The future of healthcare is value.
Spending on U.S. healthcare is as enormous as the system is inefficient, which means it’s ripe for value creation.
The future of healthcare is value.
Spending on U.S. healthcare is as enormous as the system is inefficient, which means it’s ripe for value creation.
Our investment strategies are dynamic
Thesis-driven
We make intentional decisions based on proactive, informed research and foresight.
Data-supported
We apply advanced analytics to examine trends and identify potential opportunities.
Founder-focused
We forge deep relationships built on trust, understanding and a shared drive for growth.
Thesis-driven
We make intentional decisions based on proactive, informed research and foresight.
Data-supported
We apply advanced analytics to examine trends and identify potential opportunities.
Founder-focused
We forge deep relationships built on trust, understanding and a shared drive for growth.
Our Focus Areas
Care Model Innovation
Medical Specialties
AI & Tech-enabled Services
Healthcare Real Estate
Our Theses
We develop evidence-based theses that strategically inform where we invest.
Medicare Advantage
Medicare Advantage is projected to grow at 9% annually (vs. 5% for fee-for-service).
Senior Living
Senior living is a $66B market and growing.
AI
AI and data engineering service providers are experiencing up to 40% year-to-year growth.
Ophthalmology
Vision care is a $14B segment with annual growth rate of 5%.
We focus on markets that comprise the “other” 80 percent of the $3 trillion spent each year on U.S. health care.
Our Insights
August 21, 2022
The key benefits of a Virtual Data Room
Virtual info rooms will be digital databases that help companies safely store and promote information….
June 8, 2022
To Address Crucial Occupancy Issues, Nursing Home Facilities Must Remain Safe, Empathetic, and Innovative
The COVID-19 pandemic has disproportionately impacted the elderly, killing one in every 100 older Americans as the…
May 10, 2022
The Ongoing Challenge of Healthcare Staffing Shortages & What To Do About It
The “Great Resignation,” an exodus that saw an average of nearly four million Americans leave their jobs…