WorkflowResearch & Discovery

R&D Stage-Gate Governance

R&D stage-gate governance that builds every gate dossier from cited evidence, on the same criteria every time

Gate dossiers built from live programme evidence in days, on the same criteria each time.

See one case, screen by screen ↓
demo86scorefor the NLRP3 inhibitor at lead to candidate — 11 of 14 criteria met, 3 partly met
demo31citationsin 10 documents, in a dossier six agents built in 3 min 12 s
target2.6daysto prepare a gate dossier, median
target100%of programmes scored on the same gate template, in every therapeutic area
In short

What is R&D Stage-Gate Governance?

It is how a research organisation decides, at each milestone — target to hit, hit to lead, lead to candidate, candidate to IND — whether a programme gets Go, Go with conditions, Hold or Stop. R&D Stage-Gate Governance builds the evidence for each gate decision: six agents read the programme's documents, score it on the gate's criteria with every value cited, and draft the dossier, risks and conditions for the portfolio committee.

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Updated

The problem

Why a gate dossier takes three weeks to build

Before its first-in-human study, a research programme faces four gates: target to hit, hit to lead, lead to candidate, candidate to IND. At each one the programme team builds a dossier by hand from the target assessment, the pharmacology, in vivo, DMPK, toxicology and safety pharmacology reports, the route and solid-form report, Legal's IP memo, the competitive landscape brief and Finance's cost and timeline estimate — then turns it into slides for the portfolio review committee.

Each therapeutic area formats and weighs its criteria its own way, so a 72 in Neuroscience and a 72 in Oncology do not mean the same thing. Values go stale after the deck is frozen — a draft hERG result replaced by the final report, a cost estimate revised two days later. And the conditions the committee sets live in the minutes, where nobody sees that a 28-day monkey study report is four days late.

typical2–4weeksto build one gate dossier by hand, common practice
typical$2–7Mfor a small-molecule IND-enabling package
Where a gate dossier's working days goestimated
By hand19 days
With the solution2.6 days
  • Chasing reports, memos and estimates from six functions6 → 0.5 d
  • Pulling each value into the gate's criteria4 → 0.2 d
  • Writing the dossier and the slides5 → 0.8 d
  • Rating risks and drafting conditions2 → 0.4 d
  • Re-checking values that changed before the meeting2 → 0.7 d

Estimated split for one lead-to-candidate dossier, by hand and with the solution.

How it works

How a gate decision moves

Six agents read the science, CMC, IP, market and cost, score the gate's criteria with every value cited and draft the conditions; the committee votes and the chair signs.

What comes in
Evidence inProgramme evidence · study reports, IP memos, cost models
Agents at work
Science readerefficacy, DMPK, safety
CMC and IP readerroute, form, patents
Market and cost readerrivals, cost, value
Then
Criteria scorerthe gate’s template
Then
Risk analystregister + conditions
Dossier writersix sections, cited
A person decides
Portfolio committeevotes, the chair signs
What comes out
Signed decision record
Criteria scorecard
Risk register
One case, step by step

One programme, from the gate map to a sealed decision

Northwind Bio's Portfolio Review Committee meets on Wednesday, October 14, with four decisions and $73.5 M asked. One of them is NWB-4417, an oral NLRP3 inhibitor for hidradenitis suppurativa, at the lead-to-candidate gate. Here is what happens, screen by screen, in the working solution.

  1. 01Seven days out

    The meeting, its agenda and who has read what

    Dr. Omar Haddad · Committee chair, Head of Research

    Omar chairs the committee; Dana Okafor, the portfolio governance lead, is its secretary. Four decisions are on the agenda: NWB-4417 at lead to candidate, NWB-2290 and NWB-8803 at candidate to IND, NWB-3105 at hit to lead. Thirteen of 20 votes are in and 18 of 20 pre-reads opened, with $73.5 M asked if all four items go ahead.

    The agenda went to the five members on Oct 7 at 07:50, marked market-sensitive; dossiers for the next committees build ten days ahead.

