Executive Summary

The healthcare industry is at an inflection point, driven by technological advancements, shifting consumer expectations, and an urgent need to improve outcomes while reducing costs. Our investment thesis focuses on early-stage startups that are redefining healthcare delivery through innovative solutions in pharmaceuticals, technology, and care models.

We believe the convergence of macro trends—such as the rise of value-based care, accelerated adoption of artificial intelligence (AI), and increasing patient empowerment—is creating unprecedented opportunities to disrupt traditional healthcare paradigms. The Total Addressable Market (TAM) for transformative healthcare solutions exceeds $10 trillion globally, with significant whitespace in areas like personalized medicine, telehealth, and operational efficiency for providers.

Our thesis identifies three core areas of focus:

1.        Companies building AI-driven tools to improve clinical decision-making and operational workflows.

2.        Startups developing novel drug delivery systems or therapeutics.

3.        Platforms empowering patients to actively manage their health.

These sectors offer a combination of strong market potential, clear demand, and scalable business models.

By leveraging our expertise in healthcare consulting, delivery systems, and venture capital, we are uniquely positioned to identify and support the next generation of innovators. Our approach is to partner with visionary founders, validate their market fit through rigorous due diligence, and scale their impact with our extensive network and strategic guidance. We aim to drive not only outsized returns but also meaningful progress in making healthcare more efficient, accessible, and equitable.

Download our investment thesis here.