Emerging Themes

Within the broader “Online to Offline” space, there are many subsectors that LionBird has begun investing in or would like to learn more about which don’t fit neatly into our two major buckets. Below is a list of some of the spaces we are excited about and plan to increase our exposure to in the future.

From Couch to 5k

Tech solutions for Wellness

The era of quantified self has arrived to professional sports, including sensors and video-streams that make it possible to track, analyze, and improve athletic performance in real-time. At the same time, increased public awareness around the costs and health risks of living sedentary, unhealthy lifestyles has driven a rise in participation in amateur and youth sports.

Beyond the professional sports leagues, coaching and training of these athletes is still primarily offline. We are looking for tools that scale the best practices developed in the past just for professional athletes and affluent individuals all the way down to youth and amateur athletes, gyms and local clubs, enabling trainers to engage athletes beyond the field in a cost-effective, personalized, and measurable manner.

Examples of this from the LionBird portfolio include PhysiMax and amSTATZ

Instant ROI

Digitizing Enterprise Workflows

Selling enterprise software is hard. Long sales cycles, protracted implementation, and complex user requirements can delay even the best opportunities.

We look for companies that can cut through the noise by solving critical, urgent problems in an simple to implement, concrete manner that makes it a no-brainer for customers to act now. Examples of this are companies that can offer a fast, clear, and significant ROI, and companies that enable customers to manage mandatory compliance.

Kit Check, which pays for itself almost immediately and creates an auditable trail for pharmacy supplies, is an example of a company in our portfolio that meets the requirements.

The Era of Gene Editing

Software for genetic engineering

Humans have been altering the genetic code of plants and animals for millennia by taking genetic information associated with useful features from one organism, and adding it into another one. This was exclusively done through a lengthy multi step process of selective breeding.

More recent advances have enabled scientists to make new sequences of DNA from scratch using impressive technologies like CRISPR CAS9 that allow scientists to find disease causing genes and replace them with properly functioning ones. By combining these advances with scalable cloud based software and robotic wet labs, scientists can now design de-novo organisms that do new things previously unimagined.

We are looking for software companies like portfolio company Genome Compiler that can accelerate and support this trend.