  2. 02The gate map

    A score he can take apart

    Dr. Omar Haddad · Committee chair

    The portfolio is one funnel: 12 programmes at four gates, each bubble sized by its cost to the next gate and coloured by its evidence score. He clicks NLRP3. The 86 is built dimension by dimension — weight, score and the document behind each. Safety carries 20% of the weight and scores 60, and the evidence is TX-4417-02.

    “Show me why it is 86 — and what it has to prove before we spend $11.8 M.”

  3. 03One click

    The condition, and the passage it rests on

    Dr. Omar Haddad · Committee chair

    Under “Conditions to pass” the first chip reads “Exposure margin ≥ 10× before GLP”. It opens the 14-day rat dose-range-finding study, CRO draft report, page 11: at 300 mg/kg/day ALT rose to 3.1× the concurrent control in 4 of 10 animals; the NOAEL was 100 mg/kg/day, an exposure margin of 7.8× over the predicted human AUC. The changes were reversible after 14 days off dose.

    Lead-to-candidate criteria v4.2: a margin of 5–10-fold is “partly met and needs a mitigation plan”.

  4. 04Rebuild · 3 min 12 s

    Six agents read the programme's evidence again

    The six agents

    The science reader reads the target assessment, pharmacology, in vivo, DMPK, toxicology and safety pharmacology reports. The CMC and IP reader reads the route and solid-form report and Legal's memo of Oct 2, and flags form B conversion. The market and cost reader reads the NLRP3 landscape brief and Finance's estimate. The criteria scorer applies template v4.2; the risk analyst and the dossier writer follow.

    Committee: “4 of 5 votes in — waiting for the chair.”

  5. 05Two values changed

    Fourteen criteria, each with its source and confidence

    Criteria scorer

    hERG IC50 is now 42 µM in the final safety pharmacology report — the draft said 38. The cost to IND fell to $11.8 M from $12.4 M. Both are flagged beside the criterion, and the score stays at 86. Three criteria are partly met: the exposure margin, the solid form (form B converts at 60 °C / 75% RH) and competitive differentiation (six clinical rivals).

    “Dossier rebuilt — 2 values changed since Oct 1 · score still 86”

  6. 06The dossier

    Six sections a committee reads in ten minutes

    Dossier writer

    Recommendation, programme summary, criteria, risks and mitigations, cost and value, decision requested — every number cited, and a click on a number opens its passage. It leads with Go with conditions, then the gap: a mild, reversible liver-enzyme rise at the top dose that a 28-day study can close before GLP work begins. Dr. Maya Chen checked and released it.

    The dossier writer never expresses a vote or a decision — that belongs to the committee.

  7. 07Risks

    Six risks, each with an owner and a mitigation

    Risk analyst

    Each risk is rated for likelihood and impact and tied to its source. The liver-enzyme rise could narrow the clinical margin — Dr. Ines Moreau, a 28-day rat study with a liver panel. Form B converts in hot, humid storage — Priya Raman. A crowded class with six clinical-stage rivals — Lena Ortiz. A single supplier for the key starting material, a high placebo response in hidradenitis trials and a GLP start that could slip complete the register.

  8. 08The last vote

    Four votes in; his is the last

    Dr. Omar Haddad · Committee chair

    Lena Ortiz, Dr. Ines Moreau and Priya Raman voted Go with conditions; Sam Patel voted Go. The risk analyst has drafted three conditions with owners and dates: the 28-day rat study by Jan 15, 2027, the form B control strategy by Feb 26, 2027, and differentiation re-tested at the IND gate. Omar keeps all three and the drafted rationale for the record.

    Dr. Ines Moreau: “7.8× is workable for a long-term skin indication only if the 28-day study confirms the liver change reverses.”

  9. 09Signed

    A signature with its meaning

    Dr. Omar Haddad · Committee chair

    The signing screen shows the programme, the gate, the decision, three conditions and the votes — 3 Go with conditions, 1 Go, his completes 5 of 5. He chooses the meaning of his signature and enters his password. With all five votes in, the decision is taken by written procedure and noted at the Oct 14 meeting.

    “The record is sealed when you sign.” … “A correction later becomes a new record that points to this one.”

