Investment strategy
Our strategy starts with identifying and understanding the macro trends shaping the healthcare industry. We focus on provider shortages, shifting patient responsibility, and the aging population to drive impactful investments.
Macro trends driving our investment thesis
Provider
Shortages
Facing a projected shortfall of up to 139,000 physicians by 2033, the U.S. must enhance healthcare efficiency. Our investment targets solutions like AI-enabled diagnostics and telemedicine to optimize care delivery and reduce provider burnout amidst an aging population and recruitment challenges.
Shifting Patient Responsibility
Escalating healthcare costs and increasing patient responsibility necessitate innovative solutions to promote price transparency and affordability. We target investments that enhance value-based care initiatives to empower patients and enhance healthcare affordability.
Aging
Population
As the baby boomer generation ages, there are 65,000 adults turning 65 years of age every day in America. There's a growing demand for chronic disease management and long-term care services and a shortage of specialized physicians. We seek investment opportunities in age-friendly technologies, remote monitoring technology, and personalized medicine approaches to empower these patients and others while improving their quality of life.
Our Investment Thesis
Unmet clinical need
We focus on investments that address unmet clinical needs by enabling access to care and improving the diagnosis of undiagnosed or underdiagnosed conditions.
Experienced leadership
We prioritize companies with an experienced CEO and leadership team who possess both functional and industry-specific experience appropriate for the company’s stage.
Enhanced outcomes
We seek investments that enhance clinical outcomes by increasing ease of use for physicians and reducing overall healthcare system costs.
Capital appreciation
Our investments aim to optimize time to exit while managing future financing needs and risks, with clear M&A engagement strategies identified with industry strategics.