedics, spine, and biologics. Many OPTIC capabilities, including logistics, finance, clinical evidence, and U.S. market entry, apply across medical device categories.

Do you work with companies outside the U.S.?

Yes. We help international medtech companies establish a U.S. presence, from entity structure and importing to distribution, logistics, and commercial launch.

How is this different from hiring a consulting firm?

Consultants recommend. We execute, with operating companies that run logistics, recruit talent, publish evidence, and manage finances every day. We measure ourselves by your outcomes, not our deliverables.

How are engagements priced?

Every engagement is scoped to your need, with a defined statement of work, deliverables, and target outcomes.

Tell us the outcome you need.

We'll show you which OPTIC capabilities get you there, and in what order.

Start a Conversation