We invest in infrastructural solutions that enable technologies to scale healthcare. These are often enterprise- and developer-facing products.
Broadly speaking, our investment criteria maps to the intersection among:
Management + Market size + Market readiness + Business model
Every company's early strengths are distributed differently among these buckets, but we like to see each one at least represented.
Another thing we look for is tight near-term focus and extensibility. This is when entrepreneurs have a tight plan for a clear solution to a painful problem AND know how executing against that will position it as a deeper platform with even more tentacles of value creation. There's great potential in healthcare for many trojan horses: plentiful pain points allow for several entry points and the system's tight ecoystem offer natural adjacencies.
We support our partner founders by serving as management-extenders. There are only so many hours in a day and only so many days of the year. We've built a platform to help cheat the clock and boost both their day-to-day capacity and also the company's overall runway.