Innovative Medical Equipment Greg 23 July 2026

Turn data access into a parent-level commercial build.

Do not sell a list. Establish the two procurement routes, diagnose the activation and follow-up gap, then earn the working session with the people who can fund the complete unit.

Public change Use the Gentherm acquisition to reframe the discussion around integration, growth proof, and ownership.
Commercial choice IME can bring its own licensed data, or ECG can source the required layer at cost and consolidate the build.
Hard close Book Discovery 2 with Greg, Brad Pulver, and the Gentherm Medical commercial or integration owner.

First 90 seconds

Open on the business change

No deck tour. Get Greg talking about the new decision environment.

Greg, with the Gentherm acquisition now public, I want to keep this practical. Rather than run back through the deck, can we use today to establish what must be true for IME's growth plan to move at parent-company level, then decide who needs to be in the working session?

Then stop. Let Greg describe what changed, who now matters, and what is still unsettled.

Discovery spine

Ask in this order

The route should sound like a normal medical commercial diagnosis.

What has the acquisition changed about the priorities for the next 90 to 120 days? Separate immediate integration work from the commercial growth mandate.
Funding route, reporting line, time pressure
What has the internal team already mapped, and where is the plan still open? Let Greg define the work already done before positioning the missing operating layer.
Strategy without execution ownership
How are you sourcing and maintaining the claims, provider, affiliation, and specialty data today? Ask broadly. Do not name a provider first.
Definitive, coverage, license, freshness
Would you prefer to keep that license direct, or have one accountable partner source and integrate the data layer? Make procurement model a choice, not a wedge.
Control, procurement burden, vendor count
If the right dataset landed tomorrow, what exactly happens in week one? Move the conversation from access to activation.
No ranked cohort, sequence, owner, or workflow
Who owns response handling, follow-up, and the feedback loop once conversations start? Expose the operating gap without criticizing the team.
Handoffs, slow follow-up, unclear accountability
What would Gentherm need to see in 90 to 120 days to call this a successful commercial integration? Translate activity into parent-level evidence.
Pipeline, meetings, revenue path, repeatability
Who now owns the Medical commercial plan and the budget that sits behind it? Ask for the real authority map, not a generic introduction.
Decision maker, budget owner, integration lead
Synthesis checkpoint

What I am hearing is that data access matters, but the larger risk is turning it into a repeatable commercial system with clear ownership and proof the parent company can evaluate. Is that fair?

Core positioning

Give them two clean data routes

Neutral on route. Firm on ownership, integration, and activation.

01

IME licenses the source directly

IME keeps the vendor relationship and provides the licensed feed. ECG validates it, integrates it, ranks the cohorts, activates it, and builds the operating system around it.

  • Clean separation between license and build
  • IME controls the source relationship
  • ECG remains accountable for commercial activation
Say it this way

There are two sensible ways to handle the data. You can keep the license direct and give us the feed, or we can source the required third-party layer through our own routes and pass that cost through without markup. We are neutral on which route you choose. What matters is that the data becomes a usable, client-owned commercial asset, not another disconnected subscription.

At-cost boundary

At cost applies only to agreed third-party data licensing or acquisition. ECG's work to validate, integrate, rank, activate, instrument, learn, and hand over the system remains part of the engagement.

Only if Greg names Definitive or asks about alternatives

If you license Definitive directly, we can design around that feed. If you would rather consolidate it, we can also source the required layer through our own routes, including a direct cofounder-level route into Alpha Sophia, and combine it with the data we already hold. The choice stays with you.

Data sovereignty

At handover, you receive the usable exports, schema, field definitions, provenance, scoring logic, segments, suppression records, refresh method, and campaign history. The underlying third-party rights still follow the original license and applicable law, but the operating asset is not trapped with us.

Reframe

The data is an input, not the answer

This is the bridge from a data purchase to the higher-ticket business unit.

