Parth Doshi · for Kathleen, Tess, and the Valthos team

I want to run Growth Ops at Valthos. Here's how I'd start.

A 180-day plan for the Growth Operations role.

Valthos · backed by
OpenAI
Lux Capital
Founders Fund
§1 · key things to know
$10-13B/yr
US federal biodefense and medical countermeasure annual spend. The TAM this role attacks.
$1-50M
Per-award range on the MCDC OTA, the most attractive near-term federal vehicle for Valthos's adaptive countermeasure thesis.
204%
Upward modification on Valthos's active DARPA BTO grant. From $200K to $609K. Proof of capture.
9 entities
Federal universe across three roles: funders (DARPA, BARDA, ARPA-H, DTRA, NIAID), vehicle owners (DIU, MCDC, MTEC), and program offices like JPEO-CBRND. Each is a different sale.
2 tracks
NatSec/DoD biothreat (DARPA, DTRA, JPEO) and HHS/civilian biodefense (BARDA, ARPA-H, NIAID). Two paths from current OTAs to a program of record.
October 2026
OSTP's Framework for Nucleic Acid Synthesis Screening takes effect. DNA providers (Twist, IDT) must scan orders at 50 base pairs or lose federal customers. Valthos sells that AI.
§2 · the first 180 days

Federal contracts close around month 6 to 9.

YOU ARE HERE DAY 1 START DAY 30 ORIENT DAY 60 INITIATE DAY 90 SUBMIT DAY 180 LAND
Orient
Learn the live pipeline. Identify the cognizant BTO PM on the existing DARPA grant.
Initiate
Book BARDA TechWatch. Draft the BTO accelerated-path abstract. Open the OpenAI Life Sciences conversation.
Submit
BTO abstract in. ARPA-H Solution Summary in. DRIVe EZ-BAA in. First pharma BD calls scheduled.
Land
Second wave of submissions. First federal selections start arriving around month 6.
§3 · the first proposal

DARPA BTO Office-Wide BAA, accelerated path.

The vehicle
Cap $2M
Time from selection to contract 30 days
Continuation of HR00112530122
Submit by Month 2
Path to contract
M2Abstract submitted
M3-5DARPA review and selection
M6Attestation + model OT
M6Contract executed
§4 · what I'd sell

Same engine, two paths to a program of record.

NatSec / DoD biothreat
From DARPA OTAs to a JE-RDAP-shaped POR.

DTRA, JPEO-CBRND, and DARPA BTO fund the path. The existing $609K BTO grant is the foothold. JE-RDAP's 2027 recompete is the prize. Counter-bioweapon response, force protection, force readiness.

HHS / civilian biodefense
Pandemic preparedness at scale.

BARDA, ARPA-H, ASPR, and Project NextGen partners (Moderna, Amgen). Variant-resilient countermeasures, outbreak response, civilian-side procurement. The longer route to a multi-year program of record.

§5 · the pipeline

How I'd allocate the next 12 months.

NatSec/DoD · 60%
HHS/Civilian · 40%
Effort allocation, year one. Primary lane is the BTO foothold; secondary lane builds the civilian past-performance.
NatSec / DoD biothreat
DARPA DTRA DIU IARPA UKDI LANL
HHS / civilian biodefense
BARDA ARPA-H NIH Moderna Amgen Thermo Fisher Allen Institute

13+ named targets across two tracks. Full table with submission windows, sales cycles, and deal sizes lives in the funding playbook.

§6 · 12-month bookings

Three scenarios. Base is the target.

Conservative
midpoint $4M
$3-5M

BTO continuation + one early commercial pilot.

Base · target
midpoint $10M
$8-12M

Above + MCDC OTA + DIU CSO + ARPA-H ISO + one pharma anchor.

Stretch
midpoint $17.5M
$15-20M

Above + BARDA invitation converts + ARPA-H ISO + multi-pharma anchor.

§7 · building toward 2027

JE-RDAP recompetes in 2027. That's the deadline.

JE-RDAP, DTRA's $8.27B biothreat IDIQ, recompetes around 2027. DARPA OTAs and early demos are entry ramps, not endpoints. The job is converting them into the kind of program of record (JE-RDAP being the closest live shot) that doesn't unwind every cycle. The current prime pool (GDIT, Lockheed, Parsons, Perimeter) won't put a new vendor on their bid teams without named past performance to cite.

By 2027 Valthos either has 2-3 named federal task-order performances on the resume, or it doesn't. Everything in §2 through §6 is that laddering: BTO continuation, MCDC OTA, BARDA EZ-BAA, ARPA-H ISO. Each delivered award compounds into the citation the next bid uses.

The vehicle
Vehicle JE-RDAP IV
Sponsor DTRA
Ceiling $8.27B
Recompete ~2027
Path for Valthos Named sub
§8 · what I'd flag in week one

The three risks worth naming.

Capture muscle

Two tracks still need two different proposal stacks: NatSec/DoD biothreat capture (BTO BAAs, MCDC OTAs, JE-RDAP teaming) and HHS/civilian BD (BARDA EZ-BAA, ARPA-H ISO, Project NextGen partner discovery). Running both with one Growth Ops hire still demands sequencing. Month-one decision: weight DoD first off the BTO foothold, or build HHS past performance in parallel.

Federal budget

Biodefense appropriations are flat to declining in FY26. Running two federal tracks instead of one is partly a hedge against single-agency budget compression on either side.

Cycle mismatch

DoD accelerated paths can close in 30 days (BTO office-wide BAA). HHS cycles run longer: BARDA EZ-BAA 6-12 months, ARPA-H ISO 12-24 months. Sequence them so delivery on one track doesn't stall capture on the other.

§9 · who I am

Investor, founder, operator. Now I want to be at Valthos.

I grew up in a family of doctors. My aunt is an infectious disease specialist, and I spent years of my childhood shadowing her practice, learning the pathogens she treated. The movie Contagion, around the same time, convinced me this kind of work was interesting, had real-world impact, and was worth being around. That broader pull toward healthtech is what got me to start a wearable behavioral health company in high school. From there the path widened: growth equity at Stepstone Group, dual-use investing at Moonshots Capital (a seed and Series A fund where I got a real education in how federal funding actually works), and complex financial operations at Fora Travel (cross-border payments, consumer fintech, fintech partnerships) as the business scaled to $2B GMV and 10x advisors. Through every chapter the interest in biotech and defense kept compounding. Valthos is the one place I've found that brings every piece into the same room: infectious disease, biotech, defense, AI.

I'd be a real difference maker here, a 10x hire willing to do anything from ordering lunch and stocking the snacks to facilitating multi-million-dollar contract capture. Let's get on a call.

The ask

A 20-minute call. I'll come prepared with the latest read on three vehicles and a draft TechWatch quad chart for BARDA.

Based in NYC
Verified 2026-05-15