  10. 10Sealed

    Go with conditions — sealed, owned and on the map

    Decision record PD-26-038

    PD-26-038 is sealed with its rationale, its three conditions — each open with an owner and a due date — the signer, the meaning of the signature and a record seal. The decision lands in the registry, and on the gate map NLRP3 moves to candidate to IND with its signed conditions beside it.

    Signed by Dr. Omar Haddad · meaning: “I approve this portfolio decision and its conditions”.

Who it’s for

Built for everyone who brings a programme to a gate.

The same decision, seen by the five people who carry it — what the weeks before a committee looked like, and what they look like now.

OH
Dr. Omar HaddadHead of Research · chair, Portfolio Review Committee
Committee chair
Before
Reads a slide deck for each programme between meetings, each therapeutic area scoring its own way, and cannot see where a number came from.
Now
Takes any score apart down to the study behind it, casts the last vote, keeps or edits the conditions and signs.
DO
Dana OkaforPortfolio office · secretary to the committee
Portfolio governance lead
Before
“Ten days before every committee I used to chase twelve slide decks.”
Now
Runs the calendar, the criteria templates and the registry; dossiers build ten days ahead and the pre-read status is on one screen.
MC
Dr. Maya ChenProgramme leader, NWB-4417
Programme leader
Before
Gathers ten documents from six functions for the lead-to-candidate gate, then formats them into slides.
Now
Checks the dossier the agents built and releases it to the committee. “I want the committee to see the data, not my formatting.”
IM
Dr. Ines MoreauHead of Nonclinical Safety
Committee member
Before
Hunts for the exposure margin and the NOAEL in a slide, without the study page behind it.
Now
Reads the cited passage, votes, and owns the safety condition with a due date the registry tracks.
SP
Sam PatelFinance, R&D portfolio · co-signs candidate-to-IND budgets
Committee member
Before
Checks every cost to the next gate against the plan, by hand, before each meeting.
Now
Sees the cost, months and risk-adjusted value cited to the latest approved estimate. “It is already in the FY27 plan.”
Built on the engine

6 agents. Each with one job, and hard limits.

Six agents read the science, CMC, IP, market and cost, score the gate's criteria with every value cited and draft the conditions; the committee votes and the chair signs.

Science reader

Reads target assessments, pharmacology, in vivo, DMPK, toxicology and safety pharmacology reports and extracts every value a criterion needs, with units, species, study and page. When two reports disagree it takes the newer final report and flags the older one.

  • Numbers only from a cited passage
  • Never infers a value that is not reported
  • Draft reports are flagged as draft
CMC and IP reader

Reads route, solid-form and stability reports and Legal's IP memos — route length, scale, polymorph risk, filing dates and freedom to operate.

  • Legal opinions summarised, never re-interpreted
  • Market-sensitive: nothing goes beyond the committee
Market and cost reader

Reads competitive landscape briefs and Finance's cost and timeline estimate: rivals by phase, the claimed differentiator, cost and months to the next gate, probability of reaching launch and risk-adjusted value.

  • Finance figures from the latest approved version only
Criteria scorer

Applies the gate's criteria template exactly as written — thresholds, partly-met bands and weights — marks each criterion met, partly met or not met, and computes the weighted score.

  • Never changes a threshold
  • Template version recorded on every score
  • Its recommendation is advisory only
Risk analyst

Turns partly-met criteria and source caveats into a risk register — likelihood, impact, owner, mitigation — and drafts conditions for the committee.

  • Conditions must be measurable and dated
  • Every condition has an owner
Dossier writer

Drafts the six-section gate dossier — recommendation, programme summary, criteria, risks, cost and value, decision requested — for a committee that reads in ten minutes.

  • No unsupported claims; every number cited
  • Never writes a vote or a decision
Portfolio committee

Votes, the chair signs. The agents propose; a named person decides.

Ask in plain words

Ask about any programme, in plain words

Ask about any programme, dossier, vote or decision — every answer cites its source.

Summarise NWB-4417 for the committee

NWB-4417, an oral NLRP3 inhibitor for hidradenitis suppurativa, meets 11 of 14 lead-to-candidate criteria and scores 86. Potency is 18 nM in human whole blood with more than 300× selectivity, and the predicted dose is 120 mg once daily. The gap is safety: the exposure margin is 7.8× against a 10× criterion, from a reversible ALT rise at 300 mg/kg. The agents recommend Go with conditions — a 28-day rat study before GLP.

