Multi-Stream Collaboration
ImpactAlignment & leveraging create synergistic growth
ActionMaximize funding by coordinating cross-functional revenue generation
Key Performance Indicators
Value of proposed revenue by unit
Progress updates
Addressed 2026 deviance from forecast re: philanthropic and translational revenue streams with leadership and Board. Integrated quality control checkpoints into future budgeting for these streams. Underway now: calculating range of 2027 value by revenue stream and determining likely estimation.
Value of secured revenue by unit
Progress updates
Government: $3,088M Foundation: $816k Industry/Other: $306k Licensing/IP: $23k Gifts (restricted + unrestricted): $141k Other: $161k GRAND TOTAL: $4.535M
Percentage of funding opportunities involving more than one unit
Progress updates
Underway: developing tracking mechanisms to support this KPI.
Time from opportunity identification to proposal submission
Progress updates
Underway: developing tracking mechanisms to support this KPI.
Fundraising for the Future
ImpactOptimizing future funding ensures BTI sustainability
ActionIncrease philanthropic interest and support through strong cultivation, board activation, and strategic communication
Key Performance Indicators
$5M secured or pledged, with pipeline at 3× annual target (50% in 2028 and 100% by 2030) as part of the capital campaign.
Progress updates
Scheduling the first meetings with the Campaign Steering Committee to identify prospects and build the pipeline.
Donor retention rate (from 60% by 2028 to 65% by 2030). Sector benchmark: 43.3%
Progress updates
We are currently at 21% of last year's donors retained. The majority of gifts were received during Q4, therefore this KPI will look very different when the year is closed.
Donor upgrade rate: existing donors who increase their gift year-over-year (10% by 2028, 20% by 2030). Sector benchmark: 8–12%
Progress updates
Most of our individual gifts are made during Q4. This KPI will change by the end of the year.
# of new funders introduced by board members per year (target: 5 qualified introductions per year by 2028, 14 by 2030)
Progress updates
Rockefeller Foundation, Bezos Earth Fund, and Gates Foundation contacts facilitated by board members. Simons Foundation contact is currently ongoing.
Revenue Visibility and Forecasting
ImpactDynamic revenue expectations drive decision making
ActionIntegrate accurate forecasting across revenue types to improve current operations, transparency, and financial planning
Key Performance Indicators
% of revenue units (grants, IP and donations) with current, reconciled data in the integrated reporting system
Progress updates
Q1 & Q2 actuals per stream reconciled to mid-year forecast. Underway now: adjustments to 2026 H2 expectations. Integration of verified data into financial system for future periods.
Forecast accuracy rate by revenue unit (target within ± 10% by 2030)
Progress updates
Variance by Funding Type: actuals over/(actuals under) 6% Government 211% Foundation 181% Industry/Other Non-Traditional Revenue Streams: (74%) Licensing/IP (83%) Gifts (3%) Other
Acquisition, Retention, and Revenue Balance
ImpactCompetitive success & diversification protect BTI research
ActionProtect discovery and reduce revenue concentration by increasing funding renewals while improving new opportunity success rates
Key Performance Indicators
Minimum of 5 new active philanthropic accounts and 60–65% retention rate (60% by 2028, 65% by 2030)
Progress updates
5 donors that were lapsed or are new made a donation during the first two quarters.
2 major gifts or funded projects from the Translational Office by 2030
Progress updates
$200,000 gift from Cane-Bridge Foundation to produce translational data that could support the foundation of a new pharma startup
No single revenue stream exceeds 80% of total revenue (by 2030), maintaining or increasing the existing streams
Progress updates
Underway: developing tracking mechanisms to support this KPI.
No single funder exceeds 20% of total revenue (by 2030)
Progress updates
Underway: developing tracking mechanisms to support this KPI.