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Built in RPM, CCM and connected care

In the trenches, from first sale to Series B.

We build your go-to-market, your sales motion and your investor story as one engagement, and we stay in the room while it runs.For post-traction health tech founders, from first sale to Series B.

Andrew Wheeler and Steve Wheeler. Your first call is with one of us.

01Proof

Proof

“One team we worked with crossed $20M ARR in a category where half a dozen competitors billed identical codes.”

Andrew Wheeler, in Reimbursement is not a moat, May 2026

Founders we have worked alongside

  • CCN Health
  • Optimis PT
  • Tenovi
  • Somna
  • My Diabetes Tutor

02The problem

Two cliff edges facing each other across open sky.

Most health tech companies tell buyers one story and investors another.

Told to buyersThe sales playbook Plate I · The gap Told to investorsThe Series B deck

Healthcare growth is rarely blocked by ideas alone. It's blocked by unclear positioning, fragmented execution, and investor narratives that don't yet match the opportunity.

The Wheeler Group closes that gap by combining strategic advisory with hands-on operating experience across GTM, fundraising preparation, and revenue systems.

03The engagement

Skip the sequence

One story, not three projects.

01Strategy & market positioning

Where to play, who to target, how to win, and what story the market needs to hear.

  • Market sizing, segmentation & ICP
  • Buyer narrative & positioning
  • Pricing & packaging strategy
  • Clinical program architecture
  • Launch planning & market expansion

02Execution & revenue operations

Operating systems, sales motions, and partnership channels that teams can actually run.

  • Sales playbooks & process design
  • Partnership development (payers, providers, devices, EHRs)
  • RPM/CCM operations & workflow design
  • Provider workflow integration
  • Pipeline cadence & operating reviews

03Capital readiness & investor narrative

The business narrative, commercial model, and proof points investors need to believe.

  • Pitch deck & narrative development
  • Financial modeling & projections
  • Investor targeting & strategic introductions
  • Diligence preparation
  • Advisory-aligned capital, where appropriate

04One engagement

“Your sales playbook and your Series B deck should be the same document.”

Andrew Wheeler, in the Journal: read the post

Strategy, execution and capital readiness, built as one engagement. The practice in full

04Operators

Operators first. Advisors second.

The Wheeler Group was founded on a simple belief: the best advisors have done the work themselves. Our team has built, scaled, and deployed health tech products across remote monitoring, chronic disease management, and digital health.

Andrew Wheeler

Andrew Wheeler

Leads client advisory and partnership development. Deep expertise in remote patient monitoring, go-to-market strategy and health tech sales; he embeds with founding teams to execute the GTM motion alongside them.

andrew@thewheelergroup.com
Steve Wheeler

Steve Wheeler

President

Decades of executive leadership and operational expertise across healthcare management, business development and organizational strategy. Oversees firm strategy and key client relationships.

Full bios

“Most of my career has been on the operations side of building businesses: workflows, human systems, how organizations actually function at the task level versus how they look on paper.”

Andrew Wheeler, in What I'm betting on in AI and care management

06Contact

Compare notes with us, even if we're not the right fit yet.

Whether you're raising your first round, designing a clinical program, or figuring out how to sell into health systems.

Book a 30-min call

Your first call is with one of our two founders.

Response
We respond to every inquiry personally, usually within one business day.
Best fit
Post-traction health tech, from first sale to Series B.

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We respond to every inquiry personally.