The Lead Compound Toolkit
The tools I use every week, ready for yours.
Checklists, templates and playbooks built from hundreds of preclinical quotes and SOWs. Two are free.
The Quote-Ready Checklist
The 52 questions a preclinical CRO needs answered before it can quote your study, grouped in the order a CRO builds the quote.
- A–B
- Study purpose and test article
- C–D
- Test system, group design and dosing
- E–G
- In-life observations, sampling, clinical pathology, necropsy and histopathology
- H–I
- Bioanalysis, compliance and reporting
- J
- Timeline, budget and how to ask for comparable quotes
- Bonus
- Eight checks for reading the quotes you get back
The Partner-Ready Checklist
40 things partners and investors check in a preclinical program, plus six investor-specific checks. Work through it before outreach and you'll know what diligence will ask first.
- A
- The asset story: TPP, unmet need, mechanism, competition
- B–D
- Efficacy, safety, DMPK, CMC and test article
- E
- IP, chain of title and encumbrances
- F–G
- Milestones and the materials to show them
- H–I
- Targets, outreach process and data room
- Bonus
- Six checks before an investor meeting
Coming to the toolkit
In development
Tick the box on the form above and you'll hear when each one is ready.
SOW template
A preclinical SOW structure with study details, cost breakdown, billing schedule and terms in a standard order, so every SOW starts from the same base.
ForCRO teams
Cost calculator
A spreadsheet that builds a quote by section, from setup and animals through subcontracts and reporting, and carries its totals into the SOW.
ForCRO teams
Outreach playbooks
Account targeting, email sequences and follow-up cadences written for CRO business development.
ForCRO teams
Scoping checklists by study type
Deeper question sets for PK, toxicology, efficacy models, device studies and bioanalysis.
ForBiotech sponsors
Non-confidential deck template
A 12-slide structure for first partner and investor meetings, built around the questions diligence asks first, with a one-page data summary table.
ForBiotech founders
Partner target scoring sheet
A spreadsheet that scores partners and investors on fit, stage appetite, recent activity and capacity, so outreach starts with the right twenty.
ForBiotech founders
Next step
Start with a 30-minute call.
Tell me about your pipeline or your program. If I'm not the right fit, I'll say so and point you somewhere better.