Story-led strategy · Health · Learning · IP

The best product loses if people can’t read its story.

Theorem³ Advisors helps health tech, EdTech and literacy companies turn smart technology into something patients, learners and families understand, trust and use. We bring 30 years of publishing and storytelling, a licensed patient advocate’s perspective, IP know-how and executive-level partnerships to the same table.

Editorial collage of layered pages, serif letterforms and ink stamps in cream, rust and teal
Publishing
Storytelling
Patient Advocacy
IP Strategy
Literacy & EdTech
Health Tech
The Theorem

Three forces decide whether a product connects. We work on all three.

Most advisors know the technology or the business. Few know the reader: the patient with a new diagnosis, the parent helping with homework in a second language, the older adult with a new device.

Publishing taught us that content only works when it fits its reader. Advocacy taught us what is at stake when it doesn’t. IP and partnerships are how a good story becomes a durable, scalable business.

StoryPublishing · narrative · plain language
× TrustPatient advocacy · literacy · culture
× ScaleIP · licensing · partnerships
= Theorem³ — adoption that lasts
Six practices, one throughline

Where storytelling meets health, learning and IP.

01

Publishing & Storytelling

Editorial strategy and narrative development for brands, platforms and publishers, from first concept to finished product.

  • Content and franchise development
  • Adapting content for new audiences and formats
  • Building creative teams and editorial processes
02

Patient Advocacy & Health Literacy

A licensed patient advocate’s view of your product, written so patients and caregivers can read it, trust it and act on it.

  • Fractional Chief Patient Officer
  • Plain-language and readability audits
  • Ethics and patient-experience advisory
03

Intellectual Property Strategy

Treating content, characters, curricula and data as assets you can protect, license and value.

  • IP inventory and portfolio strategy
  • Licensing and rights structuring
  • Brand and content extensions
04

Literacy & Family Engagement

Culturally competent, multilingual programs for families, built from founding Somos Uno, a dual-language publisher for Latino communities.

  • Family engagement programs
  • Dual-language and multilingual content
  • Adult and intergenerational literacy
05

EdTech Strategy

Go-to-market, curriculum and content strategy for K–12, adult learning and workforce platforms.

  • Curriculum and product-market fit
  • District and institutional channels
  • Content partnerships with publishers
06

Health Tech & AI

Patient education, eldercare AI and digital health tools designed for the people who actually use them.

  • Patient-centric product strategy
  • Eldercare and caregiver adoption
  • Go-to-market with health systems and payers

Strategic partnerships across all six practices: we find, structure and activate partnerships between health systems, payers, EdTech platforms, publishers, media and community organizations, and open doors at the executive level.

Why it matters

The gap between the product and the reader is the market.

9 in 10US adults struggle to understand and use health information when it is unfamiliar, complex or jargon-filled.
30 yrsbuilding brands, content and partnerships at Simon & Schuster, Random House, Universal, Digitas and Billboard.
4th–6thgrade reading level the NIH and AMA recommend for patient education materials — which studies consistently find written at a 10th-grade level or higher.

Sources: CDC, Talking Points About Health Literacy · NIH and AMA patient-material readability guidance, e.g. readability studies indexed by the NIH.

Who we work with

Companies whose product reaches a person, not just a user.

Three linked panels in cream, rust and teal, connected by a stitched line

Health tech & AI

Patient education, portals, eldercare AI, remote care and caregiver tools.

EdTech & learning

K–12, adult literacy and workforce platforms going to market.

Publishers & media

Health and education publishers extending IP into new formats and markets.

Mission-driven orgs

Foundations, advocacy groups and community programs that need partners and a clear story.

The method

Read, Rewrite, Rights, Reach.

01

Read

We look at your product the way your patient, learner or caregiver does: readability, cultural fit, trust signals, and where people drop off.

02

Rewrite

We rebuild the narrative, from positioning and onboarding to patient education and curriculum, in plain language with real editorial standards.

03

Rights

We map the IP you have and the IP you are creating, and set up the protection and licensing structures that make it defensible.

04

Reach

We find and structure the partnerships that get the product to the people it’s for, across health systems, payers, districts, publishers and communities.

Sumya Ojakli
“Your health tech product wasn’t built for the patient in front of me. I fix that.”
Sumya Ojakli, Managing Director & Principal
Principal, Theorem³ Advisors2019–present
Founding Member, Somos Uno2021–present
VP Content Solutions / Special Markets, Simon & Schuster2011–2018
Senior Managing Partner, Evolution & Strategy2003–2011
VP / GM, Random House · Golden Books2000–2002
VP, Digitas · IGN · Universal Music · Billboard1988–2000
About Sumya

A publisher’s instincts. An advocate’s conscience.

Sumya Ojakli has spent three decades building stories that had to earn the trust of real people, from children’s brands at Golden Books and Random House to multi-channel content and corporate partnerships as Vice President at Simon & Schuster.

Today she is a licensed patient advocate, trained in Health Advocacy at the University of Miami, and a strategist for health tech, EdTech and literacy companies. As a founding member of Somos Uno, a dual-language educational media company for Latino communities, she has built family engagement content herself, not just advised on it.

She works as a fractional Chief Patient Officer, fractional executive, strategic advisor and board member. She brings executive credibility and a user’s view at the same time, and she lives inside the demographic many of her clients are trying to reach.

BA, Mass Communication & Media Studies, Long Island University · Health Advocacy, University of Miami

Ways to engage

Flexible by design.

Story & Literacy Audit

A 2–4 week review of your product, content and go-to-market through the patient’s or learner’s eyes.

Fractional Executive

Fractional Chief Patient Officer, content or partnerships leadership, embedded with your team.

IP & Partnership Sprint

Asset mapping, licensing strategy and a prioritized partner pipeline, ready to act on.

Advisory & Board

Ongoing strategic counsel and board service for founders and leadership teams.

Let’s talk

If your product reaches a patient, a learner, a caregiver or an older adult, let’s find where you’re losing them.

Start with a 30-minute diagnostic conversation. You’ll leave with three specific observations, whether or not we work together.

Email info@theorem3advisors.com
212-300-6060New York, NYLinkedIn