Advancing Healthcare Innovation Through Strategic Capital Advisory

Cereona Partners is a senior strategic advisor to boards, shareholders, and management teams of growth-stage healthcare companies operating at the intersection of corporate strategy, corporate development, and capital markets.

Strategic Advisory Across the Capital Lifecycle

Strategic Advisory Across the Capital Lifecycle

Our Services

Our perspective extends beyond the deal to identify the right growth partners, align capital deployment with strategic priorities, and structure transactions to maximize value.

From Strategic Insight to Transaction Execution

  1. Diagnose — Assess the business, growth drivers, strategic priorities, and capital requirements through an institutional investor lens.

  2. Architect — Develop the capital strategy, evaluate transaction alternatives, and advise on valuation, structure, proceeds allocation, and stakeholder alignment.

  3. Position — Translate the company’s value proposition into a differentiated investment thesis that anticipates investor diligence and builds institutional conviction.

  4. Curate — Identify and engage a targeted set of capital partners and strategic counterparties based on investment fit, strategic alignment, and probability of execution.

  5. Execute — Maintain transaction momentum, navigate diligence, advise on commercial and economic terms, and coordinate stakeholders through closing.

Strategic alignment. Institutional credibility. Disciplined execution.

  1. Diagnose

    Assess the business, growth drivers, strategic priorities, and capital requirements through an institutional investor lens.

  2. Architect

    Develop the capital strategy, evaluate transaction alternatives, and advise on valuation, structure, proceeds allocation, and stakeholder alignment.

  3. Position

    Translate the company’s value proposition into a differentiated investment thesis that anticipates investor diligence and builds institutional conviction.

  4. Curate

    Identify and engage a targeted set of capital partners and strategic counterparties based on investment fit, strategic alignment, and probability of execution.

  5. Execute

    Maintain transaction momentum, navigate diligence, advise on commercial and economic terms, and coordinate stakeholders through closing.

Strategic alignment. Institutional credibility. Disciplined execution.

Client Results

  • "Cereona's network and experience across the healthcare industry is quite extensive. They deeply understand the success factors to scale healthcare businesses and can attract the best partners to help in doing so."

    -- Rohit Seth, Founder & Managing Director, Outcomes Collective Growth Capital 

  • “Cereona Partners supports our portfolio with sharp strategic insights—connecting us with aligned partners who add real value. They operate like part of the team.”

    -- Kunal Kain, Founder & Managing Partner, Kain Capital

  • “Cereona Partners was instrumental in helping us exceed our fundraising goals and close an oversubscribed Series B with top-tier investors. This wouldn't have been possible without their industry knowledge, strategic approach, and conviction."

    — CEO, Digital Therapeutics Company

  • "Cereona Partners consistently opens doors to high-quality investors and opportunities across the healthcare ecosystem. Their network, judgment, and diligence expertise make them a trusted partner in every deal.”

    -- Partner, Healthcare Growth Capital Fund

Aligned Capital, Active in the Market

Cereona invests in the categories we advise, and we’ve invested in our clients, in every closed round.

¹ Aggregate value of transactions and investments in which Cereona’s founder participated, principally in prior institutional roles (Novo Holdings, Leerink Partners) and as an independent advisor and investor. This figure is not Cereona Partners’ own transaction history.

Investments shown are personal holdings of Cereona’s founder and are not offered through Cereona Partners or Finalis Securities LLC. Selected holdings; not a complete list. Where Cereona Partners has also served as advisor, that engagement interest is disclosed in transaction materials. Securities offered through Finalis Securities LLC, member FINRA/SIPC.

Perspectives

About Cereona Partners

Cereona Partners provides strategic capital formation and advisory services for growth stage healthcare companies.

Every seat at the table

15+ years across principal investing, strategy, and operations, with credibility earned in operating roles alongside founders and management teams.

Relationships that open doors

Trusted relationships with top-tier institutions and investors, and an active presence in New York, Nashville, and San Francisco.

Senior, direct access

A discreet, direct-access model that avoids the adverse selection common in banker-led introductions. Lean, senior-led execution, with no insight lost to junior delegation.

Tech-enabled, personally delivered

AI-enabled workflows that sharpen analysis and speed, with hands-on attention throughout.

Our name combines Ceres—the Roman goddess of human flourishing—with corona, the sun’s halo revealed during an eclipse. The name reflects our mission: illuminate what others may not see and back transformative ideas that advance human flourishing and planetary health.

Team

We are partners who have sat in every seat: investor, operator, and board member.

Opal Joshi

Founder & CEO

Opal Joshi is the Founder and CEO of Cereona Partners. She is a healthcare industry insider who has built companies, underwritten risk, and executed complex transactions, giving her a full-stack view of how outcomes are actually created.

Cereona Partners is her answer to bring a new approach to dealmaking: tech-native, rigorously prepared, and designed for innovation.

Past Experience

  • Leerink Partners – Head of Middle Market Sponsor Coverage

  • Novo Holdings – Private equity, pharma services and healthcare technology

  • Formation Bio – In-licensing and business development

  • Flatiron Health – Strategic partnerships and JVs

  • Roivant Sciences – In-licensing and commercial development

  • Deloitte Consulting – Strategy & Operations, healthcare buy-side and sell-side

  • Advisor to Outcomes Collective Growth Capital

MBA, The Wharton School. BS in Actuarial Science and Finance, The Ohio State University. Holds Series 7 and 63.

Email  ·  LinkedIn

Managing Director

Joining soon

Opal Joshi
Opal Joshi

Contact Us

Whether you are preparing for a raise, weighing strategic alternatives, or exploring a transaction, we welcome the conversation. Share a few details about your company and objectives, and Opal will follow up directly.

opal.joshi@cereona.com