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Expanding Relationships, Accelerating Growth,
Advancing Outcomes, Outperforming Returns

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Investment Approach

We focus on growth stage technology and technology-enabled service companies in the healthcare and education sectors.

 

Our investment approach is centered on harnessing the collective power of patient Family Office capital, many industry executive relationships, and 25 years of venture capital investment experience to help our portfolio companies find more customers and partners, scale faster, and generate impactful outcomes in healthcare and education.

 

We are team focused on driving value for your company and the health or education needs you are trying to improve.  We also believe in the power of bringing together unique networks and complements of people to make a difference and impact.

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Our Value-Add

Our 50+ person Executive Advisory team is comprised of current/former senior executives across 75+ healthcare and education institutions  to help you:

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  • Find new customers

  • Attract complementary partners

  • Assess and uncover new strategic opportunities

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​We seek to uplevel customer, partner, and strategic conversations at leading healthcare and education institutions across the country. 

25+

Years Investment Experience

50+

Executive Advisors

75+

Healthcare & Education Industry Relationships

50m+

Capital Under Management
Investment Profile

We typically invest between $1m - $5m in Series A-C rounds. We have large family office LPs who can selectively upsize our investment amounts.Think of us as a strategic investor bringing a breadth of industry and capital relationships which are additive to your growth.

 

We are looking for companies who have:

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  • Developed products and address large markets

  • Critical mass of customers with significant growth ahead

  • Established business models and revenue base

  • Management teams who can drive growth

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Either as a lead or joining a syndicate, we strategically complement your team and Board and take board observerships or seats to maximize our impact

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