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 Ellen Herlacher

A typical health system either loses money or just breaks even on its Labor & Delivery services. As a result, there is little incentive or budget to invest in innovating around or improving the...

Market Brief

by Ellen Herlacher

Few people question whether care delivery will continue to migrate out of the hospital into new settings such as the home. The better question is, what services - specifically - will migrate to the...

Market Brief

by Ellen Herlacher

Over 50 million people have filed for unemployment as of July. These individuals are enduring the sort of trauma that can trigger a mental health episode and at the same time, may have lost their...

Market Brief

by Erica Garvin

LRV Health’s Keith Figlioli predicts this year’s fizzles and flourishes for digital healthcare.