Which dossiers have a safety margin below 10×?

Three: NWB-8803, the Claudin 18.2 ADC, at 3× (candidate to IND); NWB-5521, the LRRK2 inhibitor, at 4.2× (lead to candidate); and NWB-4417, the NLRP3 inhibitor, at 7.8× (lead to candidate). NWB-8803's margin is at the highest non-severely toxic dose, NWB-5521 shows lung changes, and NWB-4417's liver change is mild and reversible.

What changed since the last committee?

Since the Sep 30 committee, two decisions were signed — NWB-6610 Go with conditions, NWB-0412 Go. In NWB-4417 two values changed: hERG IC50 is now 42 µM (was 38) and the IND estimate fell to $11.8 M (was $12.4 M); the score stays at 86. One condition is overdue — NWB-2204's 28-day monkey report, due Oct 3.

Why hold NWB-3105?

NWB-3105 has only one hit series and poor drug properties — solubility 8 µM with high clearance. Potency is good (DC50 22 nM). Sam Patel suggests a six-month, $1.1 M chemistry sprint as a condition instead of a plain hold.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The portfolio gate mapTwelve programmes at four gates, sized by cost to the next gate and coloured by evidence score; the programme in focus shows how its score is built and the passage behind each condition.
The committee meetingDays to the meeting, votes in, pre-reads opened and budget asked; the agenda with each programme's score and votes, and the committees still to come.
Agents at workThe six agents rebuild the dossier in view — what each read, what it found and how long it took — while the committee step waits for people.
The criteria scorecardEvery criterion with its measured value against the threshold, the result, the confidence and the source; two values flagged as new since the last build.
The gate dossierThe six-section dossier, marked confidential, drafted by the agents and checked by the programme leader — every number cited to its passage.
Risks and mitigationsA likelihood-by-impact matrix and the risk register, each risk with its owner, mitigation and source.
The chair's decisionMembers' votes and comments, the four outcomes, the drafted conditions with owners and dates, and the rationale for the record.
Sign the decisionProgramme, gate, decision, conditions and votes, the meaning of the signature and the password.
The sealed recordDecision PD-26-038 with its rationale, conditions, signer, meaning of signature and record seal.
On to the next gateAfter the signature the programme moves to candidate to IND on the gate map, with the conditions signed beside its score.
The decision registryEvery gate decision, signed and sealed, with its outcome, signer, date and how many of its conditions are closed.
The portfolio dashboardDays to prepare a dossier, decisions by outcome, pass rate at each gate and where programmes fall short, by therapeutic area.
Your gate criteriaCriteria templates for each gate with a proposed new version waiting for approval, signers, confidentiality and how the agents work.
Governance

Built for portfolio decisions: cited, signed, sealed.

Every value cites its passageEach criterion value carries the study, page and passage it came from, with a confidence. Draft reports are flagged as draft, and values that changed since the last gate are marked beside the criterion and in the dossier.
Agents propose; the chair signsThe agents read, score and draft — they never vote or sign. Committee members vote, signing opens at quorum, and the chair signs; at candidate to IND, Finance co-signs the budget.
Sealed decision recordsA decision is signed with the meaning of the signature and a password, and sealed with its rationale, conditions, votes and the dossier it was based on. A correction becomes a new record that points to the old one.
Versioned criteria templatesEach gate has its own template — threshold, partly-met band, dimension and weight. A change needs the template owner's approval, and dossiers already in committee keep the version their votes were cast on.
Conditions with owners and datesEvery condition the chair signs has an owner and a due date and is tracked in the registry, so an overdue study report shows on the gate map and the dashboard, not in last month's minutes.
Market-sensitive by defaultDossiers open only to the committee and the programme team. Every export carries the reader's name and time, exports cannot be emailed outside the company, and every step by people and agents is on the activity trail.
Configuration

Your gate criteria, not ours

The criteria each gate is scored on, who signs, and how the agents work are settings — versioned and on the audit trail.

