From Physical to Digital
We believe the biggest opportunities lie in propelling traditional industries into the digital age.
We focus on specific investment themes so we can be high-impact partners to founders.
Digital Healthcare
With the growing healthcare cost and care quality crisis, an eagerness to adopt new digital tools is evident across the healthcare market.
But technology for technology’s sake is not what healthcare stakeholders want or need.
Healthcare systems need end-to-end solutions that help them provide higher quality care to more people at lower costs. Consumers want apps that address their healthcare needs, that are as good or better than other consumer apps in terms of value, design and user experience. We invest in and support teams who deeply understand the healthcare context and can deliver the right solutions.
We invested in Kit Check, Tyto Care, PhysIQ, Protenus, Sweetch and Ovia Health.
What we look for:
- Doing more with less: where technology can address a significant challenge of resource management, adoption is more likely to occur
- Keeping patients out of the hospital: including technologies that help providers utilize increasing amounts of data as well as tools that empower the individual
- Technologies that improve the security, accessibility and meaning of consumer health information
Digital Business Services
We are looking for startups challenging existing business practices and models around everyday business decisions.
As software and data sets show up in every aspect of our professional lives, many industries have only just begun the shift from outdated and expensive manual processes, inefficient brokers, and traditional, on-premise software tools.
Although the digital business market is diverse, composed multiple verticals with differing requirements, all companies require access to capital, management tools, human resources, professional services, and exposure to potential clients to grow and sustain their businesses.
We invested in Fundbox, Bento, LawGeex, Bizzabo, Marqeta and ShopClues.
What we look for:
- Re-inventing inefficient daily workflows and decision making for specific segments
- Eliminating dependence on middlemen via low-touch, highly personalized, digital-enabled service and sales models
- Aggregating demand and supply in specific verticals via low cost distribution models and transparent servicing models enabling trust and market growth
Ahead of the Curve
In each fund, we set aside capital to invest on a limited basis in 2-3 additional sub sectors that have potential to form the basis of our future themes within the broader “online to offline” space. It all starts with finding the right founders with a compelling story to back.
Who do we invest in?
Check out our portfolio companies to see who we’ve previously invested in, and while you’re at it, feel free to contact the founders and ask how their experience working with us was.