Advancing 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 transaction — identifying the right growth partners, aligning capital deployment with strategic priorities, and structuring transactions to maximize long-term value.
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Advise on growth priorities, strategic alternatives, capital requirements, and use of proceeds to support long-term enterprise value creation.
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Develop financing strategies, identify aligned capital partners, and advise on valuation, security structures, transaction terms, and execution.
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Evaluate and execute strategic partnerships, acquisitions, recapitalizations, and exits that advance corporate objectives and accelerate value creation.
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Leverage proprietary market intelligence and relationships to originate opportunities, identify counterparties, and facilitate strategically aligned transactions.
From Strategic Insight to Transaction Execution
Diagnose — Assess the business, growth drivers, strategic priorities, and capital requirements through an institutional investor lens.
Architect — Develop the capital strategy, evaluate transaction alternatives, and advise on valuation, structure, proceeds allocation, and stakeholder alignment.
Position — Translate the company’s value proposition into a differentiated investment thesis that anticipates investor diligence and builds institutional conviction.
Curate — Identify and engage a targeted set of capital partners and strategic counterparties based on investment fit, strategic alignment, and probability of execution.
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
Aligned Capital, Active in the Market
Cereona invests in the categories we advise.
$2.5B+ Transactions¹ · 500+ Investors & Buyers · 15+ Years
Cereona’s founder has invested alongside the client in every closed round. A signed mandate is worked to the right deal — no marketing window, no walking away.
Affect Therapeutics — Digital addiction treatment. Investor & Advisor · $26M Series B · Nov 2025
ChronicleBio — Multi-omic AI platform · chronic disease. Investor & Advisor · Growth Financing · Aug 2026
Curve Biosciences — Whole-body blood tests · chronic disease. Investor
Homethrive — Caregiver support & navigation. Investor · Diligence support to lead · $20M Series C · Nov 2024
Lilu — Maternal health devices. Investor · Acquired
Orchestra Oncology — Precision medicine workflow software. Investor
Tiny Health — Microbiome testing · mothers & infants. Investor
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.
Insights
About Cereona Partners
Cereona Partners provides strategic capital formation and advisory services for growth stage healthcare companies.
We are partners who have sat in every seat—founder, funder, and builder. Our firm engineers “win-win” outcomes by clarifying incentives, de-risking narratives with evidence, and structuring processes that respect the realities of founders, boards, and sophisticated capital.
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.
The Cereona Advantage
15+ years of industry experience across principal investing, strategy, and operations — offering pattern recognition and sound judgment
Trusted relationships with top-tier institutions and investors, built on domain expertise and consistent value creation
Credibility with founders and management teams, based on lived experience in operating roles
Actively maintained presence in New York, Nashville, and San Francisco to leverage networks in major healthcare, technology, and financial hubs
Discrete, direct-access model that eliminates the adverse selection risk common in banker-led venture introductions
Lean, senior-led execution with zero dilution of insight through junior delegation
AI-enabled workflows while preserving personalized, hands-on attention
Team
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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.