About Charrete Advisory
At Charrete Advisory, we believe that successful businesses are not built by chance—they are built through intentional strategy, disciplined execution, and informed decision-making. Based in Berkeley, CA, our firm was founded with a clear purpose: to help organizations navigate complexity, identify growth opportunities, and transform challenges into measurable results.
We operate at the intersection of strategy, finance, and market execution, supporting companies that demand clarity in uncertain environments. Whether you are entering a new market, preparing for a product launch, or evaluating a strategic investment, our role is to bring structure, insight, and direction to every decision you make.
Our Mission
Empowering Better Decisions at Every Level
Our mission is to empower organizations with the tools, insights, and frameworks needed to make confident, high-impact decisions. In a business landscape where uncertainty is constant, we provide the clarity that leaders need to move forward with precision.
We don’t just deliver recommendations we ensure that every strategy is aligned with real-world execution, enabling our clients to translate ideas into tangible outcomes.
What We Do
Tailored Advisory for Complex Challenges
At Charrete Advisory, we understand that no two businesses face the same challenges. That’s why our approach is fully customized, designed to align with your company’s structure, market dynamics, and long-term vision.
Our expertise spans across key areas such as investment and M&A advisory, evidence generation, market access and commercialization, and product launch strategy. Each service is delivered with a focus on impact ensuring that every engagement drives measurable progress.
We work closely with leadership teams to break down complexity, identify opportunities, and build strategies that are both scalable and sustainable.
Our Approach
Data-Driven, Insight-Led
In today’s competitive environment, intuition alone is not enough. Our approach is grounded in rigorous analysis, combining quantitative data with qualitative insights to guide every recommendation we make.
We evaluate market conditions, financial performance, and competitive landscapes to ensure that your strategy is built on a solid foundation.
Collaborative Partnership
We see ourselves as more than advisors we act as an extension of your team. Collaboration is at the core of everything we do, allowing us to align closely with your objectives and adapt quickly to changing priorities.
By working side by side with your leadership, we ensure that strategies are not only well-designed, but also effectively implemented.
Execution-Focused Strategy
A strategy is only as valuable as its execution. That’s why we prioritize actionable solutions that can be implemented efficiently within your organization.
From initial planning to final execution, we remain actively involved, ensuring that every initiative delivers the intended results.
Who We Work With
We partner with organizations that are looking to evolve, grow, and strengthen their market position. Our clients typically include:
- Executive teams seeking strategic clarity
- Investors evaluating new opportunities
- Startups preparing for growth and scale
- Established companies navigating transformation
Each client engagement is built on trust, transparency, and a shared commitment to achieving meaningful results.
Randy David, PhD
Randy is a nationally recognized leader in the value and integration of emerging healthcare technologies. He has advised pre-Series A to Fortune 50 companies on evidence generation, partnership development, commercial launch, and revenue generation.
Holding a PhD in Genetics from the University of Kansas and Postdoctoral training in Population Health, Randy has held multiple faculty appointments, and is frequently asked to speak at national conferences. Randy has served as a senior executive at two renowned boutique consulting agencies and holds multiple board and committee roles.