Our Insights

We dive deep and understand every aspect of the challenges and opportunities in healthcare by collaborating closely with the providers, payers and healthcare organizations across our strategic network. These are the insights that guide or thesis-driven approach to investing.

Market Brief

by Yoola Adeniji

Advancements in surgical technology and therapeutics have improved outcomes for many cancer patients, resulting in 18 million survivors (and growing). So, surely cancer care is getting...

Market Brief

by Josh Flum, Lise Courtney D'Amico & Karen Au Yeung

A wave of change is occurring in the infusion market, creating new complexities, challenges, and opportunities for providers who administer infusion drugs, patients who need those drugs, and payers...

Recap

by Keith Figlioli, Josh Flum, Ellen Herlacher & Tripp Peake

Every year, we have the pleasure of bringing together our strategic limited partners, executive advisors, and portfolio company CEOs for an event filled with networking, insightful discussions, and,...

Market Brief

by Keith Figlioli

Gen AI is poised to transform healthcare by enabling solutions to address numerous challenges. But the transformation won’t – and shouldn’t – happen overnight. Thoughtful progression on...