Scaling & growth with AI

Scale with margin, not just headcount.

Growth that compounds gross margin instead of eroding it, R&D spend that goes further, and teams built to execute across countries and cultures — with AI compounding the work throughout.

A 30-minute call to get a first read on where the margin and the velocity are leaking, and a proposal for a 2–4 week problem-framing engagement.

Scale is a discipline, not a spend — more output per dollar and per person, teams that ship without waiting on a center, a business that gets stronger as it grows, not just bigger.

What this covers

Scale the numbers that matter, in the direction that matters.

Growth is easy to buy and hard to keep — revenue up while margin quietly bleeds, headcount up while velocity drops. I work inside the team to scale revenue, patients, and usage while gross margin moves the right way, turn around the R&D engine, and build the org to sustain it — with AI compounding the work at every step.

Margins & unit economics

Scale revenue, patients, and usage while gross margin moves the right direction, not the wrong one — unit economics that hold as you grow.

R&D turnarounds

Cut R&D spend without cutting velocity — more output per dollar, with AI compounding the work across the build.

Global team-building

Hire and restructure teams that ship, across countries and cultures — the org and cadence to sustain the scale.

My approach

Scale is a discipline, not a spend.

I’ve scaled revenue and patients many times over while pulling gross margin up, not down — and cut R&D spend without losing a step. The trap is treating growth as something you buy: more headcount, more spend, more surface. It compounds cost faster than value.

I treat scale as a discipline. Find where the unit economics leak, fix the R&D engine so it produces more per dollar, and build an org of autonomous teams that ship without waiting on a center. AI runs through all of it — compounding the work, not padding the org chart.

More learnings from my decades in tech and digital health on Substack →

Proof, not promise

Scale with margin, proven ×4.

Not a growth theory. Four companies scaled with discipline: two with gross margin doubled — one of them with R&D spend cut ~40% at the same time — a virtual-care line grown to national reach, and a platform built from zero.

Form Health
MARGIN · SCALE

15× scale with gross margin doubled.

As SVP Product & Technology (CPTO) at Form Health (obesity and cardiometabolic care): scaled ARR and patients 15× in two years and doubled gross margin above benchmark, while reorganizing product/design/eng/data 3×+ into four autonomous units and leading the B2C→B2B2C pivot.

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Sana Benefits
MARGIN · R&D

Grew 50%+ while cutting R&D ~40%.

As VP Product & Engineering at Sana Benefits (self-funded insurance for SMBs): grew 50%+ while doubling gross margin above benchmark and reducing R&D spend ~40% — and launched Sana Care, a new virtual primary-care line that hit break-even and 1,000 patients within four months.

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UnitedHealth / Rally
SCALE · NATIONAL

A virtual-care line grown to national reach.

At a Fortune-10 health plan I took Virtual Visits from proof-of-concept to a standalone business — shipping an end-to-end Virtual Care Hub to ~40M members across Optum Care and partners, on a member experience reaching ~4M monthly active users. Scale at the largest end of the market.

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Collective Health
0→1 · SCALE

Scaled from zero, with the org to hold it.

Early product hire at a benefits-administration platform: 0→USD 40M+ ARR on a platform supporting USD 1B+/yr in healthcare spend, 30→500+ employees, 0→60+ employer clients, 0→250k members — the same scale-with-discipline playbook, from zero.

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How it goes

Diagnose, turn around, then build the team to hold it.

Most engagements start with a 2–4 week problem-framing sprint, priced by role and cadence, not hours. The phases overlap.

01 · Diagnose

Where it leaks

Unit economics and R&D spend under the hood — where margin bleeds, where velocity is lost, where AI can compound the work.

02 · Turn around

Economics fixed

Fix the unit economics and the R&D engine — margin moving the right way, output per dollar up, AI woven across the build.

03 · Build the team

Made to last

The org and hiring to sustain the scale — autonomous units that ship, across countries and cultures, after I’m gone.

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