Daniel Friedman

Observer
DISC Type : ci

Managing Director at BroadOak Capital Partners

Washington, District of Columbia, United States

Overview

Daniel Friedman is a Managing Director at BroadOak Capital Partners, specializing in life sciences growth capital investments. His expertise lies in portfolio management and investment execution, focusing on cell and gene therapy applications. He holds a Bachelor of Business Administration from the University of Michigans Ross School of Business and serves on multiple biotech boards.

Personality Overview

Value Driven

Curious

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Life Sciences Investing
As Managing Director at BroadOak, he specializes in growth capital investment, portfolio management, and investment execution within the life sciences sector.
Cell & Gene Therapy
His investment focus includes products with cell and gene therapy applications, and he is a featured speaker at industry events like Cell & Gene Therapy International.
Disruptive Bio-Tools
He co-authored a publication on funding and investment trends for new disruptive technologies and has served as a judge for the BioTools Innovator pitch event.

Media Appearances

Daniel has no verified media appearances

Work History

10-2025
Managing Director at BroadOak Capital Partners
1-2024 - 10-2025
Principal at BroadOak Capital Partners
1-2022 - 1-2024
Vice President at BroadOak Capital Partners
9-2023
Board Member at PBS Biotech
12-2021
Board Observer at PBS Biotech

Education

2011 - 2015
Bachelor of Business Administration (BBA) from University of Michigan - Stephen M. Ross School of Business
Education details unavailable from Scarborough High School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Washington, District of Columbia, United States Job Level : Mid-senior Designation : Managing Director at BroadOak Capital Partners
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Share testimonials from known people and give multiple examples of product value
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Daniel

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Daniel take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Daniel

Personality Compatibility


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