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Investment Strategy

Healthcare Innovation

Advancing healthcare access and quality through technology-enabled solutions, innovative care delivery models, and operational excellence in specialty services.

Healthcare Transformation Opportunity

The U.S. healthcare system is undergoing fundamental transformation driven by technology adoption, consumer expectations, and the shift to value-based care. We invest where innovation meets real patient impact.

$4.3T
US Healthcare Spending
18% of GDP
76%
Consumers Want Digital
Telehealth adoption
30%
Cost Reduction Potential
Through technology
10,000
Daily Medicare Enrollments
Aging population

Our Healthcare Investment Thesis

Access Expansion

Breaking down geographic and economic barriers to quality healthcare

Outcome Improvement

Technology and data-driven approaches that demonstrably improve patient outcomes

Cost Efficiency

Solutions that reduce healthcare costs while maintaining or improving quality

Investment Focus Areas

Telemedicine & Virtual Care

Expanding access through digital platforms

  • Remote patient monitoring
  • AI-powered triage systems
  • Specialty care virtualization
  • Mental health platforms

Healthcare IT & Analytics

Data-driven insights and operational efficiency

  • Clinical decision support
  • Revenue cycle management
  • Population health analytics
  • Interoperability solutions

Specialty Care Services

Focused expertise in high-impact areas

  • Behavioral health clinics
  • Chronic disease management
  • Post-acute care facilities
  • Diagnostic imaging centers

Care Coordination Platforms

Connecting the healthcare ecosystem

  • Patient navigation tools
  • Provider collaboration platforms
  • Care transition management
  • Community health networks

Our Healthcare Investment Approach

Patient-First Innovation

We prioritize investments that demonstrably improve patient outcomes, access, or experience. Technology is a means, not an end. Patient impact is our north star.

Regulatory Navigation

Deep expertise in healthcare compliance, reimbursement, and regulatory pathways enables us to identify sustainable business models in a complex environment.

Strategic Partnerships

We leverage relationships with health systems, payers, and industry leaders to accelerate growth and validate clinical efficacy for our portfolio companies.

Scalable Solutions

Focus on platform technologies and care models that can expand across geographies and patient populations while maintaining quality and efficiency.

Building the Future of Healthcare

If you're innovating in healthcare technology or services, we'd love to explore how we can accelerate your growth and impact.