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
April 1, 2022
How to Meet the Challenges of Healthcare Interoperability
As healthcare leaders and institutions rely more on evolving technology across all levels of service,…
April 1, 2022
Why Reinvention is the Key to Strong Healthcare Leadership
If we have learned anything from the pandemic, it is that leaders in healthcare, as…
March 25, 2022
The Race Gap in Dermatology, and What Can Be Done About It
Dr. Natalie Moulton-Levy, a Manhattan-based dermatologist, told the New York Times in 2020 that she knows physicians…