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Jun 07

BD

By Uncategorized
Case Study
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Commercializing First-in-Class EndoAVF Technology from Seed to Acquisition

Client Snapshot

Industry: Startup

Stage: Seed to Exit

Project Type: Full Commercialization & Medical Affairs Strategy

The Challenge

BD (formerly TVA Medical), a startup medical device company, developed the first minimally invasive endovascular solution for arteriovenous fistula (AVF) creation in dialysis patients. With pivotal trials complete and CE Mark secured, the company needed to generate market momentum, align clinical and commercial strategies, and build confidence with investors and clinicians to position the organization for acquisition. Physician resistance, reimbursement hurdles, and the need for a unified brand platform posed significant challenges.

Our Approach

LLSS partnered with TVA Medical—now part of BD—from early funding through acquisition. We developed and executed the global commercialization plan, combining clinical education, medical affairs strategy, and creative execution. Our team co-created materials with KOLs, medical affairs, and commercial stakeholders to support publication planning, advocacy building, patient education, and procedure adoption. Following acquisition by BD, LLSS supported rebranding efforts for what is now known as the WavelinQ™ EndoAVF System.

Solutions Delivered

  • Brand identity and scientific platform development
  • Medical affairs and publication planning strategy
  • Sales training materials and demo support
  • Clinical trial and claims matrix planning
  • Advisory boards and KOL engagement
  • Patient and provider education tools
  • Tactical assets including animations, brochures, booth graphics, and onboarding kits
  • Post-acquisition brand transition and launch support

Outcomes & Results

  • Secured multiple rounds of funding including Series C
  • Established a comprehensive clinical communication and medical education strategy
  • Created foundational materials that enabled clinical and commercial alignment
  • Successfully positioned the company for acquisitionby BD
  • Product rebranded and relaunched as WavelinQ™ EndoAVF, now a standard of care in ESKD
Jun 07

Invetech

By Uncategorized
Case Study
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Global Leader of Product Realization Services
with a Focus on Healthcare Markets

Client Snapshot

Industry: Engineering and Product Realization

Stage: Engineering and Product Realization

Project Type: Engineering and Product Realization

The Challenge

Invetech’s client engagement was primarily limited to engineering departments, missing earlier touchpoints with strategic decision-makers. As competitors shifted to engage CIOs, CTOs, and marketing future product planning teams earlier in the innovation lifecycle, Invetech risked losing market share and relevance. While Invetech maintained a strong reputation for engineering excellence, market perception had eroded, and their broader capabilities in front-end innovation were underrecognized. The company needed a repositioning strategy that would sharpen differentiation, increase awareness of its full-lifecycle expertise, and open new client entry points.

Our Approach

We embedded a senior marketing leader to reevaluate Invetech’s positioning and engagement model. Through competitive analysis, perception mapping, and executive workshops, we developed a new strategic platform targeting C-level innovation leaders as well as marketing future product planning teams. We built a new messaging architecture, emphasizing Invetech’s ability to deliver across the entire innovation lifecycle, from ideation to production transfer, and differentiating through a concentric model linking innovation, connectivity, and production. With the new strategic foundation in place, we supported seamless creative execution across sales enablement, marketing tools, and brand storytelling.

Solutions Delivered

  • Developed a strategic repositioning framework to expand engagement to early-stage innovation, technology, and marketing future product planning decision-makers
  • Built a differentiated messaging platform anchored in Invetech’s full-lifecycle capabilities
  • Created a visual framework around concentric innovation pillars: Innovation, Connectivity,and Production
  • Refreshed core creative assets, including pitch decks, case study templates, and sales enablement tools
  • Modernized Invetech’s external storytelling and visual identity to reinforce leadership positioning
  • Enabled consistent application of messaging across marketing and commercial touchpoints

Outcomes & Results

  • Reversed market perception decline and reestablished Invetech’s leadership in innovationand engineering
  • Opened earlier-stage engagement with CIOs, CTOs, and marketing future product planning teams
  • Recaptured lost leads and reactivated accounts previously disengaged from the brand
  • Strengthened differentiation through clear messaging and modernized brand assets
  • Positioned the company for broader market relevance, leading to a successful corporate repositioning and strategic exit
Jun 07

Arkos

By Uncategorized
Case Study
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Positioning a Healthcare IT Platform for
Funding, Growth, and Strategic Exit

(formerly Vizi Health Solutions)

Client Snapshot

Industry: Healthcare IT

Stage: Seed to Exit

Project Type: Commercialization & Strategic Rollout of SaaS Platform

The Challenge

Vizi Health Solutions developed a proprietary SaaS platform that integrated large-scale hospital system data with critical small data for home health and long-term care providers. Designed to improve patient onboarding, compliance tracking, and reimbursement workflows particularly for underserved and post-acute populations the technology had broad potential but lacked a clear commercialization strategy. As a health IT startup, Vizi needed support in branding, positioning, investor readiness, and phased rollout planning across both institutional and community-based healthcare settings.

Our Approach

LLSS worked directly with the executive team to define a scalable commercialization model and cohesive messaging platform. We created the company’s brand identity and developed funding support materials to guide investor conversations. Working closely with the CIO and leadership, we mapped a rollout strategy for enterprise healthcare systems, defined onboarding and training workflows, and built implementation frameworks tailored for home health and long-term care partners. LLSS also facilitated strategic pivots as the company moved through multiple funding roundsand M&A stages.

Solutions Delivered

  • Brand identity and positioning framework
  • Investor pitch deck and funding round strategy
  • Commercial rollout plan for SaaS implementation
  • Onboarding and training toolkit for enterprise systems
  • Market segmentation and go-to-market advisory

Outcomes & Results

  • Secured multiple rounds of funding, from angel through Series C
  • Built the foundational infrastructure for a first-of-its-kind health IT platform
  • Successfully positioned the company for staged exit and integration into the Arkos Health organization
  • Core technology was rebranded as PrefTech OR and acquired by Vizient to expand its perioperative    analytics capabilities
  • Created scalable implementation tools for long-term care and home health partners
Jun 07

MeritMedical

By Uncategorized
Case Study
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Bridging Biotech and Device Expertise to Standardize Unifying a Fragmented Brand Portfolio into a Cohesive Commercial Identity

Client Snapshot

Industry: MedTech

Stage: Established

Project Type: Rebrand & Collateral System Overhaul

The Challenge

Merit Medical, a global medical device company headquartered in Salt Lake City, had developed a broad portfolio across embolics, disposables, and enabling technologies. However, the brand identity had become highly fragmented. Product lines varied widely in style, some using lifestyle photography, others illustrations, and inconsistent formats resulting in a disjointed commercial presence.

Our Approach

LLSS led the transformation from a fragmented portfolio to a unified branded house. The team established a cohesive visual identity that spanned product lines and business units, eliminating inconsistencies and elevating the overall brand presence. This included a full redesign of all print and digital collateral, standardization of formatting and design systems, and development of demo kits to support the sales force with consistent, professional-grade materials.

Solutions Delivered

  • Corporate and product rebranding acrossmultiple business units
  • Print and digital collateral redesign
  • Unified brand architecture and visual language
  • Sales demo kit design and production
  • Standardized commercial asset templatesfor scalability

Outcomes & Results

  • Transformed fragmented product branding into a cohesive branded house
  • Deployed unified identity across digital, print, and sales assets
  • Improved brand recognition and consistency across product lines
  • Equipped sales team with professional-grade demo kits for field use
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