Validated data Client-owned layer Ranked cohorts Evidence Email and LinkedIn Conversations Named owner Follow-up Learning Parent proof
If Greg asks why data is part of the diagnosis

In US medical, the source, licensing, and structure of the data determine whether the commercial system can be owned, refreshed, and transferred. We ask every medical client before designing the build.

Scope discipline

Force one measurable proof cell

Do not pitch every market. Make them choose where fast evidence matters most.

Route A

Patients and caregivers

Clarify the trigger, audience availability, consent boundaries, response route, and commercial outcome.

Route B

DME and channel partners

Clarify the partner profile, geography, product fit, decision roles, and the expected next step.

Route C

Providers and clinicians

Clarify specialty, affiliation, claims signal, patient fit, message evidence, and handoff ownership.

Forcing question

If we could prove only one segment in the first 90 days, which one would create the strongest case for the parent company to expand the program?

Authority path

Progress it to the actual budget owner

Greg remains the sponsor. The next session earns parent-level participation.

IME sponsor Greg
Next working session Greg + Brad Pulver + Gentherm Medical commercial or integration owner
Decision output One proof cell, one scorecard, one authority path
Public fallback if Greg is unclear on the parent owner

Would Dwight Thomas, as the current leader of Gentherm Medical, be the right person for the commercial integration discussion, or is there someone else now carrying that mandate?

Live responses

Keep the frame when challenged

Short answer, then return to diagnosis.

We are already buying Definitive.

That is completely workable. Keep the license direct and we will design around the feed. The decision is not whether the data exists. It is who turns it into a governed, repeatable commercial system and leaves IME owning the result.

Can ECG source the data for us?

Yes. We can combine our internal data with the required third-party layer, pass agreed external data charges through at cost, and remain accountable for integration and activation.

Why would you pass it through at cost?

Because our value is not a markup on rows. It is building the commercial unit that validates, prioritizes, activates, learns, and transfers. Keeping the data charge transparent aligns the incentives.

Who owns the data at the end?

IME owns the operating data asset, exports, schema, scoring, segments, suppression, refresh method, and campaign history. Any underlying third-party rights remain subject to the source license and applicable law.

We want to keep the vendor direct.

Fine. We are neutral on procurement. Give us the licensed feed and we will integrate it. The build and handover remain the same.

Gentherm can do this internally.

They may be able to. The useful question is whether the team has the capacity, medical data workflow, channel infrastructure, response ownership, and four-month build focus to prove it now. We can build it in-market, leave the capability behind, and avoid permanent dependency.

What will the engagement cost?

We should not price a shape we have not agreed. The next working session needs the proof cell, data route, ownership model, and parent scorecard. Once those are fixed, we can present the commercial structure live.

Can you just help us buy the list?

We can support the sourcing decision, but a list by itself is not the outcome. The valuable asset is the complete system that turns the data into qualified conversations, disciplined follow-up, and transferable learning.

Information discipline

Hold back until Greg opens the door

If screen sharing starts, press B to blur this section and other conditional detail.

Do not sound pre-briefed

Do not name Definitive first

Ask the standard data-source question and let Greg identify the provider.

Do not lead with Alpha Sophia

Use it only after Greg asks about ECG sourcing or alternatives.

Do not introduce private segment detail

Wait for Greg to raise specific programs, codes, counts, or previous vendor experience.

Do not sell the whole menu

Stay on data, activation, response ownership, proof, and handover.

Do not blur the at-cost boundary

External data charge only. The ECG build is the paid engagement.

Do not price today

Earn the decision group and define the shape before presenting commercials live.

Last five minutes

Ask for the working session

Do not leave with a vague promise to circulate internally.

Close on the decision group, not the proposal.

Greg, the useful next step is a working session with you, Brad, and whoever now owns the Gentherm Medical commercial integration. We will bring a one-page architecture for the two data routes, a proposed first proof cell, and the parent-level scorecard. We can use that session to agree what IME supplies, what we build, and what evidence unlocks the wider program. Who is the right parent-company owner to include, and can we put that session in the diary now?