SettingDefaultChoose from
Criteria template in useLead → Candidate v4.2Target → Hit v3.1 · Hit → Lead v3.4 · Lead → Candidate v4.2 · Candidate → IND v2.8
Exposure margin at NOAEL (Lead → Candidate)≥ 10×A threshold per criterion; a change needs the template owner's approval
Who signs Lead → CandidateCommittee chair, full review — Dr. Omar HaddadDr. Omar Haddad · Lena Ortiz (deputy chair)
Who signs Candidate → INDCommittee chair, with Finance co-signing the budgetDr. Omar Haddad + Sam Patel · Lena Ortiz (deputy chair)
Committee and programme team onlyOnOn · Off
Watermark every exportOn — reader's name and time on every pageOn · Off
Rebuild a dossier when new evidence landsOn — changes flagged for the programme leaderOn · Off
Draft conditions from partly-met criteriaOn — the chair edits and approves every conditionOn · Off
Connections

Works with the evidence a gate already runs on

Study reportspharmacology, in vivo, DMPK, toxicology and safety pharmacology
CMC reportsroute, solid-form and stability reports
IP memosstatus of filings and freedom-to-operate opinions
Competitive landscape briefsrival programmes by phase and the claimed differentiator
Cost and timeline estimatescost and months to the next gate, probability of launch, risk-adjusted value
Gate criteria templatesthresholds, partly-met bands, dimensions and weights for each gate
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
2.6days
to prepare a gate dossier, median
By hand≈ 19 days
With agents2.6 days
target
100%
of programmes scored on the same gate template, in every area
Same criteria everywhere
target
13criteria
scored for each candidate, each with the passage behind it

“demo” = seen in the working solution, on its sample portfolio · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = common practice and published figures (2–4 weeks to build a gate dossier by hand is common practice; IND-enabling packages cost $2–7 M for a small molecule — Charles River). People, companies, programmes and studies named on this page are fictional — characters and sample data in the working solution.

Questions

What R&D portfolio leaders ask us.

What is R&D stage-gate governance?

It is how a research organisation decides, at each milestone — target to hit, hit to lead, lead to candidate, candidate to IND — whether a programme gets Go, Go with conditions, Hold or Stop. R&D Stage-Gate Governance builds the evidence for each gate decision: six agents read the programme's documents, score it on the gate's criteria with every value cited, and draft the dossier, risks and conditions for the portfolio committee.

How does it score a programme at a gate?

The criteria scorer applies the gate's template exactly as written — for lead to candidate, 14 criteria across target, efficacy, drug properties, safety, manufacturing, IP and market, and cost and time. Each criterion is met, partly met or not met against its threshold, and the weighted score records the template version it was built on.

Can we see where a score comes from?

Yes. On the gate map the score breaks down by dimension, each with its weight, score and the document behind it, and every condition carries the code of the study it rests on. A click opens the cited passage with the values highlighted.

What happens when new data arrives after the dossier is built?

The dossier is rebuilt when new evidence lands, and values that changed since the last build are flagged for the programme leader. In the sample case the final hERG report replaced a draft value of 38 µM with 42 µM and the cost to IND fell from $12.4 M to $11.8 M; both were marked and the score stayed at 86.

Does the AI make the go/no-go decision?

No. The agents read, score and draft, and their recommendation is advisory. Committee members vote, signing opens once at least 2 of the 4 members have voted, and the chair signs with the meaning of the signature; at candidate to IND, Finance co-signs the budget.

How are the committee's conditions tracked?

Each condition the chair signs has an owner and a due date, is sealed into the decision record and is tracked in the registry. Open and overdue conditions show on the gate map and the dashboard, along with the share closed on time.

Are dossiers kept confidential?

Dossiers are treated as market-sensitive: only the committee and the programme team can open them, every export is watermarked with the reader's name and time, exports cannot be emailed outside the company, and readers of a partnered programme's dossier are added to the insider list.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your gate criteria, governance calendar and a sample of past gate dossiers and their evidence — and it goes live once every quality gate has passed. We will walk you through it on your own programmes first.

See it on
your portfolio.

We'll run R&D Stage-Gate Governance on a sample of your own past gate dossiers.