Hypothesis: early-stage startups impact domains

We believe that healthcare startups leveraging emerging technologies—particularly artificial intelligence (AI), advanced analytics, and digital platforms—will play a pivotal role in transforming healthcare delivery by improving outcomes, reducing costs, and enhancing access. These companies are well-positioned to benefit from industry tailwinds such as value-based care, regulatory evolution, and increasing patient engagement.

Bellios Capital targets early-stage startups transforming healthcare across five high-impact domains:

1)      AI-Driven Clinical Tools

a) Startups leveraging artificial intelligence and machine learning to enhance clinical decision-making, optimize operational workflows, and support more accurate, efficient care delivery.

2)      Next-Generation Therapeutics

a) Companies developing novel therapeutics or advanced drug delivery systems, including biologics and precision medicine, to address chronic and complex conditions.

3)      Innovative Care Models

a) Startups introducing new approaches to care delivery—whether virtual-first, hybrid, or decentralized—that prioritize accessibility, coordination, and value-based outcomes.

4)      Patient Empowerment Platforms

a) Digital tools that enable patients to take a more active role in managing their health through remote monitoring, personalized insights, and real-time engagement.

5)      Provider Enablement Solutions

a) Platforms designed to help clinicians deliver more comprehensive assessments and improve quality of care, with a focus on integrating clinical data, behavioral insights, and outcome tracking.

This thesis is grounded in the shift toward value-based care—60.4% of U.S. healthcare payments are now tied to Alternative Payment Models, which prioritize outcomes over volume. Additionally, AI adoption across industries has doubled since 2017, with healthcare expected to capture $1 trillion in value from AI-driven innovation. These tailwinds create fertile ground for scalable, tech-enabled startups to thrive.

Download our investment thesis here.