Steven Frank

Fractional/Interim CTO/CPO & strategic advisor to executive leaders building & executing strategic digital initiatives to drive growth, mitigate risk, & optimize processes. • As fractional/interim CTO/CPO, partner with cross-industry executives and technology leaders to identify and address strategy, skills, staffing, infrastructure, and operational gaps. • Develop strategies to expand practices, services, and offerings for SaaS product development organizations and Professional Services practices. • Create strategy roadmaps to scale client businesses through process optimization, technology modernization, and risk management.

Advisor to private equity firms and portfolio company & startup executive teams to evaluate capabilities & accelerate value of investments. • Engage with PE firms & portfolio companies to perform comprehensive assessments of a target’s people, processes, and technology. • Manage transaction due diligence for business strategy and processes; risks; and IT operations, systems, security, and organizational structure. • Lead integration strategy & planning and post-close integration & value creation initiatives as interim CIO/CTO and executive coach & mentor.

Advisor to Fintech and Insurtech startups in RevTech Lab's accelerator program, working directly with Founders to create and execute a roadmap based on their unique goals and objectives to drive strategy, growth, and innovation.

Collaborate with council members to address and adapt to the disruptive technology landscape and regulatory changes across many industries. • Technology Business Management (TBM) Council is a nonprofit professional organization dedicated to advancing the discipline of technology business management (TBM). • TBM improves business outcomes by giving organizations a consistent way to translate technology investments to business value.

Technical and management consultant supporting enterprise clients and account teams, focusing on digital strategy and cloud initiatives. • Strategic consultant to cross-industry clients, leading risk assessments, process optimizations, and target operating model recommendations. • Advisor to business development teams on client engagements to understand requirements, create proposals, and drive deal closure.

Angel investor and strategic advisor supporting TBM Labs' mission to transform care delivery for children with autism and ADHD through integrated technology solutions connecting clinical providers, parents, and educators. TBM Labs HealthTech AI platform addresses fragmented care delivery. Provide strategic guidance on product vision, regulatory strategy, and partnership development as the company advances toward commercial launch. Led product strategy and compliance initiatives in a fractional operator role during the critical pre-launch phase. Completed initial roadmap and strategic planning objectives; transitioned to ongoing advisory role in January 2026. • Developed a comprehensive product roadmap spanning clinical workflows, parent engagement, and multi-disciplinary care coordination across four distinct user personas (clinics, medical/therapy clinicians, parents, teachers) • Architected enterprise HIPAA compliance framework, including an 85-page Privacy & Compliance Manual and security governance plan, establishing the foundation for healthcare data protection and regulatory readiness • Created go-to-market strategy, including competitive analysis, pricing models, and market opportunity quantification for investor positioning • Established strategic partnership pipeline with research institutions and complementary technology providers to accelerate platform validation and market access • Built investor readiness framework, including pitch materials, virtual data room preparation, and due diligence documentation supporting capital raise objectives • Directed corporate governance activities, including bylaws, articles of incorporation, annual reporting, and initial web presence

Angel investor and strategic advisor supporting Esteem's mission to deliver immediate-access, personalized mental and behavioral health services to underserved Medi-Cal and Medicaid populations. Focus areas include product strategy, technology roadmap planning, and operational scaling through digital transformation. Provide guidance on leveraging technology as differentiator in value-based care delivery model centered on early intervention and family support. Provided strategic technology advisory services in a fractional role during a rapid growth phase. • Developed comprehensive operations platform roadmap and product requirements to modernize billing, care coordination, and clinical workflow management (previously managed through manual Excel-based processes) • Designed AI strategy and implementation plan addressing dual objectives: enhancing clinical care and patient outcomes through AI-enabled personalization, and improving operational efficiency across development and care delivery teams • Identified significant revenue optimization opportunities through automated billing enhancements, including CPT code stacking, service capture improvements, and data quality workflows • Prepared executive leadership team for venture capital and private equity due diligence processes, including materials compilation, investor presentation strategy, and scaling roadmap development • Advised on technology investment priorities to support operational scaling from regional to statewide service delivery Completed initial roadmap and strategic planning objectives; transitioned to ongoing advisory role in July 2025.

Mentor individuals looking at changing to a technical career or to advance in their current technical career path.

Architect for a $200M GRC product portfolio undergoing a multi-year strategic transformation with strategy, execution, and enterprise alignment. • Partnered with CTO & LOB executives to define, evangelize, and execute digital strategy & roadmap to deliver advanced capabilities. • Developed a deep understanding of the data, analytics, and integration needs of LOB partners to inform roadmaps and architecture design. • Led architecture, engineering, and vendor teams on delivering solutions to enhance data governance & integration, Cloud readiness, API-driven microservices, security, resiliency, and business continuity. • Drove adoption of reference architectures to improve consistency, simplification & efficiency with standard technologies & reusable frameworks. • Managed work activities for teams of architects and engineers, including recruiting, hiring, mentoring, evaluating & planning projects. • Coordinated technology spend forecasts, budgets, and resource allocation to align with product teams, business objectives, and shifting priorities. • Produced architecture deliverables with Sparx Systems Enterprise Architect modeling tool, including Architecture Specifications & Journey Roadmaps. • Demonstrated technical leadership & influence, led technology evaluations, researched emerging technologies, and established architectural and engineering standards based on industry standards and best practices.

Served on the Board of Advisors for Fitscovery, a startup seeking to create a platform for a consolidated online marketplace of fitness vendors and consumers to discover each other and connect. • Advised the founders on platform development, business model, and marketing strategies • Reviewed progress and articulated guidance on a quarterly basis • Provided insight on efficient techniques for creating two-sided markets • Directed strategies toward network effects and demand economies of scale

Implement Strategic AI Solutions to Tackle Modern Health Care Challenges, equipping health care leaders with the knowledge and strategies to design, pitch, and implement AI-driven solutions and bring about transformative change in their organizations.

The Digital Transformation: Platform Strategies for Success program focuses on the fundamentals of digital transformation, identifying why platforms beat products and how you can implement platform strategies across multiple industries